ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Beginner’s Guide to Building Salesforce1 Mobile Apps Douglas Rosenbaum William Yeh ISV Technical Evangelist

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75B connected products

5B smartphones

by 2017

1T connected

sensors Cloud

4.5B aggregated

users

Mobile

Connected

Social

Cloud

Dashboard to our lives

Collaborate with employees, partners,

and customers

Connect to your data and apps

Connect to your products and devices

Mobile is the Center of the Internet of Customers

Mobile is the Center of the Internet of Customers

400,000

500,000

600,000

Desktop

Mobile

Tim

e S

pent

On

the

Inte

rnet

M

inut

es/m

onth

Do More on Mobile More Apps & Ecosystems

More Relevant More Connected

Sept 2013 Jan 2014

300 Salesforce1 Mobile Ready Apps and Counting…

• Expected by Salesforce Customers • Don’t get left behind

What’s Holding ISV’s Back from Mobile?

•  Reasons why ISV’s have yet to release a Mobile Version

•  Will take too much time

•  Lack of mobile resources

•  Don’t know where to start

Mobile – It’s All About Options

Salesforce1 Mobile App Full Native Apps (ios/Android) HTML5/Hybrid

How to access Salesforce1 Mobile

TIP: http://XXX.salesforce.com/one/one.app

Mobile Browser Hybrid version Browser

Mobile Browser Support

•  iOS • Android • Windows (Beta) • Blackberry • Good Access Secure Browser

Use to introduce a

demo, video, Q&A, etc. Let’s get started

How Your User Views Data

Persona Use Case Limited Scope

•  Who are the users? •  Who are not the users?

•  What do they need to do? •  Where are mobile users?

•  Micro moments •  Limited Fields •  Compliment Desktop

Let’s Get Started

•  Delivery Driver •  Update Delivery •  Modify only, Mark Complete

Salesforce1 Mobile Tool belt:

• Left Nav • Record Layouts • Mobile Cards • Actions • Flexipages • Visual Force Pages • Canvas Apps

ISV Integration Points:

• Starting Point for Getting Around and Getting things done • Feed, Recent Objects and Applications •  ISV IP

–  Your Custom Objects –  Your Applications –  Your Flexipages –  Your VF Pages

Mobile Navigation (aka Left Nav)

Your Application

Your Objects

Compact Layout

• Salesforce1 Mobile View of Records –  Key Fields –  Information for the Mobile Use Case

Mobile Cards

• Salesforce1 Mobile View of Records –  Expanded Lookups –  Related Lists –  VF Cards –  Canvas Apps

Expanded Lookup

• Can be added to Mobile Cards • Display information on related objects. • Compact layout for the related object controls what shows up

Use to introduce a

demo, video, Q&A, etc. Demo – Navigation & Mobile Layouts

Actions

• Default –  Chatter Post –  New Contact –  New Event –  New Task –  Log a Call –  Update a record

• Your Custom Actions

Actions

• Quick –  Less is More –  Micro-moments

• Context Specific –  Personas –  Use Cases –  Location, Location, Location

Action Bar

• New with Winter ’15 •  Includes record actions, publisher actions, buttons, and chatter actions

• Custom Icons for your actions • Actions are grouped by function • Can have actions without Chatter

Row Actions

• New with Winter ‘15 • Record specific Actions from within the actual list • On or about a specific record

Publisher Actions

VisualForce Action Full Control

• Standard Actions –  Clicks, Not Code

• VF Actions –  Advanced Session

Standard Action Clicks not Code

Use to introduce a

demo, video, Q&A, etc.

Demo - Actions

Flexi Pages

• Landing/Home page for an App –  Appears in Left Nav

• List Views • Publisher Actions • Report Chart • VF Pages

Between Page Layout and VF Pages

Flexi Pages

• Visual Force Components • Lightning App Builder

–  Drag and Drop Editor

Winter ‘15 Improvements

Use to introduce a

demo, video, Q&A, etc. Demo – Flexipages, Lightning Builder

Where do I go from here?

• Best Practices –  Appearance –  Application/Action Flow

• Resources

Salesforce1 Mobile Style Guide

• Consistency is key • No Man (or App) is an Island

Homework • xxx.salesforce.com/one/one.app

–  See how much of your app is there already • Come up with a single use case

–  What is the one thing my customer wants (or needs) to do in a micro moment?

Salesforce1 Mobile Resources • Webinar: Intro to Salesforce1 Mobile App Development - Link • Dreamforce Sessions – bit.ly/s1-df-sessions • Developer Guide – bit.ly/s1-dev-guide • Winter 15 Release Notes - Winter '15 • Actions Implementation Guide - Link • Blogs:

–  6 things you need to know: bit.ly/s1-6-things –  Mobile cards: bit.ly/s1-mobile-cards –  App Boogie Fever: bit.ly/s1-boogie

• P.force.com/salesforce1 – everything you need to know in one place

Check out the new Partner Community

https://partners.salesforce.com/

Connect with Partners in the Partner Zone The Westin Hotel, Market Street 2nd Floor – Metropolitan Ballroom INNOVATE with the leading technology •  Demos of new Salesforce technology CONNECT with members of the partner community •  Partner Community Theater •  Networking areas •  Welcome reception and daily lunch service GROW your business with resources •  70+ partner-specific sessions •  ‘Ask the Experts’ consultation stations

AppBash 2014 on Wednesday Night!