Designing Salesforce Mobile Workflow Using Force.com (Apex) Triggers

Developers Track

Paolo Bergamo: salesforce.com

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Agenda

Overview of Salesforce Mobile

Why choose Salesforce Mobile and demo

Examples of Force.com triggers to be used with

mobile

Overview of Salesforce Mobile

In The Future…

Salesforce apps all in one place• Suite of mobile apps available at

m.salesforce.com

• Distributed through app stores

• Purpose-built apps solve specific problems

• Full integration with Salesforce

• Easy to find, download and use

Salesforce MobileChatter Mobile

Mobile Products Today

Instant access to customer data

Update records between appointments

Improve data and pipeline visibility

Salesforce Mobile: Take CRM Anywhere

Current Mobile Offerings

SALESFORCE MOBILE (Incl. in Unlimited Edition or $50/u/m add-on)

Standard Objects Custom Objects Content Library Full Management Console

Accounts

Contacts

Dashboards

Etc.

Proximity App

Expense Reporting

Visualforce pages

Etc.

MOBILE LITE (FREE for all editions)

Standard Objects Custom Objects Content Full Management Console

Accounts

Contacts

Dashboards

Etc.

Not Available Not Available Limited Configurability

Salesforce Mobile Demo

Write once, run everywhere

Crossplatform support

Security taken care of

Offline access

Ease of deployment and update

Salesforce Mobile: why?

Salesforce Mobile demo

Salesforce Mobile overview

Overview of the client• Basic navigation• Search / filter• Integration with the OS (Log a call, etc)• Dashboards and Visualforce Pages

Administration• Application update• What if the the device is lost or stolen

Salesforce Mobile and Triggers

Parent/Child creation is not supported offline

record ID missing

New Account

- New related contact

Offline Parent/Child creation: use case #1

Opportunity Line Item

Field1Field2

Pare

nt

Field1Field2

Ch

ild

Parent.Field1Parent.Field2Child.Field1Child.Field2H

elp

er

<make this pretty>

Offline Parent/Child creation: Solution #1

Use a “flattened” mirror object

Field1Field2

Pare

nt

Field1Field2

Ch

ild

Parent.Field1Parent.Field2Child.Field1Child.Field2H

elp

er

Offline Parent/Child creation: use case #2

Visit of a distributor to a store

Account

Visit January

QuestionnairerecordType #1

QuestionnairerecordType #2

Visit February

Visit March

QuestionnairerecordType #3

Offline Parent/Child creation: Solution #2

Create the parent object for next visit

Account

Visit Pending

Visit Completed

QuestionnairerecordType #1

New visit Pending

Approval process: use case

Manager needs to approve an object

Approval process: solution

Two different layouts

Start date# of days

Em

plo

yee L

ayou

t

Start date# of daysStatus

Man

ag

er

Layou

t

Approval process: credit card validation use case

Salesforce Mobile on Windows Mobile:peripherals integration

WM Peripherals Implementation Guide

New types of fields: MagneticStripe and BarCodeNew types of objects: AllowSignaturePictureUpload as a related object

Credit card information: solution

Let the server-side deal with validation

Credit Card company validation

Credit card information: solution

Let the server-side deal with validation and copy the field into an encrypted field, then lock the original record

Create credit card record(swipe)

- Lock record- Send email

with receipt- Trigger other

workflows

Signature capture (via stylus and touch screen)

Copy info to encrypted field

Mask CC info on original record

CC validation

Validation: use case

Complex validation rules that require (or not) apex code

New record

- Validation rules

- Apex Code

OK

Not OK

Confirm record

Send record back to device in edit mode

Summary

Agenda

Why use Salesforce Mobile– crossplatform runtime that offers offline capabilities

Examples of triggers– Offline creation

– Integration with peripherals

– Approvals

– Simple and complex validation rules

Salesforce Mobile offers a lot more!

Thank you!

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