Salesforce1 Mobile App Workbook - Spring '14

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Salesforce1 Mobile App Workbook Spring '14. This contains many simple tutorials to get you started with building Salesforce Mobile apps.

Text of Salesforce1 Mobile App Workbook - Spring '14

  • Salesforce Platform Workshop: WINTER '13

    Salesforce1 Mobile App Workbook

    Last updated: April 10, 2014

    Copyright 20002014 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are othernames and marks. Other marks appearing herein may be trademarks of their respective owners.

  • Table of Contents

    About the Salesforce1 Mobile App Workbook.......................................................................................1

    Tutorial 1: Initial Set Up......................................................................................................................2Step 1: Get a New DE Org.......................................................................................................................................................2Step 2: Create an App...............................................................................................................................................................2Step 3: Download the Salesforce1 Mobile App........................................................................................................................2

    Tutorial 2: Use the Mobile App.............................................................................................................4Step 1: Create Your First Post..................................................................................................................................................4Step 2: Create a Task................................................................................................................................................................5Step 3: Use the Today app........................................................................................................................................................5Step 4: Navigate to a Record.....................................................................................................................................................5Step 5: Try a Record Action.....................................................................................................................................................8Step 6: Add a Record to Your App...........................................................................................................................................8Step 7: Pin Frequently Used Searches.......................................................................................................................................9

    Tutorial 3: Optimize for the Mobile Display........................................................................................11Step 1: Create a Page Layout for a Mobile User Profile.........................................................................................................11Step 2: Display Key Fields Using Compact Layouts...............................................................................................................13Step 3: Add Mobile Cards to the Record Related Information Page......................................................................................13Step 4: Enable Notifications...................................................................................................................................................14

    Tutorial 4: Quickly Create Records Using Global Actions....................................................................15Step 1: Create a Global Action...............................................................................................................................................15Step 2: Customize the Global Publisher Layout.....................................................................................................................15

    Tutorial 5: Create Related Records with Object-Specific Actions.........................................................17Step 1: Define an Object-Specific Action...............................................................................................................................17Step 2: Choose Fields and Predefine Values...........................................................................................................................17Step 3: Customize an Object-Specific Layout........................................................................................................................18

    Tutorial 6: Develop a Visualforce Page and Add it to the Navigation Menu...........................................19Prerequisites: Set Up Your Development Environment..........................................................................................................19

    Step 1: Install the Enhanced Warehouse Data Model................................................................................................19Step 2: Access the Mobile Browser App.....................................................................................................................19

    Lesson 1: Create the FindNearby Apex Class.........................................................................................................................20Step 1: Create the FindNearby Apex Class.................................................................................................................20Step 2: Create the getNearby Method.........................................................................................................................20Step 3: Add Default Location Logic...........................................................................................................................21Step 4: Run a Query and Return Results.....................................................................................................................21Summary: Check Completed Code.............................................................................................................................21

    Lesson 2: Create the Visualforce Page....................................................................................................................................22Step 1: Bind the extension and Standard Controller to a Visualforce Page.................................................................22Step 2: Add Static Resources to the Page....................................................................................................................23

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  • Step 3: Place a Container div for Rendering the Map.................................................................................................23Step 4: Add the initialize JavaScript function..............................................................................................................23Step 5: Add the createMap function...........................................................................................................................24Step 6: Create Markers for Nearby Warehouses.........................................................................................................25Step 7: Check the Final Page......................................................................................................................................26

    Lesson 3: Expose the Page in Salesforce1...............................................................................................................................28Step 1: Create a Tab....................................................................................................................................................28Step 2: Add the Tab to Mobile Navigation.................................................................................................................29Step 3: Try Out the App.............................................................................................................................................29

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  • About the Salesforce1 Mobile App Workbook

    While you can use the Salesforce platform to build virtually any kind of app, most apps share certain characteristics, such as:

    A database to model the information in the app

    A user interface to expose data and functionality to those logged into your app

    Business logic and workflow to carry out particular tasks under certain conditions

    In addition, apps developed on the Salesforce Platform automatically support:

    A mobile app that is easy to use, customize, and further develop

    A public website to allow access to data and functionality

    A native social environment that allows you to interact with people or data

    Built-in security for protecting data and defining access across your organization

    Multiple APIs to integrate with external systems

    The ability to install or create packaged apps

    This workbook shows you how to use, configure, and develop the Salesforce1 mobile app in a series of tutorials. Initially youcreate a very simple app to track your learning progress, which is enough to show you the basics. If you following along to theend of this tutorial, youll also install a Warehouse app that will help you learn more sophisticated examples with code.

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    About the Salesforce1 Mobile App Workbook

  • Tutorial 1: Initial Set UpThe first thing you need to do is set up your development and testing environment. Then youll set up your browser and mobiledevice for testing.

    Step 1: Get a New DE OrgIf you already have a Developer Edition org, you might not need a new one. However, if youve previously done any tutorialswith the Warehouse app, the advanced section at the end of this workbook uses this app, and there might be a conflict wheninstalling the package. While you might be able to navigate around potential conflicts, its easier and faster to create a neworg. In addition, D