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Intro to Building Mobile Apps with Salesforce1: No Code Required February 19, 2014

Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Put a smile on your users’ faces by delivering mobile solutions your company needs - without writing any code! Salesforce1 makes it easy for admins to create mobile apps. Leveraging your existing skills, like page layout and security profile management, plus new point & click customizations like Publisher Actions and Compact Layouts, you can put your Salesforce apps into your users’ hands on their preferred mobile device. This webinar is part of a series focusing on new and existing Salesforce1 mobile app features and will demonstrate how you can extend your applications with mobile by configuring Mobile Navigation, Global and Object-based Actions, Compact Layouts, Mobile Cards, and Expanded Lookups, plus new Spring ‘14 features like Report Charts and Push Notifications. All without writing ANY code. If you are ready to supercharge your career and make an impact at your company, sign up today! Key Takeaways Learn how to leverage your existing admin and declarative development skills to build mobile apps Learn to easily create and customize your mobile interface with new point & click features Leverage platform features for increased productivity within the Salesforce1 mobile app Intended Audience Salesforce administrators or Force.com declarative developers.

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Page 1: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

Intro to Building Mobile Apps with Salesforce1: No Code Required February 19, 2014

Page 2: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Speakers

Shannon Hale Senior Product Manager, Declarative Apps @shannonsans

Michelle

Chapman-Thurber Staff Technical Writer @mct_sfdc

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Page 3: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 4: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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A mobile state of mind

BBC News Business December 19, 2013 “We’re talking mobile workforces staying connected in and out of the office and using their devices for work and play.” http://www.bbb.co.uk/news/business-25445906

Page 5: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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The rise of mobile computing in the enterprise

5

3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13

Your Employees

Your Company 76 Million PCs

230 Million iOS/Android Unit Sales

2Q13

Source: Strategy Analytics. “Global Smartphone Shipments Hit Record 230 Million Units in Q2 2013.” July 2013. Source. Gartner. July 2013.

Page 6: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Dif!cult to build mobile apps

Mobile Apps Are Critical

Mobile Apps Deployed

60%

40%

20%

App Gap

Less than

1/2 have deployed

apps

Perc

ent o

f Res

pond

ents

Complexity of Form Factors

Limited Number of Developers

Multiple Operating Systems

Multiple Platforms

Page 7: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Introducing Salesforce1

AppExchange Apps

CRM

Custom Apps

All your past investments...

Feed First UI

Notifications Platform

Publisher Actions

…now in the future

Page 8: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Building on the Salesforce1 platform

Objects & Fields

Page Layouts

Custom Tabs

AppExchange Apps

List Views

Search Layouts

Visualforce & Apex

Force.com Canvas

REST APIs

Analytics API

Publisher Actions

Mobile Cards

Compact Layouts

Enhanced Lookups

Embedded Charts

Mobile Navigation

Flexible Pages

Heroku Connect

ExactTarget Fuel

Buttons & Links

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Things to consider when building for mobile

§  What are the important things to see at a glance?

§  What are the important moments when using the app?

§  What form !elds must have content?

§  What defaults can be used so !eld values don’t need to be entered manually?

Page 10: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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ENOUGH SLIDES

Let’s build something already!

Page 11: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Building on the Salesforce1 Platform

§  Noti!cations

§  Mobile navigation

§  List views

§  Compact layouts

§  Mobile cards

§  Actions

Page 12: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Noti!cations

Approval requests Task assignment

Important feed activity

Page 13: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Mobile navigation

Smart Search Items & Pinning

Page 14: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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List views

List views

Recent items

List view columns

Page 15: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Record detail

Page layout: buttons

Page layout: detail section

Page layout: publisher actions

Compact layout

Page 16: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Record related information

Page layout: related lists

Page layout: mobile cards

Page 17: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Actions

Page 18: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Things to consider when building for mobile

§  What are the important things to see at a glance?

§  What are the important moments when using the app?

§  What form !elds must have content?

§  What defaults can be used so !eld values don’t need to be entered manually?

Page 19: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Try it yourself!

§  Sign up to start building mobile apps –  FREE Developer Edition: bit.ly/DE-join

§  Follow the Salesforce1 Dev Guide - bit.ly/s1-dev-guide

§  Test it out in the app –  Download the Salesforce1 app

–  Open in your mobile [or desktop!] browser: •  https://[--yourinstance--].salesforce.com/one/one.app

Page 20: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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Salesforce1 resources

§  Salesforce1 App Developer Guide – bit.ly/s1-dev-guide

§  Publisher Actions Implementation Guide – help.salesforce.com/help/pdfs/en/actions_impl_guide.pdf

§  Intro to Salesforce App Development – bit.ly/sfdcudacity-s1

§  Intro to Salesforce Mobile App Development (Webinar) – events.developerforce.com/en/events/webinars/intro-salesforce1-mobile-app-development

§  Force.com Workbooks – wiki.developerforce.com/page/Force.com_workbook

§  Dreamforce Sessions – bit.ly/s1-df-sessions

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Udacity

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Q & A

Shannon Hale Senior Product Manager, Declarative Apps @shannonsans

Michelle

Chapman-Thurber Staff Technical Writer @mct_sfdc

Page 23: Intro to Building Mobile Apps with Salesforce1: No Code Required Webinar

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