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

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

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

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Page 1: 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

Page 2: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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 3: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 4: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 5: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

300 Salesforce1 Mobile Ready Apps and Counting…

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

Page 6: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 7: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Mobile – It’s All About Options

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

Page 8: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

How to access Salesforce1 Mobile

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

Mobile Browser Hybrid version Browser

Page 9: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Mobile Browser Support

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

Page 10: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Use to introduce a

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

How Your User Views Data

Page 11: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 12: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Salesforce1 Mobile Tool belt:

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

ISV Integration Points:

Page 13: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

• 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

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

Compact Layout

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

Page 15: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Mobile Cards

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

Page 16: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Expanded Lookup

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

Page 17: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Use to introduce a

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

Page 18: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Actions

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

• Your Custom Actions

Page 19: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Actions

• Quick –  Less is More –  Micro-moments

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

Page 20: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 21: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Row Actions

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

Page 22: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Publisher Actions

VisualForce Action Full Control

• Standard Actions –  Clicks, Not Code

• VF Actions –  Advanced Session

Standard Action Clicks not Code

Page 23: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Use to introduce a

demo, video, Q&A, etc.

Demo - Actions

Page 24: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 25: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Flexi Pages

• Visual Force Components • Lightning App Builder

–  Drag and Drop Editor

Winter ‘15 Improvements

Page 26: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Use to introduce a

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

Page 27: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Where do I go from here?

• Best Practices –  Appearance –  Application/Action Flow

• Resources

Page 28: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Salesforce1 Mobile Style Guide

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

Page 29: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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?

Page 30: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 31: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

Check out the new Partner Community

https://partners.salesforce.com/

Page 32: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

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

Page 33: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

AppBash 2014 on Wednesday Night!

Page 34: ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)