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ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)
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Beginner’s Guide to Building Salesforce1 Mobile Apps Douglas Rosenbaum William Yeh ISV Technical Evangelist
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.
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!