Webinar using salesforce1 to manage your salesforce org final

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Capturing User Stories On the Go

Using Salesforce1 to Manage Your Salesforce Org#forcewebinar

Kris LandeSalesforce1 Product Marketingsalesforce.com@krislandeGillian MadillSalesforce Admin ProgramsSalesforce.com@gmadillSteve WilliamsSalesforce ConsultantBigKite Consulting@MrSteve_WSpeakers

#forcewebinar#forcewebinar2Safe HarborSafe 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.

#forcewebinar3Go Social! #awesomeadmin/ #forcewebinar

ButtonClick Admins+Salesforce DevelopersSalesforce DevelopersSalesforce DevelopersThe video will be posted to YouTube & the webinar recap page (same URL as registration).

This webinar is being recorded!#forcewebinar4Have Questions?Dont wait until the end to ask your question! Technical support will answer questions starting now. Ask your questions in the GoToWebinar questions pane. Respect Q&A etiquettePlease dont repeat questions. The support team is working their way down the queue.Stick around for live Q&A at the endSpeakers will tackle more questions at the end, time-allowing.Head to the Success CommunityMore questions? Visit success.salesforce.com

#forcewebinar5AgendaSalesforce1 Mobile App OverviewOverview of User Story Salesforce1 AppUser Story App DemoHow to Build the AppUsing Default Text with FormulasWhats Next?Resources to Get Started Q&A#forcewebinar6Flagship Salesforce1 Mobile AppOne App. Infinite Possibilities.

Brings Your Apps ForwardBrings Your Customizations ForwardWorks Seamlessly Across Your Mobile Devices

#forcewebinarWe know that customer success and innovation have no finish line, and weve been pushing hard on the Salesforce1 mobile app. Its now faster than ever to deploy those Lightning apps to the new Salesforce1 app, featuring an all new UI, optimized to get your work done even faster and a new Tablet experience designed from the ground up to take advantage of the additional real-estate. One of our customers favorite parts of Salesforce1 is how they can customize it to match the needs of their company, and with Lightning, that is easier than ever to do.Your Custom AppsYour CRMYour AppExchange Apps

Overview of the Salesforce1 Mobile App

Feed-First UINotifications PlatformAction Bar#forcewebinarName | Role | Excited | New FeaturesBut first, a quick overview:Salesforce1 is our flagship mobile app, launched at DF just under a year ago. Its a free mobile app available in the iTunes and Google Play Stores.With Salesforce1, we envisioned creating a MOBILE WINDOW into Salesforce. And thats exactly what this is.As you can see, you have all of your existing investments core CRM data, your AppExchange Apps, and even your Custom Apps all brought within the Salesforce1 Container, out of the box. Its all wrapped in a modern, feed-first UI with a notifications platform and publisher action (which we will talk about shortly) which really helps you take action and move business forward.


Custom Apps4M+

companies using the Salesforce1 Mobile app84K

Last Year We Introduced Salesforce1ISV Apps+300

#forcewebinarLast year we unveiled the new Salesforce1 Platform & Mobile App at Dreamforce. With Salesforce1 - we wanted to make it easy for you to not only build mobile apps, but also run your business from your phone with the Salesforce1 Mobile App. We introduced 10x more APIs to help you connect Salesforce to products & devices - and what a year its been! Weve seen you build over 4M apps and weve seen over 60k companies using the Salesforce1 Mobile App. Steve WilliamsSalesforce ConsultantBigKite Consulting


Founded by ex-Salesforce.com Expert Services with 4 years of experience, BigKite Consultinghas quickly become Canadas #1 Rated Partner by Customers. Our team is comprised of certified experts in all Salesforce.com instances.

Employees: 28+ Resources: 20+ of Sales and Service Cloud Consultants and Force.com Developers Experience: 300+ Implementations within the Financial Services, High Tech, Manufacturing and Life Sciences Industries Expertise: Salesforce.com Implementation, Business Process Consulting, Development, Data Service (Integration/Migration), Training, Administrative Support Customer Success Focus: 9.3/10 124+ Projects Surveyed Customer Feedback: 36+ Five-Star Reviews (Most of Any Canadian Partner)

Our Run Down

Certified Since 2010Toronto (HQ) Vancouver Ottawa Montreal

#forcewebinarWhat is a User Story?Capture Requirements by focusing on Business NeedsAs a , I want so that Alter the Request Narrative no more I just need these 2 fields added First Person Encourages OwnershipLeverage your Salesforce Knowledge and Expertise Designing SolutionsBegins the Solution Conversation#forcewebinarThe AppWhy I Built itDrive stakeholders to the User Story FormatUnhappy with Output of Existing Request Management AppMore structure by formatting requestsNeeds instead of RequirementsAdmin on the GoCapture of Business Needs anytime, anywhere

#forcewebinarApp Demo: Salesforce1 #forcewebinarThe AppWhat is the RecipeAn existing Request Management ObjectA new custom object for User StoriesA Publisher ActionThe Secret Sauce

#forcewebinarThe User Story Custom ObjectSingle field for narrative to meet output requirementsAlternative is a field for each story segmentMaster Detail to Project Parent ObjectStakeholder User Lookup and FormulaCan be extended to document and execute testing

#forcewebinarBuilding the Action


Building the ActionTarget Object Depends on Relationships

Keep the Label Short

You can also customize your icon

#forcewebinarBuilding the ActionThe LayoutFamiliar User Experience, just like Page Layout EditorI prefer a single column since we are working with large text areasSave button is always visible in Salesforce1Consider keeping it short if you will use it via the browser

#forcewebinarThe Finishing TouchesDeploying your new Publisher ActionUpdate the Parent Record Page Layout to add the new Publisher Action


Publisher ActionsThe Secret SauceIncredibly powerful tool for enabling micro-transactionsUse Formulas that reference the source record to set default field values!!!Makes simple updates literally simpleNow available on Mobile App without Activating Chatter#forcewebinariPad Demo:Default Text with Formulas


Publisher ActionsSetting Default Field Values Automagically with Formulas

#forcewebinarWhat Comes NextExtend the App within SalesforceDownload the slides for configuration detailsExtend the App to cover UAT execution by adding fieldsAssign in Salesforce via Test User field for single testerExport to Excel for Test Execution by multiple testers#forcewebinarSurveyYour feedback is crucial to the successof our webinar programs. Thank you!

http://bit.ly/UsingSF1org #forcewebinar25

Admin Rollout Guidesalesforce.com/mobileSuccess Community

bit.ly/SuccessSalesforce1Resources to Get Started

buttonclickadmin.com#forcewebinar----- Meeting Notes (12/17/14 13:59) -----Take you step by step how to do these thingsQuestions?#forcewebinarAppendix#forcewebinarThe User Story Custom ObjectThe Key FieldsA Master Detail relationship to the existing Project/Request ObjectAdd a Roll Up Summary Count of User Stories to