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Using Salesforce1 to Manage Your Salesforce Org

Webinar using salesforce1 to manage your salesforce org final

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Page 1: Webinar using salesforce1 to manage your salesforce org final

Using Salesforce1 to Manage

Your Salesforce Org

Page 2: Webinar using salesforce1 to manage your salesforce org final

#forcewebinar

Kris Lande

Salesforce1 Product Marketing

salesforce.com

@krislande

Gillian Madill

Salesforce Admin Programs

Salesforce.com

@gmadill

Steve Williams

Salesforce Consultant

BigKite Consulting

@MrSteve_W

Speakers

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#forcewebinar

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.

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Go Social!

#awesomeadmin/ #forcewebinar

ButtonClick Admins

+Salesforce Developers

Salesforce Developers

Salesforce DevelopersThe video will be posted to YouTube

& the webinar recap page

(same URL as registration).

This webinar is being recorded!

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Have Questions?

Don’t 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 etiquette

– Please don’t repeat questions. The support team is

working their way down the queue.

Stick around for live Q&A at the end

– Speakers will tackle more questions at the end, time-

allowing.

Head to the Success Community

– More questions? Visit success.salesforce.com

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Agenda

Salesforce1 Mobile App Overview

Overview of User Story Salesforce1 App

– User Story App Demo

– How to Build the App

Using Default Text with Formulas

What’s Next?

Resources to Get Started

Q&A

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Flagship Salesforce1 Mobile AppOne App. Infinite Possibilities.

Brings Your Apps Forward

Brings Your Customizations Forward

Works Seamlessly Across Your

Mobile Devices

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Your Custom Apps

Your CRM

Your AppExchange Apps

Overview of the Salesforce1 Mobile App

Feed-First UI

Notifications Platform

Action Bar

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Custom Apps

4M+companies using the Salesforce1 Mobile app

84 K

Last Year We Introduced Salesforce1

ISV Apps

+300

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#forcewebinar

Steve Williams

Salesforce Consultant

BigKite Consulting

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#forcewebinar

Founded by ex-Salesforce.com Expert Services with 4 years of experience, BigKite Consultinghas quickly become Canada’s #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

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#forcewebinar

What is a User Story?

Capture Requirements by focusing on Business Needs

As a <type of user>, I want <some goal> so that <some reason>

Alter the Request Narrative no more “I just need these 2 fields added”

First Person Encourages Ownership

Leverage your Salesforce Knowledge and Expertise Designing Solutions

Begins the Solution Conversation

Page 13: Webinar using salesforce1 to manage your salesforce org final

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The App

Why I Built it

– Drive stakeholders to the User Story

Format

– Unhappy with Output of Existing

Request Management App

– More structure by formatting requests

– Needs instead of Requirements

– Admin on the Go

– Capture of Business Needs anytime,

anywhere

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#forcewebinar

App Demo:

Salesforce1

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The App

What is the Recipe

– An existing Request Management

Object

– A new custom object for User

Stories

– A Publisher Action

– The Secret Sauce

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The User Story Custom Object

Single field for narrative to meet

output requirements

– Alternative is a field for each

story segment

Master Detail to Project Parent

Object

Stakeholder User Lookup and

Formula

Can be extended to document and

execute testing

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#forcewebinar

Building the Action

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Building the Action

Target Object Depends on

Relationships

Keep the Label Short

You can also customize your icon

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#forcewebinar

Building the Action

The Layout

– Familiar User Experience, just

like Page Layout Editor

– I prefer a single column since we

are working with large text areas

– Save button is always visible in

Salesforce1

– Consider keeping it short if you

will use it via the browser

Page 20: Webinar using salesforce1 to manage your salesforce org final

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The Finishing Touches

Deploying your new

Publisher Action

– Update the Parent

Record Page Layout

to add the new

Publisher Action

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Publisher Actions

The Secret Sauce

– Incredibly powerful tool for enabling

micro-transactions

– Use Formulas that reference the source

record to set default field values!!!

– Makes simple updates literally simple

– Now available on Mobile App without

Activating Chatter

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iPad Demo:

Default Text with Formulas

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Publisher Actions

Setting Default Field Values Automagically with Formulas

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What Comes Next

Extend the App within Salesforce

– Download the slides for configuration details

– Extend the App to cover UAT execution by adding fields

• Assign in Salesforce via Test User field for single tester

• Export to Excel for Test Execution by multiple testers

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Survey

Your feedback is crucial to the success

of our webinar programs. Thank you!

http://bit.ly/UsingSF1org

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#forcewebinar

Admin

Rollout Guide

salesforce.com/mobile

Success

Community

bit.ly/SuccessSalesforce1

Resources to Get Started

buttonclickadmin.com

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Questions?

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#forcewebinar

Appendix

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The User Story Custom Object

The Key Fields

– A Master Detail relationship to the existing Project/Request Object

• Add a Roll Up Summary Count of User Stories to this Parent Object

– The Narrative: (Long Text Area) This is the User Story.

• I used one field to satisfy an Excel output Requirement

• Use separate fields if it is a better fit for your needs

– As A

– I Want To

– So That

Page 30: Webinar using salesforce1 to manage your salesforce org final

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The User Story Custom Object

The Key Fields

– Sequence: (Text) Used for situations where there are multiple user

stories for a request

• Will automagically count up for each new User Story

– Stakeholder: (Lookup – User) The user who is the business owner

of the request

– Am I the Stakeholder: (Formula – Number) used to facilitate List

View and Report Filters.

• IF( $User.Id = Stakeholder__r.Id , 1, 0)

– Returns 1 if the running user is the user in the Stakeholder field

Page 31: Webinar using salesforce1 to manage your salesforce org final

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The User Story Custom Object

Additional Detail Fields – Working with the User Story

– Assumptions: (Long Text Area) As you discuss and clarify the

User Story this field is used to track any required assumptions

• I like to add default text to prompt the user to use a numbering scheme

• *Insert screen shot of default text*

• "1"&"." & BR()& BR()&

• "2"&"." & BR()& BR()&

• "3"&".“

– Basic Flow: (Long Text Area) The sequence of steps the user will

take achieve the result from the narrative.

• Again, add default text formula if you want to use a numbering scheme, looks nice when

output to an excel document

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Publisher Actions

Setting Default Field Values Automagically with Formulas

– User Story Name: Concatenate the Project Name and a Counter

• *Insert screen shot of field Settings

• Project__c.Name & "-US" &

IF( Project__c.User_Story_Count__c < 10,

"0" & TEXT(Project__c.User_Story_Count__c + 1),

TEXT(Project__c.User_Story_Count__c + 1)

)

– Narrative:

• *Insert Screen Shot of field settings

• "As a "&BR()&BR()&

"I Want To "&BR()&BR()&

"So That "

Page 33: Webinar using salesforce1 to manage your salesforce org final

#forcewebinar

Publisher Actions

Setting Default Field Values Automagically with Formulas

– Basic Flow & Assumptions: Add some initial numbering to guide the format

• I did this specifically to support a clean excel output

• *Insert Screen Shot of field settings

• "1"&"." & BR()& BR()&

"2"&"." & BR()& BR()&

"3"&".“

– Sequence

• This is our counter and leverages the roll up summary field mentioned earlier

• *Insert Screen Shot of field settings

• IF( Project__c.User_Story_Count__c < 10,

"0" & TEXT(Project__c.User_Story_Count__c + 1),

TEXT(Project__c.User_Story_Count__c + 1)

)

Page 34: Webinar using salesforce1 to manage your salesforce org final

#forcewebinar