The document provides best practices for admins to optimize their Salesforce1 mobile app. It recommends putting oneself in users' shoes to understand their needs, getting into a mobile mindset by focusing on essential information, and making the app feel like the company. It also discusses how Design Within Reach customized the mobile app for their users to access orders, check statuses, use dashboards, and collaborate on the go. Design Within Reach found success by starting small and gathering feedback.

1. August 7th 2014
Become a Hero of Mobile:
Salesforce1 Mobile App Best Practices for Admins

2. #forcewebinar
Speakers
Mike Gerholdt
Salesforce Admin Evangelist
Salesforce.com
@mikegerholdt
Phil Maier
Systems Analyst
Design Within Reach
@dwr_tweets
Kris Lande
Salesforce1 Product Marketing
salesforce.com
@krislande

3. #forcewebinar
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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
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The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,
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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.

4. #forcewebinar
Go Social!
@salesforcedevs / #forcewebinar
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The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being
recorded!

5. #forcewebinar
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

6. #forcewebinar
Agenda
 Salesforce1 Mobile App Overview
 Salesforce1 Mobile App Best Practices & Demos
 Real World Best Practices at Design Within Reach &
Demo
 Resources to Get Started
 Q&A

7. #forcewebinar
Salesforce1 Mobile App: Run Your Business on Your Phone
Your AppExchange Apps
Your CRM
Your Custom Apps
All your past investments...
Feed First UI
Notifications Platform
Publisher Actions
...now in the future

8. #forcewebinar
Salesforce1 Unifies the Salesforce Mobile Experience
Chatter Mobile
Feeds
People & Groups
Files
Native experience
Salesforce1
Mobile App
Salesforce Touch
CRM access
Custom apps
Agility of HTML5
Logger & Forcepad
Sales productivity tools
Task management
Call logging
Salesforce Classic
CRM data
Analytics
Tasks & events
Native phone features

9. Salesforce1 Mobile App Best Practices

10. #forcewebinar
Salesforce1 Mobile App Best Practices
1.Put Yourself in Your Users Shoes
2.Get in the Mobile Mindset
3.Put What They Need at Their Fingertips
4.Make the App Feel Like Your Company
5.Measure Success & Gather Feedback

11. #forcewebinar
1. Put Yourself in Your Users Shoes
Map Out Use Cases Before Configuration. What Desktop processes do your users NEED
on Mobile?
Access Information Enter Information VF & Custom Apps

12. #forcewebinar
2. Get into the Mobile Mindset
 Less is More
– Essential fields – Really?
– Limited real estate
– “Above the fold”
 Think About “Clickability”
– Buttons are easier to tap than links.
 Optimize for Page Performance
– Images? Processes? Embedded charts?
– Users are less patient on a mobile…
Take some time think about your customizations and optimize them
for mobile devices.

13. #forcewebinar
3. Put What They Need at Their Fingertips
Create Publisher actions to help
users get things done quickly
Order the left navigation with
the items they need most
Compact Layouts
Quick Tip! The
item at the top of
your left
navigation is your
users’ default
landing page!

14. #forcewebinar
4. Make the App Feel Like Your Company to Increase Adoption
Custom BrandingLanding Page
Quick Tip!
You can use
your company
icon as the
publisher icon!

15. Demo:
Custom Branding

16. #forcewebinar
5. Measure Success & Gather Feedback
Measure Salesforce1 Usage Among your Users!
Salesforce1 User Login Report!
Quick Tip!
Create a User Login
Report! Details here:
http://sforce.co/1pWDp1
7.

17. #forcewebinar
5. Measure Success & Gather Feedback
Salesforce1 Feedback
Custom Action
Chatter Group to
Gather Feedback
Ways to Gather Feedback

18. Demo:
Create a Feedback Custom Action

19. Phil Maier
Systems Analyst/Salesforce Admin

20. #forcewebinar
• Founded in 1999 by Rob Forbes
• 40 design studios in North America
• 1 Distribution center in Hebron, KY
• Associates leverage iPads for personalized
selling
• Account Executives connect & collaborate in order
to advise commercial clients while on site
DWR designs personalized customer interactions with Salesforce1
“The Salesforce1 Customer Platform
helps us offer the kind of service that–like
great design–never goes out of style.”
John McPhee, COO, Design Within Reach

21. #forcewebinar
Mapping out Mobile Use Cases for Design Within Reach’s Users
Our users needed to:
• Manage Approvals
• Access sales orders
• Check order status
• Access dashboards
• Collaborate with other employees
• Access CRM records like cases &
opportunities

22. #forcewebinar
Design Within Reach’s Left Navigation

23. #forcewebinar
Use Cases for Design Within Reach’s Users in Salesforce1
Access sales
orders
Check order status Access
dashboards

24. #forcewebinar
Use Cases for Design Within Reach’s Users in Salesforce1
Collaboration Approvals Access CRM
records

25. #forcewebinar
Configuring for Mobile at Design Within Reach
 Optimize Layouts for Desktop AND Mobile & Give Users the Most Important
Information First

26. #forcewebinar
Design Within Reach’s Visualforce Pages Made Mobile!
• Identify Visualforce
pages to make
mobile: For Design
Within Reach it was
our Web Forms
• Review security
settings
• Enable for
Salesforce1

27. DEMO:
Customizing Left Navigation
& Enabling Visualforce Pages

28. #forcewebinar
Salesforce1 Rollout at Design Within Reach
• Start Small: Train a small group (Area Managers) for initial rollout
• Gather feedback and ideas via a Chatter group from the initial
users; build upon those ideas.
• The Area Manager user group became advocates and super-users
who could assist their teams with questions
• After rollout to 200+ sales reps, we held 3 training sessions over 2
days, and continue to hold monthly training sessions
• Provided training documents & on-demand training videos

29. #forcewebinar
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/SF1MobileApp

30. #forcewebinar
More Resources
Salesforce1 in the
Success Community
Salesforce1 Mobile
Resource Center
bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources

31. #forcewebinar
October 13-16, 2014 • San Francisco, CA
$899 ADMIN & DEVELOPER DISCOUNT
CODE:
D14DVLPR
#devzone

32. #forcewebinar

33. #forcewebinar
Q&A
If we don’t get to your question you can post them at:
Salesforce1 Group in the Success Community:
bit.ly/SuccessSalesforce1
Mike Gerholdt
Salesforce Admin Evangelist
Salesforce.com
@mikegerholdt
Phil Maier
Systems Analyst
Design Within Reach
@dwr_tweets
Kris Lande
Salesforce1 Product Marketing
salesforce.com
@krislande

34. Thank you!