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Intro to Building Mobile Apps with
Salesforce1: No Code Required
May 15, 2014
#forcewebinar
Speaker
David Van Puyvelde
Solution Architect – EMEA
@dvpuyvelde
#forcewebinar
#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 intellectual property and other litigation, risks associated with
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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.
#forcewebinar
A mobile state of mind
BBC News Business
December 19, 2013
“We’re talking mobile workforces
staying connected in and out of the
office and using their devices for work
and play.”
http://www.bbb.co.uk/news/business-25445906
#forcewebinar
The rise of mobile computing in the enterprise
3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13
Your Employees
Your Company
76 Million PCs
230 Million iOS/Android
Unit Sales
2Q13
Source: Strategy Analytics. “Global Smartphone Shipments Hit Record 230 Million Units in Q2 2013.” July 2013.
Source. Gartner. July 2013.
#forcewebinar
Difficult to build mobile apps
Mobile Apps
Are Critical
Mobile Apps
Deployed
60%
40%
20%
App Gap
Less than
1/2have deployed
apps
PercentofRespondents
Complexity of Form Factors
Limited Number of Developers
Multiple Operating Systems
Multiple Platforms
#forcewebinar
Introducing Salesforce1
AppExchange Apps
CRM
Custom Apps
All your past investments...
Feed First UI
Notifications Platform
Publisher Actions
…now in the future
#forcewebinar
Building on the Salesforce1 platform
Objects
& Fields
Page
Layouts
Custom
Tabs
AppExchange
Apps
List
Views
Search
Layouts
Visualforce
& Apex
Force.com
Canvas
REST
APIs
Analytics
API
Publisher
Actions
Mobile
Cards
Compact
Layouts
Enhanced
Lookups
Embedded
Charts
Mobile
Navigation
Flexible
Pages
Heroku
Connect
ExactTarget
Fuel
Buttons &
Links
#forcewebinar
Things to consider when building for mobile
 What are the important things to see at a glance?
 What are the important moments when using the app?
 What form fields must have content?
 What defaults can be used so field values don’t need to be entered
manually?
#forcewebinar
ENOUGH SLIDES
Let’s build something already!
#forcewebinar
Building on the Salesforce1 Platform
 Notifications
 Mobile navigation
 List views
 Compact layouts
 Mobile cards
 Actions
#forcewebinar
Notifications
Approval requests
Task assignment
Important feed activity
#forcewebinar
Mobile navigation
Smart Search Items
& Pinning
#forcewebinar
List views
List views
Recent items
List view
columns
#forcewebinar
Record detail
Page layout:
buttons
Page layout:
detail section
Page layout:
publisher actions
Compact layout
#forcewebinar
Record related information
Page layout:
related lists
Page layout:
mobile cards
#forcewebinar
Actions
#forcewebinar
Things to consider when building for mobile
 What are the important things to see at a glance?
 What are the important moments when using the app?
 What form fields must have content?
 What defaults can be used so field values don’t need to be entered
manually?
#forcewebinar
Try it yourself!
 Sign up to start building mobile apps
– FREE Developer Edition: bit.ly/DE-join
 Follow the Salesforce1 Dev Guide - bit.ly/s1-dev-guide
 Test it out in the app
– Download the Salesforce1 app
– Open in your mobile [or desktop!] browser:
• https://[--yourinstance--].salesforce.com/one/one.app
#forcewebinar
Salesforce1 resources
 Salesforce1 App Developer Guide – bit.ly/s1-dev-guide
 Publisher Actions Implementation Guide –
help.salesforce.com/help/pdfs/en/actions_impl_guide.pdf
 Intro to Salesforce App Development – bit.ly/sfdcudacity-s1
 Intro to Salesforce Mobile App Development (Webinar) –
events.developerforce.com/en/events/webinars/intro-salesforce1-mobile-app-development
 Force.com Workbooks –
wiki.developerforce.com/page/Force.com_workbook
 Dreamforce Sessions – bit.ly/s1-df-sessions
#forcewebinar
Udacity
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
https://www.getfeedback.com/r/upwgCtix
#forcewebinar
#forcewebinar
Q & A
David Van Puyvelde
Solution Architect – EMEA
@dvpuyvelde
#forcewebinar
Follow Developer Force for the latest news
@forcedotcom / #forcewebinar
Developer Force – Force.com Community
+Developer Force – Force.com Community
Developer Force
Developer Force Group

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Build Mobile Apps with Salesforce1: No Code Required

  • 1. Intro to Building Mobile Apps with Salesforce1: No Code Required May 15, 2014
  • 2. #forcewebinar Speaker David Van Puyvelde Solution Architect – EMEA @dvpuyvelde #forcewebinar
  • 3. #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 intellectual property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.
  • 4. #forcewebinar A mobile state of mind BBC News Business December 19, 2013 “We’re talking mobile workforces staying connected in and out of the office and using their devices for work and play.” http://www.bbb.co.uk/news/business-25445906
  • 5. #forcewebinar The rise of mobile computing in the enterprise 3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13 Your Employees Your Company 76 Million PCs 230 Million iOS/Android Unit Sales 2Q13 Source: Strategy Analytics. “Global Smartphone Shipments Hit Record 230 Million Units in Q2 2013.” July 2013. Source. Gartner. July 2013.
  • 6. #forcewebinar Difficult to build mobile apps Mobile Apps Are Critical Mobile Apps Deployed 60% 40% 20% App Gap Less than 1/2have deployed apps PercentofRespondents Complexity of Form Factors Limited Number of Developers Multiple Operating Systems Multiple Platforms
  • 7. #forcewebinar Introducing Salesforce1 AppExchange Apps CRM Custom Apps All your past investments... Feed First UI Notifications Platform Publisher Actions …now in the future
  • 8. #forcewebinar Building on the Salesforce1 platform Objects & Fields Page Layouts Custom Tabs AppExchange Apps List Views Search Layouts Visualforce & Apex Force.com Canvas REST APIs Analytics API Publisher Actions Mobile Cards Compact Layouts Enhanced Lookups Embedded Charts Mobile Navigation Flexible Pages Heroku Connect ExactTarget Fuel Buttons & Links
  • 9. #forcewebinar Things to consider when building for mobile  What are the important things to see at a glance?  What are the important moments when using the app?  What form fields must have content?  What defaults can be used so field values don’t need to be entered manually?
  • 11. #forcewebinar Building on the Salesforce1 Platform  Notifications  Mobile navigation  List views  Compact layouts  Mobile cards  Actions
  • 15. #forcewebinar Record detail Page layout: buttons Page layout: detail section Page layout: publisher actions Compact layout
  • 16. #forcewebinar Record related information Page layout: related lists Page layout: mobile cards
  • 18. #forcewebinar Things to consider when building for mobile  What are the important things to see at a glance?  What are the important moments when using the app?  What form fields must have content?  What defaults can be used so field values don’t need to be entered manually?
  • 19. #forcewebinar Try it yourself!  Sign up to start building mobile apps – FREE Developer Edition: bit.ly/DE-join  Follow the Salesforce1 Dev Guide - bit.ly/s1-dev-guide  Test it out in the app – Download the Salesforce1 app – Open in your mobile [or desktop!] browser: • https://[--yourinstance--].salesforce.com/one/one.app
  • 20. #forcewebinar Salesforce1 resources  Salesforce1 App Developer Guide – bit.ly/s1-dev-guide  Publisher Actions Implementation Guide – help.salesforce.com/help/pdfs/en/actions_impl_guide.pdf  Intro to Salesforce App Development – bit.ly/sfdcudacity-s1  Intro to Salesforce Mobile App Development (Webinar) – events.developerforce.com/en/events/webinars/intro-salesforce1-mobile-app-development  Force.com Workbooks – wiki.developerforce.com/page/Force.com_workbook  Dreamforce Sessions – bit.ly/s1-df-sessions
  • 22. Survey Your feedback is crucial to the success of our webinar programs. Thank you! https://www.getfeedback.com/r/upwgCtix #forcewebinar
  • 23. #forcewebinar Q & A David Van Puyvelde Solution Architect – EMEA @dvpuyvelde
  • 24. #forcewebinar Follow Developer Force for the latest news @forcedotcom / #forcewebinar Developer Force – Force.com Community +Developer Force – Force.com Community Developer Force Developer Force Group

Notes de l'éditeur

  1. Shannon
  2. BBC news : 2013 = Year we went mobileNot just technology, but also a state of mindWork / Home -> we often do things in the evening or check facebook while on the job
  3. Mobile sales is for outstripping PC’s
  4. ExpensiveDevelopers for Android, iOs, backend systems, security,Only have that want it, actually have a mobile strategy
  5. Salesforce1 bridges the gap between what you want to do and what you were able to do until nowPast investments are not lostBoth your apps as AppExchange apps
  6. Admins already know the typical customization toolsAPI’s for developers were already available as wellSalesforce1 platform now adds lots of features, specifically targeted at declaratively and programmatically creating a better user experience and value for your companyAs an admin there are a lot of things that you can do to influence the mobile experience with just a few customization-> this is the focus of todayNote that what you have already done is actually not lost and is already the start of your mobile UI’s -> we’ll show you how to make it even better.
  7. Things to consider
  8. Shannon - demo
  9. Summary -> we’ll go over those
  10. In appPush notificationCan be enabled / disabledIn app -> under the ‘Bell’. Both browser as dowloadable app, on/off for everyonePush = banners / popups. Only in S1, Per user in mobile device settingsBrowser vs. ‘container app’
  11. Recents sections= smart search navigationDriven by search activityEverything below ‘smart search items’ = Apps sectionUser can pin their preferred objects.
  12. List views- Not compact layouts but rather first 5 columns. First 20 records, ‘more’ button
  13. ActionsActions assigned to page layoutFields can be limited to only what userPredefined values can be setAlso VF, Canvas
  14. Tools is one, but make sure you think aheadCompact layoutsCustom actionsWhat fields in action (less is more)Predefined values
  15. Shannon
  16. Shannon
  17. Shannon
  18. Shannon & Michelle