Salesforce1 is both a mobile application and platform that allows users to access Salesforce data from any mobile device. The document provides an overview of what Salesforce1 is, why users should care about it, what capabilities it provides like accessing records, publisher actions, and notifications. It also covers how to configure elements like mobile layouts, publisher actions, and flexipages. Examples of how customers have used Salesforce1 to create mobile apps for tasks like managing requests and checking into events are also presented.

1. 1
Demystifying Salesforce1
Richard Clark, CTO (@RichClark808)

2. § Introduction
§ What is Saleforce1 ?
§ Why should you care ?
§ What can you do with it ?
§ How can you use it ?
§ Case Studies
§ Lessons Learned
§ FAQs
§ What Next?
2
Agenda

3. 33
Introduction

4. 4
The Hype
§ Salesforce1 Mobile App Sales Cloud Demo
§ Salesforce1 Platform Overview and Demo

5. 55
Salesforce1 - What is it?

6. Is it a mobile app or a platform ?
6
§ It’s both
§ You can’t configure the Mobile App without the Platform
§ The Platform can operate in Salesforce1 mode without installing the
mobile app on a device
§ There’s no need to think of them as being separate
§ Start thinking of all your changes in terms of both traditional and mobile
users
§ But, you can always switch it off

7. Is it a mobile app or a platform ?
7

8. 8
Salesforce – The mobile app

9. 9
Record Action Bar
Record Highlights

10. 10

11. 1111
Salesforce1 – Why ?

12. 12

13. 1313
What can I do with it ?

14. What can I do with Salesforce1
14
§ Declarative – i.e. clicks not code
§ Compact Layouts
§ Expanded Lookups
§ Publisher Actions exposed via the + button
§ AppExchange Apps for Salesforce1
§ Code
§ Flexipages (hopefully not for long)
§ Visualforce Mobile Pages
§ Canvas
§ 3rd Party Applications (Dropbox, Evernote, …)

15. § Problem:
§ Need app to take pictures of shop displays to check channel is providing the
agreed amount of space
§ Before Salesforce1 (30+ days)
§ Use Salesforce Mobile SDK or Heroku to write hybrid app using PhoneGap to
access the camera
§ Deploy to users
§ After Salesforce1: (< 1 hour)
§ Create a custom object ‘Site Visit’, or use an existing object such as Case
§ Enable the Mobile Smart Actions in the Page Layout
15
Customer Example 1 – Configuration

16. § Problem:
§ Need an app that lets employees share locations so they can find each other and
meet up on site.
§ Before Salesforce1 (30+ days)
§ Salesforce Mobile SDK or Heroku to write hybrid app using PhoneGap to access
GPS
§ Test on different devices & Deploy
§ After Salesforce1 (< 2 hours)
§ Create custom object ‘Check In’ with a Geolocation field
§ Create Mobile Vf page for user Check In
§ Create Mobile Vf page to display all people in radius using GoogleMapsAPI
§ Add VF pages as tabs and to Mobile Navigation menu
16
Customer Example 2 – Code & Config

17. 1717
How can I do that ?

18. How to use
18
1. Download the Salesforce1 Mobile App
2. Switch on (or off!) the Salesforce1 Mobile Browser View
§ Mobile Administration -> Salesforce1
§ Individual users can disable in their Personal Information too, or switch into Full Mode
ad hoc
§ Can use https://<instance>.salesforce.com/one/one.app URL to test in browser
3. Configure (optional, but recommended)

19. § Alerts when key events happen - mentions, approvals, comments, posts,
task assignments (Spring 14)
§ Cannot be programmatically issued – yet
§ Two types
1. In App Notifications
2. Push Notifications
§ Notifications are from across all communities (Spring 14)
§ Displays only 20 most recent
19
Salesforce1 – Notifications

20. § Setup -> Mobile Navigation
§ Configure the tabs visible for Mobile users
20
Navigation

21. § Optimise standard page layout for users who are mainly mobile
§ Use Mobile Cards for SF1 App Users
§ Expanded Lookups provide a preview of a related object
§ Visualforce pages to extend the output (e.g. external sources)
§ Mobile Cards appear above the Related Lists on the last card
§ Compact Layouts
§ Define which fields appear in Chatter after a publisher action is used to create a
record
§ Fields displayed in the highlights, preview cards and expanded lookups
§ Create one per Record Type
§ Generic for all user profiles
21
Mobile Layouts

22. § Ensure you enable Publisher Actions first!
§ Use Object Actions when specific micro-moments on those types of
records
§ Use Global actions when common to all objects, or that need to be
available everywhere (e.g. Log a Call, Add Task)
22
Publisher Actions

23. § Action Layouts should be limited to just the object mandatory fields and
those pertaining to the micro moment.
§ Use the standard actions (Log Call etc) to speed up config
§ Can have different actions for each Record Type (New <RecordType>)
label
§ Use Pre-defined values to set defaults for the micro moment
23
Action Layouts

24. § Visualforce
§ A mobile enabled Visualforce page
§ Canvas (DE and Pilot)
§ A mobile enabled Visualforce page containing a reference to an external app
§ Like standard Publisher Actions available in both desktop and mobile
modes
§ Need to be added as tabs to appear in the Mobile Navigation
§ Need to be based on the Object’s StandardController to appear in
Publisher Action Menu
24
Custom Actions

25. § Define what Object View(s) to use and which Object(s) recent items as cards
§ Use to standardise default view on objects
§ Or create ‘at a glance’ menu items for Sales, Service etc
§ Requires basic XML
§ Can only be uploaded via the Force.com Metadata API (including Workbench)
§ You specify:
§ Name of the Flexipage
§ The Object and the View(s) to include
§ The Objects to include their Recent Items
§ Any Publisher Actions
25
Flexipages

26. 26
Sample Flexipage

27. <componentInstanceProperties>
<name>entityName</name>
<value>Delivery__c</value> <!-- The object -->
</componentInstanceProperties>
<componentInstanceProperties>
<name>filterName</name>
<value>Todays_Deliveries</value> <!-- The List View -->
</componentInstanceProperties>
<componentName>flexipage:filterListCard</componentName>
…
<componentInstanceProperties>
<name>entityNames</name>
<value>Delivery__c,Return_Item__c</value> <!– The Objects -->
</componentInstanceProperties>
<componentname>flexipage:recentItems</componentname>
…
<quickActionName>New_Delivery</quickActionName>
…
<masterLabel>Deliveries</masterLabel>
27

28. § Flexipages
§ Visualforce (HTML5 & CSS3)
§ Canvas
§ Custom Development Limitations on Salesforce1
§ For Future User Group ?
28
No time today to talk in detail about

29. 2929
Case Study 1: makepositive Party App

30. 30
The Salesforce1 World Tour After Party

31. 31
Café de Paris Party Solution
Web
Registration
Lead
Approval
Event
Confirmation
Party
Check In
• Web2Lead
• Approval Process
• Workflow for Email Confirmation
• Find a nice icon
• Custom Action for Lead Update
• Compact Layout to highlight key fields

32. 32
The Results

33. 3333
Case Study 2: makepositive Requests App

34. Requests App – Problem Statement
34
Request from Office Manager
§ Our Office Admins receive 50+ requests pcm
§ Average 30 mins per request on comms
§ When they go on holiday everything stops
We then discovered:
§ Asset DB independent from Finance
§ Centralised expenses were not being cross-charged
§ Project costs were not inclusive

35. Requests App - Solution
35
§ Lunchtime Hackathon of 2 teams of volunteers (£0)
§ Admin bought them some cakes and biscuits (£6.50)
§ Both teams came up with a Salesforce1 solution
§ 1 Custom Object
§ 1 Queue
§ 1 Global Publisher Action
§ 1 Approval Workflow
§ Edit the Global Publisher Layout
§ Integration with Kimble

36. Requests App – Mobile Action
36

37. Requests App – Chatter Action
37

38. Requests App – Backoffice
38

39. Requests App - Benefits
39
§ Expenses booked centrally now tracked and allocated to projects
§ New Hardware requests automatically links assets to individuals
§ Asset database now links to the purchase requests and suppliers
§ 2 hours work (1 hour follow up to finish the backoffice app)
§ 2 happy Office Admins
We
es%mate
we
saved
at
least
£5k
per
annum
for
a
cost
of
less
than
£100
in
consultant
%me
and
biscuits
(there
was
a
lot
of
biscuits)

40. 4040
Lessons Learned

41. 1. Salesforce1 can be a bit buggy
2. List Views are only visible to users if they use them in the main app
3. Refresh after making changes
4. You can deep link to Salesforce1 screens: com.salesforce.salesforce1://entity/view?
entityId={Account.Id}
5. Things seem to disappear…or was it me?
6. Social profile pics…
7. Slow loading of each app/layout
8. Recent Objects takes time
9. Save As on a Page Layout resets to the Global Actions
10. Image formula fields work in SF1 but not in Chatter Feed
41
10 Salesforce1 Gotchas

42. § Way more customisable
§ Today App (App Only)
§ Open MS Office files
§ Mobile Smart Actions
§ Custom buttons & overrides
§ Still a bit flaky
§ Notifications
§ Visualforce Support
§ Modern UI
§ Company Branding (Spring 14)
42
§ Events are from Salesforce Events
§ Offline support
§ No button overrides
§ Limited configuration
§ No Visualforce
§ No custom layouts
§ Two column view of data
§ Reliable, mature app
§ Still looks like iOS 3
§ No gesture support
Salesforce1 vs Salesforce Classic
Salesforce1
Salesforce
Classic

43. § Great for rolling out to employees
§ Instant changes
§ Limited UI Flexibility
§ Experience depends on internet
connection
§ Limited device interaction (camera)
§ Low cost
§ Cross platform baked in
§ Simple deployment
§ Hybrid apps slow on poor internet
connections
43
§ Great for rolling out to customers
§ Traditional software release cycle
§ Complete UI Flexibility
§ Full offline capability can be built
§ Full access to device capabilities
§ Variable cost, simple things can be
expensive
§ Multi platform development (Android
challenges)
§ Deployment Challenges
§ Best UX, Fast Apps
Salesforce1 vs Mobile Dev
Salesforce1
Mobile
Dev
(Hybrid
&
Na%ve)

44. § Spring 14
§ Branding – for browser view first. App versions to follow shortly after
§ Salesforce Touch now superseded by Salesforce1
§ Salesforce Classic and Chatter support for Blackberry ends in Summer 14
§ Maybe the Blackberry 10 version of Salesforce1 will be ready then?
§ Interesting new pre-set Micro Moments (e.g. Running Late etc)
§ Collapse historical Events on Today
§ Embedded Charts Support
§ Additional notification types
§ Support Leads Social Profile images
§ Twitter “People in Common” support – first 5
§ Feed search
§ Community access and presumably notifications across communities
44
Spring 14 & Summer 14

45. § Windows 8 Phone & Blackberry 10 support
§ Limited Offline Capability
§ Flexipages Configuration/Utility
§ Access for Company Community Users
§ Aura Framework – opening up. Don’t expect it this year.
45
Rumourville aka Safe Harbour

46. § Do I need Chatter enabled to use Salesforce1? No
§ Does it cost anything? No
§ Is it difficult to configure? No
§ Do all my validations and workflows work the same? Yes
§ Will all my AppExchange Apps work with it? It Depends
§ Additional apps available
§ Check with existing your vendors
§ Is it difficult to program/customise? No-ish
§ Is it enabled by default? Yes
§ Can I stop my users using it? Yes…
46
F.A.Q.

47. 47

48. § Recommended Reading
§ Salesforce1 Admin Guide – Config Only
§ Salesforce1 App Developer Guide – Admin + Development
§ https://developer.salesforce.com/resources Library of useful blogs, videos and best
practices
§ Salesforce1 Style Guide - easy to follow, handy set of custom icons, essential if
you’re building custom apps that need to look the same
§ Contact makepositive to discuss your mobile application needs
§ info@makepositive.com
§ @makepositive
48
Next Steps

49. 49
About us

50. Our Focus
100% customer satisfaction
Our People
40+ certified Salesforce developers &
technical architects
PWC heritage
Offices in
London
Manchester
India
Founded in 2003.
We became
obsessed with
Salesforce in 2009.
Marketing Cloud
Sales Cloud
Service Cloud
Force.com
Heroku

51. 51
9.3 1 350
+We’re obsessed with
customer satisfaction.
Average score: 9.3/10
No. of mid tier partners
who can offer a
complete customer
service solution in the
UK.
That’s us!
No. of Salesforce
projects.
Including Heroku,
Communites, Service
Cloud, Sales Cloud
and Marketing Cloud
More about us…

52. 52
Our customers
TELECOMS RETAIL LOGISTICS &
HOSPITALITY
MEDIA FS

53. 5353
Q & A

54. 54

55. 55