Developer Tour of the Salesforce1 Platform
Upcoming SlideShare
Loading in...5
×
 

Developer Tour of the Salesforce1 Platform

on

  • 1,256 views

@ReidCarlbergThe Salesforce1 Platform is the world's leading enterprise cloud platform for building mobile and social apps. Join the developer community to hear how any developer can build killer next ...

@ReidCarlbergThe Salesforce1 Platform is the world's leading enterprise cloud platform for building mobile and social apps. Join the developer community to hear how any developer can build killer next gen apps with the latest platform innovations, and discover how the Internet of Customers lets you drive engagement in whole new ways.

Statistics

Views

Total Views
1,256
Views on SlideShare
1,169
Embed Views
87

Actions

Likes
5
Downloads
29
Comments
0

6 Embeds 87

http://www.salesforce.com 72
http://www.slideee.com 6
https://www.salesforce.com 4
https://web-auth.salesforce.com 2
http://web-auth.salesforce.com 2
http://www.chatter7bk.com 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment
  • Welcome to the Developer Tour of the Salesforce1 Mobile App! How many of you are traditional programmatic developers? And how many are Salesforce admins? Great to see a mix because the Salesforce1 mobile app has something for everyone, and just like the Salesforce web app, a lot of customization can be done using point & click.What we’re going to do in this session is show you how to build the Salesforce1 mobile applications that you saw from our customers and partners in the earlier sessions, or saw on the Cloud Expo floor. What we’re not going to do is turn you into an expert, but we are going to demonstrate that yes, you – and you – and you -- can be an enterprise mobile web application developer. After the session, there will be a quiz – no, actually, we’re going to give you links to further resources so that you can dig even deeper.Speaker IntroductionsHow many of you are new to the Salesforce Developer community? Welcome! Great to see you all here and we are really excited to share the Salesforce1 Platform with you.
  • Everything we show today will be current product, but this Safe Harbor is a reminder to please make your purchasing decisions based on the product we have today, not on any forward-looking statements we may make.
  • We are all living through a pivot point in history. 2013 was the year we all went mobile, not just for our consumer apps, but for work apps.The Salesforce1 Platform is a mobile-first, API-first platform because of this shift. We knew that employees, partners and customers would expect mobile apps at work and when dealing withbusinesses, and we knew that the current platforms made it too hard for developers to deliver enterprise mobile apps. That’s why we’re so excited about Salesforce1.
  • You’ve heard a lot about Salesforce1 today. We want to focus on what Salesforce1 means for you, the developers.Salesforce1 is actually 2 things:First it’s the consolidatedSalesforce 1 platform brand, which brings together Force.com, Heroku, and Exact Target Fuel. Not just a rebranding, but a technical evolution at salesforce.com that means you will see these technologies working better together, for example the Heroku Connect – a dead simple way to synchronize data between SFDC and customer facing apps you might be building on Heroku.. This combination is what will allow you to connect to your customers in a whole new way - connecting not just people and data, but devices, too.The second is a single delivery method to run all of your Salesforce1 Platform apps on your employees mobile devices: the Salesforce1 Mobile App container. This does for mobile apps what salesforce.com did for web apps – we take care of the infrastructure work: the authentication, the performance, the cross-device compatibility, AND the user interface design, so that you can focus on delivering innovation, not infrastructure. This means you don’t have to specialize on every operating system, you have a platform where you can truly write once and run anywhere.
  • Some of you are saying “But wait, I really LIKE specializing on iOS or Android development, and I NEED to deliver really slick user experiences for my customers. The out-of-the-box Salesforce1 Mobile App experience is not going to cut it.” We hear you. That’s why we have a full suite of Mobile Services to support custom app development – if you are looking to build a native or hybrid mobile app using Salesforce as Mobile Backend as a Service, check out our Mobile SDK. That’s also why the out-of-the-box Salesforce1 Mobile App is extensible with code, so that you can include custom UI and behavior within the standard navigation and design.In this session we are focusing on the Salesforce1 Mobile App, and we’re going to show you how to customize it with clicks and extend it with code.
  • We’ve added new tools to the Salesforce1 Platform with these mobile-first questions in mind.If you’ve been developing on the Salesforce Platform, you will recognize most of the tools on this pretty eye-chart. Our long-standing point & click tools are in the bottom row, and our programmatic tools are in the top row. [click to build, adds Flexible Pages and the middle row]What you see in the middle are the new point & click tools for customizing the Salesforce1 mobile app. We’ll touch on many of these today. We’ll also show how to extend the Salesforce1 Mobile App with Visualforce. We will not have time to show extending with Flexible Pages or Force.com Canvas, but those are also available, so you have some homework there.Visualforce is the hook you need to deliver custom code within the Salesforce1 Mobile device. If you aren’t familiar with Visualforce, best way to think of it is kindof like the web server for the Salesforce1 platform. VF supports all standard HTML, CSS, and JavaScript. So you can take your existing skills, or the existing skill in your company, and create incredibly rich, integrated applications. Whatever you can do in a web page you can do in a VF page.
  • We’ve added new tools to the Salesforce1 Platform with these mobile-first questions in mind.If you’ve been developing on the Salesforce Platform, you will recognize most of the tools on this pretty eye-chart. Our long-standing point & click tools are in the bottom row, and our programmatic tools are in the top row. [click to build, adds Flexible Pages and the middle row]What you see in the middle are the new point & click tools for customizing the Salesforce1 mobile app. We’ll touch on many of these today. We’ll also show how to extend the Salesforce1 Mobile App with Visualforce. We will not have time to show extending with Flexible Pages or Force.com Canvas, but those are also available, so you have some homework there.Visualforce is the hook you need to deliver custom code within the Salesforce1 Mobile device. If you aren’t familiar with Visualforce, best way to think of it is kindof like the web server for the Salesforce1 platform. VF supports all standard HTML, CSS, and JavaScript. So you can take your existing skills, or the existing skill in your company, and create incredibly rich, integrated applications. Whatever you can do in a web page you can do in a VF page.
  • To me, Visualforce is the secret sauce that makes Salesforce1 scale as an enterprise app solution. Without the hooks to deliver custom code within the Salesforce1 Mobile device, it just wouldn’t work in the real world. It let’s you take full advantage of device-specific features, and build custom UI without having to rebuild all of the standard UI. If you aren’t familiar with Visualforce, best way to think of it is kind of like the web server for the Salesforce1 platform. Visualforce supports all standard HTML, CSS, and JavaScript. So you can take your existing skills, or the existing skill in your company, and create incredibly rich, integrated applications. Whatever you can do in a web page you can do in a Visualforce page.
  • Speaking of code, we have a strict slide/code ratio, so now it’s time to get to the code and see how easy it is to build an enterprise mobile app. I’m going to hand off now to Ryan Upton and he’s going to show you how it’s done.Before we build, let’s take a quick tour of the Salesforce1 Mobile App interface to get oriented.DEMO –[tap on the “hamburger” to get to stage left]The left navigation, what we call “Stage Left”, is a standard idiom in consumer apps, and this is where you’ll access all of the CRM apps and custom businessapps. From Stage Left, users can:- search across any records they have access to- access their chatter feed, people and groups- drill into data for standard and custom objects- access apps installed for their organization or built declaratively by their admins[drill into a record]Each record in Salesforce is displayed across 3 screens:The middle screen is the default, this is “Record Home”. Remember how we talked about designing for mobile and identifying which fields users needed to see quickly? Those fields go at the top here and are configurable with one of those new layouts, called the “Compact Layout”Swipe to the first screen to see the feed for the record, which shows any comments users have posted as well as updates to the data that are configured to post automatically.Swipe to the third screen to see the related lists for that record. There is also a new layout here for adding additional related information, called a “Mobile Card”.
  • The out of the box application works very well. But we’re going to customize the app for a field service rep. This rep is going to be on the road, all the time. They are going to create trouble tickets, work on trouble tickets and moving around. Currently they have either very expensive mobile apps that are difficult to maintain. Or they carry around a laptop.We’re going to build this application with somewhere around 100 lines of code or so – mostly JavaScriptNote: in Philly, Ryan used a specific example of employees logging tickets to facilities for things around the office that needed attention (broken chair, phone in a conference room not working, pile of boxes that needed to be cleared away).
  • In the interest of time, I’ve configured a few things already. These are pretty simple, I just wanted to focus on the front-end coding part for this session. I’ll upload the entire org data so you can install everything on your local orgs.[add a GitHub link to this slide!]-- We’ve added a few fields to the standard case object-- Using these fields, we have a simple Apex class that finds case in a given city-- And a couple of Visualforce1 components for mapping – I’ll show the internals of these but have them pre-created
  • So we’ve built a pretty functional field service app very quickly.
  • [Pause for dramatic effect, but don’t spend much time here]
  • [tailor to your city] Showed you a lot of stuff, you might have a lot of questionsThere are people in the dev zone right now to answer your questions and great books Plus there are a ton of resources on the developer.salesforce.com websiteLet me tell you if you can use a computer you can build these appsAlso, take the opp to network with philadelphia area salesforce1 platform admins and devs via Phillyforce on Meetup.
  • Standard Slide from Annette
  • Users can create, view and edit data records from Salesforce1, but the most common interactions will be through “quick actions”. The best mobile experience is when a user can get in, find the data they need to operate on, take action, and then get out or take the next action.Quick Actions, also called Publisher Actions, are represented by these tiles. These actions are contextual based on the individual data record, group, or feed the user is working with. We’ll build one of these out in the demo to show you how it’s done.
  • DEMO – Go build thisCreate a new Visualforce page, mark it as available on mobile.Go to Global Actions and create new Visualforce actionGo to Publisher Layouts and add new action to the layoutOpen Visualforce pageInsert code with form for inputting image, location and subjectUses Salesforce1 JavaScript API to enable share button and handle closing the action when complete.Let’s build this!In this section we’ll be creating a custom publisher action from a Visualforce page. The action allows field worker to create a case quickly including location and photo.Create a new Visualforce page, mark it as available on mobile.Go to Global Actions and create new Visualforce actionGo to Publisher Layouts and add new action to the layoutOpen Visualforce pageInsert code with form for inputting image, location and subjectUses Salesforce1 JavaScript API to enable share button and handle closing the action when complete.Let’s build this!
  • Demo, go build thisCreate a new Visualforce page, mark it as available on mobile.Ensure page is wired up to use the Case standard controller.Go to page layout editor for Case, drag the Visualforce page onto the mobile cards sectionOpen Visualforce pageAdd new custom component to the page to display directions – address is pulled from the custom field on the case. Let’s build this!
  • Demo, go build thisCreate a new Visualforce page, mark it as available on mobile and create a tab associated with the page.Go to Mobile Navigation, move page into navigation listOpen Visualforce pageAdd new custom component to the page to display the mapInsert call to Apex method to find nearby casesInsert call to Salesforce1 JavaScript API to open case when tappedLet’s build this!Step 1 – put the map in and install on stage left – then refreshStep 2 – add cases nearby then refreshStep 3 – add callback then refresh
  • [Could be used after the “two ways to build” slide. Removed to allow more time for the demo.]Whichever approach you use, building a mobile app is DIFFERENT than building a web app. You are dealing with different devices which have varying real estate, so you need to consider responsive design, and you are dealing with people who are not sitting at their desk all day, so you need to understand their behavior to identify their micro-moments: the most important customer interactions, or decision making moments. Then consider:What are the important things to see at a glance? Make sure those are front & center.What form fields must have content? Those need to be at the top of the screen, or better yet, the only ones on the screen.What defaults can be used so field values don’t need to be entered manually?

Developer Tour of the Salesforce1 Platform Developer Tour of the Salesforce1 Platform Presentation Transcript

  • Developer Tour of the Salesforce1 Mobile App Reid Carlberg Sr. Director, Evangelism @ReidCarlberg KevinAkermanis Principal Sales Engineer @KevAkermanis
  • 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.
  • 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.bbc.co.uk/news/business-25445906
  • Consolidated Platform Mobile App Container What does Salesforce1 mean for developers?
  • Two Ways to Build Mobile Apps Fast Customer-Facing Mobile Services Custom Mobile Apps Employee-Facing Out-of-the-box AppExchange Apps: Dropbox Concur Evernote ServiceMax More Custom Apps and Integrations: SAP Oracle Everything Custom More Sales, Service and Marketing Accounts Cases Campaigns Dashboards More Salesforce1 Mobile App
  • Developing on the Salesforce1 Platform Objects & Fields Page Layouts Custom Tabs AppExchange Apps List Views Search Layouts 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 Visualforce & Apex
  • Developing on the Salesforce1 Platform Objects & Fields Page Layouts Custom Tabs AppExchange Apps List Views Search Layouts 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 Visualforce & Apex
  • Visualforce runs within the Salesforce1 app
  • Kevin Akermanis Principal Sales Engineer @KevAkermanis
  • We’re creating a Field Service app • Built on Salesforce1 platform • Uses a little Javascript • Includes quick case creation • Enhances cases with photos • Uses GPS to find cases nearby
  • Full disclosure: some code is pre-baked • Custom fields on Case object – Location, City,Address, Photo • Apex Class to find nearby Cases – CaseUpload • Visualforce components for Mapping – c:map – shows a Google map – c:directions – shows directions from current location to address
  • What we built with Salesforce1 • Point & click global publisher action to create cases • Visualforce global publisher action to create better cases • Visualforce “stage left” app to find nearby cases • Visualforce Mobile Card to give rep directions
  • What will you build with Salesforce1? Delivery App Ad Scheduling App Clienteling App Donation App
  • Resources & Next Steps • Download the Salesforce1 Mobile App • Get FREE books: DevZone Developer Library • Learn more at developer.salesforce.com – Get your FREE Developer Edition org – Access Online Workbooks and Code Samples – Participate in the Discussion Board • Join Your Local DUG
  • We Want to Hear From You • Submit your session feedback • From your personal Event Hub • Access from the QR code in your check in email • At a registration kiosk • Receive a Salesforce1 t-shirt
  • @KevAkermanis Kevin AkermanisReid Carlberg @ReidCarlberg