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Zen and the Art of Mobile Configuration


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Learn the art of successful mobile configurations in this instructional session for Salesforce administrators. Get sage advice from's own mobile zen masters on the most creative and …

Learn the art of successful mobile configurations in this instructional session for Salesforce administrators. Get sage advice from's own mobile zen masters on the most creative and effective ways to mobile-enable your custom apps and use cases, and learn the nuance of a well crafted mobile configuration. No deep breaths necessary.

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  • 1. Zen and the Art of Mobile Configuration
    Joshua Schneyer:
  • 2. Joshua Schneyer
  • 3. 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, 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 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others 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 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 4. Agenda
    Salesforce Mobile Overview
    Staying Calm & Avoiding Pitfalls
    Miscellaneous Tips
  • 5. Salesforce Mobile Overview
  • 6. Salesforce Mobile Architecture
    Offline-capable client application
    Local data storage
    Automatic synchronization
  • 7. How is Data Sent to the Device?
    Records are sent to the device in several ways:
    Mobile configuration criteria
    Remote search
    Recent items
    “Courtesy” updates for lookups
  • 8. How is Data on the Device Synchronized?
    Background sync every 20 minsw/ use
    Immediate round-trip with record save
    Full sync on mobile configuration change
    Runs when app is opened
    Immediate round-trip with record save
    Full sync on mobile configuration change
  • 9. Some Things do Require a Round-Trip
    These must be processed server-side and are reflected on the device upon completion:
    Formula fields Triggers
    Validation Rules Workflow
  • 10. Avoiding Common Pitfalls
  • 11. Common Pitfalls
    Sending everything to the device
    Data sets that miss the mark
    Too many fields
    Lack of quality custom views
    Full recycle bin
  • 12. Quick Review - Data Set Basics
    Nested structure
    Flexible hierarchy
    Repeatable objects
    Focus on criteria
  • 13. Common Pitfall – Sending Everything
    Limited memory on devices (e.g. BlackBerry 64K-512K)
    Competition for resources (email, apps, media)
  • 14. Mobile Tip - It’s OK to Keep it Small
    Small datasets are good
    Good usability
    Remote search & recent items
    Constantly updated
  • 15. Mobile Tip – “Empty” Data Sets
    Select “None (Search Only)” option
    Search & recent items will feed the parents
    Users get plenty of relevant data w/ minimal effort
  • 16. Mobile Tip – Use Record Limits
    Record limits can dramatically reduce data set size without reducing quality
    Sort w/ relevance e.g. Last Activity
  • 17. Mobile Tip - Customize Remote Search
    Basic remote search behaves like sidebar search online
    Use External ID flag to make custom fields searchable
  • 18. Common Pitfall – Data Sets That Miss the Mark
    Some data is difficult to corral in mobile configurations
    Certain users can be very unpredictable
  • 19. Mobile Tip – Users who don’t Own Anything
    We may not always be able to identify criteria to download objects based on their own merit
    No direct record “ownership”
    No predictability
    Connect the dots
    Start with an object that does have timely relevance (Activities)
    Begin nesting from there
  • 20. Mobile Tip - $User.Id Criteria
    $User.Id merge field is supported for data set criteria
    Allows user specific data sets based on fields other than owner
  • 21. Mobile Tip- Mobilize Specific Set of Users
    User records typically populated via courtesy updates
    Leverage User objet in mobile configuration to ensure you have who you need for assignment
  • 22. Quick Review -Mobile Object Properties
    Blocked Permissions
    Create, Edit, Delete
    Affects only Mobile
    Excluded Fields
    Stripped from page layouts on Mobile
    Remaining fields adhere to layout
  • 23. Common Pitfall – Too Many Fields
    Cluttered layouts are difficult to use
    Creates excess over-the-air traffic
    May affect performance
  • 24. Mobile Tip- Exclude (Almost) Everything
    Start by excluding all fields
    required fields sent automatically
    Re-add only what’s truly necessary
    Reduces unnecessary updates
    Improves usability
  • 25. Quick Review - Mobile Views
    Similar to views in Salesforce online
    Help users quickly find what they need
    Critical when list requires non-standard column
  • 26. Pitfall – Lack of Quality Mobile Views
    Records can be difficult to locate
    Users may be forced to drill into detail views
    Creates unnecessary typing for searches
  • 27. Mobile Tip- Mobile View for Others’ Records
    Owner is restricted to $User.Id in mobile view criteria
    Create a text formula field = OwnerId
    Leverage formula field with 15 character Id
  • 28. Mobile Tip- Multi-Column Mobile Views
    Mobile views are limited to two columns by default
    Use a concatenating formula field to show more
  • 29. Pitfall – Full Recycle Bin
    Soft deleted records can slow things down
    Typically resulting from nightly batch jobs
    May cause timeouts on search, sync, etc
    End users can feel this on mobile
    Be sure to empty recycle bin regularly
  • 30. Miscellaneous Tips
  • 31. Mobile Tip- Refresh All Data
    No need to wait for natural updates when testing
    Refresh All Data invokes an immediate synchronization
  • 32. Mobile Tip – Test Data Size
    Dry-run your mobile configurations
    Tune & tune
    Find problems early
  • 33. Q & A
  • 34. Zen and the Art of Mobile Configuration
  • 35. How Could Dreamforce Be Better? Tell Us!
    Log in to the Dreamforce app to submit
    surveys for the sessions you attended
    Use the Dreamforce Mobile app to submit surveys
    Every session survey you submit is a chance to win an iPod nano!