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Salesforce1
Point and Click App Development
Amit Jain
@forcemantis
Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contai...
Amit Jain
@forcemantis
http://forcemantis.blogspot.in/
Agenda
 Quick overview of Salesforce1 platform
 Point and Click App Development
• Setup Environment
• Navigation
• Appea...
Salesforce1
 It is an App as well as mobile development platform
 Every Developer is Mobile Developer in Salesforce1
 D...
Supported Devices
 iOS 6.0 or later Devices
• iPhone, iPad and iPod Touch
 Android 4.2 or later Devices
 BB – Tentative...
Getting Started
 Signup for DE Org
 Have a COMPATIBLE SMARTPHONE?
 Have Salesforce Point and Click App Development Skil...
Navigation
Appearance of Data
Customize Appearance of Data
 Compact Layouts
• Record Highlight Area
• Enhanced lookup Cards
 Page Layout
• Create Page...
Publisher Actions
• Standard Actions
• Post, File, Link, Poll
• Default Actions
• Account, Case, Contact, Lead, Opportunit...
Creating Actions
 Global Actions
• Creating Global Actions
• Customize Global Action Layout
 Object Specific Actions
• C...
Notifications
 Type of Notification
• In App Notification
• Push Notification
 Chatter posts, Comments, Approval request...
Next Steps
 Visual Force Pages
 Flexi Pages
 Force.com Canvas App
Amit Jain
@forcemantis
amitjain2050@gmail.com
Salesforce1 - Point and Click App Development
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Salesforce1 - Point and Click App Development

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  • Slide Time : 1 min
    Greet the audience
    Quick Audience Poll
    Developers v/s Non-Developers
    Mobile v/s Non-Mobile Developer
  • Slide Time : 5 secs, standard Safe harbor statement
  • Slide Time : 1-2 min
    Quick self-introduction, A picture is worth a thousand words
    Profess love for Cloud Computing, Salesforce & Mobile 
  • Slide Time : 3 min
    * Walkthrough the agenda items
  • Slide Time : 3 min
    It is an App where you get most of functionality out of the box
    You can customize it for your requirements
    No need to learn specific mobile app development platforms like Java for Android and iOS for Apple
    Even administrators can use point and click tools to build simple apps
  • Slide Time : 3 min
    Show how to create a new org
    Talk about devices and skill set
  • Slide Time : 3 min
    Administer -> Mobile Administration -> Mobile Navigation
    Show all we can control navigation
    Show it live in browser
  • Slide Time : 3 min
    Feed Page
    Detail Section and related lists
    Compact Layout
    Mobile Cards
  • Slide Time : 3 min
    Show how to create and assign compact layout(mini layout similarity)
    Show how to create and assign page layout(SF Web Page layout similarity)
  • Slide Time : 1 minutes
    + sign to access publisher action
    + Standard action available when chatter is enabled
    + Default action allow you to create new records easily
    + All you to create records from chatter feed with all required fields
  • Slide Time : 3 min
    Build -> Create -> Global Actions
    Action, Layout, Predefined Values(so that we minimize required fields on layout)
    Build -> Customize -> Chatter -> Publisher Layouts
  • Slide Time : 3 min
    Administer -> Mobile Administration -> Notifications -> Settings (Search Notifications)
  • Slide Time : 3 min
    VF Page – Available for Mobile and Tab should be Mobile Ready
    Flexi Pages – Between Page layout and VF Pages, Can contain List View of Records and Filtered list of Recently used items
    Canvas App – Write your application if your preferred language and display in Salesforce1
  • Slide Time : 3 min
    Closing Notes
    Q&A
  • Transcript of "Salesforce1 - Point and Click App Development"

    1. 1. Salesforce1 Point and Click App Development Amit Jain @forcemantis
    2. 2. 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.
    3. 3. Amit Jain @forcemantis http://forcemantis.blogspot.in/
    4. 4. Agenda  Quick overview of Salesforce1 platform  Point and Click App Development • Setup Environment • Navigation • Appearance of Data • Publisher Actions • Notifications  Next Steps  Q&A
    5. 5. Salesforce1  It is an App as well as mobile development platform  Every Developer is Mobile Developer in Salesforce1  Declarative and Programmatic tools for customization
    6. 6. Supported Devices  iOS 6.0 or later Devices • iPhone, iPad and iPod Touch  Android 4.2 or later Devices  BB – Tentative plan to support via web based(Safe Harbor)  Windows8 - Tentative plan to support via web based(Safe Harbor)  Mobile Browser App – https://<instance-url/one/one.app
    7. 7. Getting Started  Signup for DE Org  Have a COMPATIBLE SMARTPHONE?  Have Salesforce Point and Click App Development Skills
    8. 8. Navigation
    9. 9. Appearance of Data
    10. 10. Customize Appearance of Data  Compact Layouts • Record Highlight Area • Enhanced lookup Cards  Page Layout • Create Page Layout • Assign Page Layouts to a Profile
    11. 11. Publisher Actions • Standard Actions • Post, File, Link, Poll • Default Actions • Account, Case, Contact, Lead, Opportunity • Mobile Smart Actions • Custom Actions
    12. 12. Creating Actions  Global Actions • Creating Global Actions • Customize Global Action Layout  Object Specific Actions • Creating Object Specific Action • Customize Object Layout
    13. 13. Notifications  Type of Notification • In App Notification • Push Notification  Chatter posts, Comments, Approval request, Mentions  Configurable at org Level only  Push Notification are available to devices only
    14. 14. Next Steps  Visual Force Pages  Flexi Pages  Force.com Canvas App
    15. 15. Amit Jain @forcemantis amitjain2050@gmail.com
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