Streamed live on Jul 13, 2015 Need help getting your end users to use the Salesforce1 Mobile App? Don't have time to create and execute a whole adoption campaign? Good news! Salesforce Adoption Manager is here to help get your users familiar and comfortable with using Salesforce1 mobile without adding more work for you. Join us to learn how to boost mobile adoption in your company. We’ll show you how to turn Salesforce Adoption Manager on in your org, see the custom email campaigns that it can send to your users, and how it can help your business run faster. Salesforce Adoption Manager is another great tool to help you become an #AwesomeAdmin! We’ll also show you free tools & templates to help you train your users and track mobile adoption in your company. Join our webcast to learn: - How to turn on & manage Salesforce Adoption Manager - Free tools available to help you track mobile adoption - How to build reports to track logins, activities and actions users are taking in Salesforce1 - Best practices for training & engaging your users to increase mobile awareness and adoption.

1. Supercharge Salesforce1 Mobile
Adoption
Eric Bensley
Salesforce1 Product Marketing
ebensley@salesforce.com
@ericbensley
Mike Gerholdt
Admin Evangelist
mgerholdt@salesforce.com
@mikegerholdt
Matthew Miller
Salesforce Admin, SolarCity
mmiller2@solarcity.com

2. Today’s Speakers
Eric Bensley Mike Gerholdt Matthew Miller
Salesforce Admin, SolarCity
mmiller2@solarcity.com
Admin Evangelist
mgerholdt@salesforce.com
@mikegerholdt
Salesforce1 Product
Marketing
ebensley@salesforce.com
@ericbensley

3. Head to the Success Community for Q&A…
http://sfdc.co/AdminWebcasts
• Don’t wait until the end to ask your
questions!
• We will answer questions throughout the webinar. Ask
your questions in the Admin Webcasts Group.
• Stick around for live Q&A at the end
• Speakers will tackle more questions at the end, time-
allowing.

4. Go Social!
#AwesomeAdmin
ButtonClick Admins
Salesforce Admins
The video will be posted to YouTube.
This webinar is being recorded!
Q&A: http://sfdc.co/AdminWebcasts

5. Tell us your favorite tip for driving Salesforce1 Mobile Adoption
in your company! We will choose our favorite and winner will
get a Salesforce SaaSy!
Post your idea in Admin Webcast Group with #mobiletip:
http://sfdc.co/AdminWebcasts
Winner announced at end of webinar.
And… a Giveaway!
Q&A: http://sfdc.co/AdminWebcasts

6. Agenda
• Salesforce1 Mobile App Overview & Landscape
• How to Supercharge Mobile Adoption
– Salesforce Adoption Manager
– Free Tools for Tracking App Adoption
– Best Practices for Training and Engaging Mobile Users
• SolarCity Mobile Adoption Success Story
• Q&A
Q&A: http://sfdc.co/AdminWebcasts

7. Salesforce1 Mobile App
Brings Your Apps
Forward
Brings Your Customizations
Forward
Works Seamlessly Across Your
Mobile Devices
Q&A: http://sfdc.co/AdminWebcasts

8. Custom Apps
4M+
companies using the
Salesforce1 Mobile
app
100K
ISV Apps
+
300+
Salesforce1 Mobile Landscape
Q&A: http://sfdc.co/AdminWebcasts

9. Salesforce1 Mobile Survey Results
Faster
Response
Times
Employee
Productivity
Faster
Collaboration
Faster Time
to Find
Information
24% 25% 27% 29%

10. Salesforce Adoption Manager
Q&A: http://sfdc.co/AdminWebcasts

11. Salesforce Adoption Manager
100% opt-in by org admin for orgs in US, UK, AU
Program recommends features based on usage
Drives adoption and keeps users engaged
Users can opt-out any time
Smart email journeys to help your users get the most out of the Salesforce1 Mobile App
Q&A: http://sfdc.co/AdminWebcasts

12. Adoption Manager has 3 distinct email journeys
Week 1 with Salesforce1:
Onboard new mobile users
Download:
Get existing users to
download the app
Bring users back:
Remind users about the
app

13. Invite to download the Salesforce1 Mobile App
First journey: Download the app
Download the app from your
phone directly from the
email.
…or text a link to your phone from
the email on your desktop.
Who gets this email: Users who do not have the Salesforce1 Mobile App.

14. 5 tips the first week after users download the app
Second journey: Week 1 with the Salesforce Mobile App
Who gets these 5 emails: Users who downloaded the Salesforce1 Mobile App within the last 60 days.
Day 1: Access Records Day 2: Take Action Day 3: Collaborate Day 4: Review Dashboards Day 5: Access Files

15. Users reminded if they don’t use the app for 30 days
Third journey: Bring users back
Who gets this email: Users who stop using the Salesforce1 Mobile App for 30 days.
*Each user can only receive this email once.

16. Turn it on today!
Enable Salesforce Adoption Manager in set up. Available in US, UK, AU.
Q&A: http://sfdc.co/AdminWebcasts

17. Tips for Driving Adoption
Q&A: http://sfdc.co/AdminWebcasts

18. Use Chatter Groups for Help, Training & Sharing Success
• Share tips, tricks, success stories and top use
cases in Chatter Group.
• Chatter Groups are also a great place for
Q&A, training videos, resources.
Q&A: http://sfdc.co/AdminWebcasts

19. Gather User Feedback & Ideas
Q&A: http://sfdc.co/AdminWebcasts

20. Adoption is Top-Down. Get Execs on Board!
Q&A: http://sfdc.co/AdminWebcasts

21. Create On-Demand Training Videos
• Simulate the mobile experience
using tools like one.app or
Chrome Extensions.
• Easily record how-to videos
using video programs like
Camtasia or Ezvid.
Q&A: http://sfdc.co/AdminWebcasts

22. Share Use Cases for Different Roles
Q&A: http://sfdc.co/AdminWebcasts

23. Best Resources for User Training and Engagement
Salesforce1 Mobile Overview
• http://www.salesforce.com/mobile/overview/
Salesforce1 Mobile Resources
• http://www.salesforce.com/salesforce1/resour
ces.jsp
Salesforce1 Rollout Guide
• http://www.salesforce.com/salesforce1/rollout
guide/
Salesforce1 Success Community
• http://sfdc.co/SuccessSF1
Salesforce1 Emulator
• https://login.salesforce.com/one/one.app
Q&A: http://sfdc.co/AdminWebcasts

24. Tips for Tracking Adoption
Q&A: http://sfdc.co/AdminWebcasts

25. Tracking Mobile App Adoption
• Track Salesforce1 Logins using the
Salesforce1 Adoption Dashboard
and Reports AppExchange
Package
• Track specific Actions using
Custom Fields and Default Values
on Custom Actions
Q&A: http://sfdc.co/AdminWebcasts

26. Tracking Mobile App Adoption
• Create a checkbox that is automatically populated
to track creation of records through Salesforce1
CustomActions
• Create a timestamp field to track when records are
modified through Salesforce1 CustomActions

27. SolarCity Success Story
Q&A: http://sfdc.co/AdminWebcasts

28. Matthew Miller
Salesforce Admin
SolarCity
Q&A: http://sfdc.co/AdminWebcasts

29. SolarCity drives Salesforce1 usage with Adoption
Manager
America’s #1 solar provider
Field Agents create leads and log cases from anywhere
Adoption Manager drives Salesforce1 usage easily
Salesforce1 Adoption Dashboard gives visibility and insights
into usage patterns
Q&A: http://sfdc.co/AdminWebcasts

30. Q&A
Eric Bensley Mike Gerholdt Matthew Miller
Salesforce Admin, SolarCity
mmiller2@solarcity.com
Admin Evangelist
mgerholdt@salesforce.com
@mikegerholdt
Salesforce1 Product
Marketing
ebensley@salesforce.com
@ericbensley
Q&A: http://sfdc.co/AdminWebcasts