Salesforce1 for Developers


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Presentation by Sandeep Bhanot,, at the 1/29/14 SF Salesforce Developer User Group meeting.

Published in: Technology, Design

Salesforce1 for Developers

  1. 1. Salesforce1 for Developers
  2. 2. Speakers Sandeep Bhanot Mobile Geek (both kinds) @cloudysan
  3. 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 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 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-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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. Introducing Salesforce1 All your past investments... All Your Apps All Your CRM All Your Customizations in the future Notifications Platform Drag and drop UI customization Publisher Actions All Your Devices Download Salesforce1 App today
  5. 5. Unifying the Salesforce Mobile Experience Chatter Mobile Feeds People & Groups Files Native Experience Salesforce Classic CRM data Analytics Tasks & events Native phone features Salesforce Touch CRM access Custom apps Agility of HTML5 Logger & Forcepad Sales productivity tools Task management Call logging
  6. 6. But is Salesforce1 an App or a Platform? Its both
  7. 7. Salesforce1 Platform – The Customer Platform behind the App Salesforce1 App Salesforce1 Platform APIs Heroku1 Salesforce1 Platform Services ExactTarget Fuel
  8. 8. Lets take a quick look at Salesforce1 the App Notification Center Universal Search Record Home Feed first Record Feed and Related Info Record Detail Navigation Menu aka ‘Left Nav’ Publisher Actions
  9. 9. Platform = endless ways to customize the app Declarative and Programmatic tools to customize the Salesforce1 experience
  10. 10. Declarative tools for customizing the Salesforce1 App
  11. 11. Mobile Navigation (aka Left Nav) Mobile Administration à Mobile Navigation
  12. 12. Page and Compact Layouts SObject à Compact Layout SObject à Page Layout
  13. 13. Publisher Actions Publisher Actions Global: Create à Global Actions Object Specific: SObject à New Action Page Layouts control which actions show in what order
  14. 14. Expanded Lookup SObject à Page Layout à Expanded Lookup Show additional info for Parent records
  15. 15. Programmatic tools for customizing the Salesforce1 App
  16. 16. Visualforce – Left Nav Visualforce Pages in Left Nav JavaScript navigation library available etc.
  17. 17. Visualforce – Publisher Actions Visualforce Pages as Publisher Actions (VF page needs to the extend Standard Controller for use with Object Specific Publisher Actions) JavaScript Pub-Sub library available to interact with the publisher publisher.setValidForSubmit publisher.close
  18. 18. Visualforce – Mobile Cards Mobile Cards - Visualforce Pages on Record Detail (VF page needs to the extend Standard Controller)
  19. 19. Visualforce in Salesforce1 §  <apex:page docType="html-5.0" …> §  ‘Available for Salesforce Mobile apps’ flag enabled §  Developers are responsible for making the VF page ‘mobile ready’ –  Use a Responsive Design framework like Bootstrap or Mobile Design templates –  Leverage touch and swipe events where appropriate §  Use JavaScript Remoting/VF Remote Objects for better performance §  Use HTML5 for device features like Geolocation and Camera access
  20. 20. Canvas Apps – Publisher Actions Canvas apps as Publisher Actions (Need to include ‘Publisher’ as one of the locations in the Connected App settings) JavaScript Pub-Sub library available to interact with the publisher publisher.setupPanel publisher.showPanel publisher.setValidForSubmit ….
  21. 21. Canvas Apps - Feed Canvas apps in the Feed (Need to include ‘Chatter Feed’ as one of the locations in the Connected App settings)
  22. 22. Canvas Apps – Left Nav Canvas apps in the Left Nav (Need to include ‘Mobile Nav’ as one of the locations in the Connected App settings)
  23. 23. Flexi Pages Flexi Pages – a collection of List Views and Publisher Actions that together define a particular ‘app’ (For now, you need to define Flexi Pages in Metadata XML and then add them via Workbench, IDE or Migration Tool)
  24. 24. Salesforce1 - The Bonus Tracks
  25. 25. Salesforce1 comes in two flavors Web version Hybrid version
  26. 26. The Salesforce1 Style Guide
  27. 27. Salesforce1 Connected Apps Manage and control which users/profiles use the Salesforce1 App
  28. 28. Configuring Smart Search in Salesforce1 Pinning Objects in the Search results causes them to show up at the top at the Recent section in Salesforce1
  29. 29. Notifications in Salesforce1 §  Notifications allow you to alert users when certain things happen using Salesforce1 –  In-app –  Push notifications §  Things at currently (Spring ’14) trigger push notifications in the Hybrid App –  Post to Chatter Profile –  Comment on your post –  @Mention –  Approval Request –  Task assignment –  Flagging an item as inappropriate –  Notifications from communities
  30. 30. Device Access in Salesforce1 PhoneGap/Cordova type device access is not available in the Salesforce1 app. HOWEVER…. –  Geolocation API –  <input type="file" accept="image/*"/> (for Camera access)
  31. 31. Salesforce1 Resources §  Webinar: Intro to Salesforce1 Mobile App Development §  Dreamforce Sessions – §  Developer Guide – §  Blogs: –  6 things you need to know: –  Mobile cards: –  App Boogie Fever:
  32. 32. Follow Developer Force for the Latest News @forcedotcom / #forcewebinar Developer Force – Community +Developer Force – Community Developer Force Developer Force Group
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