Salesforce1 Mobile Tips & Tricks for Admins


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Salesforce Admins, now is your time to become the hero of mobile! Empower your users to work smarter when they are out in the field by making your Salesforce applications available on their mobile device. From reducing load time on opportunities to creating custom templates, we’ve got the tips, tricks and real-life stories that will make your life easier and your users happy. Join us to put your existing point & click skills to work.

This webinar is part of a series focusing on new and existing Salesforce1 Mobile App features. If you are ready to supercharge your career and make an impact at your company, join us!

Published in: Technology

Salesforce1 Mobile Tips & Tricks for Admins

  1. 1. Salesforce1 Mobile Tips & Tricks for Admins April 23, 2014
  2. 2. #forcewebinar 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 non- 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.
  3. 3. #forcewebinar Have Questions? §  We have an expert support team at the ready to answer your questions during the webinar. §  Ask your questions via the GoToWebinar Questions Pane. §  The speaker(s) will chose top questions to answer live at the end of the webinar. §  Please post your questions as we go along! §  Only post your question once; we’ll get to it as we go down the list.
  4. 4. #forcewebinar New! Admin Evangelism §  Our Charter: Good stuff, no fluff. We provide useful, interesting & inspiring content to help admins become heroes. §  Engage with us on SUCCESS Gillian Madill Erica Kuhl LeeAnne Templeman Mary Scotton Sarah Franklin Salesforce  Admin  Digest Tips  &  Tricks  with  a  No  Fluff  Guarantee Welcome  to  our  new  digest,  packed  full  of  useful  tips,  tricks  and  tutorials  to help  you  be  a  rockstar  admin  and  a  hero  to  your  company Put  Salesforce1  to  work  for  you. Tip  1:  Reduce  Time  to  Update  Opportunities Use  quick  actions  to  reduce  the  amount  of  fields  required  for frequent  business  events  such  as  winning  a  deal  or  qualifying  an opportunity. Contributed  by  Mary  Scotton Tip  2:  Directly  Link  to  Salesforce1  in  Your Emails Customize  your  email  templates  so  that  your  users  are  sent straight  into  the  Salesforce1  mobile  app.  They  will  love  how  easy this  is  to  use! Contributed  by  Eanna  Cunnane Tip  3:  Eliminate  Emails  and  Paper  for  Road Warriors View,  print,  email,  and  even  store  files  offline  with  Files  &  Groups in  Salesforce1.  Your  traveling  sales  reps  and  execs  who  use external  files  will  thank  you! Contributed  by  Jennifer  Wobser Salesforce1  for  Admins Webinar Haven't  started  using  the  Salesforce1 Mobile  App?  Learn  tips  and  tricks  from awesome  admins  Shannon  Grimm, Amanda  Ream,  and  Jennifer  Wobser. Hosted  by  Mary  Scotton,  this  hour  will kickstart  your  Salesforce1  Mobile  App success! Date:  04/23/2014 Time:  10:00AM  PT   Register  for  the  Webinar
  5. 5. #forcewebinar Speakers Mary Scotton Developer Evangelist, @rockchick322004 Amanda Ream Senior CRM System Administrator, Metso @amandaream4 Shannon Grimm Global MAC CRM Project Manager, Metso @ShannonGrimm4 Jennifer Wobser Business Systems Analyst & Salesforce Administrator, FFF Enterprises @crmsalesgem
  6. 6. #forcewebinar Agenda §  Salesforce1 Mobile Overview §  Metso: Tips, Tricks & Demos §  FFF Enterprises: Tips, Tricks & Demos §  More Tips, Tricks & Demos §  Resources & Next Steps §  Q&A
  7. 7. #forcewebinar Every Object, Every Field: Salesforce1 Mobile Accessible 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
  8. 8. #forcewebinar Mobile Cards New Features for Salesforce1 Mobile Objects & Fields Page Layouts Custom Tabs List Views Search Layouts Publisher Actions Compact Layouts Enhanced Lookups Embedded Charts Mobile Navigation Buttons & Links Twitter Component
  9. 9. #forcewebinar How to enable Salesforce1 Mobile for your org §  Enable Chatter §  Enable Publisher Actions §  Salesforce1 Settings -> Connected Apps settings
  10. 10. #forcewebinar Shannon Grimm Global Mac CRM Project Manager, Metso @ShannonGrimm4 Amanda Ream Senior CRM Administrator, Metso @amandaream4
  11. 11. #forcewebinar Metso Overview §  500 Users (soon to be 1000) §  3 Admins §  Sales team went Mobile in 2012 with Salesforce Touch and Chatter iOS app
  12. 12. #forcewebinar Metso’s Salesforce1 Mobile Story
  13. 13. #forcewebinar Salesforce1 Tip: User experience is key to user adoption §  Business Problem: Salespeople are not adopting mobile solutions because Opportunity edit takes too long to load. §  Solution: Create an “Update” type Publisher Action – show salespeople how easy it is to use!
  14. 14. #forcewebinar Salesforce1 Tip: Just 3 things you need to know! 1.  Navigation Menu 2.  Compact Layouts 3.  Publisher Actions
  15. 15. #forcewebinar 1. Understanding the Navigation Menu
  16. 16. #forcewebinar 2. Compact Layouts
  17. 17. #forcewebinar 3. Publisher Actions
  18. 18. Demo Mobile Navigation, Compact Layouts, and Publisher Actions
  19. 19. #forcewebinar Get started! §  Use it! §  What are my end users doing? §  Don’t be scared!
  20. 20. #forcewebinar Jennifer Wobser Business Systems Analyst & Salesforce Administrator, FFF Enterprises @crmsalesgem
  21. 21. #forcewebinar FFF Enterprises Overview §  100 Users §  First mobile app: 2004 with “Salesforce Classic” §  Lone Admin
  22. 22. #forcewebinar Salesforce1 Tip: Mobile Access to Files Saves Time §  Business Problem: Accessing price sheets was a hassle. Options: get out the binder or call the office. §  Solution: Post price list Files to a central Chatter Group. Reduce a 15-30 minute task to 1-2 minutes!
  23. 23. #forcewebinar Salesforce1 Tip: Analytics For the Road Warrior! §  Business Problem: Sorting through large territory data to find ideal accounts on the road is difficult. §  Solution: Dashboards with simple target lists for large territories with sorting.
  24. 24. #forcewebinar Salesforce1 Trick: Email a Direct Link to the Mobile App Click Link to Open
  25. 25. #forcewebinar How to implement the Direct Email link com.salesforce.salesforce1://entity/view?entityId=placeDashboardIDhere com.salesforce.salesforce1://entity/view?entityId=placeAccountIDhere com.salesforce.salesforce1://entity/view?entityId=placeContactIDhere com.salesforce.salesforce1://entity/view?entityId=placeYourObjectIDhere
  26. 26. Demo: Files, Dashboards, Direct Link
  27. 27. #forcewebinar Mary Scotton Developer Evangelist @rockchick322004
  28. 28. #forcewebinar Salesforce1 Tip: Mind the gap §  Business Problem: Managers are complaining that approval notifications appear in Salesforce1 but then disappear. §  Solution: Install Approval Central for Salesforce1 from AppExchange –  Mobile Administration à Mobile Navigation à move My Approvals to Selected listbox
  29. 29. #forcewebinar Salesforce1 Trick: Leverage social connections §  Business Problem: Sales reps are working a new account, and want to tap into their social network to make a connection. §  Solution: Find people in common via Twitter, right in the app! Customizeà Social Apps Integration à Social Accounts and Contacts àSettings à Enable Social Accounts and Contacts à Enable Twitter
  30. 30. #forcewebinar Salesforce1 Tip: Speak your user’s language §  Business Problem: Previous mobile attempt have been vetoed because translation costs for custom mobile apps are too high. §  Solution: Leverage existing Salesforce translations, and add new ones with Translation Workbench.
  31. 31. Demo: Approvals, Twitter, Translations
  32. 32. #forcewebinar Recap: Salesforce1 Tips & Tricks Business Problem Solution 1.  Users can’t find the My Approvals app. Modify the Mobile Navigation to move it closer to the top. 2.  Users have to swipe up 3 times to see a key fields on their mobile device. Customize the Compact Layout for the object to surface the 4 most important fields in the top section. 3.  Users won’t use Salesforce1 because records with a 50+ fields take a long time to edit. Create an object-specific Publisher Action to Update the record, placing less fields on the Action layout. 4.  Sales reps rely on printed documents. Create a Group and upload the documents as Files. Makes it easy to access on the road. 5.  Executives aren’t logging in to the Salesforce1 mobile app. Show them how to access their favorite Dashboards and they’ll be hooked! 6.  Users get emails with links to Salesforce records and dashboards, but they open in the browser on their phones and that’s hard to read. Update your Email Templates to also include the mobile direct link URLs and now records and dashboards will open in Salesforce1 mobile. 7.  Managers complain because they have to use the desktop app to see a list of items to approve. Install the Approval Central for Salesforce1 from AppExchange. 8.  Sales reps are active on Twitter and want to leverage those relationships with new customers. Add the Twitter component to the Account and Contact page layouts. 9.  Your global users want to see labels in their language in Salesforce1 mobile. All labels are in the Translation Workbench, even the new Publisher Action labels.
  33. 33. #forcewebinar 1. SUCCESS Community 2. Admin Guide 3. Approval Central App Follow #Success Admin Newsletter, #AwesomeAdmin FREE Learning Guide atlas.en-us.salesforce1admin.meta/ salesforce1admin/ salesforce1_guide_introduction.htm FREE AppExchange App listingDetail?listingId=a0N3000000B5DmREAV Resources
  34. 34. #forcewebinar Upcoming Webinars Apex for Admins: Get Started with Apex in 30 Minutes! May 15th 10am PDT David Liu LeeAnne Templeman Register Now! webinars/apex-for-admins-in-30-mins? d=70130000000hUkx Salesforce1: Make it mobile, make it easy for your sales team May 21st 8am PDT Jennifer Wobser Jacinta Burke Eanna Cunnane Register Now! 307653361
  35. 35. #forcewebinar Next Steps §  Download the Salesforce1 app on your device –  Available in AppStore and Google Play –  If you already have Salesforce1, upgrade to Version 5.2 §  Use your Sandbox or your new Developer Edition to try it out –  Sandbox login: Log out of your production Org in Salesforce1 and then click on the top-right gear icon on the login page. §  Analyze your use cases and optimize for mobile §  Mobilize your users!
  36. 36. Survey Your feedback is crucial to the success of our webinar programs. Thank you! #forcewebinar
  37. 37. Q & A #forcewebinar Mary Scotton Developer Evangelist, @rockchick322004 Amanda Ream Senior CRM System Administrator, Metso @amandaream4 Shannon Grimm Global Mac CRM Project Manager, Metso @ShannonGrimm4 Jennifer Wobser Business Systems Analyst & Salesforce Administrator, FFF Enterprises @crmsalesgem Give us your feedback
  38. 38. Thank You