Webinar May 15th - Intro to salesforce1 mobile app development no code

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Put a smile on your users’ faces by delivering mobile solutions your company needs - without writing any code! …

Put a smile on your users’ faces by delivering mobile solutions your company needs - without writing any code!

Salesforce1 makes it easy for admins to create mobile apps. Leveraging your existing skills, like page layout and security profile management, plus new point & click customizations like Publisher Actions and Compact Layouts, you can put your Salesforce apps into your users’ hands on their preferred mobile device.

Discover this webinar with point-and-click guru, David Van Puyvelde of salesforce.com to learn how to build a mobile app with your existing skill set.

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  • Shannon
  • BBC news : 2013 = Year we went mobileNot just technology, but also a state of mindWork / Home -> we often do things in the evening or check facebook while on the job
  • Mobile sales is for outstripping PC’s
  • ExpensiveDevelopers for Android, iOs, backend systems, security,Only have that want it, actually have a mobile strategy
  • Salesforce1 bridges the gap between what you want to do and what you were able to do until nowPast investments are not lostBoth your apps as AppExchange apps
  • Admins already know the typical customization toolsAPI’s for developers were already available as wellSalesforce1 platform now adds lots of features, specifically targeted at declaratively and programmatically creating a better user experience and value for your companyAs an admin there are a lot of things that you can do to influence the mobile experience with just a few customization-> this is the focus of todayNote that what you have already done is actually not lost and is already the start of your mobile UI’s -> we’ll show you how to make it even better.
  • Things to consider
  • Shannon - demo
  • Summary -> we’ll go over those
  • In appPush notificationCan be enabled / disabledIn app -> under the ‘Bell’. Both browser as dowloadable app, on/off for everyonePush = banners / popups. Only in S1, Per user in mobile device settingsBrowser vs. ‘container app’
  • Recents sections= smart search navigationDriven by search activityEverything below ‘smart search items’ = Apps sectionUser can pin their preferred objects.
  • List views- Not compact layouts but rather first 5 columns. First 20 records, ‘more’ button
  • ActionsActions assigned to page layoutFields can be limited to only what userPredefined values can be setAlso VF, Canvas
  • Tools is one, but make sure you think aheadCompact layoutsCustom actionsWhat fields in action (less is more)Predefined values
  • Shannon
  • Shannon
  • Shannon
  • Shannon & Michelle

Transcript

  • 1. Intro to Building Mobile Apps with Salesforce1: No Code Required May 15, 2014
  • 2. #forcewebinar Speaker David Van Puyvelde Solution Architect – EMEA @dvpuyvelde #forcewebinar
  • 3. #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 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.
  • 4. #forcewebinar A mobile state of mind BBC News Business December 19, 2013 “We’re talking mobile workforces staying connected in and out of the office and using their devices for work and play.” http://www.bbb.co.uk/news/business-25445906
  • 5. #forcewebinar The rise of mobile computing in the enterprise 3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13 Your Employees Your Company 76 Million PCs 230 Million iOS/Android Unit Sales 2Q13 Source: Strategy Analytics. “Global Smartphone Shipments Hit Record 230 Million Units in Q2 2013.” July 2013. Source. Gartner. July 2013.
  • 6. #forcewebinar Difficult to build mobile apps Mobile Apps Are Critical Mobile Apps Deployed 60% 40% 20% App Gap Less than 1/2have deployed apps PercentofRespondents Complexity of Form Factors Limited Number of Developers Multiple Operating Systems Multiple Platforms
  • 7. #forcewebinar Introducing Salesforce1 AppExchange Apps CRM Custom Apps All your past investments... Feed First UI Notifications Platform Publisher Actions …now in the future
  • 8. #forcewebinar Building on the Salesforce1 platform Objects & Fields Page Layouts Custom Tabs AppExchange Apps List Views Search Layouts Visualforce & Apex Force.com Canvas REST APIs Analytics API Publisher Actions Mobile Cards Compact Layouts Enhanced Lookups Embedded Charts Mobile Navigation Flexible Pages Heroku Connect ExactTarget Fuel Buttons & Links
  • 9. #forcewebinar Things to consider when building for mobile  What are the important things to see at a glance?  What are the important moments when using the app?  What form fields must have content?  What defaults can be used so field values don’t need to be entered manually?
  • 10. #forcewebinar ENOUGH SLIDES Let’s build something already!
  • 11. #forcewebinar Building on the Salesforce1 Platform  Notifications  Mobile navigation  List views  Compact layouts  Mobile cards  Actions
  • 12. #forcewebinar Notifications Approval requests Task assignment Important feed activity
  • 13. #forcewebinar Mobile navigation Smart Search Items & Pinning
  • 14. #forcewebinar List views List views Recent items List view columns
  • 15. #forcewebinar Record detail Page layout: buttons Page layout: detail section Page layout: publisher actions Compact layout
  • 16. #forcewebinar Record related information Page layout: related lists Page layout: mobile cards
  • 17. #forcewebinar Actions
  • 18. #forcewebinar Things to consider when building for mobile  What are the important things to see at a glance?  What are the important moments when using the app?  What form fields must have content?  What defaults can be used so field values don’t need to be entered manually?
  • 19. #forcewebinar Try it yourself!  Sign up to start building mobile apps – FREE Developer Edition: bit.ly/DE-join  Follow the Salesforce1 Dev Guide - bit.ly/s1-dev-guide  Test it out in the app – Download the Salesforce1 app – Open in your mobile [or desktop!] browser: • https://[--yourinstance--].salesforce.com/one/one.app
  • 20. #forcewebinar Salesforce1 resources  Salesforce1 App Developer Guide – bit.ly/s1-dev-guide  Publisher Actions Implementation Guide – help.salesforce.com/help/pdfs/en/actions_impl_guide.pdf  Intro to Salesforce App Development – bit.ly/sfdcudacity-s1  Intro to Salesforce Mobile App Development (Webinar) – events.developerforce.com/en/events/webinars/intro-salesforce1-mobile-app-development  Force.com Workbooks – wiki.developerforce.com/page/Force.com_workbook  Dreamforce Sessions – bit.ly/s1-df-sessions
  • 21. #forcewebinar Udacity
  • 22. Survey Your feedback is crucial to the success of our webinar programs. Thank you! https://www.getfeedback.com/r/upwgCtix #forcewebinar
  • 23. #forcewebinar Q & A David Van Puyvelde Solution Architect – EMEA @dvpuyvelde
  • 24. #forcewebinar Follow Developer Force for the latest news @forcedotcom / #forcewebinar Developer Force – Force.com Community +Developer Force – Force.com Community Developer Force Developer Force Group