As a project manager, I want to be able to capture requirements from stakeholders in the field using the Salesforce1 mobile app. The speaker demonstrates a custom Salesforce1 mobile app that allows users to create user stories for project requests directly in the mobile app. The app utilizes a custom object to store user stories and publisher actions to automatically populate fields using formulas. This provides an easy way to capture requirements in a structured format from any mobile device.

1. Using Salesforce1 to Manage
Your Salesforce Org

2. #forcewebinar
Kris Lande
Salesforce1 Product Marketing
salesforce.com
@krislande
Gillian Madill
Salesforce Admin Programs
Salesforce.com
@gmadill
Steve Williams
Salesforce Consultant
BigKite Consulting
@MrSteve_W
Speakers

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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year
and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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
Go Social!
#awesomeadmin/ #forcewebinar
ButtonClick Admins
+Salesforce Developers
Salesforce Developers
Salesforce Developers
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. #forcewebinar
Have Questions?
 Don’t wait until the end to ask your question!
– Technical support will answer questions starting now.
Ask your questions in the GoToWebinar questions pane.
 Respect Q&A etiquette
– Please don’t repeat questions. The support team is
working their way down the queue.
 Stick around for live Q&A at the end
– Speakers will tackle more questions at the end, time-
allowing.
 Head to the Success Community
– More questions? Visit success.salesforce.com

6. #forcewebinar
Agenda
 Salesforce1 Mobile App Overview
 Overview of User Story Salesforce1 App
– User Story App Demo
– How to Build the App
 Using Default Text with Formulas
 What’s Next?
 Resources to Get Started
 Q&A

7. #forcewebinar
Flagship Salesforce1 Mobile App
OneApp. Infinite Possibilities.
Brings Your Apps Forward
Brings Your Customizations Forward
Works Seamlessly Across Your
Mobile Devices

8. #forcewebinar
Your Custom Apps
Your CRM
Your AppExchange Apps
Overview of the Salesforce1 MobileApp
Feed-First UI
Notifications Platform
Action Bar

9. #forcewebinar
Custom Apps
4M+
companies using the
Salesforce1 Mobile
app
84K
Last Year We Introduced Salesforce1
ISV Apps
+
300

10. #forcewebinar
Steve Williams
Salesforce Consultant
BigKite Consulting

11. #forcewebinar
Founded by ex-Salesforce.com Expert Services with 4 years of experience, BigKite Consulting
has quickly become Canada’s #1 Rated Partner by Customers. Our team is comprised of
certified experts in all Salesforce.com instances.
• Employees: 28+
• Resources: 20+ of Sales and Service Cloud Consultants and Force.com Developers
• Experience: 300+ Implementations within the Financial Services, High Tech,
Manufacturing and Life Sciences Industries
• Expertise: Salesforce.com Implementation, Business Process Consulting,
Development, Data Service (Integration/Migration), Training, Administrative Support
• Customer Success Focus: 9.3/10 – 124+ Projects Surveyed
• Customer Feedback: 36+ Five-Star Reviews (Most of Any Canadian Partner)
Our Run Down
CertifiedSince2010
Toronto(HQ)•Vancouver• Ottawa•Montreal

12. #forcewebinar
What is a User Story?
 Capture Requirements by focusing on Business Needs
 As a <type of user>, I want <some goal> so that <some reason>
 Alter the Request Narrative no more “I just need these 2 fields added”
 First Person Encourages Ownership
 Leverage your Salesforce Knowledge and Expertise Designing Solutions
 Begins the Solution Conversation

13. #forcewebinar
The App
 Why I Built it
– Drive stakeholders to the User Story
Format
– Unhappy with Output of Existing
Request Management App
– More structure by formatting requests
– Needs instead of Requirements
– Admin on the Go
– Capture of Business Needs anytime,
anywhere

14. #forcewebinar
App Demo:
Salesforce1

15. #forcewebinar
The App
 What is the Recipe
– An existing Request Management
Object
– A new custom object for User
Stories
– A Publisher Action
– The Secret Sauce

16. #forcewebinar
The User Story Custom Object
 Single field for narrative to meet
output requirements
– Alternative is a field for each
story segment
 Master Detail to Project Parent
Object
 Stakeholder User Lookup and
Formula
 Can be extended to document and
execute testing

17. #forcewebinar
Building the Action

18. #forcewebinar
Building the Action
 Target Object Depends on
Relationships
 Keep the Label Short
 You can also customize your icon

19. #forcewebinar
Building the Action
 The Layout
– Familiar User Experience, just
like Page Layout Editor
– I prefer a single column since we
are working with large text areas
– Save button is always visible in
Salesforce1
– Consider keeping it short if you
will use it via the browser

20. #forcewebinar
The Finishing Touches
 Deploying your new
Publisher Action
– Update the Parent
Record Page Layout
to add the new
Publisher Action

21. #forcewebinar
Publisher Actions
 The Secret Sauce
– Incredibly powerful tool for enabling
micro-transactions
– Use Formulas that reference the source
record to set default field values!!!
– Makes simple updates literally simple
– Now available on Mobile App without
Activating Chatter

22. #forcewebinar
iPad Demo:
Default Text with Formulas

23. #forcewebinar
Publisher Actions
 Setting Default Field Values Automagically with Formulas

24. #forcewebinar
What Comes Next
Extend the App within Salesforce
– Download the slides for configuration details
– Extend the App to cover UAT execution by adding fields
• Assign in Salesforce via Test User field for single tester
• Export to Excel for Test Execution by multiple testers

25. #forcewebinar
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/UsingSF1org

26. #forcewebinar
Admin
Rollout Guide
salesforce.com/mobile
Success
Community
bit.ly/SuccessSalesforce1
Resources to Get Started
buttonclickadmin.com

27. #forcewebinar
Questions?

28. #forcewebinar
Appendix

29. #forcewebinar
The User Story Custom Object
The Key Fields
– A Master Detail relationship to the existing Project/Request Object
• Add a Roll Up Summary Count of User Stories to this Parent Object
– The Narrative: (Long Text Area) This is the User Story.
• I used one field to satisfy an Excel output Requirement
• Use separate fields if it is a better fit for your needs
– As A
– I Want To
– So That

30. #forcewebinar
The User Story Custom Object
 The Key Fields
– Sequence: (Text) Used for situations where there are multiple user
stories for a request
• Will automagically count up for each new User Story
– Stakeholder: (Lookup – User) The user who is the business owner
of the request
– Am I the Stakeholder: (Formula – Number) used to facilitate List
View and Report Filters.
• IF( $User.Id = Stakeholder__r.Id , 1, 0)
– Returns 1 if the running user is the user in the Stakeholder field

31. #forcewebinar
The User Story Custom Object
 Additional Detail Fields – Working with the User Story
– Assumptions: (Long Text Area) As you discuss and clarify the
User Story this field is used to track any required assumptions
• I like to add default text to prompt the user to use a numbering scheme
• *Insert screen shot of default text*
• "1"&"." & BR()& BR()&
• "2"&"." & BR()& BR()&
• "3"&".“
– Basic Flow: (Long Text Area) The sequence of steps the user will
take achieve the result from the narrative.
• Again, add default text formula if you want to use a numbering scheme, looks nice when
output to an excel document

32. #forcewebinar
Publisher Actions
 Setting Default Field Values Automagically with Formulas
– User Story Name: Concatenate the Project Name and a Counter
• *Insert screen shot of field Settings
• Project__c.Name & "-US" &
IF( Project__c.User_Story_Count__c < 10,
"0" & TEXT(Project__c.User_Story_Count__c + 1),
TEXT(Project__c.User_Story_Count__c + 1)
)
– Narrative:
• *Insert Screen Shot of field settings
• "As a "&BR()&BR()&
"I Want To "&BR()&BR()&
"So That "

33. #forcewebinar
Publisher Actions
 Setting Default Field Values Automagically with Formulas
– Basic Flow & Assumptions: Add some initial numbering to guide the format
• I did this specifically to support a clean excel output
• *Insert Screen Shot of field settings
• "1"&"." & BR()& BR()&
"2"&"." & BR()& BR()&
"3"&".“
– Sequence
• This is our counter and leverages the roll up summary field mentioned earlier
• *Insert Screen Shot of field settings
• IF( Project__c.User_Story_Count__c < 10,
"0" & TEXT(Project__c.User_Story_Count__c + 1),
TEXT(Project__c.User_Story_Count__c + 1)
)

34. #forcewebinar