Salesforce1 Adoption Workshop - Silicon Valley User Group

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Salesforce1 Adoption Workshop

Salesforce1 Adoption Workshop

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  • Salesforce1 allows your users to access Salesforce from anywhere and bringing all the customizations, settings, and data to any device.

    Every part of your Salesforce deployment, from the standard fields to custom fields, custom tabs, and custom applications are instantly mobile, so you don’t have to worry about building and deploying a separate mobile app.

    You can distribute the Salesforce1 App to your employees and every time you create a new Salesforce App or a new CRM customization, those get pushed to your mobile users instantly - no deployment headaches.

    So how do you get started? There are a few permissions you want to make sure are on:

    1) Connected Apps
    2) Notifications
    3) Mobile Browser

    TIP: If you’d like to make changes to your implementation before deploying Salesforce1 for all your users, turn these 3 preferences off temporarily and turn them back on when you’re ready.
  • The Salesforce1 App is automatically enabled for all existing and new orgs, except those for which auto-enablement is specifically turned off.

    You’ll want to make sure Salesforce1 is turned on for your org by navigating to Setup → Manage Apps → Connected Apps and configuring settings for “Salesforce1 for iOS” and “Salesforce1 for Android.”

    These components are automatically installed when one of your users downloads the Salesforce1 App onto their iOS or Android device and logs into Salesforce.

    You can also manually install the Salesforce Connected Apps package so you can review and modify the default security and access settings before rolling out the Salesforce1 App to your users.

    When the Salesforce1 Connected Apps components are installed they’re added to the Connected Apps section in Setup. Here, you can view and edit the settings for each of the apps, including user access with profiles, permissions, and IP range restrictions.
  • In Salesforce1, users can receive notifications in two ways: through notifications center in the app and via push notifications on their mobile device. These notifications occur when they are mentioned in Chatter posts or comments and when they receive approval requests.

    To enable notifications for your org, navigate to Setup → Mobile Administration → Notifications → Settings. If they’re not already enabled, select “Enable in-app notifications” and “Enable push notifications” and save those settings.

    NOTE: Once you enable notifications for your org, your users can choose to disable push notifications specifically in their phone settings. Also, push notifications are not available in the Salesforce1 mobile browser experience.

  • To enable the Salesforce1 experience on a mobile browser, navigate to Setup → Mobile Administration → Salesforce1 and select “Enable the Salesforce mobile browser app” so users are automatically redirected to the Salesforce mobile browser experience when they log in using a supported browser on an iOS or Android smartphone or tablet. To restrict this user experience, deselect this permission, and users will see the full Salesforce App as it appears on the desktop.










    Keep in mind that once this permission is enabled, users can turn off the redirect to the Salesforce1 App experience in one of the following places:
    From the navigation menu in the mobile browser experience by tapping “Full Site”
    In the full site experience on their desktop, they can deselect “Salesforce1 User” from My Settings → Personal → Advanced User Details or Setup → My Personal Information → Personal Information

  • Instructor: Please review the full version of the tips here: bit.ly/s1getstarted. In the session just breeze over these with a few tidbits from the full guide.

Transcript

  • 1. Salesforce1 Mobile App Workshop
  • 2. Today’s Workshop • Anatomy of the Salesforce1 Mobile App • Getting Started in your Org • Introduction – 7 Tips • Configuring the Left Navigation: Hands on Demo • Creating Publisher Actions – Global & Contextual: Hands on Demo
  • 3. Anatomy of the Salesforce1 Mobile App
  • 4. Anatomy of the Salesforce1 Mobile App CRM Data All your sales, service, and marketing data at your fingertips Customizations Instantly bring your customizations like workflow, permissions, and sharing settings to mobile AppExchange Apps Add AppExchange apps specifically designed for the Salesforce1 app Custom Apps All your custom objects, fields, and any app you’ve integrated or built declaratively is now mobile. Even bring your Visualforce pages into the navigation menu. Notifications Center View all the posts and approval processes that need your attention Feed First Connect with other employees and collaborate on sales opportunities, service cases, campaigns, and projects Hybrid User Interface Benefit from the best native device technology and the latest HTML5, including your own custom Visualforce Custom Publisher Actions Move business forward with global and contextual Publisher actions Multi-device Support Access everything you need from your favorite device, iOS or Android
  • 5. Getting Started in Your Org
  • 6. Getting Started with the Salesforce1 App There are a few permissions you want to make sure are on: 1. Connected Apps 2. Notifications 3. Mobile Browser
  • 7. Connected App Permissions Make sure Salesforce1 is turned on for your org by navigating to Setup → Manage Apps → Connected Apps and configuring settings for “Salesforce1 for iOS” and “Salesforce1 for Android.”
  • 8. Notification Permissions In Salesforce1, users can receive notifications in two ways: through notifications center in the app and via push notifications on their mobile device. These notifications occur when they are mentioned in Chatter posts or comments and when they receive approval requests. To enable notifications for your org, navigate to Setup → Mobile Administration → Notifications → Settings. If they’re not already enabled, select “Enable in-app notifications” and “Enable push notifications” and save those settings.
  • 9. Mobile Browser Permissions To enable the Salesforce1 experience on a mobile browser, navigate to Setup → Mobile Administration → Salesforce1 and select “Enable the Salesforce mobile browser app” so users are automatically redirected to the Salesforce mobile browser experience when they log in using a supported browser on an iOS or Android smartphone or tablet. To restrict this user experience, deselect this permission, and users will see the full Salesforce App as it appears on the desktop.
  • 10. Introduction – 7 Tips for Your Rollout
  • 11. 7 Tips for Your Rollout 1. Get into the Mobile Mindset 2. Revisit User Permissions 3. Customize Your Navigation Menu 4. Configure Your Layouts 5. Create Publisher Actions 6. Optimize Your Visualforce Pages 7. Prioritize Your Mobile Rollout
  • 12. Configuring the Left Navigation: Hands on Demo
  • 13. Creating Publisher Actions: Hands on Demo