Salesforce1 for ISVs Webinar (July 17, 2014)


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Salesforce1 for ISVs Webinar (July 17, 2014)

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Salesforce1 for ISVs Webinar (July 17, 2014)

  1. 1. Salesforce1 for ISVs Jim Sinai Sr Director, AppExchange & Platform Marketing @jimsinai
  2. 2. 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 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 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-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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Agenda Understanding Salesforce1 Mobile Advantages to Building with Salesforce1 Mobile Key Design Principles for Salesforce1 Mobile DEMO 3 Things to Get Started
  4. 4. Salesforce1: a Platform and an App Salesforce1 Platform APIs Salesforce1 App Heroku1 ExactTarget Fuel Sales Cloud Service Cloud Marketing Cloud AppExchange Customer Apps Salesforce1 Platform Services
  5. 5. Your App is “Already” in Salesforce1 Mobile The Salesforce UI gets pulled forward into our Mobile App If your app runs today, it runs in the Salesforce1 Mobile App You can preview your app by adding /one/ to the url: Your app may require updating or customization for a better UI/ UX in the mobile app- ie make it Salesforce1 Mobile Ready Its important to update your app to work well and be Salesforce1 Mobile Ready
  6. 6. Salesforce1 Mobile App: Our UI and Features, Your Custom Apps Publisher Actions & Feed-First Notifications Flexible Left Nav Menu FlexiPages for instant access to any record Mobile Cards for inline HTML5 & Visualforce JavaScript SDK for mobile dev anywhere
  7. 7. Partners Are Publishing Next Generation Apps Box FileBoard Kenandy HP eVariant BMC Elton InsideSales Introhive DataHug Bizable MapAnything Docusign LinkedIn TAS Group FinancialForce ServiceMax WorkdayDropbox ScanBizCards Callidus Concur Evernote Cloud Craze
  8. 8. Launch the TaskRay dashboard with quick links to your task lists Project page with a quick overview and tasks, organized by list Create new tasks on project records “Simple, easy to use, great support” – Joseph Bates, Daxko Customers: Forbes, Honda, Optimizely, EduNeering Top Reviewed App Top 50 Installed App For SMB, Enterprise Simple, fast project management Get visibility into your team’s tasks Deliver projects on time, on budget APPEXCHANGE EXAMPLES TASKRAY by Bracket Labs
  9. 9. Track job progress with log entries and job completion percentages Get Job Intel in one place – track jobsite teams, needs and successes Log coffee clock-ins and frosty beverage clock- outs, plus expenses and materials “Field Recon helped us get organized and helped me feel more relaxed. –Jake Burns, SouthDirekt Customers: Concreate, 21st Century Equipment, Decorative Concrete Resurfacing For SMB, Enterprise Project management for the commercial construction industry Manage everything about a job – timecards, material usage, expenses, communications APPEXCHANGE EXAMPLES FIELD RECON by Workforce Recon Industry: Construction
  10. 10. Agenda Understanding Salesforce1 Mobile Advantages to Building with Salesforce1 Mobile Key Design Principles for Salesforce1 Mobile DEMO 3 Things to Get Started
  11. 11. Build & Deploy Mobile Apps Faster than Ever- No Mobile Devs! You build & customize We distribute the app You’re app automatically mobile
  12. 12. Salesforce1 is a Key Focus for Salesforce Since we launched, customers are adopting Salesforce1 faster than ever It’s everything we talk about… MOBILE READY Callout at sponsor booth Callout on AppExchange Sales Alignment Inclusion in Dreamforce marketing Marketing Opportunities ?
  13. 13. Agenda Understanding Salesforce1 Mobile Advantages to Building with Salesforce1 Mobile Key Design Principles for Salesforce1 Mobile DEMO 3 Things to Get Started
  14. 14. Scott Effler ISV Technical Evangelist
  15. 15. 3 Ways to Integrate into the Mobile App App Menu Item- Visualforce page (Position determined by admin) Recent (Custom) Objects (Position determined based on usage) Action Tile in the Action Menu (Position determined by admin)
  16. 16. Custom Actions Are New UX Experience Actions are used to perform a function on the Salesforce platform Actions also appear in the Chatter Publisher on the desktop Actions should NOT be used for simple navigation shortcuts Actions should have action-oriented names: New, Share, Update, Import, etc. Actions can be easily created declaratively in setup Your   Ac(on   Here  
  17. 17. Action Form Best Practices Focus on the mobile user Show the minimum number of fields possible Provide pre-defined values whenever possible Keep your actions in Saleforce1 or have clear return path Fast and Simple: Try to make your action achievable in one-step
  18. 18. Users Can “Pin” Recent Options Pin options appear after running a search
  19. 19. Salesforce1 Helps Define a Uniform Mobile Experience Mobile Cards Compact Layouts
  20. 20. User the Salesforce1 Style Guide Keeping Visualforce pages consistent with the Salesforce1 look and feel
  21. 21. Visualforce in Salesforce1 – UI/UX considerations Salesforce1 cannot auto- magically (yes, it’s a word) make Visualforce pages mobile- optimized
  22. 22. Making Visualforce Pages Mobile Optimized Mobile Design Templates services/mobile-templates Design VF pages taking the limited real-estate in mobile into account Make sure to support the phone form factor Develop for the mobile context Use device features like geolocation, camera etc. where appropriate Mobile version of the page/app does not have to support all the bells and whistles – less is more Optimize for your most common mobile use case – discovery, data entry, search etc. Use Responsive Design principles (same as the Salesforce1 app) Get all the Visualforce Tips & Tricks here: DEVELOPER.SALESFORCE.COM
  23. 23. Custom Branding for Salesforce1 What does “custom branding” mean?? Splash screen color & icon on login Publisher icon Header color **NOT the app icon on the home screen** Be thoughtful about what you brand vs your customer brands
  24. 24. Four Salesforce1 UX Things NOT to Do DON’T Kick the user out of the app to your app DON’T Add an extra / nested menu on the left side (ie only 1 stage left menu) DON’T Don’t rebuild actions and publishers (ie no publisher or “+” on a VF page) DON’T Don’t recreate push notifications
  25. 25. Agenda Understanding Salesforce1 Mobile Advantages to Building with Salesforce1 Mobile Key Design Principles for Salesforce1 Mobile DEMO 3 Things to Get Started
  26. 26. Pro Tip: Add /one/ to ex: (in chrome browser)
  27. 27. Agenda Understanding Salesforce1 Mobile Advantages to Building with Salesforce1 Mobile Key Design Principles for Salesforce1 Mobile DEMO 3 Things to Get Started
  28. 28. Three Things to Get Started 1 2 3 Do a brainstorm session Build a demo and get feedback Build your app and launch by Dreamforce
  29. 29. FINAL NOTE: Don’t Forget to Tell Us When Your Launched Your Launch Plan: Tell us you’re ready to go and live- via a case with screenshots (via a case!) Update your listing with screenshots, use cases, and demo videos Tell the world- your emails, your website, at events, Get customer stories (and share them with Salesforce) 1 2 3 4
  30. 30. Learn More About Salesforce1 Ø  Next Webinar: Thursday, August 21 Ø  Webinar replays and registrations Ø  Developer Site Ø  Developer Guide Ø  Admin Guide Ø  App Guidelines (UX) Ø  /one/ (preview your app)