Zen and the Art of Mobile Configuration


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Learn the art of successful mobile configurations in this instructional session for Salesforce administrators. Get sage advice from salesforce.com's own mobile zen masters on the most creative and effective ways to mobile-enable your custom apps and use cases, and learn the nuance of a well crafted mobile configuration. No deep breaths necessary.

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Zen and the Art of Mobile Configuration

  1. 1. Zen and the Art of Mobile Configuration<br />Administrators<br />Joshua Schneyer: salesforce.com<br />
  2. 2. Joshua Schneyer<br />salesforce.com<br />
  3. 3. Safe Harbor<br />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 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.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, 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-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other 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.<br />
  4. 4. Agenda<br />Salesforce Mobile Overview<br />Staying Calm & Avoiding Pitfalls<br />Miscellaneous Tips<br />Q&A<br />
  5. 5. Salesforce Mobile Overview<br />
  6. 6. Salesforce Mobile Architecture<br />Offline-capable client application<br />Local data storage<br />Automatic synchronization<br />
  7. 7. How is Data Sent to the Device?<br />Records are sent to the device in several ways:<br />Mobile configuration criteria<br />Remote search<br />Recent items<br />“Courtesy” updates for lookups<br />
  8. 8. How is Data on the Device Synchronized?<br />BlackBerry<br />Background sync every 20 minsw/ use<br />Immediate round-trip with record save<br />Full sync on mobile configuration change<br />iPhone<br />Runs when app is opened<br />Immediate round-trip with record save<br />Full sync on mobile configuration change<br />
  9. 9. Some Things do Require a Round-Trip<br />These must be processed server-side and are reflected on the device upon completion:<br /> Formula fields Triggers<br /> Validation Rules Workflow<br />
  10. 10. Avoiding Common Pitfalls<br />
  11. 11. Common Pitfalls<br />Sending everything to the device<br />Data sets that miss the mark<br />Too many fields<br />Lack of quality custom views<br />Full recycle bin<br />
  12. 12. Quick Review - Data Set Basics<br />Nested structure<br />Flexible hierarchy<br />Repeatable objects<br />Focus on criteria<br />
  13. 13. Common Pitfall – Sending Everything<br />Limited memory on devices (e.g. BlackBerry 64K-512K)<br />Competition for resources (email, apps, media)<br />
  14. 14. Mobile Tip - It’s OK to Keep it Small<br />Small datasets are good<br />Performance<br />Good usability<br />Remote search & recent items<br />Constantly updated<br />
  15. 15. Mobile Tip – “Empty” Data Sets<br />Select “None (Search Only)” option<br />Search & recent items will feed the parents<br />Users get plenty of relevant data w/ minimal effort<br />
  16. 16. Mobile Tip – Use Record Limits<br />Record limits can dramatically reduce data set size without reducing quality<br />Sort w/ relevance e.g. Last Activity<br />
  17. 17. Mobile Tip - Customize Remote Search<br />Basic remote search behaves like sidebar search online<br />Use External ID flag to make custom fields searchable<br />
  18. 18. Common Pitfall – Data Sets That Miss the Mark<br />Some data is difficult to corral in mobile configurations<br />Certain users can be very unpredictable<br />
  19. 19. Mobile Tip – Users who don’t Own Anything<br />We may not always be able to identify criteria to download objects based on their own merit<br />No direct record “ownership”<br />No predictability<br />Connect the dots<br />Start with an object that does have timely relevance (Activities)<br />Begin nesting from there<br />
  20. 20. Mobile Tip - $User.Id Criteria<br />$User.Id merge field is supported for data set criteria<br />Allows user specific data sets based on fields other than owner<br />
  21. 21. Mobile Tip- Mobilize Specific Set of Users<br />User records typically populated via courtesy updates<br />Leverage User objet in mobile configuration to ensure you have who you need for assignment<br />
  22. 22. Quick Review -Mobile Object Properties<br />Blocked Permissions<br />Create, Edit, Delete<br />Affects only Mobile<br />Excluded Fields<br />Stripped from page layouts on Mobile<br />Remaining fields adhere to layout<br />
  23. 23. Common Pitfall – Too Many Fields<br />Cluttered layouts are difficult to use<br />Creates excess over-the-air traffic<br />May affect performance<br />
  24. 24. Mobile Tip- Exclude (Almost) Everything <br />Start by excluding all fields<br />required fields sent automatically<br />Re-add only what’s truly necessary<br />Reduces unnecessary updates<br />Improves usability<br />
  25. 25. Quick Review - Mobile Views<br />Similar to views in Salesforce online<br />Help users quickly find what they need<br />Critical when list requires non-standard column<br />
  26. 26. Pitfall – Lack of Quality Mobile Views<br />Records can be difficult to locate<br />Users may be forced to drill into detail views<br />Creates unnecessary typing for searches<br />
  27. 27. Mobile Tip- Mobile View for Others’ Records <br />Owner is restricted to $User.Id in mobile view criteria<br />Create a text formula field = OwnerId<br />Leverage formula field with 15 character Id<br />
  28. 28. Mobile Tip- Multi-Column Mobile Views<br />Mobile views are limited to two columns by default<br />Use a concatenating formula field to show more<br />
  29. 29. Pitfall – Full Recycle Bin<br />Soft deleted records can slow things down<br />Typically resulting from nightly batch jobs<br />May cause timeouts on search, sync, etc<br />End users can feel this on mobile<br />Be sure to empty recycle bin regularly<br />
  30. 30. Miscellaneous Tips<br />
  31. 31. Mobile Tip- Refresh All Data<br />No need to wait for natural updates when testing<br />Refresh All Data invokes an immediate synchronization <br />
  32. 32. Mobile Tip – Test Data Size<br />Dry-run your mobile configurations<br />Tune & tune<br />Find problems early<br />
  33. 33. Q & A<br />
  34. 34. Zen and the Art of Mobile Configuration<br />
  35. 35. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />