How Salesforce.com uses the Salesforce1 Mobile App

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Join us to learn how Salesforce.com uses the Salesforce1 Mobile App to manage our sales, service & marketing across our company. Learn our tried and tested best practices for setting up the Salesforce1 Mobile App, building custom apps & growing user adoption internally.

We’ll show you how we’ve set-up our custom actions for different records & employee roles. We’ll share our lessons learned rolling out the Salesforce1 Mobile App internally to our employees. And we’ll demo our custom apps that we’ve built for the Salesforce1 Mobile App to help our employees be more productive - apps like OrgChart, Early Warning System & IT Tickets.

This will be a great webinar of tips, tricks & demos straight from the source! You’re sure to walk away with ideas and inspiration for setting up and building apps for the Salesforce1 Mobile App.

Key Takeaways

::Learn Salesforce.com’s best practices for setting up the Salesforce1 Mobile App
::Get tips on how we rolled out the Salesforce1 Mobile App to our employees
::See demos of custom apps we’ve built to help our employees run their business from their phones.

Intended Audience

This session is for Salesforce Administrators, Developers and just about anyone who wants to learn more about the Salesforce1 Mobile App!

Recommended Resources

https://developer.salesforce.com/en/events/webinars/salesforce_on_salesforce1

Published in: Technology

How Salesforce.com uses the Salesforce1 Mobile App

  1. 1. How salesforce.com uses the Salesforce1 Mobile App August 21st 2014
  2. 2. Speakers Dan Darcy SVP, User Experience salesforce.com @dandarcy Kris Lande Salesforce1 Product Marketing salesforce.com @krislande Simo Arajarvi Software Engineering salesforce.com @simoarajarvi
  3. 3. 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. #forcewebinar
  4. 4. Go Social! @salesforcedevs / #forcewebinar Salesforce Developers Salesforce Developers Salesforce Developers +Salesforce Developers #forcewebinar This webinar is being recorded! The video will be posted to YouTube & the webinar recap page (same URL as registration).
  5. 5. 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 #forcewebinar
  6. 6. Agenda  Salesforce1 Mobile App Overview  Mobile Strategy at salesforce.com  How salesforce.com Uses the Salesforce1 Mobile App: – Creating Custom Actions for Employees | Demo – Using VisualForce Cards to Display Relevant Info – Building Engaging Custom Apps for Employees | Demo  User Adoption at salesforce.com  Resources to Get Started  Q&A #forcewebinar
  7. 7. And.. a Giveaway! Tell us your own Salesforce1 app idea for your company! Dan will choose his favorite 3 ideas and winners will get Salesforce schwag! Tweet your Salesforce1 App Idea with #Salesforce1AppIdea. Winners announced at end of webinar.
  8. 8. Salesforce1 Mobile App Overview
  9. 9. Salesforce1 Mobile App: Run Your Business From Your Phone #forcewebinar Sales, Service and Marketing Accounts Cases Campaigns Dashboards More Custom Apps and Integrations: SAP Oracle Everything Custom More AppExchange Apps: Dropbox Concur Evernote ServiceMax More Every Object, Every Field: Salesforce1 Mobile Accessible
  10. 10. Customizing the Salesforce1 Mobile App Custom Actions Custom Apps #forcewebinar Add any custom employee apps to the Salesforce1 App Create custom actions to drive business forward AppExchange Apps Connect mobile-optimized partner apps
  11. 11. Mobile Strategy at salesforce.com
  12. 12. Vision & Values for Mobile Adoption We, at Salesforce, can run our business on Salesforce1. While on the go, we need a mobile app that has real business value that will easily accomplish everyday tasks. Nail the top use cases for all employees, and by department When we are with customers, we can showcase how we do our job right from #forcewebinar our mobile devices. Real Business Value Ease of use Salesforce1 Showcase
  13. 13. Methods 1. Gather Data & Feedback - Survey and poll the internal community on apps to increase value. 2. Killer All Employee Apps - Create the top 5 all employee apps that increase value to every employee 3. Killer Departmental Apps - Create top 2 departmental use case apps that increase value to function specific needs 4. Product Perfection – Salesforce.com consumes all Salesforce1 features as they are available. Help the team prepare for consuming these features with use cases that make sense. 5. Create Ambassadors - Salesforce1 Internal marketing launch campaign to make every employee a Salesforce1 ambassador with demos/videos, etc. 6. Enablement – Enable all employees to use the app to the fullest. 7. Salesforce Showcase – Make our own version of Salesforce1 a showcase. 8. Lifecycle App Management - Mobile app lifecycle is months not years; we need to establish process to decommision apps. Individual app adoption over time will guide our decisions #forcewebinar
  14. 14. How salesforce.com uses the Salesforce1 Mobile App #forcewebinar Custom Actions New Create Create New Lead Coaching Deal Support Account Contact Opportunity Lead Campaign Account Contact Opportunity Request New Case Executive Success Sales S1 Customer Time Off Case Executive Sponsor Success Plan Red Account Sponsor Plan Event Feedback Request Visualforce Cards Custom Apps & Appexchange Apps OrgStats Sales MyCharts Approval Time Off IT Tix Connectr OrgStats Sales Forecast MyCharts Approval Central Time Off At a Glance IT Tix IoU Executive Companywide Volunteer Adoption Print S1 Feedback Forecast Central at a Glance Executive Events Companywide Forecast Volunteer Force Early Warning System OrgChart Events Forecast Force
  15. 15. Creating Custom Actions for Employees
  16. 16. How We Use Actions – Two Categories of Actions  Global Action Layouts: Publisher actions that appear on feed, Groups, People. – Can Be Employee Role-Based  Object-Specific Actions: Contextual actions for different objects. #forcewebinar Setup Create > Global Actions > Publisher Layouts Setup Customize> (Object)> Publisher Layouts
  17. 17. Creating Relevant Actions for Employees Today: • 13 Global actions • 30+ Contextual actions • Focus has been contextual actions to support high value sales workflows on account, contact and opportunity Tomorrow: • Focus on custom contextual actions for other high value service workflows #forcewebinar
  18. 18. DEMO: Custom Actions
  19. 19. Using VisualForce Cards to Display Relevant Info
  20. 20. Using VisualForce Cards to Display Relevant Info #forcewebinar Surfacing Customer Adoption Data in Salesforce1
  21. 21. Building Engaging Custom Apps for Employees
  22. 22. Custom Apps: All Employee Apps vs Departmental #forcewebinar Departmental apps visible based on profile All employee apps available to all users in org
  23. 23. Finding Real Business Value for Custom Apps We asked Employees to Stack Rank App Ideas 1. Dreamjob Central- one stop shop to ask and find answers about common employee questions 2. Approval Central - one place for managers to approve any requests, quotes, time off, etc 3. IoU/UoMe - delegating to-do tasks to your colleagues 4. Work.com - setting goals and gathering feedback 5. Trust Everywhere - report incidents on trust and get latest security and system info #forcewebinar * Survey conducted Mar 5-7. 400 users responded.
  24. 24. Our Internal Process for Building Mobile Apps in Salesforce1 #forcewebinar • Architecture & Technical review • Code review • UX Review • Trust Review • Scalability/Performance Reviews • Supportability/Enablement Plan • Communication Plan App Idea! Research idea, gather feedback and requirements from end users Create proof of concept, basic architecture, mock ups, demo Present app idea to the Enablement Board If approved, complete app development Identify new functionality that will provide business value and drive employee usage. Enablement Board Reviews Release scheduled Beta Release to core App Testing Group Update App based on feedback from Beta Release Release to Employees
  25. 25. DEMO: Custom Apps
  26. 26. User Adoption at salesforce.com
  27. 27. Our Adoption Goal… #forcewebinar We want our employees logging into the Salesforce1 Mobile App everyday!
  28. 28. Our Best Practices for Promoting Internal Adoption 1. Launch, Launch & Re-Launch Q&A Chatter Groups #Salesforce1Moment #forcewebinar
  29. 29. Our Best Practices for Promoting Internal Adoption 1. Launch, Launch & Re-Launch 2. Adoption is Top-Down. Get Execs on Board! #forcewebinar
  30. 30. Our Best Practices for Promoting Internal Adoption 1. Launch, Launch & Re-Launch 2. Adoption is Top-Down. Get Execs on Board! 3. On-Demand Training Videos #forcewebinar
  31. 31. Our Best Practices for Promoting Internal Adoption 1. Launch, Launch & Re-Launch 2. Adoption is Top-Down. Get Execs on Board! 3. On-Demand Training Videos 4. Sharing Use Cases #forcewebinar
  32. 32. Our Best Practices for Promoting Internal Adoption 1. Launch, Launch & Re-Launch 2. Adoption is Top-Down. Get Execs on Board! 3. On-Demand Training Videos 4. Sharing Use Cases 5. Gather User Feedback & Ideas #forcewebinar
  33. 33. Survey Your feedback is crucial to the success of our webinar programs. Thank you! http://bit.ly/SF1mobile
  34. 34. More Resources #forcewebinar Salesforce1 in the Success Community Salesforce1 Mobile Resource Center bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources
  35. 35. #forcewebinar October 13-16, 2014 • San Francisco, CA $899 ADMIN & DEVELOPER DISCOUNT CODE: D14DVLPR #devzone
  36. 36. Developers @ Connections 2014 #forcewebinar
  37. 37. Giveaway Time! And the winners of the #Salesforce1AppIdea giveaway are…
  38. 38. Q&A If we don’t get to your question you can post them at: Salesforce1 Group in the Success Community: bit.ly/SuccessSalesforce1 Dan Darcy SVP, User Experience salesforce.com @dandarcy Kris Lande Salesforce1 Product Marketing salesforce.com @krislande Simo Arajarvi Software Engineering salesforce.com @simoarajarvi
  39. 39. Thank you!
  40. 40. Thank you!

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