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“How To” Build a
Salesforce1 Mobile App
Carlos Eiroa
Kathy Lueckeman
A Customer Success Webinar to Help You
Connect With Y...
Safe Harbor
Safeharborstatementunderthe PrivateSecuritiesLitigationReformActof 1995:
Thispresentationmaycontainforward-loo...
Carlos Eiroa
Senior Force.com Developer
@carloseiroa
Agenda
• Whatis a Salesforce1 app?
• Examples: Types of Salesforce1Actions
• Demos: How to Create Custom Actions
• Demo: C...
Salesforce1 Actions
Examples
Salesforce1 Actions
•Global
– No parent
– Can be added to any layout
•Object-specific
– With parent
– Can only be added to...
Example 1: “New Task” Global Standard Action
Example 2: “Contact Quick Update” Custom Object-Specific
Action
Salesforce1 Actions
Demos
Configuration Requirements
•PublisherActions: Setup | Build | Customize | Chatter | Settings |
Enable PublisherActions
•Fe...
New Action Basic Steps
1. Create the Action
1. Edit the Action Layout
1. AddAction to Page Layout
Tutorial 1: adding “New Account” Standard Global Action
Tutorial 2: creating “New Conference” Custom Global Action
Tutorial 3: creating “Register for Conference” Custom Object-
Specific Action
Compact Layouts
Contact Compact Layout
Chatter Actions
Contact Chatter Actions
Summary
Summary
• Two type of actions:Global and Object-Specific
• Global no predefinedparent
• Object-Specific predefinedparent...
Best Practices
Best Practices
• Leave feed as landing page
• Don't create mobile-specificPage Layouts. UseAction Layouts instead
• You ca...
Q&A
"How To" Build a Salesforce1 Mobile App
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"How To" Build a Salesforce1 Mobile App

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Learn more about Salesforce1 mobile app development in Through step-by-step instruction, you will learn how to create a Custom Action so users can easily interact with Salesforce on their mobile device.

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"How To" Build a Salesforce1 Mobile App

  1. 1. “How To” Build a Salesforce1 Mobile App Carlos Eiroa Kathy Lueckeman A Customer Success Webinar to Help You Connect With Your Students in a Whole New Way /Salesforce.comFoundation @SFDCFoundation
  2. 2. Safe Harbor Safeharborstatementunderthe PrivateSecuritiesLitigationReformActof 1995: Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,and assumptions.If any such uncertaintiesmaterializeor if any of the assumptionsprovesincorrect,the resultsof salesforce.com,inc.coulddiffermateriallyfromtheresultsexpressed or impliedby the forward- lookingstatementswe make.Allstatementsotherthan statementsof historicalfactcouldbe deemed forward-looking,includingany projectionsof productor serviceavailability,subscribergrowth,earnings,revenues,or other financialitemsandany statementsregardingstrategiesor plansof managementforfutureoperations,statementsof belief,any statementsconcerningnew, planned,or upgradedservicesor technologydevelopments and customercontractsor use of our services. The risksand uncertaintiesreferredto aboveinclude– but are not limitedto – risksassociatedwithdevelopingand deliveringnew functionalityforour service,new productsand services,our new businessmodel,ourpast operatinglosses,possiblefluctuationsin our operatingresultsandrate of growth,interruptionsor delays in our Web hosting,breachof our securitymeasures,theoutcomeof any litigation,risksassociatedwithcompletedand any possiblemergersand acquisitions,the immaturemarketin which we operate,our relativelylimitedoperatinghistory,our abilityto expand, retain, and motivateour employeesand manageour growth,new releases of our serviceand successfulcustomerdeployment,our limitedhistoryreselling non-salesforce.comproducts,and utilizationand sellingto largerenterprisecustomers.Furtherinformationon potentialfactorsthatcouldaffectthe financialresultsof salesforce.com,inc.is includedin our annualreporton Form 10-Kfor the mostrecentfiscalyear and in our quarterlyreporton Form 10-Qforthe mostrecent fiscalquarter.These documentsand otherscontainingimportantdisclosuresareavailableon the SEC Filingssectionof the InvestorInformationsectionof our Website. Any unreleasedservicesor featuresreferenced in this or other presentations,pressreleases or publicstatementsarenot currentlyavailableand may notbe deliveredon timeor at all.Customerswho purchaseour servicesshouldmakethe purchasedecisionsbased upon featuresthat are currently available.Salesforce.com,inc.assumesno obligationand does not intendto updatethese forward-lookingstatements.
  3. 3. Carlos Eiroa Senior Force.com Developer @carloseiroa
  4. 4. Agenda • Whatis a Salesforce1 app? • Examples: Types of Salesforce1Actions • Demos: How to Create Custom Actions • Demo: Compact Layouts • ChatterActions • Best Practices • Q&A
  5. 5. Salesforce1 Actions Examples
  6. 6. Salesforce1 Actions •Global – No parent – Can be added to any layout •Object-specific – With parent – Can only be added to record layout
  7. 7. Example 1: “New Task” Global Standard Action
  8. 8. Example 2: “Contact Quick Update” Custom Object-Specific Action
  9. 9. Salesforce1 Actions Demos
  10. 10. Configuration Requirements •PublisherActions: Setup | Build | Customize | Chatter | Settings | Enable PublisherActions •Feed tracking: Setup | Build | Customize | Chatter | Feed Tracking
  11. 11. New Action Basic Steps 1. Create the Action 1. Edit the Action Layout 1. AddAction to Page Layout
  12. 12. Tutorial 1: adding “New Account” Standard Global Action
  13. 13. Tutorial 2: creating “New Conference” Custom Global Action
  14. 14. Tutorial 3: creating “Register for Conference” Custom Object- Specific Action
  15. 15. Compact Layouts
  16. 16. Contact Compact Layout
  17. 17. Chatter Actions
  18. 18. Contact Chatter Actions
  19. 19. Summary
  20. 20. Summary • Two type of actions:Global and Object-Specific • Global no predefinedparent • Object-Specific predefinedparent • You can createcustom actions of both types • Firstcreate the action,then add it to the layout • All with point-and-click
  21. 21. Best Practices
  22. 22. Best Practices • Leave feed as landing page • Don't create mobile-specificPage Layouts. UseAction Layouts instead • You cannot override “New” and “Edit” buttons • Tell users to create records without parent from feed (through GlobalActions) • Tell users to create records with parent from detail view (through CustomActions) • Create quick update actions for object with many fields
  23. 23. Q&A

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