The document summarizes a presentation given by three experts - Gordon Derk, Shaun McInerney, and Wyndham Hudson - on building successful Salesforce1 mobile apps. The experts discussed their own mobile apps - Elton for equipment tracking, AscentERP for ERP functions, and ContactWorld for integrating call recordings. They emphasized how the Salesforce1 platform allows partners to build apps quickly that are integrated with Salesforce and accessible to its large customer base.

1. 3 Experts Share Tips for
Salesforce1 Mobile Apps
Thursday, 8/21/2014
Presented by Jennifer Hersom
Product Marketing Manager, AppExchange

2. Our 3 experts:
Gordon Derk
President
AccountAbility Solutions, Inc.
Shaun McInerney
President and Co-Founder
AscentERP
Wyndham Hudson
Product Manager
NewVoiceMedia
Speakers:

3. Today you will learn…
How to grow your business with a Salesforce1 mobile app
How to build and sell a successful app from 3 top partners
Find out how to get started building your Salesforce1 mobile app
Plus!
Ask live questions to our partner-experts

4. There is a $1 trillion mobile opportunity -Gartner
Mobile is important.
For your users More users will get online via a mobile
device than a PC in 2 years -IDC
Mobile will be the top competitive
strategy for 84% of CIOs by 2017
-IBM
Mobile will be the “beating heart”
of your strategy -Forrester
90% of enterprise apps will be
mobile by 2017 -Gartner
For your strategy
Users check a mobile device every 6
seconds -Nokia

5. Build a mobile app, fast with
Salesforce1

6. We give you the tools to seize this opportunity
Build a Salesforce1 mobile app
Build an app,
fast
Focus on
what users
want
Ride the
wave to
Dreamforce

7. We provide the mobile development tools
The Salesforce1 Platform
= Cloud offerings, AppExchange
+ Salesforce1 Mobile App
+ APIs
+ Platform Services
The Salesforce1 Mobile App
bit.ly/S1Apple
bit.ly/S1Play
Get it today!
• Mobile & Desktop Browser, iOS, Android, Blackberry, Windows Phone (coming soon), Good Technology (MDM)

8. Build a mobile app, fast. Build your company faster.
Quickly build a mobile app Sell your app to our customers
100,000+ companies use Salesforce
Our users are flocking to the Salesforce1
mobile app
Your Salesforce1 mobile app is deeply
integrated into the user’s experience
Build once, deploy to iOS, Android
(Windows Mobile coming soon)
Use our drag and drop interface or do
custom development
Every Salesforce instance is already mobile

9. Any page built in Salesforce is already mobile
/one/one.app
In Salesforce, remove every after the first “/” in the URL
Add /one/one.app
E.g. https://na10.salesforce.com/afasdlkjflskdfjerj=32
Type: https://na10.salesforce.com/one/one.app

10. Build an mobile-optimized use cases
Pick one or two mobile-optimized use cases
Think “micro-moments”
Continue to iterate based on user feedback

11. Let the power of the Salesforce marketing machine work for you
Salesforce1 partners and apps are
everywhere at Dreamforce
MOBILE READY

12. And now, the experts

13. Gordon Derk
President, AccountAbility Solutions, Inc.

15. Equipment Tracking Application; linked to
User, Contact, Account & Opportunity

16. Use Case Story
• IT Management & Technical Sales
• Demonstration & Internal Inventories
• Use Case:
A typical customer has equipment that
moves between; employees, prospects
and customers. This equipment is
assigned to a record and may be
reserved and loaned. Grab GPS co-ordinates
during action entry.

17. Elton
• Select the Equipment Object and
appropriate record.

18. Elton
• Select the Equipment Object and
appropriate record.
• Swipe Left to see related data
• Map of Last Assigned and Loaned
location (GPS co-ordinates of device)
• Equipment Loans
• Equipment Reservations
• Equipment Assignments
• Equipment Counts
• Equipment Maintenance

19. Elton
• With the Equipment record selected
• Tap the publisher Icon to show
possible actions;
• Assign
• Loan
• Reserve
• Return

20. Elton
• Assign VisualForce page is
displayed
• We chose to use a collapsible UI to
accommodate the data required and a
wizard like look & feel.

21. Elton
• User works through each section
(2-4 depending on the Action)
• Selects Type of Object;
• User, Contact, Account or Opportunity
• Uses search or recently viewed
• Selects record to use for new assignment

22. Elton
• Enters data to finish assignment
• Can open/collapse sections as
required
• Uses native date pickers
• Click Submit to save

23. Search ELTON on AppExchange

25. Never lose equipment again!
Get It Now on the AppExchange > bit.ly/s1elton
Elton - Salesforce1 mobile app on the AppExchange
.
If you have evaluation, demonstration, samples, loaners, assets or tools
then ELTON is for you. It allows you to request, reserve, loan or assign
equipment to Users, Contacts, Accounts or Opportunities.

26. Shaun McInerney
President and Co-Founder, AscentERP

27. 60 second demo of
AscentERP
by Shaun McInerney, President and Co-Founder, AscentERP

29. Getting Started Instructions
Any licensed AscentERP user has
access to AscentERP through the
Salesforce1.
Many of our mobile features start from
a Sales Order, so we sort Sales
Orders first.

30. AscentERP
• After clicking the S/O tab, the filter
can set all the open, partial opens or
hot sales orders in a descending order
of importance.
• We always want to pick the hot
overnight orders first.

31. AscentERP
• Warehouse personnel can access
the AscentERP mobile menu from
individual sales orders
• The Mobile menu is an order by
order solution.
From the desktop we can perform bulk
pick, pack and printing of shipping
labels.

32. AscentERP
• After clicking the Ascent logo on the
specific Sales Order, you are brought
to the Mobile menu main page.
• In this case we are picking an order
against a Sales Order.
• As you can see our mobile solution
will support more than picking.

33. Salesforce1 Use Case Flow
• Now personnel are ready to start
picking.
• With iOS devices we attach
bluetooth barcode scanners that can
easily pair and unpair with iOS.
• With rugged Android barcode
devices from Intermec Technologies,
we have a one piece solution to
manage your warehouse.

34. Salesforce1 Use Case Flow
• Select an Object in Salesforce
• Show the Publisher Action menu
with your custom Action
• Custom Action with VF Page
• Return Flow
• Update to Object or Related List
• Update to Chatter Feed

36. ERP, Order Management, Purchasing,
Inventory, Warehouse, Manufacturing
Get It Now on the AppExchange > bit.ly/s1ascenterp
AscentERP- Salesforce1 mobile app on the AppExchange
.
AscentERP is the only 100% Native, Chatter-enabled business system on
the market today.
Sales Orders, Quotations, Purchase Orders, Bill Of Materials, Production Work Order, Master Planning, Inventory,
Wireless BarCode Scanning, BarCode Printing and more.

37. Wyndham Hudson
Product Manager, NewVoiceMedia

39. ContactWorld Case Story
• Integration allowing mobile users to record
notes and call details anywhere
• Target Market: Mobile SF users
• Use Case:
As a field sales agent I want to be able to
make a call from SF1 so that I get call
recordings, call details and notes recorded in
SF for the call with minimal effort

40. ContactWorld
Navigate to any object as you
normally would in Salesforce.

41. ContactWorld
Open the publisher actions and
select the ‘NVM call’ action

42. ContactWorld
Choose from any number
associated with that object

43. ContactWorld
Make notes on the call while on
the move

44. ContactWorld
Browse to the task we create
automatically with all call details,
notes and the call recording

45. Benefits
Customer
• Capture all your call data, any place,
any time
• One single interface to learn
Marketing
• SF1 events
• Salesforce sponsored events

47. Powerful CTI Integration for your Contact Center
Get It Now on the AppExchange > bit.ly/s1contactworld
ContactWorld- Salesforce1 mobile app on the AppExchange
.
ContactWorld makes CTI integration seamless. 99.999% up-time, click-to-dial
and call tracking means that never before has keeping in touch with
your connections whilst on the move been so easy via Contact Center CTI

48. Q&A
Gordon Derk
President
AccountAbility Solutions, Inc.
Shaun McInerney
President and Co-Founder
AscentERP
Wyndham Hudson
Product Manager
NewVoiceMedia
Speakers:

49. Build a Salesforce1 mobile app Get the Salesforce1 Mobile
sash in the AppExchange Get ready for Dreamforce!
What you can do now:
Check out this fast and easy
workbook: bit.ly/s1workbook
Register for Dreamforce 2014
Explore the resources at
http://developer.salesforce.com
Get instructions here:
http://partners.salesforce.com
Go to collaboration
Join the “Salesforce1 Mobile” group www.dreamforce.com

50. Keep today’s discussion going on
the Partner Community
Go to http://partners.salesforce.com > Collaboration