Creating Your Own Custom Org Chart in Salesforce1

•

1 like•1,709 views

Every enterprise with more than a handful of employees needs a way for those employees to navigate the organizational structure. An org chart app can draw on information already maintained in Salesforce to present that structure in an easily understood format. Why not make it work foremost on the phone and as an HTML5 app within Salesforce1 to boot! Join us as we use the org chart app to teach you how to rapidly build a custom app in Salesforce1, leveraging platform objects, Git, and Angular to make a powerful app that makes it easier for employees to connect.

Technology

Creating Your Own
Custom Org Chart in
Salesforce1
Heroku, Platform, API’s, Canvas, Angular, Grunt, oh my…
Andrew Bean
Senior UX / UI Blah de Blah
abean@salesforce.com
@andybean

Safe Harbor
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 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.

Andrew Bean,
Phi Tran, Robert Birbeck
| Salesforce

Can you Design
Happiness?
Further Reading on the importance of Delight in Design:
http://blog.invisionapp.com/3-ways-to-design-happiness/

Context
Through Animation
http://codepen.io/taoofbean/pen/ecKmB
http://codepen.io/taoofbean/pen/CydIj

Org Chart
Architecture
@ Salesforce
Org 62
Canvas Container inside S1
Redirects to Heroku
HEROKU
Node Server
Lightweight Angular App
Secure Facade
Data transformation layer
Sits within salesforce
Supportforce
Employee Hierarchy
Org 62
Photo Links
Corporate Firewall

252
180
34.4
4.5
1
Angular
JavaScript
Font
Styles
Data
Kilobytes before compression (gzipping)
4.5
252180
34.4
Final Org Chart Payload
<500K

< Speed Demo of Installation />
Our Gift To You
super intern
Chris Asakawa

http:// Get the Org Chart On the App Exchange today.
Our Gift to You

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Creating Your Own Custom Org Chart in Salesforce1

1. Creating Your Own Custom Org Chart in Salesforce1 Heroku, Platform, API’s, Canvas, Angular, Grunt, oh my… Andrew Bean Senior UX / UI Blah de Blah abean@salesforce.com @andybean

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 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.

3. Andrew Bean, Phi Tran, Robert Birbeck | Salesforce

4. Can you Design Happiness? Further Reading on the importance of Delight in Design: http://blog.invisionapp.com/3-ways-to-design-happiness/

5. Radial Relationships

7. Context Through Animation http://codepen.io/taoofbean/pen/ecKmB http://codepen.io/taoofbean/pen/CydIj

9. Org Chart Architecture @ Salesforce Org 62 Canvas Container inside S1 Redirects to Heroku HEROKU Node Server Lightweight Angular App Secure Facade Data transformation layer Sits within salesforce Supportforce Employee Hierarchy Org 62 Photo Links Corporate Firewall

10. 252 180 34.4 4.5 1 Angular JavaScript Font Styles Data Kilobytes before compression (gzipping) 4.5 252180 34.4 Final Org Chart Payload <500K

11. An Architecture For You Your Org Canvas Application - Handles Authentication - Provides User and Contact - Provides Avatar images - Redirects to Heroku HEROKU Node Server - Hosting light Angular app Heroku Connect in charge Org Chart assembled and cached in a Postgres DB +

12.  < Speed Demo of Installation /> Our Gift To You super intern Chris Asakawa

13.  http:// Get the Org Chart On the App Exchange today. Our Gift to You

14. Thank you

Creating Your Own Custom Org Chart in Salesforce1

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