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

1. How salesforce.com uses the Salesforce1 Mobile
App
August 21st 2014

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. 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. 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. 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. 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. 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. Salesforce1 Mobile App Overview

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. 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. Mobile Strategy at salesforce.com

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. 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. 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. Creating Custom Actions for Employees

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. 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. DEMO:
Custom Actions

19. Using VisualForce Cards
to Display Relevant Info

20. Using VisualForce Cards to Display Relevant Info
#forcewebinar
Surfacing Customer Adoption Data in Salesforce1

21. Building Engaging
Custom Apps for Employees

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. 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. 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. DEMO:
Custom Apps

26. User Adoption at salesforce.com

27. Our Adoption Goal…
#forcewebinar
We want our employees logging
into the Salesforce1 Mobile App everyday!

28. Our Best Practices for Promoting Internal Adoption
1. Launch, Launch & Re-Launch
Q&A Chatter Groups #Salesforce1Moment
#forcewebinar

29. Our Best Practices for Promoting Internal Adoption
1. Launch, Launch & Re-Launch
2. Adoption is Top-Down. Get Execs on Board!
#forcewebinar

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. 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. 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. Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/SF1mobile

34. More Resources
#forcewebinar
Salesforce1 in the
Success Community
Salesforce1 Mobile
Resource Center
bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources

35. #forcewebinar
October 13-16, 2014 • San Francisco, CA
$899 ADMIN & DEVELOPER DISCOUNT
CODE:
D14DVLPR
#devzone

36. Developers @ Connections 2014
#forcewebinar

37. Giveaway Time!
And the winners of the
#Salesforce1AppIdea giveaway are…

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. Thank you!

40. Thank you!