ISV Beginners Guide to Building Salesforce1 Mobile Apps (October 14, 2014)

1. Beginner’s Guide to Building
Salesforce1 Mobile Apps
Douglas Rosenbaum
William Yeh
ISV Technical Evangelist

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. 75B
connected
products
5B
smartphones
by 2017
1T
connected
Cloud sensors
4.5B
aggregated
users
Mobile
Connected
Social
Cloud
Dashboard
to our lives
Collaborate with
employees, partners,
and customers
Connect to your
data and apps
Connect to your products
and devices
Mobile is the Center of the Internet of Customers

4. Mobile is the Center of the Internet of Customers
600,000
500,000
400,000
Desktop
Mobile
Time Spent On the Internet
Minutes/month
Do More on Mobile
More Apps & Ecosystems
More Relevant
More Connected
Sept 2013 Jan 2014

5. 300 Salesforce1 Mobile Ready Apps and Counting…
• Expected by Salesforce Customers
• Don’t get left behind

6. What’s Holding ISV’s Back from Mobile?
• Reasons why ISV’s have yet to release a Mobile Version
• Will take too much time
• Lack of mobile resources
• Don’t know where to start

7. Mobile – It’s All About Options
Salesforce1 Mobile App Full HTML5/Hybrid Native Apps (ios/Android)

8. How to access Salesforce1 Mobile
Hybrid version Browser Mobile Browser
TIP: http://XXX.salesforce.com/one/one.app

9. Mobile Browser Support
• iOS
• Android
• Windows (Beta)
• Blackberry
• Good Access Secure Browser

10. Let’s get started
How Your User Views Data

11. Persona Use Case Limited Scope
• Who are the users?
• Who are not the users?
• What do they need to do?
• Where are mobile users?
• Micro moments
• Limited Fields
• Compliment Desktop
Let’s Get Started
• Delivery Driver • Update Delivery • Modify only, Mark Complete

12. Salesforce1 Mobile Tool belt:
ISV Integration Points:
• Left Nav
• Record Layouts
• Mobile Cards
• Actions
• Flexipages
• Visual Force Pages
• Canvas Apps

13. Mobile Navigation (aka Left Nav)
• Starting Point for Getting Around and Getting things done
• Feed, Recent Objects and Applications
• ISV IP
Your Application
– Your Custom Objects
– Your Applications
– Your Flexipages
Your Objects
– Your VF Pages

14. Compact Layout
• Salesforce1 Mobile View of Records
– Key Fields
– Information for the Mobile Use Case

15. Mobile Cards
• Salesforce1 Mobile View of Records
– Expanded Lookups
– Related Lists
– VF Cards
– Canvas Apps

16. Expanded Lookup
• Can be added to Mobile Cards
• Display information on related objects.
• Compact layout for the related object controls what
shows up

17. Demo – Navigation & Mobile Layouts

18. Actions
• Default
– Chatter Post
– New Contact
– New Event
– New Task
– Log a Call
– Update a record
• Your Custom Actions

19. Actions
• Quick
– Less is More
– Micro-moments
• Context Specific
– Personas
– Use Cases
– Location, Location, Location

20. Action Bar
• New with Winter ’15
• Includes record actions, publisher actions, buttons,
and chatter actions
• Custom Icons for your actions
• Actions are grouped by function
• Can have actions without Chatter

21. Row Actions
• New with Winter ‘15
• Record specific Actions from within the actual list
• On or about a specific record

22. Publisher Actions
VisualForce Action
Full Control
• Standard Actions
– Clicks, Not Code
• VF Actions
– Advanced Session
Standard Action
Clicks not Code

23. Demo - Actions

24. Flexi Pages
Between Page Layout and VF Pages
• Landing/Home page for an App
– Appears in Left Nav
• List Views
• Publisher Actions
• Report Chart
• VF Pages

25. Flexi Pages
Winter ‘15 Improvements
• Visual Force Components
• Lightning App Builder
– Drag and Drop Editor

26. Demo – Flexipages, Lightning Builder

27. Where do I go from here?
• Best Practices
– Appearance
– Application/Action Flow
• Resources

28. Salesforce1 Mobile Style Guide
• Consistency is key
• No Man (or App) is an Island

29. Homework
• xxx.salesforce.com/one/one.app
– See how much of your app is there already
• Come up with a single use case
– What is the one thing my customer wants (or needs) to do in a micro moment?

30. Salesforce1 Mobile Resources
• Webinar: Intro to Salesforce1 Mobile App Development - Link
• Dreamforce Sessions – bit.ly/s1-df-sessions
• Developer Guide – bit.ly/s1-dev-guide
• Winter 15 Release Notes - Winter '15
• Actions Implementation Guide - Link
• Blogs:
– 6 things you need to know: bit.ly/s1-6-things
– Mobile cards: bit.ly/s1-mobile-cards
– App Boogie Fever: bit.ly/s1-boogie
• P.force.com/salesforce1 – everything you need to know in one place

31. Check out the new Partner Community
https://partners.salesforce.com/

32. Connect with Partners in the Partner Zone
The Westin Hotel, Market Street
2nd Floor – Metropolitan Ballroom
INNOVATE with the leading technology
• Demos of new Salesforce technology
CONNECT with members of the partner community
• Partner Community Theater
• Networking areas
• Welcome reception and daily lunch service
GROW your business with resources
• 70+ partner-specific sessions
• ‘Ask the Experts’ consultation stations

33. AppBash 2014 on Wednesday Night!