demystifying salesforce1: manchester user group 10th april 2014

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Demystifying Salesforce1 Richard Clark, CTO (@RichClark808)

§  Introduction § What is Saleforce1 ? § Why should you care ? § What can you do with it ? § How can you use it ? § Case Studies § Lessons Learned § FAQs § What Next?

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Agenda

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Introduction

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The Hype

§ Salesforce1 Mobile App Sales Cloud Demo

§ Salesforce1 Platform Overview and Demo

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Salesforce1 - What is it?

Is it a mobile app or a platform ?

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§  It’s both § You can’t configure the Mobile App without the Platform § The Platform can operate in Salesforce1 mode without installing the

mobile app on a device

§ There’s no need to think of them as being separate § Start thinking of all your changes in terms of both traditional and mobile

users

§ But, you can always switch it off

Is it a mobile app or a platform ?

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Salesforce – The mobile app

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Record Action Bar

Record Highlights

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Salesforce1 – Why ?

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What can I do with it ?

What can I do with Salesforce1

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§ Declarative – i.e. clicks not code §  Compact Layouts §  Expanded Lookups §  Publisher Actions exposed via the + button §  AppExchange Apps for Salesforce1

§ Code §  Flexipages (hopefully not for long) §  Visualforce Mobile Pages §  Canvas

§ 3rd Party Applications (Dropbox, Evernote, …)

§ Problem: §  Need app to take pictures of shop displays to check channel is providing the

agreed amount of space

§ Before Salesforce1 (30+ days) §  Use Salesforce Mobile SDK or Heroku to write hybrid app using PhoneGap to

access the camera §  Deploy to users

§ After Salesforce1: (< 1 hour) §  Create a custom object ‘Site Visit’, or use an existing object such as Case §  Enable the Mobile Smart Actions in the Page Layout

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Customer Example 1 – Configuration

§ Problem: §  Need an app that lets employees share locations so they can find each other and

meet up on site.

§ Before Salesforce1 (30+ days) §  Salesforce Mobile SDK or Heroku to write hybrid app using PhoneGap to access

GPS §  Test on different devices & Deploy

§ After Salesforce1 (< 2 hours) §  Create custom object ‘Check In’ with a Geolocation field §  Create Mobile Vf page for user Check In §  Create Mobile Vf page to display all people in radius using GoogleMapsAPI §  Add VF pages as tabs and to Mobile Navigation menu

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Customer Example 2 – Code & Config

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How can I do that ?

How to use

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1.  Download the Salesforce1 Mobile App 2.  Switch on (or off!) the Salesforce1 Mobile Browser View

§  Mobile Administration -> Salesforce1 §  Individual users can disable in their Personal Information too, or switch into Full Mode

ad hoc §  Can use https://<instance>.salesforce.com/one/one.app URL to test in browser

3.  Configure (optional, but recommended)

§ Alerts when key events happen - mentions, approvals, comments, posts, task assignments (Spring 14)

§  Cannot be programmatically issued – yet § Two types

1.  In App Notifications 2.  Push Notifications

§ Notifications are from across all communities (Spring 14) § Displays only 20 most recent

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Salesforce1 – Notifications

§ Setup -> Mobile Navigation § Configure the tabs visible for Mobile users

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Navigation

§ Optimise standard page layout for users who are mainly mobile §  Use Mobile Cards for SF1 App Users

§  Expanded Lookups provide a preview of a related object §  Visualforce pages to extend the output (e.g. external sources) §  Mobile Cards appear above the Related Lists on the last card

§ Compact Layouts §  Define which fields appear in Chatter after a publisher action is used to create a

record §  Fields displayed in the highlights, preview cards and expanded lookups §  Create one per Record Type §  Generic for all user profiles

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Mobile Layouts

§ Ensure you enable Publisher Actions first!

§ Use Object Actions when specific micro-moments on those types of records

§ Use Global actions when common to all objects, or that need to be available everywhere (e.g. Log a Call, Add Task)

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Publisher Actions

§ Action Layouts should be limited to just the object mandatory fields and those pertaining to the micro moment.

§ Use the standard actions (Log Call etc) to speed up config

§ Can have different actions for each Record Type (New <RecordType>) label

§ Use Pre-defined values to set defaults for the micro moment

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Action Layouts

§ Visualforce §  A mobile enabled Visualforce page

§ Canvas (DE and Pilot) §  A mobile enabled Visualforce page containing a reference to an external app

§ Like standard Publisher Actions available in both desktop and mobile modes

§ Need to be added as tabs to appear in the Mobile Navigation § Need to be based on the Object’s StandardController to appear in

Publisher Action Menu

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Custom Actions

§ Define what Object View(s) to use and which Object(s) recent items as cards § Use to standardise default view on objects § Or create ‘at a glance’ menu items for Sales, Service etc

§ Requires basic XML § Can only be uploaded via the Force.com Metadata API (including Workbench)

§ You specify: §  Name of the Flexipage §  The Object and the View(s) to include §  The Objects to include their Recent Items §  Any Publisher Actions

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Flexipages

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Sample Flexipage

<componentInstanceProperties> <name>entityName</name> <value>Delivery__c</value> <!-- The object --> </componentInstanceProperties> <componentInstanceProperties> <name>filterName</name> <value>Todays_Deliveries</value> <!-- The List View --> </componentInstanceProperties> <componentName>flexipage:filterListCard</componentName> … <componentInstanceProperties> <name>entityNames</name> <value>Delivery__c,Return_Item__c</value> <!– The Objects --> </componentInstanceProperties> <componentname>flexipage:recentItems</componentname> … <quickActionName>New_Delivery</quickActionName> … <masterLabel>Deliveries</masterLabel>

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§ Flexipages § Visualforce (HTML5 & CSS3) § Canvas § Custom Development Limitations on Salesforce1

§ For Future User Group ?

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No time today to talk in detail about

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Case Study 1: makepositive Party App

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The Salesforce1 World Tour After Party

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Café de Paris Party Solution

Web Registration

Lead Approval

Event Confirmation

Party Check In

•  Web2Lead •  Approval Process •  Workflow for Email Confirmation

•  Find a nice icon •  Custom Action for Lead Update •  Compact Layout to highlight key fields

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The Results

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Case Study 2: makepositive Requests App

Requests App – Problem Statement

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Request from Office Manager § Our Office Admins receive 50+ requests pcm § Average 30 mins per request on comms § When they go on holiday everything stops

We then discovered: § Asset DB independent from Finance § Centralised expenses were not being cross-charged § Project costs were not inclusive

Requests App - Solution

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§ Lunchtime Hackathon of 2 teams of volunteers (£0) § Admin bought them some cakes and biscuits (£6.50) § Both teams came up with a Salesforce1 solution

§  1 Custom Object §  1 Queue §  1 Global Publisher Action §  1 Approval Workflow §  Edit the Global Publisher Layout §  Integration with Kimble

Requests App – Mobile Action

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Requests App – Chatter Action

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Requests App – Backoffice

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Requests App - Benefits

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§ Expenses booked centrally now tracked and allocated to projects § New Hardware requests automatically links assets to individuals § Asset database now links to the purchase requests and suppliers § 2 hours work (1 hour follow up to finish the backoffice app) § 2 happy Office Admins

We  es%mate  we  saved  at  least  £5k  per  annum  for  a  cost  of  less  than  £100  in  consultant  %me  and  biscuits  (there  was  a  lot  of  biscuits)  

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Lessons Learned

1.  Salesforce1 can be a bit buggy 2.  List Views are only visible to users if they use them in the main app 3.  Refresh after making changes 4.  You can deep link to Salesforce1 screens: com.salesforce.salesforce1://entity/view?

entityId={Account.Id}

5.  Things seem to disappear…or was it me? 6.  Social profile pics… 7.  Slow loading of each app/layout 8.  Recent Objects takes time 9.  Save As on a Page Layout resets to the Global Actions 10. Image formula fields work in SF1 but not in Chatter Feed

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10 Salesforce1 Gotchas

§ Way more customisable §  Today App (App Only) § Open MS Office files § Mobile Smart Actions §  Custom buttons & overrides §  Still a bit flaky §  Notifications §  Visualforce Support § Modern UI §  Company Branding (Spring 14)

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§  Events are from Salesforce Events § Offline support §  No button overrides §  Limited configuration §  No Visualforce §  No custom layouts §  Two column view of data §  Reliable, mature app §  Still looks like iOS 3 §  No gesture support

Salesforce1 vs Salesforce Classic

Salesforce1   Salesforce  Classic  

§ Great for rolling out to employees §  Instant changes §  Limited UI Flexibility §  Experience depends on internet

connection §  Limited device interaction (camera) §  Low cost §  Cross platform baked in §  Simple deployment §  Hybrid apps slow on poor internet

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§ Great for rolling out to customers §  Traditional software release cycle §  Complete UI Flexibility §  Full offline capability can be built §  Full access to device capabilities §  Variable cost, simple things can be

expensive § Multi platform development (Android

challenges) §  Deployment Challenges §  Best UX, Fast Apps

Salesforce1 vs Mobile Dev

Salesforce1   Mobile  Dev  (Hybrid  &  Na%ve)  

§ Spring 14 §  Branding – for browser view first. App versions to follow shortly after §  Salesforce Touch now superseded by Salesforce1 §  Salesforce Classic and Chatter support for Blackberry ends in Summer 14 §  Maybe the Blackberry 10 version of Salesforce1 will be ready then? §  Interesting new pre-set Micro Moments (e.g. Running Late etc) §  Collapse historical Events on Today §  Embedded Charts Support §  Additional notification types §  Support Leads Social Profile images §  Twitter “People in Common” support – first 5 §  Feed search §  Community access and presumably notifications across communities

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Spring 14 & Summer 14

§ Windows 8 Phone & Blackberry 10 support § Limited Offline Capability § Flexipages Configuration/Utility § Access for Company Community Users § Aura Framework – opening up. Don’t expect it this year.

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Rumourville aka Safe Harbour

§ Do I need Chatter enabled to use Salesforce1? No § Does it cost anything? No §  Is it difficult to configure? No § Do all my validations and workflows work the same? Yes § Will all my AppExchange Apps work with it? It Depends

§  Additional apps available §  Check with existing your vendors

§  Is it difficult to program/customise? No-ish §  Is it enabled by default? Yes § Can I stop my users using it? Yes…

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F.A.Q.

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§ Recommended Reading §  Salesforce1 Admin Guide – Config Only §  Salesforce1 App Developer Guide – Admin + Development §  https://developer.salesforce.com/resources Library of useful blogs, videos and best

practices §  Salesforce1 Style Guide - easy to follow, handy set of custom icons, essential if

you’re building custom apps that need to look the same

§ Contact makepositive to discuss your mobile application needs §  info@makepositive.com §  @makepositive

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Next Steps

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About us

Our Focus 100% customer satisfaction

Our People 40+ certified Salesforce developers &

technical architects

PWC heritage

Offices in London

Manchester

India

Founded in 2003. We became

obsessed with Salesforce in 2009.

Marketing Cloud Sales Cloud

Service Cloud Force.com

Heroku

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9.3 1 350+ We’re obsessed with

customer satisfaction. Average score: 9.3/10

No. of mid tier partners who can offer a complete customer service solution in the UK. That’s us!

No. of Salesforce projects. Including Heroku, Communites, Service Cloud, Sales Cloud and Marketing Cloud

More about us…

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Q & A

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