how salesforce.com uses the salesforce1 mobile app
TRANSCRIPT
August 21st 2014
How salesforce.com uses the Salesforce1 Mobile
App
Speakers
Dan Darcy
SVP, User Experience
salesforce.com
@dandarcy
Kris Lande
Salesforce1 Product Marketing
salesforce.com
@krislande
Simo Arajarvi
Software Engineering
salesforce.com
@simoarajarvi
#forcewebinar
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.
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Salesforce DevelopersThe video will be posted to YouTube
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(same URL as registration).
This webinar is being
recorded!
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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.
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– Please don’t repeat questions. The support team is working
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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
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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
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.
Salesforce1 Mobile App Overview
#forcewebinar
Salesforce1 Mobile App: Run Your Business From Your
Phone
AppExchange Apps:
Dropbox Concur Evernote ServiceMax More
Custom Apps and Integrations:
SAP Oracle Everything Custom More
Sales, Service and Marketing
Accounts Cases Campaigns Dashboards More
Every Object, Every Field: Salesforce1 Mobile Accessible
#forcewebinar
Customizing the Salesforce1 Mobile App
Custom AppsCustom Actions
Add any custom employee
apps to the Salesforce1
App
Create custom actions to
drive business forward
AppExchange Apps
Connect mobile-optimized
partner apps
Mobile Strategy at salesforce.com
#forcewebinar
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
our mobile devices.
Real Business Value
Ease of use
Salesforce1 Showcase
#forcewebinar
Methods1. 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
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How salesforce.com uses the Salesforce1 Mobile App
OrgStatsSales
ForecastMyCharts
Approval
Central
Time Off
At a GlanceIT Tix
S1 FeedbackExecutive
Events
Companywide
Forecast
Volunteer
Force
Early Warning
System
Account Contact Opportunity Lead Campaign
CaseExecutive
Sponsor
Success
Plan
Red
Account
Custom Apps & Appexchange Apps
Custom Actions
Account Contact Opportunity Lead Campaign
CaseExecutive
Sponsor
Success
Plan
Red
Account
OrgStatsSales
ForecastMyCharts
Approval
Central
Time Off
At a GlanceIT Tix
S1 FeedbackExecutive
Events
Companywide
Forecast
Volunteer
Force
Early Warning
System
New Create Create New Lead Coaching Deal Support
Account Contact Opportunity Request
New Case Executive Success Sales S1 Customer Time OffSponsor Plan Event Feedback Request
OrgStats Sales MyCharts Approval Time Off IT TixConnectr
Forecast Central at a Glance
IoU Executive Companywide Volunteer Adoption Print OrgChart
Events Forecast Force
Visualforce Cards
Creating Custom Actions for Employees
#forcewebinar
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.
Setup Create > Global Actions > Publisher
Layouts
Setup Customize> (Object)> Publisher Layouts
#forcewebinar
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
DEMO:
Custom Actions
Using VisualForce Cards
to Display Relevant Info
#forcewebinar
Using VisualForce Cards to Display Relevant Info
Surfacing Customer Adoption Data in Salesforce1
Building Engaging
Custom Apps for Employees
#forcewebinar
Custom Apps: All Employee Apps vs Departmental
Departmental apps visible based on profile
All employee apps available to all users in org
#forcewebinar
Finding Real Business Value for Custom AppsWe 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
* Survey conducted Mar 5-7. 400 users responded.
#forcewebinar
Our Internal Process for Building Mobile Apps in
Salesforce1
• 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
DEMO:
Custom Apps
User Adoption at salesforce.com
#forcewebinar
Our Adoption Goal…
We want our employees logging
into the Salesforce1 Mobile App everyday!
#forcewebinar
Our Best Practices for Promoting Internal Adoption
1. Launch, Launch & Re-Launch
Q&A Chatter Groups #Salesforce1Moment
#forcewebinar
Our Best Practices for Promoting Internal Adoption
1. Launch, Launch & Re-Launch
2. Adoption is Top-Down. Get Execs on Board!
#forcewebinar
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
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
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
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/SF1mobile
#forcewebinar
More Resources
Salesforce1 in the
Success Community
Salesforce1 Mobile
Resource Center
bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources
#forcewebinar
October 13-16, 2014 • San Francisco, CA
$899 ADMIN & DEVELOPER DISCOUNT
CODE:
D14DVLPR
#devzone
#forcewebinar
Developers @ Connections 2014
Giveaway Time!
And the winners of the
#Salesforce1AppIdea giveaway are…
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
Thank you!
Thank you!