salesforce1 for isvs webinar (july 17, 2014)

Salesforce1 for ISVs Jim Sinai Sr Director, AppExchange & Platform Marketing @jimsinai

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.

Agenda

Understanding Salesforce1 Mobile

Advantages to Building with Salesforce1 Mobile

Key Design Principles for Salesforce1 Mobile

DEMO

3 Things to Get Started

Salesforce1: a Platform and an App

Salesforce1 Platform APIs

Salesforce1 App

Force.com Heroku1 ExactTarget Fuel

Sales Cloud Service Cloud Marketing Cloud AppExchange Customer Apps

Salesforce1 Platform Services

Your Force.com App is “Already” in Salesforce1 Mobile

The Salesforce UI gets pulled forward into our Mobile App

If your app runs today, it runs in the Salesforce1 Mobile App You can preview your app by adding /one/one.app to the url: na1.salesforce.com/one/one.app Your app may require updating or customization for a better UI/UX in the mobile app- ie make it Salesforce1 Mobile Ready Its important to update your app to work well and be Salesforce1 Mobile Ready

Salesforce1 Mobile App: Our UI and Features, Your Custom Apps

Publisher Actions & Feed-First Notifications

Flexible Left Nav Menu

FlexiPages for instant access to any record

Mobile Cards for inline HTML5 & Visualforce

JavaScript SDK for mobile dev anywhere

Partners Are Publishing Next Generation Apps

Box

FileBoard

Kenandy

HP

eVariant

BMC

Elton

InsideSales

Introhive

DataHug

Bizable

MapAnything

Docusign

LinkedIn

TAS Group

FinancialForce

ServiceMax

Workday Dropbox

ScanBizCards

Callidus Concur

Evernote

Cloud Craze

Launch the TaskRay dashboard with quick links to your task lists

Project page with a quick overview and

tasks, organized by list

Create new tasks on project records

“Simple, easy to use, great support” –Joseph Bates, Daxko

Customers: Forbes, Honda, Optimizely, EduNeering

Top Reviewed App

Top 50 Installed App

For SMB, Enterprise

Simple, fast project management

Get visibility into your team’s tasks Deliver projects on time, on budget

APPEXCHANGE EXAMPLES TASKRAY by Bracket Labs

Track job progress with log entries and job

completion percentages

Get Job Intel in one place – track jobsite teams, needs and

successes

Log coffee clock-ins and frosty beverage clock-

outs, plus expenses and materials

“Field Recon helped us get organized and helped me feel more relaxed. –Jake Burns, SouthDirekt

Customers: Concreate, 21st Century Equipment, Decorative Concrete Resurfacing

For SMB, Enterprise

Project management for the commercial construction industry

Manage everything about a job – timecards, material usage, expenses, communications

APPEXCHANGE EXAMPLES

FIELD RECON by Workforce Recon

Industry: Construction

Agenda

Understanding Salesforce1 Mobile

Advantages to Building with Salesforce1 Mobile

Key Design Principles for Salesforce1 Mobile

DEMO

3 Things to Get Started

Build & Deploy Mobile Apps Faster than Ever- No Mobile Devs!

You build & customize Force.com We distribute the app You’re app automatically mobile

Salesforce1 is a Key Focus for Salesforce Since we launched, customers are adopting Salesforce1 faster than ever

It’s everything we talk about…

MOBILE READY

Callout at sponsor booth

Callout on AppExchange

Sales Alignment

Inclusion in Dreamforce marketing

Marketing Opportunities

?

Agenda

Understanding Salesforce1 Mobile

Advantages to Building with Salesforce1 Mobile

Key Design Principles for Salesforce1 Mobile

DEMO

3 Things to Get Started

Scott Ef!er ISV Technical Evangelist

3 Ways to Integrate into the Mobile App

App Menu Item- Visualforce page (Position determined by admin) Recent (Custom) Objects (Position determined based on usage) Action Tile in the Action Menu (Position determined by admin)

Custom Actions Are New UX Experience

Actions are used to perform a function on the Salesforce platform

Actions also appear in the Chatter Publisher on the desktop

Actions should NOT be used for simple navigation shortcuts

Actions should have action-oriented names: New, Share, Update, Import, etc.

Actions can be easily created declaratively in setup

Your  Ac(on  Here  

Action Form Best Practices

Focus on the mobile user

Show the minimum number of "elds possible

Provide pre-de"ned values whenever possible

Keep your actions in Saleforce1 or have clear return path

Fast and Simple: Try to make your action achievable in one-step

Users Can “Pin” Recent Options Pin options appear after running a search

Salesforce1 Helps De"ne a Uniform Mobile Experience

Mobile Cards Compact Layouts

User the Salesforce1 Style Guide

http://sfdc-styleguide.herokuapp.com/

Keeping Visualforce pages consistent with the Salesforce1 look and feel

Visualforce in Salesforce1 – UI/UX considerations

Salesforce1 cannot auto-magically (yes, it’s a word) make

Visualforce pages mobile-optimized

Making Visualforce Pages Mobile Optimized Mobile Design Templates

www.developerforce.com/mobile/services/mobile-templates

Design VF pages taking the limited real-estate in mobile into account

Make sure to support the phone form factor

Develop for the mobile context Use device features like geolocation, camera etc. where appropriate

Mobile version of the page/app does not have to support all the bells and whistles – less is more

Optimize for your most common mobile use case – discovery, data entry, search etc.

Use Responsive Design principles (same as the Salesforce1 app)

Get all the Visualforce Tips & Tricks here:

DEVELOPER.SALESFORCE.COM

Custom Branding for Salesforce1

What does “custom branding” mean?? Splash screen color & icon on login Publisher icon Header color **NOT the app icon on the home screen**

Be thoughtful about what you brand vs your customer brands

Four Salesforce1 UX Things NOT to Do

DON’T

Kick the user out of the app to your app

DON’T

Add an extra / nested menu on the left side (ie only 1 stage left

menu)

DON’T

Don’t rebuild actions and publishers (ie no publisher or “+” on a

VF page)

DON’T

Don’t recreate push notifications

Agenda

Understanding Salesforce1 Mobile

Advantages to Building with Salesforce1 Mobile

Key Design Principles for Salesforce1 Mobile

DEMO

3 Things to Get Started

Pro Tip:

Add /one/one.app to salesforce.com

ex: na1.salesforce.com/one/one.app

(in chrome browser)

Agenda

Understanding Salesforce1 Mobile

Advantages to Building with Salesforce1 Mobile

Key Design Principles for Salesforce1 Mobile

DEMO

3 Things to Get Started

Three Things to Get Started

1 2 3 Do a brainstorm session

Build a demo and get feedback

Build your app and launch by Dreamforce

FINAL NOTE: Don’t Forget to Tell Us When Your Launched

Your Launch Plan:

Tell us you’re ready to go and live- via a case with screenshots (via a case!)

Update your listing with screenshots, use cases, and demo videos

Tell the world- your emails, your website, at events,

Get customer stories (and share them with Salesforce)

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Learn More About Salesforce1

http://p.force.com/salesforce1

Ø  Next Webinar: Thursday, August 21 Ø  Webinar replays and registrations Ø  Developer Site Ø  Developer Guide Ø  Admin Guide Ø  App Guidelines (UX) Ø  /one/one.app (preview your app)