Salesforce1 for ISVs Webinar (July 17, 2014)

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

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. Agenda
Understanding Salesforce1 Mobile
Advantages to Building with Salesforce1 Mobile
Key Design Principles for Salesforce1 Mobile
DEMO
3 Things to Get Started

4. 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

5. 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

6. 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

7. Partners Are Publishing Next Generation Apps
Box
FileBoard
Kenandy
HP
eVariant
BMC
Elton
InsideSales
Introhive
DataHug
Bizable
MapAnything
Docusign
LinkedIn
TAS Group
FinancialForce
ServiceMax
WorkdayDropbox
ScanBizCards
Callidus Concur
Evernote
Cloud Craze

8. 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

9. 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

10. Agenda
Understanding Salesforce1 Mobile
Advantages to Building with Salesforce1 Mobile
Key Design Principles for Salesforce1 Mobile
DEMO
3 Things to Get Started

11. Build & Deploy Mobile Apps Faster than Ever- No Mobile Devs!
You build & customize Force.com We distribute the app You’re app automatically mobile

12. 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
?

13. Agenda
Understanding Salesforce1 Mobile
Advantages to Building with Salesforce1 Mobile
Key Design Principles for Salesforce1 Mobile
DEMO
3 Things to Get Started

14. Scott Effler
ISV Technical Evangelist

15. 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)

16. 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

17. Action Form Best Practices
Focus on the mobile user
Show the minimum number of fields possible
Provide pre-defined 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

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

19. Salesforce1 Helps Define a Uniform Mobile Experience
Mobile Cards Compact Layouts

20. User the Salesforce1 Style Guide
http://sfdc-styleguide.herokuapp.com/
Keeping Visualforce pages consistent with the Salesforce1 look and feel

21. Visualforce in Salesforce1 – UI/UX considerations
Salesforce1 cannot auto-
magically (yes, it’s a word) make
Visualforce pages mobile-
optimized

22. 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

23. 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

24. 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

25. Agenda
Understanding Salesforce1 Mobile
Advantages to Building with Salesforce1 Mobile
Key Design Principles for Salesforce1 Mobile
DEMO
3 Things to Get Started

26. Pro Tip:
Add /one/one.app
to salesforce.com
ex: na1.salesforce.com/one/one.app
(in chrome browser)

27. Agenda
Understanding Salesforce1 Mobile
Advantages to Building with Salesforce1 Mobile
Key Design Principles for Salesforce1 Mobile
DEMO
3 Things to Get Started

28. 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

29. 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)
1
2
3
4

30. 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)