This document provides an overview of Salesforce1 for ISVs and how to build apps for the Salesforce1 mobile platform. It begins with a safe harbor statement and discusses key advantages like building mobile apps faster without needing mobile developers. It covers design principles like following the Salesforce1 style guide and making actions contextually aware. The presentation includes a demo of the Salesforce1 mobile app and resources for ISVs. It concludes by encouraging ISVs to build a demo app and launch by Dreamforce to take advantage of marketing opportunities.
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Salesforce1 for ISVs Webinar (May 15, 2014)
1. Salesforce1 for ISVs
Jim Sinai
Sr Director, AppExchange & Platform Marketing
@jimsinai
Scott Effler
Sr. Manager, 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.
4. What experience do you have building for
Salesforce1 Mobile?
we are listed as Salesforce1 Mobile Ready
on the AppExchange
we are building a production app
we have only played with it
we have not yet started
Quick Poll
5. What experience do you have building for
Salesforce1 Mobile?
we are listed as Salesforce1 Mobile Ready
on the AppExchange
we are building a production app
we have only played with it
we have not yet started
Quick Poll
12%
27%
30%
31%
6. 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
7. Employees: Run Your Business From Your Phone
New Salesforce1 Mobile App Now Available
AppExchange Apps
CRM
Custom Apps
All your past
investments...
Feed First UI
Notifications Platform
Publisher Actions
...now in the future
Salesfor
ce1
Download
Salesforce1
Mobile App
today.
9. 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 anywere
10. 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
11. 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
APP OF THE WEEK
TASKRAY
by Bracket Labs
12. 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
FIELD RECON
by Workforce Recon
Industry: Construction
APP OF THE WEEK
14. Build & Deploy Mobile Apps Faster than Ever- No Mobile Devs!
You build & customize Force.com We distribute the app You’re app automatically mobile
15. 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
?
16. Salesforce1 Mobile Apps Are For All Salesforce Users
If you want to sell to Salesforce.com’s 100k+ customers, have a Salesforce1 Story
Salesforce Users using Salesforce1:
Inside Sales Field Sales Management Service Recruiters Operations
18. User the Salesforce1 Style Guide
http://sfdc-styleguide.herokuapp.com/
Keeping Visualforce pages consistent with the Salesforce1 look and feel
19. Visualforce in Salesforce1 – UI/UX considerations
Salesforce1 cannot auto-
magically (yes, it’s a word) make
Visualforce pages mobile-
optimized
20. 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
21. Make Your Actions Contextually Aware
Global Actions Object Specific Actions
For actions across the app For actions related to a specific object
Eg:
Build quote on opportunity
Create an account plan task on account
Complete delivery on delivery object
22. 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
27. 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
28. 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
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
29. Resources Coming Your Way
TODAY:
• The technology
• Resources at p.force.com/salesforce1
• Great developer resources
– Developer guides
– Workbooks
– Webinars
– Discussion boards
COMING SOON:
• Salesforce1 Press Template
• New Salesforce1 Center on Partner Community
• Salesforce1 Partner Office Hours
– Brainstorm your idea with us…
– Show us your demos
– Share your app
30. Are you currently building or interested in
building a Salesforce1 Mobile Ready app by
Dreamforce (October 2014)?
definitely interested (and already building!)
mostly interested
somewhat interested
remotely interested
not at all interested
Quick Poll
31. Are you currently building or interested in
building a Salesforce1 Mobile Ready app by
Dreamforce (October 2014)?
definitely interested (and already building!)
mostly interested
somewhat interested
remotely interested
not at all interested
Quick Poll
50%
18%
23%
8%
1%
32. QUESTIONS
TODAY:
• The technology
• Resources at p.force.com/salesforce1
• Great developer resources
– Developer guides
– Workbooks
– Webinars
– Discussion boards
COMING SOON:
• Salesforce1 Press Template
• New Salesforce1 Center on Partner Community
• Salesforce1 Partner Office Hours
– Brainstorm your idea with us…
– Show us your demos
– Share your app