This webinar provided tips and tricks for admins to optimize the Salesforce1 mobile app experience. Speakers from Metso and FFF Enterprises shared how they improved mobile adoption by reducing opportunity edit time using publisher actions, enabling access to files on the go, and providing analytics via dashboards. Additional tips included approving items using the Approval Central app, leveraging Twitter connections, and translating labels. Resources like the admin guide, AppExchange apps, and upcoming webinars were provided to help admins mobilize their orgs.

1. Salesforce1 Mobile
Tips & Tricks for Admins
April 23, 2014

2. #forcewebinar
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3. #forcewebinar
Have Questions?
§ We have an expert support team at the ready to answer your questions
during the webinar.
§ Ask your questions via the GoToWebinar Questions Pane.
§ The speaker(s) will chose top questions to answer live at the end of the
webinar.
§ Please post your questions as we go along!
§ Only post your question once; we’ll get to it as we go down the list.

4. #forcewebinar
New! Admin Evangelism
§ Our Charter: Good stuff, no fluff.
We provide useful, interesting & inspiring
content to help admins become heroes.
§ Engage with us on SUCCESS
Gillian
Madill
Erica
Kuhl
LeeAnne
Templeman
Mary
Scotton
Sarah
Franklin
Salesforce Admin Digest
Tips & Tricks with a No Fluff Guarantee
Welcome to our new digest, packed full of useful tips, tricks and tutorials to
help you be a rockstar admin and a hero to your company
Put Salesforce1 to work for you.
Tip 1: Reduce Time to Update Opportunities
Use quick actions to reduce the amount of fields required for
frequent business events such as winning a deal or qualifying an
opportunity.
Contributed by Mary Scotton
Tip 2: Directly Link to Salesforce1 in Your
Emails
Customize your email templates so that your users are sent
straight into the Salesforce1 mobile app. They will love how easy
this is to use!
Contributed by Eanna Cunnane
Tip 3: Eliminate Emails and Paper for Road
Warriors
View, print, email, and even store files offline with Files & Groups
in Salesforce1. Your traveling sales reps and execs who use
external files will thank you!
Contributed by Jennifer Wobser
Salesforce1 for Admins
Webinar
Haven't started using the Salesforce1
Mobile App? Learn tips and tricks from
awesome admins Shannon Grimm,
Amanda Ream, and Jennifer Wobser.
Hosted by Mary Scotton, this hour will
kickstart your Salesforce1 Mobile App
success!
Date: 04/23/2014
Time: 10:00AM PT
Register for the Webinar

5. #forcewebinar
Speakers
Mary Scotton
Developer Evangelist,
salesforce.com
@rockchick322004
Amanda Ream
Senior CRM System
Administrator, Metso
@amandaream4
Shannon Grimm
Global MAC CRM Project
Manager, Metso
@ShannonGrimm4
Jennifer Wobser
Business Systems Analyst &
Salesforce Administrator, FFF
Enterprises
@crmsalesgem

6. #forcewebinar
Agenda
§ Salesforce1 Mobile Overview
§ Metso: Tips, Tricks & Demos
§ FFF Enterprises: Tips, Tricks & Demos
§ More Tips, Tricks & Demos
§ Resources & Next Steps
§ Q&A

7. #forcewebinar
Every Object, Every Field: Salesforce1 Mobile Accessible
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

8. #forcewebinar
Mobile Cards
New Features for Salesforce1 Mobile
Objects &
Fields
Page
Layouts
Custom
Tabs
List
Views
Search
Layouts
Publisher
Actions
Compact
Layouts
Enhanced
Lookups
Embedded
Charts
Mobile
Navigation
Buttons &
Links
Twitter
Component

9. #forcewebinar
How to enable Salesforce1 Mobile for your org
§ Enable Chatter
§ Enable Publisher
Actions
§ Salesforce1 Settings
-> Connected Apps
settings

10. #forcewebinar
Shannon Grimm
Global Mac CRM Project
Manager, Metso
@ShannonGrimm4
Amanda Ream
Senior CRM Administrator,
Metso
@amandaream4

11. #forcewebinar
Metso Overview
§ 500 Users (soon to be 1000)
§ 3 Admins
§ Sales team went Mobile in
2012 with Salesforce Touch
and Chatter iOS app

12. #forcewebinar
Metso’s Salesforce1 Mobile Story

13. #forcewebinar
Salesforce1 Tip: User experience is key to user adoption
§ Business Problem:
Salespeople are not adopting mobile
solutions because Opportunity edit
takes too long to load.
§ Solution:
Create an “Update” type Publisher
Action – show salespeople how easy it
is to use!

14. #forcewebinar
Salesforce1 Tip: Just 3 things you need to know!
1. Navigation Menu
2. Compact Layouts
3. Publisher Actions

15. #forcewebinar
1. Understanding the Navigation Menu

16. #forcewebinar
2. Compact Layouts

17. #forcewebinar
3. Publisher Actions

18. Demo
Mobile Navigation, Compact Layouts,
and Publisher Actions

19. #forcewebinar
Get started!
§ Use it!
§ What are my end users doing?
§ Don’t be scared!

20. #forcewebinar
Jennifer Wobser
Business Systems Analyst &
Salesforce Administrator,
FFF Enterprises
@crmsalesgem

21. #forcewebinar
FFF Enterprises Overview
§ 100 Users
§ First mobile app: 2004 with
“Salesforce Classic”
§ Lone Admin

22. #forcewebinar
Salesforce1 Tip: Mobile Access to Files Saves Time
§ Business Problem:
Accessing price sheets was a
hassle. Options: get out the binder
or call the office.
§ Solution:
Post price list Files to a central
Chatter Group. Reduce a 15-30
minute task to 1-2 minutes!

23. #forcewebinar
Salesforce1 Tip: Analytics For the Road Warrior!
§ Business Problem:
Sorting through large territory
data to find ideal accounts on the
road is difficult.
§ Solution:
Dashboards with simple target
lists for large territories with
sorting.

24. #forcewebinar
Salesforce1 Trick: Email a Direct Link to the Mobile App
Click Link to Open

25. #forcewebinar
How to implement the Direct Email link
com.salesforce.salesforce1://entity/view?entityId=placeDashboardIDhere
com.salesforce.salesforce1://entity/view?entityId=placeAccountIDhere
com.salesforce.salesforce1://entity/view?entityId=placeContactIDhere
com.salesforce.salesforce1://entity/view?entityId=placeYourObjectIDhere

26. Demo:
Files, Dashboards, Direct Link

27. #forcewebinar
Mary Scotton
Developer Evangelist
salesforce.com
@rockchick322004

28. #forcewebinar
Salesforce1 Tip: Mind the gap
§ Business Problem:
Managers are complaining that
approval notifications appear in
Salesforce1 but then disappear.
§ Solution:
Install Approval Central for
Salesforce1 from AppExchange
– Mobile Administration à Mobile
Navigation à move My Approvals to
Selected listbox

29. #forcewebinar
Salesforce1 Trick: Leverage social connections
§ Business Problem:
Sales reps are working a new
account, and want to tap into their
social network to make a connection.
§ Solution:
Find people in common via Twitter,
right in the app!
Customizeà Social Apps Integration à Social Accounts
and Contacts àSettings à Enable Social Accounts
and Contacts à Enable Twitter

30. #forcewebinar
Salesforce1 Tip: Speak your user’s language
§ Business Problem:
Previous mobile attempt have been
vetoed because translation costs for
custom mobile apps are too high.
§ Solution:
Leverage existing Salesforce
translations, and add new ones
with Translation Workbench.

31. Demo:
Approvals, Twitter, Translations

32. #forcewebinar
Recap: Salesforce1 Tips & Tricks
Business Problem Solution
1. Users can’t find the My Approvals app. Modify the Mobile Navigation to move it closer to the top.
2. Users have to swipe up 3 times to see a key fields on their
mobile device.
Customize the Compact Layout for the object to surface the 4
most important fields in the top section.
3. Users won’t use Salesforce1 because records with a 50+
fields take a long time to edit.
Create an object-specific Publisher Action to Update the
record, placing less fields on the Action layout.
4. Sales reps rely on printed documents. Create a Group and upload the documents as Files. Makes it
easy to access on the road.
5. Executives aren’t logging in to the Salesforce1 mobile app. Show them how to access their favorite Dashboards and
they’ll be hooked!
6. Users get emails with links to Salesforce records and
dashboards, but they open in the browser on their phones
and that’s hard to read.
Update your Email Templates to also include the mobile direct
link URLs and now records and dashboards will open in
Salesforce1 mobile.
7. Managers complain because they have to use the desktop
app to see a list of items to approve.
Install the Approval Central for Salesforce1 from
AppExchange.
8. Sales reps are active on Twitter and want to leverage those
relationships with new customers.
Add the Twitter component to the Account and Contact page
layouts.
9. Your global users want to see labels in their language in
Salesforce1 mobile.
All labels are in the Translation Workbench, even the new
Publisher Action labels.

33. #forcewebinar
1. SUCCESS
Community
2. Admin
Guide
3. Approval
Central App
Follow #Success Admin
Newsletter, #AwesomeAdmin
https://success.salesforce.com
FREE Learning
Guide
https://developer.salesforce.com/docs/
atlas.en-us.salesforce1admin.meta/
salesforce1admin/
salesforce1_guide_introduction.htm
FREE AppExchange
App
https://appexchange.salesforce.com/
listingDetail?listingId=a0N3000000B5DmREAV
Resources

34. #forcewebinar
Upcoming Webinars
Apex for Admins: Get Started with
Apex in 30 Minutes!
May 15th 10am PDT
David Liu LeeAnne Templeman
Register Now!
https://developer.salesforce.com/events/
webinars/apex-for-admins-in-30-mins?
d=70130000000hUkx
Salesforce1: Make it mobile, make it
easy for your sales team
May 21st 8am PDT
Jennifer Wobser Jacinta Burke Eanna Cunnane
Register Now!
https://www1.gotomeeting.com/register/
307653361

35. #forcewebinar
Next Steps
§ Download the Salesforce1 app on your device
– Available in AppStore and Google Play
– If you already have Salesforce1, upgrade to Version 5.2
§ Use your Sandbox or your new Developer Edition to try
it out
– Sandbox login: Log out of your production Org in Salesforce1
and then click on the top-right gear icon on the login page.
§ Analyze your use cases and optimize for mobile
§ Mobilize your users!

36. Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/SF1tipstricks
#forcewebinar

37. Q & A
#forcewebinar
Mary Scotton
Developer Evangelist,
salesforce.com
@rockchick322004
Amanda Ream
Senior CRM System
Administrator, Metso
@amandaream4
Shannon Grimm
Global Mac CRM Project
Manager, Metso
@ShannonGrimm4
Jennifer Wobser
Business Systems Analyst &
Salesforce Administrator,
FFF Enterprises
@crmsalesgem
Give us your feedback
http://bit.ly/SF1tipstricks

38. Thank You