This document discusses Salesforce1, a mobile app and development platform. It provides an overview of point and click app development in Salesforce1, including setting up the environment, navigation, customizing data appearance with compact layouts and page layouts, using publisher actions like standard, default and custom actions, and enabling notifications. The presentation also outlines next steps for development like using Visualforce pages, Flexi pages and Canvas apps on the Salesforce1 platform. It includes a safe harbor statement about forward-looking statements as required.
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 intellectual property and other litigation, risks associated with
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-Q for the most recent fiscal quarter ended July 31,
2012. This 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. Agenda
Quick overview of Salesforce1 platform
Point and Click App Development
• Setup Environment
• Navigation
• Appearance of Data
• Publisher Actions
• Notifications
Next Steps
Q&A
5. Salesforce1
It is an App as well as mobile development platform
Every Developer is Mobile Developer in Salesforce1
Declarative and Programmatic tools for customization
6. Supported Devices
iOS 6.0 or later Devices
• iPhone, iPad and iPod Touch
Android 4.2 or later Devices
BB – Tentative plan to support via web based(Safe Harbor)
Windows8 - Tentative plan to support via web based(Safe Harbor)
Mobile Browser App – https://<instance-url/one/one.app
7. Getting Started
Signup for DE Org
Have a COMPATIBLE SMARTPHONE?
Have Salesforce Point and Click App Development Skills
10. Customize Appearance of Data
Compact Layouts
• Record Highlight Area
• Enhanced lookup Cards
Page Layout
• Create Page Layout
• Assign Page Layouts to a Profile
11. Publisher Actions
• Standard Actions
• Post, File, Link, Poll
• Default Actions
• Account, Case, Contact, Lead, Opportunity
• Mobile Smart Actions
• Custom Actions
12. Creating Actions
Global Actions
• Creating Global Actions
• Customize Global Action Layout
Object Specific Actions
• Creating Object Specific Action
• Customize Object Layout
13. Notifications
Type of Notification
• In App Notification
• Push Notification
Chatter posts, Comments, Approval request, Mentions
Configurable at org Level only
Push Notification are available to devices only
Slide Time : 1 min
Greet the audience
Quick Audience Poll
Developers v/s Non-Developers
Mobile v/s Non-Mobile Developer
Slide Time : 5 secs, standard Safe harbor statement
Slide Time : 1-2 min
Quick self-introduction, A picture is worth a thousand words
Profess love for Cloud Computing, Salesforce & Mobile
Slide Time : 3 min
* Walkthrough the agenda items
Slide Time : 3 min
It is an App where you get most of functionality out of the box
You can customize it for your requirements
No need to learn specific mobile app development platforms like Java for Android and iOS for Apple
Even administrators can use point and click tools to build simple apps
Slide Time : 3 min
Show how to create a new org
Talk about devices and skill set
Slide Time : 3 min
Administer -&gt; Mobile Administration -&gt; Mobile Navigation
Show all we can control navigation
Show it live in browser
Slide Time : 3 min
Feed Page
Detail Section and related lists
Compact Layout
Mobile Cards
Slide Time : 3 min
Show how to create and assign compact layout(mini layout similarity)
Show how to create and assign page layout(SF Web Page layout similarity)
Slide Time : 1 minutes
+ sign to access publisher action
+ Standard action available when chatter is enabled
+ Default action allow you to create new records easily
+ All you to create records from chatter feed with all required fields
Slide Time : 3 min
Build -&gt; Create -&gt; Global Actions
Action, Layout, Predefined Values(so that we minimize required fields on layout)
Build -&gt; Customize -&gt; Chatter -&gt; Publisher Layouts
Slide Time : 3 min
Administer -&gt; Mobile Administration -&gt; Notifications -&gt; Settings (Search Notifications)
Slide Time : 3 min
VF Page – Available for Mobile and Tab should be Mobile Ready
Flexi Pages – Between Page layout and VF Pages, Can contain List View of Records and Filtered list of Recently used items
Canvas App – Write your application if your preferred language and display in Salesforce1