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The Salesforce1 Platform
Troy Sellers
Principal Platform Specialist,APAC
@ibigfoot7
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.
Salesforce1 – Anatomy
Navigation Menu
• Admin user can customise this menu
– Dashboards
– Chatter (Feed, Groups, People)
– Flexible Pages
– Smart Search Items
– Tasks
– Today
– Visualforce Pages
– CanvasApplications
What are the Smart Search Items?
• Set of recently searched for objects
• Only searchable objects display in
Recent section
• Pinned search results will appear as
pinned in this list as well
What is a Flexible Page?
• A type of custom layout on a record
• Middle ground between page layouts and
Visualforce pages
• Allow you to add custom items to a page
• Use to create a third-party app that you can
then add directly to S1 navigation.
• Assign global publisher actions.
• Created as XML and deployed using the
metadata API
Salesforce1 – Object Screens
Salesforce1 – Card UI Elements
Salesforce1 – Publisher Actions
Salesforce1 – Icons
• You can add your own icons
– Upload to Documents folder and make externally
available
– Less than 10kb
– 120 x 120 pixels
– Resolution of 72dpi
– PNG with a transparent background
– No drop shadows on inner icon graphic
– Center inner icon within 80x80 area
– Icon graphic lighter than background
Visualforce in Salesforce1
Left Nav Publisher Actions Mobile Cards Page Layouts
Visualforce in Salesforce1
• Design VF pages taking the limited real-estate in mobile into accountMiddle
ground between page layouts and Visualforce pages
• Decide which form-factors your page has to support - phone, tablet, both
• 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.
• <apex:page docType=“html-5.0” standardStylesheets="false”>
• Use Responsive Design principles (same as the Salesforce1 app)
Mobile UI / UX - Resources
• Salesforce Mobile Design Templates
– www.developerforce.com/mobile/services/mobile-templates
• Twitter Bootstrap
– http://bit.ly/VisualStrap
– http://www.youtube.com/watch?v=sIWchyCqDa4
• Ionic Framework
– http://coenraets.org/blog/2014/02/sample-force-com-mobile-application-with-ionic-and-angularjs/
• Ratchet
– http://coenraets.org/blog/2014/03/building-mobile-apps-for-salesforce-com-with-ratchet-2-0/
• jQuery Mobile
– http://www.developerforce.com/mobile/getting-started/html5/#jquery
Standard Visualforce Tags for Mobile
<apex:repeat> <apex:outputPanel>
Note: Representative sample only. This is not a
comprehensive list
<apex:pageBlock> <apex:pageBlockButtons>
<apex:pageBlockSection> <apex:pageBlockSectionItem>
<apex:pageBlockTable> <apex:inlineEditSupport>
<apex:detail> <apex:inputField>**
<apex:enhancedList> <apex:listViews> <apex:relatedList>
<chatter:*> <liveagent:*>
Works and
Supported
Supported, but
avoid if
possible
Not Supported
Business Logic and Data Binding
• Avoid a view state
– no <apex:form /> tags
–Favour single page apps
– Full page rendering is expensive on mobile
– Consider javascript MV* Frameworks like AngularJS, Backbone, Knockout etc
– http://www.developerforce.com/mobile/services/mobile-packs
– Visualforce Remoting is your friend
– Visualforce Remote Objects
– New pilot feature in Spring „14
Top 3 things to remember….
Navigation in Salesforce1
• Avoid using window.open
–Manipulating window.location.href will NOT work
– Don‟t use target=“blank” in hyperlinks
– External links will open in a new child browser
– Internal links will open in the current window
–Salesforce1 provides a javascript navigation library
– sforce.one javascript object
Things to remember….
Device Access in Salesforce1
• Phone Gap / Cordova type device access is not available in Salesforce1 app
• However..
• Geolocation API
• Check Salesforce1 dev guide for an example
• <input type=“file” accept=“image/**>
Get Mobile With Salesforce
• Salesforce1 App (it‟s really a container for everyone!)
• Apex / Visualforce
• Mobile Templates
• Mobile SDK
• Heroku
• Canvas
Salesforce1 is a Platform for delivering mobile applications
Resources
• Developer Resources
• Salesforce1 Developer Guide
• Salesforce1 Style Guide
• Canvas Developer Guide
• Salesforce Mobile Developer resources
• Salesforce1 @ DF13
The Salesforce1 Platform: Anatomy, Visualforce, Navigation, and Device Access

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The Salesforce1 Platform: Anatomy, Visualforce, Navigation, and Device Access

  • 1. The Salesforce1 Platform Troy Sellers Principal Platform Specialist,APAC @ibigfoot7
  • 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. Navigation Menu • Admin user can customise this menu – Dashboards – Chatter (Feed, Groups, People) – Flexible Pages – Smart Search Items – Tasks – Today – Visualforce Pages – CanvasApplications
  • 5. What are the Smart Search Items? • Set of recently searched for objects • Only searchable objects display in Recent section • Pinned search results will appear as pinned in this list as well
  • 6. What is a Flexible Page? • A type of custom layout on a record • Middle ground between page layouts and Visualforce pages • Allow you to add custom items to a page • Use to create a third-party app that you can then add directly to S1 navigation. • Assign global publisher actions. • Created as XML and deployed using the metadata API
  • 8. Salesforce1 – Card UI Elements
  • 10. Salesforce1 – Icons • You can add your own icons – Upload to Documents folder and make externally available – Less than 10kb – 120 x 120 pixels – Resolution of 72dpi – PNG with a transparent background – No drop shadows on inner icon graphic – Center inner icon within 80x80 area – Icon graphic lighter than background
  • 11. Visualforce in Salesforce1 Left Nav Publisher Actions Mobile Cards Page Layouts
  • 12. Visualforce in Salesforce1 • Design VF pages taking the limited real-estate in mobile into accountMiddle ground between page layouts and Visualforce pages • Decide which form-factors your page has to support - phone, tablet, both • 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. • <apex:page docType=“html-5.0” standardStylesheets="false”> • Use Responsive Design principles (same as the Salesforce1 app)
  • 13. Mobile UI / UX - Resources • Salesforce Mobile Design Templates – www.developerforce.com/mobile/services/mobile-templates • Twitter Bootstrap – http://bit.ly/VisualStrap – http://www.youtube.com/watch?v=sIWchyCqDa4 • Ionic Framework – http://coenraets.org/blog/2014/02/sample-force-com-mobile-application-with-ionic-and-angularjs/ • Ratchet – http://coenraets.org/blog/2014/03/building-mobile-apps-for-salesforce-com-with-ratchet-2-0/ • jQuery Mobile – http://www.developerforce.com/mobile/getting-started/html5/#jquery
  • 14. Standard Visualforce Tags for Mobile <apex:repeat> <apex:outputPanel> Note: Representative sample only. This is not a comprehensive list <apex:pageBlock> <apex:pageBlockButtons> <apex:pageBlockSection> <apex:pageBlockSectionItem> <apex:pageBlockTable> <apex:inlineEditSupport> <apex:detail> <apex:inputField>** <apex:enhancedList> <apex:listViews> <apex:relatedList> <chatter:*> <liveagent:*> Works and Supported Supported, but avoid if possible Not Supported
  • 15. Business Logic and Data Binding • Avoid a view state – no <apex:form /> tags –Favour single page apps – Full page rendering is expensive on mobile – Consider javascript MV* Frameworks like AngularJS, Backbone, Knockout etc – http://www.developerforce.com/mobile/services/mobile-packs – Visualforce Remoting is your friend – Visualforce Remote Objects – New pilot feature in Spring „14 Top 3 things to remember….
  • 16. Navigation in Salesforce1 • Avoid using window.open –Manipulating window.location.href will NOT work – Don‟t use target=“blank” in hyperlinks – External links will open in a new child browser – Internal links will open in the current window –Salesforce1 provides a javascript navigation library – sforce.one javascript object Things to remember….
  • 17. Device Access in Salesforce1 • Phone Gap / Cordova type device access is not available in Salesforce1 app • However.. • Geolocation API • Check Salesforce1 dev guide for an example • <input type=“file” accept=“image/**>
  • 18. Get Mobile With Salesforce • Salesforce1 App (it‟s really a container for everyone!) • Apex / Visualforce • Mobile Templates • Mobile SDK • Heroku • Canvas Salesforce1 is a Platform for delivering mobile applications
  • 19. Resources • Developer Resources • Salesforce1 Developer Guide • Salesforce1 Style Guide • Canvas Developer Guide • Salesforce Mobile Developer resources • Salesforce1 @ DF13