In this information-packed webinar "Advanced Tips for Maximizing Salesforce", we delved into a few of the newest, advanced features in Salesforce Winter '14 and introduced Salesforce1. Jennifer DeLalio, a Senior Project Manager at Perficient shared best practices to drive your business forward. Jen took away the complexity of the newest functionality and enhancements and provided easy-to-follow steps to master Salesforce. Topics covered included: Overview of Salesforce1- What this exciting new platform is all about. Administrator Enhancements- Restrict list view creation, workflow on user object, enhanced lookups, freezing user accounts. Chatter Enhancements- New Chatter look with universal search, @ mention an entire group, "follow" a "topic". Plus Sandbox, Publisher Actions and Mobile Enhancements- Streamline your processes and use the power of Salesforce.

1. Advanced Salesforce
Tips & Techniques for Advanced
Users & Administrators
Jennifer DeLalio
Senior Project Manager

2. Perficient Profile
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Founded in 1997
Public, NASDAQ: PRFT
2013 revenue of $375 million
Major market locations throughout
North America
Global delivery centers in China,
Europe and India
~2,000 colleagues
Dedicated solution practices
~85% repeat business rate
Alliance partnerships with major
technology vendors
Multiple vendor/industry technology
and growth awards

3. Salesforce Business Unit
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Combined strength of two well established Salesforce.com Gold Cloud
Alliance Partners
– Previously known as Clear Task and CoreMatrix
Seventy-five certified consultants, 177 Salesforce.com certifications
More than 450 customers
Completed ~3,000 Salesforce engagements
Salesforce Cloud expertise: Sales, Service, Marketing, Chatter, and custom
development on Force.com
One of the highest Salesforce.com customer satisfaction ratings: 9.5 out
of 10!

4. Topics
• Salesforce1
– Landscape of Salesforce mobile-enabled apps
– Salesforce1 setup & configuration best practices
– Salesforce1 and custom development
• Winter „14 Highlights – Take Two!
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Admin enhancements
Sandbox enhancements
Publisher actions enhancements
Chatter enhancements
Mobile enhancements
• Q&A

5. Poll
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Yes, and have optimized it
Yes, but no optimization
Not yet, but plan to
No plans to implement
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6. Mobile App Consolidation  “Salesforce1”
Touch
Chatter
Mobile
Salesforce
Classic
(formerly Mobile)
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7. The Basics
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Released November 18, 2013 (day one of Dreamforce 2013)
It comes free with your existing license subscription
– All editions except Database.com
– License types:
• Salesforce users
• Salesforce Platform and Force.com users
• Chatter Plus users, Chatter Free users, and Chatter customer
It offers a variety of functional capabilities:
– Users can access Salesforce functionality via mobile devices
– Administrators can make configuration changes that can enhance the
mobile experience
– Developers can build custom pages and actions that can add enriched
functionality to the mobile user
You can transform and/or build apps that are optimized for mobile
users!
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8. Salesforce1 Supported Devices/Versions
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Salesforce1 can be accessed via:
– A mobile “App” installed on the device, OR
– Mobile browser access:
• Provides automatic redirection to the mobile “app” (e.g. using Safari on
iPhone/iPad)
• Deselect this option if you want users to access the full Salesforce site
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Device Support
– iOS – AppStore
• Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This
app is optimized for iPhone 5.
– Android - Google Play
• Available only for Android OS v4.2+
• Chatter Mobile v3.4 is installed if an Android OS v4.0 or v4.1 user attempts to
download Salesforce 1
– Future Device Support - Safe Harbor!
• BB (AppWorld)
– Tentative plans for Spring '14 via BB10 OS via web-based
• Windows 8
– Tentative plans for web-based in 2014
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9. Is It Already Enabled in My Org?
• Salesforce1 is automatically enabled for all organizations
– Exceptions:
• Orgs that use Salesforce Touch along with Communities
• Orgs which have auto-enabling turned off
• When one of your users:
– Installs a Salesforce1 downloadable app from the App
Store/Google Play, and authenticates to your org….
 The relevant connected apps are automatically installed
• Connected apps = A consolidated list of the apps that connect
with Salesforce in your org
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10. Salesforce1 Mobile App Emulator
• You can directly access the Salesforce1 app in any browser
– Enable “mobile browser access” for Salesforce1 in your org
– https://[Your Instance URL]/one/one.app
• For development
purposes only
• Not for use
testing Visualforce in
Salesforce1
• The following desktop browsers are recommended:
– Chrome on Windows
– Chrome or Safari on Mac OS X
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11. Demo
• Salesforce1 User Interface
• Enabling/disabling Salesforce1
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12. Salesforce1 Configuration
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Notifications
– In-app notifications (Salesforce1 only) vs push notifications
(consolidated with other notifications on your device)
– You can enable one, both or neither
Navigation Menu
– Landing page = the first item you put in the list
Optimize Page Layouts
– Order fields based on mobile priority
– Reduce required fields
– Configure enhanced lookup fields for mobile cards
– ….. More on this shortly
Configure Compact Layouts
– Govern fields shown in record highlights (top of detail page)
and record preview cards (list view)
Configure Publisher Actions
– Edit default actions and create new actions to increase
mobile productivity
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13. Page Layout Best Practices
• Plan A: Custom page layouts for the types of users (profiles) who
will be 90-100% mobile
• Plan B: Optimize your existing page layouts for the masses
Swipe
Page 1 – Chatter Feed
Swipe
Because fields are separate from related lists, users
don’t have to scroll past fields to get to related
lists.2 Put lower priority fields towards–the bottom
Page 3 Related Information
Page – Record Detail
to avoid scrolling!
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14. Compact Layouts
• In Salesforce1, compact layouts determine
the fields in:
– An object record’s highlights area
– A record’s preview card (Chatter Feed)
– Enhanced lookup cards on a record’s related
information page
• Choose your fields wisely
– The first 4 will show in highlights and
enhanced lookups
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15. Publisher Action Categories
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Standard: Post, file, link, poll, plus your custom-configured actions
Default: Out-of-box actions provided by Salesforce
Mobile Smart Actions: Default actions ONLY available in Salesforce1
Custom Actions: Custom-developed actions via Visualforce or
Canvas app
Full Salesforce Site Publisher
Salesforce1 Publisher
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16. Saleforce1 - Custom Development
Featured Speaker: Vilas Ekbote, Director of Technical Services
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17. Where Can I Use Custom Dev in Salesforce1?
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Custom Publisher Actions
– Code: Visualforce or Canvas
– Global: Accessed from nav menu
– Object-Specific: Accessed from detail record’s publisher
Mobile Cards
– Code: Visualforce or Canvas
– Accessed on the related information page of a detail
record
– Tip: allow the user to quickly navigate to other records
and pages by using the sforce.one JavaScript object in
your Visualforce page code
Flexible Pages
– All XML, no code
– You can put these things on the page:
• List views, recent items and global actions
– Used to serve as home page for mobile app
– Only for Salesforce1
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18. Visualforce Custom Development –
Architecture Options
Option
Technology
Result
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Standard Visualforce
Pages
Mixed Visualforce
Page and HTML5
Visualforce Page
as Shell + Static
HTML + Javascript
Remoting
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Apex:* tags
Standard/Ext/Custom
Controllers
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Visualforce
HTML5
Bootstrap CSS framework
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Visualforce
@RemoteAction
HTML5
Bootstrap CSS framework
Jquery Mobile
Angular
Backbone etc.
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Looks & works like Visualforce
Pages inside Salesforce
Sticks out from rest of Salesforce1
App
Not much work needed
Still using Apex:* controls with
HTML
Looks like Salesforce1
Needs fair amount of work
Looks and feels like a mobile
Application and merges with
Salesforce1
Very responsive
Needs fair amount of work
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19. Frequently Asked Questions
• I have a Visualforce page implemented as a custom tab or
Visualforce override on new/edit. What will Salesforce1 users see
if I do nothing?
– They will not see it unless it is enabled for mobile, and you have
added it to the navigation menu.
– It should be optimized before you enable it for mobile. You can
choose any of the options described in the architecture options tab
depending on the balance you want to achieve between user
experience and amount of effort.
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20. Custom Visualforce – Without Optimization
Here‟s an example of a Visualforce page developed for full site to
expose in the Salesforce1 mobile app
– Functionality and UI are not dynamically changed to
Salesforce1
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Lookup functionality (e.g. account) uses magnifying glass
Fonts, buttons, sizing look like the full Salesforce site
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21. Custom Visualforce – With Optimization
• Here‟s an example of a Visualforce page that has been optimized
for mobile.
• Scales with width of the device (phone, tablet, desktop & large
desktops)
Tablet
Phone
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22. Check It Out Yourself!
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Follow-along tutorial in the Salesforce1 App Developer Guide
– Takes a dev org and shows you how to optimize it for Salesforce1
mobile
– Includes configuration exercises and custom development
– http://www.salesforce.com/us/developer/docs/salesforce1/salesforce1_
guide.pdf
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Salesforce1 Mobile App Development Webinar
– http://events.developerforce.com/en/events/webinars/intro-salesforce1mobile-app-development?d=70130000000lVNq
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Check out the Salesforce app
– Perform admin tasks on your mobile device
– Support for iOS and Android
– Download from Apple Store/Google Play
– https://[Your Instance URL]/one/admin.app
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23. Salesforce1 Release Notes
• Check-out the Salesforce1 Release Notes:
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http://docs.releasenotes.salesforce.com/en-us/winter14/releasenotes/rn_186_mobile_salesforce1.htm
– Differences between full Salesforce site and Salesforce1:
• http://docs.releasenotes.salesforce.com/en-us/winter14/releasenotes/rn_186_mobile_salesforce1_limits.htm
– Salesforce1 setup checklist:
• http://docs.releasenotes.salesforce.com/en-us/winter14/releasenotes/rn_186_mobile_salesforce1_setup.htm
– Platform overview:
• http://docs.releasenotes.salesforce.com/en-us/winter14/releasenotes/rn_186_mobile_salesforce1_platform_overview.htm
– User guides:
• http://mobile-web-phone.docs.salesforce.com/enus/186.0/help/sfdc1_overview.htm
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24. Poll
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Salesforce1 for Sales
Salesforce1 for Customer Service
Salesforce1 for Admins
Transitioning to Salesforce1
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25. Topics
• Salesforce1
– Landscape of Salesforce mobile-enabled apps
– Salesforce1 setup & configuration best practices
– Salesforce1 and custom development
• Winter „14 Highlights – Take Two!
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Admin enhancements
Sandbox enhancements
Publisher actions enhancements
Chatter enhancements
Mobile enhancements
• Q&A

26. Winter „14 – Admin Enhancements
• Workflow on user object (beta)
– Examples:
• Send welcome email messages with training resources to newly created users
• Use field updates to deactivate temporary employees after a specified period
• Use outbound messages to sync user data with third-party systems
– Exception: Tasks are not supported as workflow actions
• Freezing user accounts
– Freezing a user prevents them from logging into Salesforce
– What’s the difference between freezing and de-activating?
• In some cases, you can’t immediately deactivate an account (such as when a
user is selected in a custom hierarchy field)
• Freeze the user immediately to prevent login, take the necessary steps to
prepare for de-activation, and then de-activate the user

27. Winter „14 – Admin Enhancements
• Restrict list view creation
– A new permission, “Create and Customize List Views,” is available
– All users have this permission by default
• Enhanced lookups - search all fields
– By default, enhanced lookups query a limited set of fields, known
as Name fields, for each object
– If available in the enhanced lookup search dialog, select All Fields
and enter other search terms unique to the record, such as the
contact’s email address.
– This option is currently available for:
• accounts, contacts, and custom objects
– It’s not available for the user object

28. Winter „14 – Sandbox Enhancements
• Developer sandboxes:
– Increased from 10 MB to a 200 MB storage limit.
• Developer Pro sandboxes:
– Renamed from “Configuration Only”
– Increased from a 500 MB to a 1 GB storage limit.
• Full sandboxes continue to have the same storage limit as your
production organization.
Developer
200 MB
Developer Pro
1GB
Full Sandbox
[Same as your PROD]

29. Winter „14 – Publisher Actions
Enhancements
• As mentioned earlier….
– Default publisher actions
– Mobile smart actions
• Two new types of actions:
– Log a call – creates a completed task
– Custom canvas – in pilot (contact Salesforce)
• Global actions added to the global Chatter layout are now
available on the following publishers:
– Chatter Groups
– Topics
• Support for rich text area fields in publisher action layouts

30. Winter „14 – Chatter Enhancements
• Increased the length of posts and comments
– Was: 1000 characters
– Now: 5000 characters
• Items have shifted / consolidated:
– Filter and sort functionality is now combined into 1 drop-down
– Feed search icon has moved
Before
After
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31. Winter „14 – Chatter Enhancements
• Support for @mentions to Chatter Groups
• You can “follow” a topic
– Go to the topics section of your Chatter Tab
– Click the “Follow” icon
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32. Winter „14 – Mobile Enhancements
• There were some enhancements to Chatter Mobile
…but that is now moot because now we have
Salesforce1!!!
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33. Topics
• Salesforce1
– Landscape of Salesforce mobile-enabled apps
– Salesforce1 setup & configuration best practices
– Salesforce1 and custom development
• Winter „14 Highlights – Take Two!
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Admin enhancements
Sandbox enhancements
Publisher actions enhancements
Chatter enhancements
Mobile enhancements
• Q&A

34. Questions?
Please enter your questions through the “Chat” or “Question”
window

35. Salesforce1 Readiness
Complimentary Consultation
Are you ready to roll this powerful platform out to your
users and accelerate your sales and marketing
mobile strategy?

36. Thank You!
For more information
contact: 877-276-2120
sales@Perficient.com