Learn more about Salesforce1 mobile app development in Through step-by-step instruction, you will learn how to create a Custom Action so users can easily interact with Salesforce on their mobile device.

1. “How To” Build a
Salesforce1 Mobile App
Carlos Eiroa
Kathy Lueckeman
A Customer Success Webinar to Help You
Connect With Your Students in a Whole New Way
/Salesforce.comFoundation
@SFDCFoundation

2. Safe Harbor
Safeharborstatementunderthe PrivateSecuritiesLitigationReformActof 1995:
Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,and assumptions.If any such uncertaintiesmaterializeor if
any of the assumptionsprovesincorrect,the resultsof salesforce.com,inc.coulddiffermateriallyfromtheresultsexpressed or impliedby the forward-
lookingstatementswe make.Allstatementsotherthan statementsof historicalfactcouldbe deemed forward-looking,includingany projectionsof
productor serviceavailability,subscribergrowth,earnings,revenues,or other financialitemsandany statementsregardingstrategiesor plansof
managementforfutureoperations,statementsof belief,any statementsconcerningnew, planned,or upgradedservicesor technologydevelopments
and customercontractsor use of our services.
The risksand uncertaintiesreferredto aboveinclude– but are not limitedto – risksassociatedwithdevelopingand deliveringnew functionalityforour
service,new productsand services,our new businessmodel,ourpast operatinglosses,possiblefluctuationsin our operatingresultsandrate of
growth,interruptionsor delays in our Web hosting,breachof our securitymeasures,theoutcomeof any litigation,risksassociatedwithcompletedand
any possiblemergersand acquisitions,the immaturemarketin which we operate,our relativelylimitedoperatinghistory,our abilityto expand, retain,
and motivateour employeesand manageour growth,new releases of our serviceand successfulcustomerdeployment,our limitedhistoryreselling
non-salesforce.comproducts,and utilizationand sellingto largerenterprisecustomers.Furtherinformationon potentialfactorsthatcouldaffectthe
financialresultsof salesforce.com,inc.is includedin our annualreporton Form 10-Kfor the mostrecentfiscalyear and in our quarterlyreporton Form
10-Qforthe mostrecent fiscalquarter.These documentsand otherscontainingimportantdisclosuresareavailableon the SEC Filingssectionof the
InvestorInformationsectionof our Website.
Any unreleasedservicesor featuresreferenced in this or other presentations,pressreleases or publicstatementsarenot currentlyavailableand may
notbe deliveredon timeor at all.Customerswho purchaseour servicesshouldmakethe purchasedecisionsbased upon featuresthat are currently
available.Salesforce.com,inc.assumesno obligationand does not intendto updatethese forward-lookingstatements.

3. Carlos Eiroa
Senior Force.com Developer
@carloseiroa

4. Agenda
• Whatis a Salesforce1 app?
• Examples: Types of Salesforce1Actions
• Demos: How to Create Custom Actions
• Demo: Compact Layouts
• ChatterActions
• Best Practices
• Q&A

5. Salesforce1 Actions
Examples

6. Salesforce1 Actions
•Global
– No parent
– Can be added to any layout
•Object-specific
– With parent
– Can only be added to record layout

7. Example 1: “New Task” Global Standard Action

8. Example 2: “Contact Quick Update” Custom Object-Specific
Action

9. Salesforce1 Actions
Demos

10. Configuration Requirements
•PublisherActions: Setup | Build | Customize | Chatter | Settings |
Enable PublisherActions
•Feed tracking: Setup | Build | Customize | Chatter | Feed
Tracking

11. New Action Basic Steps
1. Create the Action
1. Edit the Action Layout
1. AddAction to Page Layout

12. Tutorial 1: adding “New Account” Standard Global Action

13. Tutorial 2: creating “New Conference” Custom Global Action

14. Tutorial 3: creating “Register for Conference” Custom Object-
Specific Action

15. Compact Layouts

16. Contact Compact Layout

17. Chatter Actions

18. Contact Chatter Actions

19. Summary

20. Summary
• Two type of actions:Global and Object-Specific
• Global no predefinedparent
• Object-Specific predefinedparent
• You can createcustom actions of both types
• Firstcreate the action,then add it to the layout
• All with point-and-click

21. Best Practices

22. Best Practices
• Leave feed as landing page
• Don't create mobile-specificPage Layouts. UseAction Layouts instead
• You cannot override “New” and “Edit” buttons
• Tell users to create records without parent from feed (through GlobalActions)
• Tell users to create records with parent from detail view (through CustomActions)
• Create quick update actions for object with many fields

23. Q&A