Dive into New Technology Announcement - No Code Required!
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This document discusses how to mobilize business processes using Salesforce1. It provides an overview of customizing Salesforce1 without code, including considerations for building mobile apps. Key customization options covered include mobile navigation, list views, record details, related lists, and actions. Additional resources are also referenced to help administrators mobilize their organizations with Salesforce1.
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Dive into New Technology Announcement - No Code Required!
- 1. Mobilize Your Users with Salesforce1 Button-Click Edition Shannon Hale, Platform Product Manager, Salesforce.com @shannonsans
- 2. Session objectives ▪ Learn how to mobilize your business processes ▪ Learn how to customize Salesforce1
- 4. Shannon Hale Platform Product Manager, Salesforce. com @shannonsans
- 5. 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.
- 6. Things to consider when building for mobile ▪ What are the important things to see at a glance? ▪ What are the important moments when using the app? ▪ What form fields must have content? ▪ What defaults can be used so field values don’t need to be entered manually?
- 8. What are the important moments? Creation of record Changes several times over life of record Start of delivery run (set ETA) Completion of delivery
- 10. Salesforce1 Customization: ALL THE THINGS ▪ Mobile navigation ▪ List views ▪ Record detail and related lists ▪ Actions
- 11. Mobile Navigation Smart Search Items
- 12. List views List views Recent items List view columns
- 13. Record detail Compact layout Page layout: buttons Page layout: detail section Page layout: publisher actions
- 14. Record related lists Page layout: mobile cards Page layout: related lists
- 15. Actions
- 16. Things to consider when building for mobile ▪ What are the important things to see at a glance? ▪ What are the important moments when using the app? ▪ What form fields must have content? ▪ What defaults can be used so field values don’t need to be entered manually?
- 17. Additional Resources ▪ Salesforce1 App Admin Guide http://docs.developer.salesforce.com/docs/atlas.en-us.186.0. salesforce1admin.meta/salesforce1admin/http://docs.developer. salesforce.com/docs/atlas.en-us.186.0.salesforce1admin. meta/salesforce1admin/salesforce1_guide_introduction.htm ▪ Publisher Actions Implementation Guidehttps://help.salesforce. com/help/pdfs/en/actions_impl_guide.pdf
- 18. Shannon Hale Platform Product Manager, Salesforce.com @shannonsans