Introduction to Salesforce1

Introduction to Salesforce Juan :)

Content

• Salesforce 1: General Vision• Chatter Publisher Actions / Micro

Moments• Notifications• Mobile Cards• Flexipages

• What is a Flexipage• When do I use a Flexipage• How do I create a Flexipage• How is a Flexipage• What would I like in the future in a

Flexipage

Salesforce1 overview

Salesforce1 ?One app to rule them all

• Now you have access to all your apps in the organization withing the same Mobile App

• Build declarative apps : “Point and click”

• Even more social, notify your client after the action.

• New JS API’s

How was for me work in S1 “beta?How do I see now S1?

Chatter Publisher Actions

Chatter Publisher Actions

The Mobile Micro Moment• What is a Micro Moment?

• Actions that you can execute here and now

Chatter Publisher Actions ( obviously ) they are strictly linked to Chatter, therefore there is a manual step to enable them

Practical Inducction to Chatter Publisher Actions @stephenwillcock

Note: Desktop implementation – Mobile implementation

Declarative ‘point and click ’ development of mobile apps

Publisher Actions• Introduced in Summer ‘13• Types of Standard Publisher Actions

• Create Action – Allows user to create records e.g new contact for an account

• Object Specific Actions – link new record to current• Global Actions – create an unlinked record• Log a call action – allows a user to log customer interactions• Update Actions – update records whilst in record feed

• Custom Publisher Actions – Developer driven

Practical Inducction to Chatter Publisher Actions @stephenwillcock

Other Types of Customisation• Navigation Menu Customisation• Record Compact View Customisation http

://docs.releasenotes.salesforce.com/en-gb/winter14/release-notes/compact_layout_create.htm

• Mobile Cards Customisation

Notifications• Keep informed your organization

• About latest realized actions• About converstaions with clientes

• Keep informed your clients• Modify a record and quickly notify your client• Send reminders

• What is Salesforce1 actually supporting?• Approval Request• Mentions, Post, chatter comments

• Meet the devs session in Dreamforce ’13• What is next in notifications ( safe harbor)

• Note: if the notifications are enable are for entire organization, no per user

Mobile Cards

• What are Mobile Cards?– They are VF pages *

• Where are they located– Special section in Object Layout– View : Only mobile, On top of the

Related lists – Behaviour : well…I would say

double click ..

• Mobile Cards vs VF in layout

Flexipage

• WHAT IS IT ??!! A plane .. a bird...

• Where can we find them? Within tabs

Flexipage

• However they don’t have UI for creation

• How do we create them then?

• We need to create a file with specific “tag” structure and save it as .flexipage ( similar to .object)

• What can we put inside?– Filtered list views– Recent Records– Global chatter Actions

Show me the code!!!!!

Ok… better in sublime

Flexipage

FlexipageThen basically what is going to contain a flexipage?

Exactly the same as an App!!

… and you can set up your Flexipage Under the App menu

Only MOBILE!!

Why? If you have a look the apps that you have in the org are not in the mobile menu… but for that reason you have Flexipages!.. Well I think is one of the reasons • Future??!!

Salesforce1 JavaScript APIs

• Only a little note

• In addition to Chatter Publisher Actions and Notifications Salesforce one provide us with a new lot of JavaScript APIs to improve user experience

sforce.one.navigationToSObject(redordId,view)

sforce.one.navigateToURL(url)

sforce.one.navigateToFeed(subjectId,type) …

• Note: Spring ’14 Have a look to Mobile section, They have a whole section for mobile and Salesforce 1 !!!

THEN.. WE HAVE LOTS OF NEW THINGS TO BUILD A MOBILE APP!

Resources

• Download the App!

• Salesforce Summer of Mobile Vids1. http://www.youtube.com/watch?v=q34WMIyc8wo (why

we should be focused on mobile)2. http://www.youtube.com/watch?v=PFriBP25JV8 (How

to go mobile on the SF platform)3. Practical Inducction to Chatter Publisher Actions

• Developer Guide1. https://www.salesforce.com/us/developer/docs/salesforce1

/salesforce1_guide.pdf - Developer Guide

2. http://sfdc-styleguide.herokuapp.com - Style Guide3. https://medium.com/p/c8f3001f709b - Background on why

salesforce1 has been designed as it has4. Onestarter by @joshbirk https://github.com/joshbirk/

onestarter

Salesforce1

Demo !!

Salesforce1

Q&A - easy questions please

@CarolEnLaNube