Salesforce1 for developers
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This document provides an overview of Salesforce1, including: - Salesforce1 is both an app and a platform that allows access to CRM data from any device. - The platform provides declarative and programmatic tools for customizing the Salesforce1 experience through mobile navigation, page layouts, publisher actions, and Visualforce. - Resources for developing on the Salesforce1 platform include the style guide, connected app configuration, and notifications functionality.
Salesforce1 for developers
- 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 intellectual property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.
- 3. Introducing Salesforce1 All your past investments... Drag and drop UI customization Notifications Platform Publisher Actions ...now in the future Download Salesforce1 App today All Your Customizations All Your Devices All Your CRM All Your Apps https://yourinstance.salesforce.com/one/one.app
- 4. Chatter Mobile Feeds People & Groups Files Native Experience Salesforce Classic CRM data Analytics Tasks & events Native phone features Salesforce Touch CRM access Custom apps Agility of HTML5 Logger & Forcepad Sales productivity tools Task management Call logging Unifying the Salesforce Mobile Experience
- 5. But is Salesforce1 an App or a Platform? Its both
- 6. Salesforce1 Platform APIs Salesforce1 App Salesforce1 Platform Services Force.com Heroku1 ExactTarget Fuel Salesforce1 Platform – The Customer Platform behind the App
- 7. Lets take a quick look at Salesforce1 the App Publisher Actions Record Home Notification Center Navigation Menu aka ‘Left Nav’ Feed first Universal Search Record Detail Record Feed and Related Info
- 8. Platform = endless ways to customize the app Declarative and Programmatic tools to customize the Salesforce1 experience
- 9. Declarative tools for customizing the Salesforce1 App
- 10. Mobile Navigation (aka Left Nav) Mobile Administration Mobile Navigation
- 11. Page and Compact Layouts SObject Page LayoutSObject Compact Layout
- 12. Publisher Actions Publisher Actions Global: Create Global Actions Object Specific: SObject New Action Page Layouts control which actions show in what order
- 13. Expanded Lookup SObject Page Layout Expanded Lookup Show additional info for Parent records
- 14. Programmatic tools for customizing the Salesforce1 App
- 15. Visualforce – Left Nav Visualforce Pages in Left Nav JavaScript navigation library available sforce.one.navigateToSObject etc.
- 16. Visualforce – Publisher Actions Visualforce Pages as Publisher Actions (VF page needs to the extend Standard Controller for use with Object Specific Publisher Actions) JavaScript Pub-Sub library available to interact with the publisher publisher.setValidForSubmit publisher.post publisher.close
- 17. Visualforce – Mobile Cards Mobile Cards - Visualforce Pages on Record Detail (VF page needs to the extend Standard Controller)
- 18. Visualforce in Salesforce1 <apex:page docType="html-5.0" …> ‘Available for Salesforce Mobile apps’ flag enabled Developers are responsible for making the VF page ‘mobile ready’ – Use a Responsive Design framework like Bootstrap or Mobile Design templates – Leverage touch and swipe events where appropriate Use JavaScript Remoting/VF Remote Objects for better performance Use HTML5 for device features like Geolocation and Camera access
- 19. Canvas Apps – Publisher Actions Canvas apps as Publisher Actions (Need to include ‘Publisher’ as one of the locations in the Connected App settings) JavaScript Pub-Sub library available to interact with the publisher publisher.setupPanel publisher.showPanel publisher.setValidForSubmit ….
- 20. Canvas Apps - Feed Canvas apps in the Feed (Need to include ‘Chatter Feed’ as one of the locations in the Connected App settings)
- 21. Canvas Apps – Left Nav Canvas apps in the Left Nav (Need to include ‘Mobile Nav’ as one of the locations in the Connected App settings)
- 22. Flexi Pages Flexi Pages – a collection of List Views and Publisher Actions that together define a particular ‘app’ (For now, you need to define Flexi Pages in Metadata XML and then add them via Workbench, IDE or Migration Tool)
- 23. Salesforce1 - The Bonus Tracks
- 24. Salesforce1 comes in two flavors http://yourinstance.salesforce.com/one/one.app Web version Hybrid version
- 25. The Salesforce1 Style Guide http://sfdc-styleguide.herokuapp.com/
- 26. Salesforce1 Connected Apps Manage and control which users/profiles use the Salesforce1 App
- 27. Configuring Smart Search in Salesforce1 Pinning Objects in the Search results causes them to show up at the top at the Recent section in Salesforce1
- 28. Notifications in Salesforce1 Notifications allow you to alert users when certain things happen using Salesforce1 – In-app – Push notifications Things at currently (Spring ’14) trigger push notifications in the Hybrid App – Post to Chatter Profile – Comment on your post – @Mention – Approval Request – Task assignment – Flagging an item as inappropriate – Notifications from communities
- 29. Device Access in Salesforce1 PhoneGap/Cordova type device access is not available in the Salesforce1 app. HOWEVER…. – Geolocation API – <input type="file" accept="image/*"/> (for Camera access)
- 30. Salesforce1 Resources Webinar: Intro to Salesforce1 Mobile App Development Dreamforce Sessions – bit.ly/s1-df-sessions Developer Guide – bit.ly/s1-dev-guide Blogs: – 6 things you need to know: bit.ly/s1-6-things – Mobile cards: bit.ly/s1-mobile-cards – App Boogie Fever: bit.ly/s1-boogie
- 31. Follow Developer Force for the Latest News @forcedotcom / #forcewebinar Developer Force – Force.com Community +Developer Force – Force.com Community Developer Force Developer Force Group