Become a Hero of Mobile: Salesforce1 Mobile App Best Practices for Admins
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The document provides best practices for admins to optimize their Salesforce1 mobile app. It recommends putting oneself in users' shoes to understand their needs, getting into a mobile mindset by focusing on essential information, and making the app feel like the company. It also discusses how Design Within Reach customized the mobile app for their users to access orders, check statuses, use dashboards, and collaborate on the go. Design Within Reach found success by starting small and gathering feedback.
Become a Hero of Mobile: Salesforce1 Mobile App Best Practices for Admins
- 1. August 7th 2014 Become a Hero of Mobile: Salesforce1 Mobile App Best Practices for Admins
- 2. #forcewebinar Speakers Mike Gerholdt Salesforce Admin Evangelist Salesforce.com @mikegerholdt Phil Maier Systems Analyst Design Within Reach @dwr_tweets Kris Lande Salesforce1 Product Marketing salesforce.com @krislande
- 3. #forcewebinar 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.
- 4. #forcewebinar Go Social! @salesforcedevs / #forcewebinar Salesforce Developers +Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. #forcewebinar Have Questions? Don’t wait until the end to ask your question! – Technical support will answer questions starting now. Ask your questions in the GoToWebinar questions pane. Respect Q&A etiquette – Please don’t repeat questions. The support team is working their way down the queue. Stick around for live Q&A at the end – Speakers will tackle more questions at the end, time- allowing. Head to the Success Community – More questions? Visit success.salesforce.com
- 6. #forcewebinar Agenda Salesforce1 Mobile App Overview Salesforce1 Mobile App Best Practices & Demos Real World Best Practices at Design Within Reach & Demo Resources to Get Started Q&A
- 7. #forcewebinar Salesforce1 Mobile App: Run Your Business on Your Phone Your AppExchange Apps Your CRM Your Custom Apps All your past investments... Feed First UI Notifications Platform Publisher Actions ...now in the future
- 8. #forcewebinar Salesforce1 Unifies the Salesforce Mobile Experience Chatter Mobile Feeds People & Groups Files Native experience Salesforce1 Mobile App Salesforce Touch CRM access Custom apps Agility of HTML5 Logger & Forcepad Sales productivity tools Task management Call logging Salesforce Classic CRM data Analytics Tasks & events Native phone features
- 9. Salesforce1 Mobile App Best Practices
- 10. #forcewebinar Salesforce1 Mobile App Best Practices 1.Put Yourself in Your Users Shoes 2.Get in the Mobile Mindset 3.Put What They Need at Their Fingertips 4.Make the App Feel Like Your Company 5.Measure Success & Gather Feedback
- 11. #forcewebinar 1. Put Yourself in Your Users Shoes Map Out Use Cases Before Configuration. What Desktop processes do your users NEED on Mobile? Access Information Enter Information VF & Custom Apps
- 12. #forcewebinar 2. Get into the Mobile Mindset Less is More – Essential fields – Really? – Limited real estate – “Above the fold” Think About “Clickability” – Buttons are easier to tap than links. Optimize for Page Performance – Images? Processes? Embedded charts? – Users are less patient on a mobile… Take some time think about your customizations and optimize them for mobile devices.
- 13. #forcewebinar 3. Put What They Need at Their Fingertips Create Publisher actions to help users get things done quickly Order the left navigation with the items they need most Compact Layouts Quick Tip! The item at the top of your left navigation is your users’ default landing page!
- 14. #forcewebinar 4. Make the App Feel Like Your Company to Increase Adoption Custom BrandingLanding Page Quick Tip! You can use your company icon as the publisher icon!
- 16. #forcewebinar 5. Measure Success & Gather Feedback Measure Salesforce1 Usage Among your Users! Salesforce1 User Login Report! Quick Tip! Create a User Login Report! Details here: http://sforce.co/1pWDp1 7.
- 17. #forcewebinar 5. Measure Success & Gather Feedback Salesforce1 Feedback Custom Action Chatter Group to Gather Feedback Ways to Gather Feedback
- 18. Demo: Create a Feedback Custom Action
- 19. Phil Maier Systems Analyst/Salesforce Admin
- 20. #forcewebinar • Founded in 1999 by Rob Forbes • 40 design studios in North America • 1 Distribution center in Hebron, KY • Associates leverage iPads for personalized selling • Account Executives connect & collaborate in order to advise commercial clients while on site DWR designs personalized customer interactions with Salesforce1 “The Salesforce1 Customer Platform helps us offer the kind of service that–like great design–never goes out of style.” John McPhee, COO, Design Within Reach
- 21. #forcewebinar Mapping out Mobile Use Cases for Design Within Reach’s Users Our users needed to: • Manage Approvals • Access sales orders • Check order status • Access dashboards • Collaborate with other employees • Access CRM records like cases & opportunities
- 22. #forcewebinar Design Within Reach’s Left Navigation
- 23. #forcewebinar Use Cases for Design Within Reach’s Users in Salesforce1 Access sales orders Check order status Access dashboards
- 24. #forcewebinar Use Cases for Design Within Reach’s Users in Salesforce1 Collaboration Approvals Access CRM records
- 25. #forcewebinar Configuring for Mobile at Design Within Reach Optimize Layouts for Desktop AND Mobile & Give Users the Most Important Information First
- 26. #forcewebinar Design Within Reach’s Visualforce Pages Made Mobile! • Identify Visualforce pages to make mobile: For Design Within Reach it was our Web Forms • Review security settings • Enable for Salesforce1
- 27. DEMO: Customizing Left Navigation & Enabling Visualforce Pages
- 28. #forcewebinar Salesforce1 Rollout at Design Within Reach • Start Small: Train a small group (Area Managers) for initial rollout • Gather feedback and ideas via a Chatter group from the initial users; build upon those ideas. • The Area Manager user group became advocates and super-users who could assist their teams with questions • After rollout to 200+ sales reps, we held 3 training sessions over 2 days, and continue to hold monthly training sessions • Provided training documents & on-demand training videos
- 29. #forcewebinar Survey Your feedback is crucial to the success of our webinar programs. Thank you! http://bit.ly/SF1MobileApp
- 30. #forcewebinar More Resources Salesforce1 in the Success Community Salesforce1 Mobile Resource Center bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources
- 31. #forcewebinar October 13-16, 2014 • San Francisco, CA $899 ADMIN & DEVELOPER DISCOUNT CODE: D14DVLPR #devzone
- 32. #forcewebinar
- 33. #forcewebinar Q&A If we don’t get to your question you can post them at: Salesforce1 Group in the Success Community: bit.ly/SuccessSalesforce1 Mike Gerholdt Salesforce Admin Evangelist Salesforce.com @mikegerholdt Phil Maier Systems Analyst Design Within Reach @dwr_tweets Kris Lande Salesforce1 Product Marketing salesforce.com @krislande
- 34. Thank you!