Using Salesforce1 to Manage Your Salesforce Org
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As a project manager, I want to be able to capture requirements from stakeholders in the field using the Salesforce1 mobile app. The speaker demonstrates a custom Salesforce1 mobile app that allows users to create user stories for project requests directly in the mobile app. The app utilizes a custom object to store user stories and publisher actions to automatically populate fields using formulas. This provides an easy way to capture requirements in a structured format from any mobile device.
Using Salesforce1 to Manage Your Salesforce Org
- 1. Using Salesforce1 to Manage Your Salesforce Org
- 2. #forcewebinar Kris Lande Salesforce1 Product Marketing salesforce.com @krislande Gillian Madill Salesforce Admin Programs Salesforce.com @gmadill Steve Williams Salesforce Consultant BigKite Consulting @MrSteve_W Speakers
- 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! #awesomeadmin/ #forcewebinar ButtonClick Admins +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 Overview of User Story Salesforce1 App – User Story App Demo – How to Build the App Using Default Text with Formulas What’s Next? Resources to Get Started Q&A
- 7. #forcewebinar Flagship Salesforce1 Mobile App OneApp. Infinite Possibilities. Brings Your Apps Forward Brings Your Customizations Forward Works Seamlessly Across Your Mobile Devices
- 8. #forcewebinar Your Custom Apps Your CRM Your AppExchange Apps Overview of the Salesforce1 MobileApp Feed-First UI Notifications Platform Action Bar
- 9. #forcewebinar Custom Apps 4M+ companies using the Salesforce1 Mobile app 84K Last Year We Introduced Salesforce1 ISV Apps + 300
- 10. #forcewebinar Steve Williams Salesforce Consultant BigKite Consulting
- 11. #forcewebinar Founded by ex-Salesforce.com Expert Services with 4 years of experience, BigKite Consulting has quickly become Canada’s #1 Rated Partner by Customers. Our team is comprised of certified experts in all Salesforce.com instances. • Employees: 28+ • Resources: 20+ of Sales and Service Cloud Consultants and Force.com Developers • Experience: 300+ Implementations within the Financial Services, High Tech, Manufacturing and Life Sciences Industries • Expertise: Salesforce.com Implementation, Business Process Consulting, Development, Data Service (Integration/Migration), Training, Administrative Support • Customer Success Focus: 9.3/10 – 124+ Projects Surveyed • Customer Feedback: 36+ Five-Star Reviews (Most of Any Canadian Partner) Our Run Down CertifiedSince2010 Toronto(HQ)•Vancouver• Ottawa•Montreal
- 12. #forcewebinar What is a User Story? Capture Requirements by focusing on Business Needs As a <type of user>, I want <some goal> so that <some reason> Alter the Request Narrative no more “I just need these 2 fields added” First Person Encourages Ownership Leverage your Salesforce Knowledge and Expertise Designing Solutions Begins the Solution Conversation
- 13. #forcewebinar The App Why I Built it – Drive stakeholders to the User Story Format – Unhappy with Output of Existing Request Management App – More structure by formatting requests – Needs instead of Requirements – Admin on the Go – Capture of Business Needs anytime, anywhere
- 15. #forcewebinar The App What is the Recipe – An existing Request Management Object – A new custom object for User Stories – A Publisher Action – The Secret Sauce
- 16. #forcewebinar The User Story Custom Object Single field for narrative to meet output requirements – Alternative is a field for each story segment Master Detail to Project Parent Object Stakeholder User Lookup and Formula Can be extended to document and execute testing
- 18. #forcewebinar Building the Action Target Object Depends on Relationships Keep the Label Short You can also customize your icon
- 19. #forcewebinar Building the Action The Layout – Familiar User Experience, just like Page Layout Editor – I prefer a single column since we are working with large text areas – Save button is always visible in Salesforce1 – Consider keeping it short if you will use it via the browser
- 20. #forcewebinar The Finishing Touches Deploying your new Publisher Action – Update the Parent Record Page Layout to add the new Publisher Action
- 21. #forcewebinar Publisher Actions The Secret Sauce – Incredibly powerful tool for enabling micro-transactions – Use Formulas that reference the source record to set default field values!!! – Makes simple updates literally simple – Now available on Mobile App without Activating Chatter
- 22. #forcewebinar iPad Demo: Default Text with Formulas
- 23. #forcewebinar Publisher Actions Setting Default Field Values Automagically with Formulas
- 24. #forcewebinar What Comes Next Extend the App within Salesforce – Download the slides for configuration details – Extend the App to cover UAT execution by adding fields • Assign in Salesforce via Test User field for single tester • Export to Excel for Test Execution by multiple testers
- 25. #forcewebinar Survey Your feedback is crucial to the success of our webinar programs. Thank you! http://bit.ly/UsingSF1org
- 26. #forcewebinar Admin Rollout Guide salesforce.com/mobile Success Community bit.ly/SuccessSalesforce1 Resources to Get Started buttonclickadmin.com
- 29. #forcewebinar The User Story Custom Object The Key Fields – A Master Detail relationship to the existing Project/Request Object • Add a Roll Up Summary Count of User Stories to this Parent Object – The Narrative: (Long Text Area) This is the User Story. • I used one field to satisfy an Excel output Requirement • Use separate fields if it is a better fit for your needs – As A – I Want To – So That
- 30. #forcewebinar The User Story Custom Object The Key Fields – Sequence: (Text) Used for situations where there are multiple user stories for a request • Will automagically count up for each new User Story – Stakeholder: (Lookup – User) The user who is the business owner of the request – Am I the Stakeholder: (Formula – Number) used to facilitate List View and Report Filters. • IF( $User.Id = Stakeholder__r.Id , 1, 0) – Returns 1 if the running user is the user in the Stakeholder field
- 31. #forcewebinar The User Story Custom Object Additional Detail Fields – Working with the User Story – Assumptions: (Long Text Area) As you discuss and clarify the User Story this field is used to track any required assumptions • I like to add default text to prompt the user to use a numbering scheme • *Insert screen shot of default text* • "1"&"." & BR()& BR()& • "2"&"." & BR()& BR()& • "3"&".“ – Basic Flow: (Long Text Area) The sequence of steps the user will take achieve the result from the narrative. • Again, add default text formula if you want to use a numbering scheme, looks nice when output to an excel document
- 32. #forcewebinar Publisher Actions Setting Default Field Values Automagically with Formulas – User Story Name: Concatenate the Project Name and a Counter • *Insert screen shot of field Settings • Project__c.Name & "-US" & IF( Project__c.User_Story_Count__c < 10, "0" & TEXT(Project__c.User_Story_Count__c + 1), TEXT(Project__c.User_Story_Count__c + 1) ) – Narrative: • *Insert Screen Shot of field settings • "As a "&BR()&BR()& "I Want To "&BR()&BR()& "So That "
- 33. #forcewebinar Publisher Actions Setting Default Field Values Automagically with Formulas – Basic Flow & Assumptions: Add some initial numbering to guide the format • I did this specifically to support a clean excel output • *Insert Screen Shot of field settings • "1"&"." & BR()& BR()& "2"&"." & BR()& BR()& "3"&".“ – Sequence • This is our counter and leverages the roll up summary field mentioned earlier • *Insert Screen Shot of field settings • IF( Project__c.User_Story_Count__c < 10, "0" & TEXT(Project__c.User_Story_Count__c + 1), TEXT(Project__c.User_Story_Count__c + 1) )
- 34. #forcewebinar
Editor's Notes
- #8: We know that customer success and innovation have no finish line, and we’ve been pushing hard on the Salesforce1 mobile app. It’s now faster than ever to deploy those Lightning apps to the new Salesforce1 app, featuring an all new UI, optimized to get your work done even faster and a new Tablet experience designed from the ground up to take advantage of the additional real-estate. One of our customer’s favorite parts of Salesforce1 is how they can customize it to match the needs of their company, and with Lightning, that is easier than ever to do.
- #9: Name | Role | Excited | New Features But first, a quick overview: Salesforce1 is our flagship mobile app, launched at DF just under a year ago. It’s a free mobile app available in the iTunes and Google Play Stores. With Salesforce1, we envisioned creating a MOBILE WINDOW into Salesforce. And that’s exactly what this is. As you can see, you have all of your existing investments – core CRM data, your AppExchange Apps, and even your Custom Apps – all brought within the Salesforce1 Container, out of the box. It’s all wrapped in a modern, feed-first UI with a notifications platform and publisher action (which we will talk about shortly) which really helps you take action and move business forward.
- #10: Last year we unveiled the new Salesforce1 Platform & Mobile App at Dreamforce. With Salesforce1 - we wanted to make it easy for you to not only build mobile apps, but also run your business from your phone with the Salesforce1 Mobile App. We introduced 10x more API’s to help you connect Salesforce to products & devices - and what a year it’s been! We’ve seen you build over 4M apps and we’ve seen over 60k companies using the Salesforce1 Mobile App.
- #27: ----- Meeting Notes (12/17/14 13:59) ----- Take you step by step how to do these things