Mobile AppExchange in the Field

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Mobile AppExchange in the Field
Track New AppExchange Developer

• Gina Davis, AppExchange Mobile Business Unit
• Salesforce.com

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Todays Agenda
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Safe Harbor Statement

• Safe harbor statement under the Private
  Securities Litigation Reform Act of 1995 This
  presentation may contain forward-looking
  statements the achievement of which involves
  risks, uncertainties and assumptions. If any such
  risks or uncertainties materialize or if any of
  the assumptions proves incorrect, our results
  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
  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 the integration of Sendia
  Corporations technology, operations,
  infrastructure and personnel with ours
  unexpected costs or delays incurred in
  integrating Sendia with salesforce.com, which
  could adversely affect our operating results and
  rate of growth any unknown errors or limitations
  in the Sendia technology any third party
  intellectual property claims arising from the
  Sendia technology customer and partner
  acceptance and deployment of the AppExchange and
  AppExchange Mobile platforms interruptions or
  delays in our service or our Web hosting our new
  business model breach of our security measures
  possible fluctuations in our operating results
  and rate of growth the emerging market in which
  we operate our relatively limited operating
  history our ability to hire, retain and motivate
  our employees and manage our growth competition
  our ability to continue to release and gain
  customer acceptance of new and improved versions
  of our CRM service unanticipated changes in our
  effective tax rate fluctuations in the number of
  shares outstanding the price of such shares
  foreign currency exchange rates and interest
  rates.
• Further information on these and other factors
  that could affect our financial results is
  included in the reports on Forms 10-K, 10-Q and
  8-K and in other filings we make with the
  Securities and Exchange Commission from time to
  time, including our Form 10-K for the fiscal year
  ended January 31, 2006. These documents are
  available on the SEC Filings section of the
  Investor Information section of our website at
  www.salesforce.com/investor.
• Any unreleased services or features referenced in
  this or other 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 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, except as required by
  law.

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Platform
Deliver Everywhere
Create Publish
Secure Scalable
Mobile
ISV Standards
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Directory

• Event Management
• Expense Management
• Human Resource Management
• Order Management
• Market Research
• Product Management
• Recruiting
• Reseller Certification
• Return Authorization
• Quote Management
• Price Management
• Account Management
• Employee Performance Management
• Vacation Requests
• Document Management
• Many others

• Real Estate
• Healthcare
• Financial Budgeting
• Lead Finder
• Data Quality
• Bug Tracking
• Channel Fund Management
• Financial Management
• Channel Planning
• Channel Rebates
• Campaign Management
• Education
• Conference Management
• Sales Compensation Management
• Sales Methodology
• Credit Management

Over 60 Mobile Apps Available Today!
AppExchange Mobile-Ready
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Mobilizing All Customer Applications
Every customer-built object is mobile-ready
today!
37,000
60
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Salesforce CRM
AppExchange Applications
Customer Applications and Objects
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Supported Devices

• AppExchange Mobile currently supports a number of
  handheld devices including
• RIM BlackBerry (color models)
• Palm Treo 600, 650 and 700p
• Also Launching Winter 07
• Windows Mobile 5!

• Contact your salesforce.com technical support
  representative to see if your handheld device
  model is supported

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Platform

• AppExchange Mobile is an intelligent mobile
  client solution
• Instant access to information
• No dependency on wireless coverage
• Simple intuitive UI
• All natively built AppExchange applications can
  be enabled as mobile applications
• Custom objects
• Custom fields
• Custom tabs
• HTTP fields included in page layouts enable links
  to external functionality

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Platform Architecture

• How does it work?

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Whats Not Ready

• Currently unsupported AppExchange platform
  functionality
• Custom links
• s-Controls
• File attachments

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Building A Mobile App Things to Consider

• Mobile applications are not full replicas of
  their wire line counterparts they are
  extensions
• Streamline layouts and functionality
• Intensive business logic should reside
  server-side
• Limited processing capability
• Limited input capability
• Strict memory constraints
• Mobile users do not work with mobile applications
  in the same way
• Small handheld device screens
• Less focused attention
• Performance expectations extremely high

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Building a Mobile Application

• Use AppExchange developer tools to implement the
  application data model and business logic
• Workflow and business logic triggered by the API
  works with AppExchange Mobile
• Modify page layout design as needed
• Salesforce twisties are beneficial in a mobile
  application
• Define the AppExchange Mobile profile for the
  application
• Streamline page layouts
• Implement data filters
• Design custom views
• Test in a mobile simulator environment
• Identify potential problems
• Iterate on profile implementation
• Deploy!

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Building Mobile Profiles

• The Profile Overview includes sections for
  building the components of mobile profile
• Edit tabs, page layouts, filters and custom views
  from this screen
• Functionality by section
• Entity Properties Configure tab order, name
  and visibility
• Entity Fields Streamline page layouts
• Entity Filters Create filters to define limit
  the mobile dataset
• Entity Customized Views Create custom views
  for quick sorting and navigation

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Product Demonstration

• Taking a look at the salesforce.com Expense
  Tracker Application gone mobile

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Console SSO Winter 07
Access the AppExchange Mobile through an
AppExchange Application package
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Leahanne Merritt
Manager, CRM
Leahanne.Merritt_at_phh.com
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PHH Arval

• Leading fleet management company
• North American sales force
• Global business
• Partners in Mexico, Japan, Europe, Africa
• 3 separate business units
• USA
• Canada
• PHH FirstFleet

INDUSTRY Transportation
EMPLOYEES 1,300
GEOGRAPHY North American
USERS 310
PRODUCT(S) USED Unlimited Edition AppExchange
Mobile 20 Custom Tabs
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The AppExchange Solution

• Challenge
• Integration with home-grown back-end systems is
  critical to the proposal process
• Current process based on an Old-school ways of
  doing things
• Handshake and rubber stamp method
• Solution
• Customized Salesforce Accounts, Contacts,
  Opportunities and Activities to work with current
  business process
• Built 5 custom objects to integrate Salesforce
  with the proposal process
• 3 custom objects related to Salesforce
  Opportunities
• 2 custom object related to Salesforce Accounts

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Key Pieces - Proposal Process Implementation

• Formal credit approval
• Added on to the opportunity
• Equipment line items
• Lease structure
• Financing
• Terms
• Make/Model/Year
• Proposal Structure
• Proposal Status Tracking
• 200 Custom Fields

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The Mobile Strategy

• Proposal processing is critical to our business
  process and salesperson success
• Mobile application required to provide the
  solution to a highly mobile sales force
• Took the minimalist approach to mobile
  application design
• Business process reviews
• Determine what mobile professionals really need
  to see
• Qualified mobile application must-haves v.
  nice-to-haves
• Realistic expectation setting
• BlackBerry is not a PC
• Usability testing

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Building the Mobile Application

• Designed 12 mobile application definitions for
  differing business units and job roles
• Sales
• Service
• Finance
• Marketing
• Leadership
• Implemented mobile application definitions using
  AppExchange Mobile profiles and Advance Entity
  Filters
• No programming experience
• No custom code required
• 9 implemented 3 remaining
• Challenging, but enlisted salesforce.com
  assistance

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PHH Arval Mobile Profile (example)

• 4 custom objects included in this profile
• Custom objects do not have tabs
• Custom object data is filtered based on
  relationship to Opportunities and Accounts
• SOQL and AppExchange Mobile macros used to
  implement filters
• Page layouts are not modified
• For custom objects
• No custom views included

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The Results

• Benefits
• New process replaces traditional paper forms
• Record is initiated in salesforce.com
• Workflow to ensure real-time data receipt
• Enables simultaneous business action
• Credit approval
• Name verification
• Proposal creation
• Potential Pitfalls
• Need for real-time data updates
• 20 min sync cycle from web application to device
• Workflow email notifications
• Link does not work on BB device
• AppExchange Mobile is a supplement
• Not a replacement for the web application

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Work Order Management w/

• Leaverage to build additional logic into
  your mobile application!

• Infinite Peripherals extends the AppExchange
  Mobile platform with barcode scanner support
• Apex code provides additional business logic to
  the mobile application
• Quickly capture information in the field

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Mapping Mash-ups

• Reasearch in Motion introduces mapping in their
  new 4.2 OS BlackBerry devices
• AppExchange Mobile is the first to integrate with
  RIM maps
• Integration with Accounts, Contacts and leads
  provides a link into RIM mapping technology

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Mapping Mash-ups w/

• Tierravision offers full Location Based Services
  (LBS) for mobile devices
• Locator supports RIM BlackBerry, Palm Treo and
  Windows Mobile devices
• Integration with AppExchange Mobile Contacts,
  Accounts and Leads is a link to mapping and GPS
  capabilities

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QUESTION ANSWER SESSION
Leahanne Merritt
Manager, CRM
Gina Davis
Director, Product Strategy
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Thank You!