Building Killer Force'com Platform Apps for Mobile Devices

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Building Killer Force.com Platform Apps for
Mobile Devices
Track Tour de Force Mastering the Force.com
Platform

• Jeremy McDaniel, Shaw Industries
• Larry Robinson, salesforce.com
• Paolo Bergamo, salesforce.com

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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 including but not limited to
statements concerning the potential market for
our existing service offerings and future
offerings. All of our forward looking statements
involve 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. The risks and uncertainties
referred to above include - but are not limited
to - risks associated with possible fluctuations
in our operating results and cash flows, rate of
growth and anticipated revenue run rate, errors,
interruptions or delays in our service or our Web
hosting, our new business model, our history of
operating losses, the possibility that we will
not remain profitable, breach of our security
measures, 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 service, customer and partner acceptance
of the AppExchange, successful customer
deployment and utilization of our services,
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. These documents are
available on the SEC Filings section of the
Investor Information section of our website at
www.salesforce.com/investor. 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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Session Objectives

• Demonstrate the ease and power of building
  applications for Mobile users.
• Show you how to build mobile applications that
  provide value to your business.
• Challenge you to try it!
• Not covering Salesforce Mobile basics

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Jeremy McDaniel Marketing Technologies
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All About Shaw Industries Group, Inc
Floor Covering Manufacturer Shaw is the worlds
largest floor covering manufacturer located in
Dalton, GA, the carpet capitol of the world. Shaw
uses Salesforce.com in its commercial sales
division.

• INDUSTRY Manufacturing
• EMPLOYEES 35,000
• GEOGRAPHY Global
• USERS / Mobile 500 / 400
• PRODUCT(S) IN USE SFA, Salesforce Mobile,
  Service Support, 3 downloaded AppExchange
  applications, 7 custom objects

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Using Salesforce Mobile

• Accounts and Contacts
• Log Calls, Emails, and Events
• Product Specifications and Pricing
• User Search
• Custom Objects I Quotes
• Quotes are strictly viewable only
• Hope to begin using Visualforce for Mobile for
  Quoting functions

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New Objective Sample Placements

• Find a Way to Track Sample Folders
• 30,000,000 Dollars Spent on Carpet Samples LY!
• Who Has Our Samples?
• Are Our Samples Producing?
• Are We Placing Samples Intelligently?

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Requirements

• Must Be Quick and Easy to Learn
• No additional strain on the sales teams customer
  facing time
• Must Work on Salesforce Mobile
• Have a Way to Display a Sample Library
• Possible on Salesforce CRM
• Ability to Compare Order Data
• What Samples Folders are Producing
• Fast Rollout
• Needed ability to start tracking samples with our
  newest product introduction

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How We Went About Achieving the Objectives

• Created 2 new objects. Placements and Product
  Folders
• Tested With Small Pilot Group
• First test was with Salesforce CRM only
• Added to Mobile Profile
• Additional test with pilot group
• Added to ALL Mobile Profiles
• Sent a One Page Training Document to Sales Team

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One Page Training Document
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The Results of the Efforts

• Now Have a Good Idea of Sample Diversity
• Added Customer Facing Time!
• New Ability to Find Sample Folders in the Market
  Place
• Need a Sample NOW? Go directly to it.
• Marketing Can Better Determine What Folders are
  Producing
• Marketing Has More Control Over How Many Samples
  a Sales Person Has
• Has the Sales Person placed the last 10 they
  ordered?
• Design to Deployment took 1 Week!!
• Developed in Salesforce CRM and was able to turn
  on to the mobile with ease.

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Quotes From Our Sales Team

• It took me less than 60 seconds to learn how to
  use it and even less time to register two folders
  for one account. THIS IS INSANE !!!!
• What a great way to get new sales people into
  an AD FirmI think this is a great way for
  Product Development to get a better handle on
  types of products being specified
• What a great way to get new sales people into an
  AD firm that they are not familiar with.
• I think this would allow our Product Development
  people to get a better handle on the types of
  products that are being specified.
• now with the placement tab on my Treo, this is
  much easier. You do not have to Hot Sync in
  order for these to go into Salesforce CRM on your
  home computer, it automatically does it in the
  field...this is huge!

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The Next Steps for Shaw Using Salesforce Mobile

• Preventing Certain Users from Creating Records
  via Mobile
• Want to Create Quotes on Mobile
• Visualforce?
• Related List View Customization
• Dashboards for Mobile
• Web Tabs

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My Top Recommendations to You

• Identify a Challenge Within Your Organization
• Keep it Simple, Keep it Easy
• Always Think About Reporting
• What Kind of Reports will my Sales Team Require?
• My Sales Management?
• Develop for Everyone
• Talk about the Payback to the Rep
• Use a Well Respected and Seasoned Sales Rep for
  Pilot

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Larry Robinson Product Management
Paolo Bergamo Product Management
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Overview

• Introducing the Mobile Administration Console
• Mobilize Custom Applications
• Fine tune mobile layouts
• Revise Application access
• Configure top level tabs
• Extend with Visualforce Mobile pages

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Introducing the MAC
Configuration Properties
Assigned Users and profiles
Mobilized Objects and Data Sets
Mobile Application Builder!
Mobile Object Properties and layouts
Mobile Tab Management
Custom Mobile Views
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Mobilize Custom Applications

• Mobilize the Objects
• Decide what core objects will form part of the
  Mobile Application
• Add them to the Data Set
• Choose the appropriate Filter If any be smart
• Add all related objects to complete the picture
• Object appear as if by magic

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Fine Tune Mobile Layouts

• Mobile Layouts
• Automatic from page layout by tab order
• Filter out additional fields that are not
  absolutely necessary
• Create an efficient mobile experience

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Revise Application Access

• Review CRUD filters
• What works online may not work mobile
• Remove any access that is not appropriate
• Mobile Client automatically removes those
  functions from menus so they are just not
  available
• Extend validation rules, workflow and use
  triggers to augment mobile

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Configure Top Level Tabs

• Decide what Tabs are necessary
• Expose or hide tabs to make best use of Mobile
  screen space

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Create Visualforce Mobile Pages

• Build suitable Visualforce Page for Mobile device
• Mark as mobile ready
• Expose in mobile config

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Create Mobile Web Tabs

• Build suitable Web Tab for Mobile device
• Mark as mobile ready
• Expose in mobile config

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Visualforce Mobile Considerations and Ideas

• Mobile Browser is very capable.
• It is GPS location aware
• It has access to files and pictures
• Same flexibility as Visualforce pages
• Need a special wizard? This is the solution for
  you
• Ideas
• Find local leads based on GPS location

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Web Tabs and the power of an Internal Connection

• Web Tabs a link to any website. Even internal!
• Blackberry is virtually connected to the Intranet
• Ideas
• Logging an IT ticket via a simple internal page
• Giving quick access to corporate news.

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Mobile Visualforce Example

• Use case
• A field service engineer visits a site and writes
  a description about the visit.
• Implementation
• A form for a Service Visit retrieves the GPS
  location automatically.

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The Code

• ltapexpage controller"serviceController"
  showHeader"false" setup"true"
  standardStylesheets"false" id"ServiceForm"gt
• ltapexform id"form"gt
• ltapexpageBlock id"block"gt
• Service Name ltbr /gt ltapexinputField
  value"!service.name" /gtltbr /gt
• Service Description ltbr /gt
  ltapexinputField value"!service.description__c"
  /gtltbr /gt
• Longitude ltapexinputField
  value"!service.longitude__c" id"longitude" /gt
  ltbr /gt
• Latitude ltapexinputField
  value"!service.latitude__c" id"latitude" /gt
  ltbr /gt
• ltapexcommandButton action"!save"
  value"Save!" /gt
• lt/apexpageBlockgt
• lt/apexformgt
• ltscriptgt
• if( window.blackberry blackberry.location.G
  PSSupported)
• blackberry.location.setAidMode(2)
• document.getElementById('!Component.form
  .block.longitude').value blackberry.location.lo
  ngitude
• document.getElementById('!Component.form
  .block.latitude').value blackberry.location.lat
  itude
• else
• document.write("This Device doesn't
  support the Blackberry Location API")
• lt/scriptgt

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The Future is Here Apply what youve learned

• Mobile Applications can be easily built and
  deployed with point and click customization try
  it!
• Use Workflow, Triggers and Validation Rules to
  augment and extend basic mobile applications
• Extend any application via carefully constructed
  Visualforce pages
• Access external systems
• Access device functions GPS, Photos, Scanners

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QUESTION ANSWER SESSION
Larry Robinson
Product Management
Paolo Bergamo
Product Management
Jeremy McDaniel
Marketing Technologies
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Customer Hero Jeremy W. McDaniel
Rick Gondon, Commercial Sales Executive Says I
cant say enough good things and how
Salesforce.com changed the way I go to market and
changed my lifewhat a blessingand I cannot
comprehend how I did my job without itwhat a way
to move into 08 having all this information at
out fingertips.
Famed Statistics 98 Login Rate 28 Custom
Tabs/Objects 7 Custom Objects 58 Custom S-Controls
Jeremy McDaniel Shaw Industries, Inc. Marketing
Manager, Salesforce.com Administrator
Copy Your Company Logo Here
Sessions Tour de Force Track Mastering the
Force.com Platform Building Killer Force.com
Platform Apps for Mobile Devices