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PCE-Salesforce1MobileApp

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CarolEnLaNube

This document discusses building a mobile app using Salesforce1 that allows users to find local services. It proposes using custom objects like ServiceProvider, QuoteRequest, Quote and Order with relationships. Flexipages would house related records together in the UI. Chatter publisher actions and mobile cards are suggested for quick actions and extended lookups. Functionality like validations, notifications, and tasks could be enhanced. Communities could allow public use via self-registration and reviews. A demo of the app integrating Salesforce1 and Communities is proposed.

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Point, Click, Enhance the Salesforce1 Mobile App Principal Developer, Product Innovation at FinancialForce.com Force.com MVP @CarolEnLaNube
Imagine What would you need if? You are travelling May be you need a Hotel You are new in town and the door doesnt close May be you need a locksmith You are hungry May be you need a restaurant or would like to order food How many apps would you need? You forgot that today is your wifes birthday May be you need a flower shop Urgently!!
PCE-Salesforce1MobileApp
Custom Objects How ? Lets build it We will use: Custom Objects: ServiceProvider__c Main object QuoteRequest__c Master-Detail relationship to ServiceProvicer__c Quote__c Lookup relationship with ServiceProvider__c Order__c Lookup relationship to Quote__c Lookup relationship with ServiceProvider__c Review__c Master-Detail relationship with ServiceProvider__c
Custom Objects How ? Lets build itd We will use: Flexipage: Flexipages What is a Flexipage? Lets say by the moment that it is a handy container Why are we using a Flexipage? We would like to have within the same UI all the different Items related to Services or Restaurants or Have all the related objects - records together in one UI
Custom Objects How ? Lets build it We will use: Flexipage: Flexipages Where can we find them? Setup->Create->Tabs What could we have in a Flexipage? Filtered List views Recent Items Global Chatter Publisher Actions Flexipages will be only for mobile then what is a Flexipage? Metadata .flexipage
Custom Objects How ? Lets build it We will use: Flexipages
Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Chatter Publisher Actions: Groups: Global Object Specific Standard Publisher Actions Create Action - like create Service Provider Log a Call Action - allows the user to log customer interactions Update Actions - like update Order Custom Publisher Actions - Programmatic - think how implement in mobile!! DF 13 session: Practical Induction to Chatter Publisher Actions by @stephenwillcock Actions that you can Execute here and Now!
Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Chatter Publisher Actions: They are linked to Chatter, therefore in order to use them we need to enable them Mobile Desktop I love them!!
Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Mobile Cards Mobile cards: What are Mobile Cards? Basically it is a new section that will be render only in mobile What will this section contain? Extended Lookups Components Visualforce pages: they will display only if if Available for for Salesforce mobile apps checkbox is selected
Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Mobile Cards Some Code = Enhance Enhance: 1. - Some specific validations 2. - Send Notifications and Mentions to different users: ConnectApi.MentionSegmentInput 3. Create Tasks when Service provider has finish the work in order to made the payment and review the service. Task newTask 4.- Possibility to create your own UIs using VF + JS / JQuery / Sencha Touch/ Angular JS
and now How could I allow the people to use it? Using Communities!!! Self registration page to be able to join the community You can check the best reviews and search for what you need Imagine: S1 + Communities
Salesforce 1 Demo!! && Video Demo!
Links Salesforce1 for Visualforce Developers by @bob_buzzard Practical Induction to Chatter Publisher Actions by @stephenwillcock Visualforce in Salesforce1: Optimizing your User Interface for Mobile by @dcarroll and @metadaddy Salesforce1 Developer Guide Style Guide OneStarter by @joshbirk Schema package Community Example App: http://www.slideshare.net/CarolEnLaNube/point-clickenhance- thesalesforce1mobileapp
Salesforce 1 Q&A as I always say Easy questions please @CarolEnLaNube

More Related Content

PCE-Salesforce1MobileApp

  • 1. Point, Click, Enhance the Salesforce1 Mobile App Principal Developer, Product Innovation at FinancialForce.com Force.com MVP @CarolEnLaNube
  • 2. Imagine What would you need if? You are travelling May be you need a Hotel You are new in town and the door doesnt close May be you need a locksmith You are hungry May be you need a restaurant or would like to order food How many apps would you need? You forgot that today is your wifes birthday May be you need a flower shop Urgently!!
  • 4. Custom Objects How ? Lets build it We will use: Custom Objects: ServiceProvider__c Main object QuoteRequest__c Master-Detail relationship to ServiceProvicer__c Quote__c Lookup relationship with ServiceProvider__c Order__c Lookup relationship to Quote__c Lookup relationship with ServiceProvider__c Review__c Master-Detail relationship with ServiceProvider__c
  • 5. Custom Objects How ? Lets build itd We will use: Flexipage: Flexipages What is a Flexipage? Lets say by the moment that it is a handy container Why are we using a Flexipage? We would like to have within the same UI all the different Items related to Services or Restaurants or Have all the related objects - records together in one UI
  • 6. Custom Objects How ? Lets build it We will use: Flexipage: Flexipages Where can we find them? Setup->Create->Tabs What could we have in a Flexipage? Filtered List views Recent Items Global Chatter Publisher Actions Flexipages will be only for mobile then what is a Flexipage? Metadata .flexipage
  • 7. Custom Objects How ? Lets build it We will use: Flexipages
  • 8. Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Chatter Publisher Actions: Groups: Global Object Specific Standard Publisher Actions Create Action - like create Service Provider Log a Call Action - allows the user to log customer interactions Update Actions - like update Order Custom Publisher Actions - Programmatic - think how implement in mobile!! DF 13 session: Practical Induction to Chatter Publisher Actions by @stephenwillcock Actions that you can Execute here and Now!
  • 9. Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Chatter Publisher Actions: They are linked to Chatter, therefore in order to use them we need to enable them Mobile Desktop I love them!!
  • 10. Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Mobile Cards Mobile cards: What are Mobile Cards? Basically it is a new section that will be render only in mobile What will this section contain? Extended Lookups Components Visualforce pages: they will display only if if Available for for Salesforce mobile apps checkbox is selected
  • 11. Custom Objects How ? Lets build it We will use: Flexipages Quick Actions Mobile Cards Some Code = Enhance Enhance: 1. - Some specific validations 2. - Send Notifications and Mentions to different users: ConnectApi.MentionSegmentInput 3. Create Tasks when Service provider has finish the work in order to made the payment and review the service. Task newTask 4.- Possibility to create your own UIs using VF + JS / JQuery / Sencha Touch/ Angular JS
  • 12. and now How could I allow the people to use it? Using Communities!!! Self registration page to be able to join the community You can check the best reviews and search for what you need Imagine: S1 + Communities
  • 14. Links Salesforce1 for Visualforce Developers by @bob_buzzard Practical Induction to Chatter Publisher Actions by @stephenwillcock Visualforce in Salesforce1: Optimizing your User Interface for Mobile by @dcarroll and @metadaddy Salesforce1 Developer Guide Style Guide OneStarter by @joshbirk Schema package Community Example App: http://www.slideshare.net/CarolEnLaNube/point-clickenhance- thesalesforce1mobileapp
  • 15. Salesforce 1 Q&A as I always say Easy questions please @CarolEnLaNube

Editor's Notes

  • #2: Make sure this is going to be an example app of s1
  • #3: Play music itself
  • #7: Move order for flexipages -aaps
  • #12: The user that gets the quote is not allowed to change the price received The order record is only updatable by the Service owner If the service provider has orders cant be deleted Etc. = new Task( Description = taskDescription, Priority = taskPriority, Status = taskStatus, Subject = taskSubject, IsReminderSet = true, ReminderDateTime = System.now(),ownerId = owner);