Top Banner
Point, Click, Enhance the Salesforce1 Mobile App Principal Developer, Product Innovation at FinancialForce.com Force.com MVP @CarolEnLaNube
15
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript

Colors/Artwork (delete this slide when done)

Point, Click, Enhance the Salesforce1 Mobile App

Principal Developer, Product Innovation at FinancialForce.com Force.com MVP@CarolEnLaNube

Make sure this is going to be an example app of s1

1

Imagine

What would you need if?You are travelling May be you need a HotelYou are new in town and the door doesnt close May be you need a locksmithYou 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!!

Play music itself

2

Custom Objects

How ? Lets build it

We will use:

Custom Objects:

ServiceProvider__c Main objectQuoteRequest__cMaster-Detail relationship to ServiceProvicer__cQuote__cLookup relationship with ServiceProvider__cOrder__cLookup relationship to Quote__cLookup relationship with ServiceProvider__cReview__cMaster-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 ItemsGlobal Chatter Publisher Actions

Flexipages will be only for mobile

then what is a Flexipage? Metadata .flexipage

Move order for flexipages -aaps

6

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:GlobalObject Specific

Standard Publisher ActionsCreate Action - like create Service ProviderLog a Call Action - allows the user to log customer interactionsUpdate 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 MobileDesktop

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 LookupsComponentsVisualforce 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

The user that gets the quote is not allowed to change the price receivedThe order record is only updatable by the Service ownerIf the service provider has orders cant be deletedEtc.

= new Task( Description = taskDescription, Priority = taskPriority, Status = taskStatus, Subject = taskSubject, IsReminderSet = true, ReminderDateTime = System.now(),ownerId = owner);

11

and now

How could I allow the people to use it?

Using Communities!!!

Self registration page to be able to join the communityYou can check the best reviews and search for what you need

Imagine: S1 + Communities

Salesforce1

Demo!! && Video Demo!

Links

Salesforce1 for Visualforce Developers by @bob_buzzardPractical Induction to Chatter Publisher Actions by @stephenwillcockVisualforce in Salesforce1: Optimizing your User Interface for Mobile by @dcarroll and @metadaddy Salesforce1 Developer Guide Style GuideOneStarter by @joshbirkSchema package Community Example App: http://www.slideshare.net/CarolEnLaNube/point-clickenhance-thesalesforce1mobileapp

Salesforce1

Q&A as I always say Easy questions please

@CarolEnLaNube

Beatles (John Lennon) - Imagine All The People

John Lennon

, track 1

Other

183180.67