Salesforce1 for Developers
May 10, 2015
Salesforce1 for Developers
Speakers
Sandeep BhanotMobile Geek (both kinds)@cloudysan
Safe Harbor
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
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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-
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Introducing Salesforce1
All your past investments...
Drag and drop UI customization
Notifications Platform
Publisher Actions
...now in the future
Download Salesforce1 App today
All Your Customization
s
All Your Devices
All Your CRM
All Your Apps
https://yourinstance.salesforce.com/one/one.app
Chatter MobileFeedsPeople & GroupsFilesNative Experience
Salesforce ClassicCRM dataAnalyticsTasks & eventsNative phone features
Salesforce TouchCRM accessCustom apps
Agility of HTML5
Logger & ForcepadSales productivity
toolsTask management
Call logging
Unifying the Salesforce Mobile Experience
But is Salesforce1 an App or a Platform?
Its both
Salesforce1 Platform APIs
Salesforce1 App
Salesforce1 Platform Services
Force.com Heroku1ExactTarget
Fuel
Salesforce1 Platform – The Customer Platform behind the App
Lets take a quick look at Salesforce1 the App
Publisher Actions
Record Home
Notification Center
Navigation Menu
aka ‘Left Nav’
Feed first
Universal
Search
Record Detail
Record Feed and Related Info
Platform = endless ways to customize the app
Declarative and Programmatic tools to customize the Salesforce1 experience
Declarative tools for customizing the Salesforce1
App
Mobile Navigation (aka Left Nav)
Mobile Administration Mobile Navigation
Page and Compact Layouts
SObject Page Layout SObject Compact Layout
Publisher Actions
Publisher Actions
Global: Create Global Actions
Object Specific: SObject New Action
Page Layouts control which actions show in what order
Expanded Lookup
SObject Page Layout Expanded Lookup
Show additional info for Parent records
Programmatic tools for customizing the Salesforce1
App
Visualforce – Left Nav
Visualforce Pages in Left Nav
JavaScript navigation library available
sforce.one.navigateToSObject etc.
Visualforce – Publisher Actions
Visualforce Pages as Publisher Actions
(VF page needs to the extend Standard Controller for use with Object Specific
Publisher Actions)
JavaScript Pub-Sub library available to interact with the publisher
publisher.setValidForSubmit
publisher.post
publisher.close
Visualforce – Mobile Cards
Mobile Cards - Visualforce Pages on Record Detail
(VF page needs to the extend Standard Controller)
Visualforce in Salesforce1
<apex:page docType="html-5.0" …>
‘Available for Salesforce Mobile apps’ flag enabled
Developers are responsible for making the VF page ‘mobile ready’– Use a Responsive Design framework like Bootstrap or Mobile Design
templates
– Leverage touch and swipe events where appropriate
Use JavaScript Remoting/VF Remote Objects for better performance
Use HTML5 for device features like Geolocation and Camera access
Canvas Apps – Publisher Actions
Canvas apps as Publisher Actions(Need to include ‘Publisher’ as one of the locations in the Connected App settings)
JavaScript Pub-Sub library available to interact with the publisher
publisher.setupPanel
publisher.showPanel
publisher.setValidForSubmit
….
Canvas Apps - Feed
Canvas apps in the Feed(Need to include ‘Chatter Feed’ as one of
the locations in the Connected App settings)
Canvas Apps – Left Nav
Canvas apps in the Left Nav(Need to include ‘Mobile Nav’ as one of the
locations in the Connected App settings)
Flexi Pages
Flexi Pages – a collection of List Views and Publisher Actions that together define a particular ‘app’(For now, you need to define Flexi Pages in
Metadata XML and then add them via Workbench, IDE or Migration Tool)
Salesforce1 - The Bonus Tracks
Salesforce1 comes in two flavors
http://yourinstance.salesforce.com/one/one.app
Web version Hybrid version
The Salesforce1 Style Guide
http://sfdc-styleguide.herokuapp.com/
Salesforce1 Connected Apps
Manage and control which users/profiles use the Salesforce1 App
Configuring Smart Search in Salesforce1Pinning Objects in the Search results causes them to
show up at the top at the Recent section in Salesforce1
Notifications in Salesforce1
Notifications allow you to alert users when certain things happen using Salesforce1– In-app
– Push notifications
Things at currently (Spring ’14) trigger push notifications in the Hybrid App– Post to Chatter Profile
– Comment on your post
– @Mention
– Approval Request
– Task assignment
– Flagging an item as inappropriate
– Notifications from communities
Device Access in Salesforce1
PhoneGap/Cordova type device access is not available in the Salesforce1 app.
HOWEVER….
– Geolocation API
– <input type="file" accept="image/*"/> (for Camera access)
Salesforce1 Resources
Webinar: Intro to Salesforce1 Mobile App Development
Dreamforce Sessions – bit.ly/s1-df-sessions
Developer Guide – bit.ly/s1-dev-guide
Blogs:– 6 things you need to know: bit.ly/s1-6-things
– Mobile cards: bit.ly/s1-mobile-cards
– App Boogie Fever: bit.ly/s1-boogie
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