3 Experts Share Tips for Salesforce1 Mobile Apps Thursday, 8/21/2014 Presented by Jennifer Hersom Product Marketing Manager, AppExchange

Our 3 experts:

Gordon Derk President

AccountAbility Solutions, Inc.

Shaun McInerney President and Co-Founder

AscentERP

Wyndham Hudson Product Manager NewVoiceMedia

Speakers:

Today you will learn…

How to grow your business with a Salesforce1 mobile app

How to build and sell a successful app from 3 top partners

Find out how to get started building your Salesforce1 mobile app

Plus! Ask live questions to our partner-experts

Mobile is important.

For your users More users will get online via a mobile device than a PC in 2 years -IDC

Mobile will be the top competitive strategy for 84% of CIOs by 2017

-IBM

Mobile will be the “beating heart” of your strategy -Forrester

90% of enterprise apps will be mobile by 2017 -Gartner

There is a $1 trillion mobile opportunity -Gartner

For your strategy

Users check a mobile device every 6 seconds -Nokia

Build a mobile app, fast with Salesforce1

We give you the tools to seize this opportunity Build a Salesforce1 mobile app

Build an app, fast

Focus on what users

want

Ride the wave to

Dreamforce

We provide the mobile development tools

•  Mobile & Desktop Browser, iOS, Android, Blackberry, Windows Phone (coming soon), Good Technology (MDM)

The Salesforce1 Platform = Cloud offerings, AppExchange

+ Salesforce1 Mobile App + APIs

+ Platform Services

bit.ly/S1Apple

bit.ly/S1Play

The Salesforce1 Mobile App Get it today!

Build a mobile app, fast. Build your company faster.

100,000+ companies use Salesforce

Our users are flocking to the Salesforce1 mobile app

Your Salesforce1 mobile app is deeply integrated into the user’s experience

Build once, deploy to iOS, Android (Windows Mobile coming soon)

Use our drag and drop interface or do custom development

Every Salesforce instance is already mobile

Quickly build a mobile app Sell your app to our customers

Any page built in Salesforce is already mobile

/one/one.app

In Salesforce, remove every after the first “/” in the URL Add /one/one.app E.g. https://na10.salesforce.com/afasdlkjflskdfjerj=32 Type: https://na10.salesforce.com/one/one.app

Build an mobile-optimized use cases

Pick one or two mobile-optimized use cases Think “micro-moments” Continue to iterate based on user feedback

Let the power of the Salesforce marketing machine work for you

Salesforce1 partners and apps are everywhere at Dreamforce

MOBILE READY

And now, the experts

Gordon Derk President, AccountAbility Solutions, Inc.

Equipment Tracking Application; linked to User, Contact, Account & Opportunity

Use Case Story •  IT Management & Technical Sales •  Demonstration & Internal Inventories

•  Use Case:

A typical customer has equipment that moves between; employees, prospects and customers. This equipment is assigned to a record and may be reserved and loaned. Grab GPS co-ordinates during action entry.

•  Select the Equipment Object and appropriate record.

Elton

•  Select the Equipment Object and appropriate record.

•  Swipe Left to see related data

•  Map of Last Assigned and Loaned location (GPS co-ordinates of device)

•  Equipment Loans

•  Equipment Reservations

•  Equipment Assignments

•  Equipment Counts

•  Equipment Maintenance

Elton

Elton •  With the Equipment record selected •  Tap the publisher Icon to show possible actions;

•  Assign

•  Loan

•  Reserve

•  Return

Elton •  Assign VisualForce page is displayed

•  We chose to use a collapsible UI to accommodate the data required and a wizard like look & feel.

Elton •  User works through each section (2-4 depending on the Action)

•  Selects Type of Object; •  User, Contact, Account or Opportunity

•  Uses search or recently viewed •  Selects record to use for new assignment

Elton •  Enters data to finish assignment •  Can open/collapse sections as required

•  Uses native date pickers

•  Click Submit to save

Search ELTON on AppExchange

If you have evaluation, demonstration, samples, loaners, assets or tools then ELTON is for you. It allows you to request, reserve, loan or assign equipment to Users, Contacts, Accounts or Opportunities.

Elton - Salesforce1 mobile app on the AppExchange

Never lose equipment again! Get It Now on the AppExchange > bit.ly/s1elton

.

Shaun McInerney President and Co-Founder, AscentERP

60 second demo of AscentERP by Shaun McInerney, President and Co-Founder, AscentERP

Getting Started Instructions

Any licensed AscentERP user has access to AscentERP through the

Salesforce1. Many of our mobile features start from

a Sales Order, so we sort Sales Orders first.

•  After clicking the S/O tab, the filter can set all the open, partial opens or hot sales orders in a descending order of importance.

•  We always want to pick the hot overnight orders first.

AscentERP

AscentERP •  Warehouse personnel can access

the AscentERP mobile menu from individual sales orders

•  The Mobile menu is an order by order solution.

From the desktop we can perform bulk pick, pack and printing of shipping labels.

AscentERP •  After clicking the Ascent logo on the specific Sales Order, you are brought to the Mobile menu main page.

•  In this case we are picking an order against a Sales Order.

•  As you can see our mobile solution will support more than picking.

Salesforce1 Use Case Flow •  Now personnel are ready to start picking.

•  With iOS devices we attach bluetooth barcode scanners that can easily pair and unpair with iOS.

•  With rugged Android barcode devices from Intermec Technologies, we have a one piece solution to manage your warehouse.

Salesforce1 Use Case Flow •  Select an Object in Salesforce •  Show the Publisher Action menu with your custom Action

•  Custom Action with VF Page

•  Return Flow •  Update to Object or Related List •  Update to Chatter Feed

AscentERP is the only 100% Native, Chatter-enabled business system on the market today. Sales Orders, Quotations, Purchase Orders, Bill Of Materials, Production Work Order, Master Planning, Inventory, Wireless BarCode Scanning, BarCode Printing and more.

AscentERP- Salesforce1 mobile app on the AppExchange

ERP, Order Management, Purchasing, Inventory, Warehouse, Manufacturing

Get It Now on the AppExchange > bit.ly/s1ascenterp

.

Wyndham Hudson Product Manager, NewVoiceMedia

ContactWorld Case Story •  Integration allowing mobile users to record

notes and call details anywhere

•  Target Market: Mobile SF users

•  Use Case: As a field sales agent I want to be able to make a call from SF1 so that I get call recordings, call details and notes recorded in SF for the call with minimal effort

Navigate to any object as you normally would in Salesforce.

ContactWorld

Open the publisher actions and select the ‘NVM call’ action

ContactWorld

Choose from any number associated with that object

ContactWorld

Make notes on the call while on the move

ContactWorld

ContactWorld

Browse to the task we create automatically with all call details, notes and the call recording

Benefits Customer •  Capture all your call data, any place,

any time

•  One single interface to learn

Marketing •  SF1 events

•  Salesforce sponsored events

ContactWorld makes CTI integration seamless. 99.999% up-time, click-to-dial and call tracking means that never before has keeping in touch with your connections whilst on the move been so easy via Contact Center CTI

ContactWorld- Salesforce1 mobile app on the AppExchange

Powerful CTI Integration for your Contact Center Get It Now on the AppExchange > bit.ly/s1contactworld

.

Q&A

Gordon Derk President

AccountAbility Solutions, Inc.

Shaun McInerney President and Co-Founder

AscentERP

Wyndham Hudson Product Manager NewVoiceMedia

Speakers:

Build a Salesforce1 mobile app Get the Salesforce1 Mobile sash in the AppExchange Get ready for Dreamforce!

What you can do now:

Check out this fast and easy workbook: bit.ly/s1workbook

Register for Dreamforce 2014 Explore the resources at

http://developer.salesforce.com

Get instructions here: http://partners.salesforce.com

Go to collaboration Join the “Salesforce1 Mobile” group www.dreamforce.com

Keep today’s discussion going on the Partner Community Go to http://partners.salesforce.com > Collaboration