Salesforce1 Mobile Tips & Tricks for Admins April 23, 2014

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New! Admin Evangelism

§  Our Charter: Good stuff, no fluff. We provide useful, interesting & inspiring content to help admins become heroes.

§  Engage with us on SUCCESS

Gillian Madill

Erica Kuhl

LeeAnne Templeman

Mary Scotton

Sarah Franklin

Salesforce  Admin  Digest

Tips  &  Tricks  with  a  No  Fluff  GuaranteeWelcome  to  our  new  digest,  packed  full  of  useful  tips,  tricks  and  tutorials  to

help  you  be  a  rockstar  admin  and  a  hero  to  your  company

Put  Salesforce1  to  work  for  you.

Tip  1:  Reduce  Time  to  Update  OpportunitiesUse  quick  actions  to  reduce  the  amount  of  fields  required  forfrequent  business  events  such  as  winning  a  deal  or  qualifying  anopportunity.

Contributed  by  Mary  Scotton

Tip  2:  Directly  Link  to  Salesforce1  in  YourEmailsCustomize  your  email  templates  so  that  your  users  are  sentstraight  into  the  Salesforce1  mobile  app.  They  will  love  how  easythis  is  to  use!

Contributed  by  Eanna  Cunnane

Tip  3:  Eliminate  Emails  and  Paper  for  RoadWarriorsView,  print,  email,  and  even  store  files  offline  with  Files  &  Groupsin  Salesforce1.  Your  traveling  sales  reps  and  execs  who  useexternal  files  will  thank  you!

Contributed  by  Jennifer  Wobser

Salesforce1  for  AdminsWebinarHaven't  started  using  the  Salesforce1Mobile  App?  Learn  tips  and  tricks  fromawesome  admins  Shannon  Grimm,Amanda  Ream,  and  Jennifer  Wobser.Hosted  by  Mary  Scotton,  this  hour  willkickstart  your  Salesforce1  Mobile  Appsuccess!

Date:  04/23/2014Time:  10:00AM  PT  

Register  for  the  Webinar

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Speakers Mary Scotton Developer Evangelist,

salesforce.com @rockchick322004

Amanda Ream Senior CRM System Administrator, Metso @amandaream4

Shannon Grimm Global MAC CRM Project Manager, Metso @ShannonGrimm4

Jennifer Wobser Business Systems Analyst & Salesforce Administrator, FFF Enterprises

@crmsalesgem

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Agenda

§  Salesforce1 Mobile Overview

§  Metso: Tips, Tricks & Demos

§  FFF Enterprises: Tips, Tricks & Demos

§  More Tips, Tricks & Demos

§  Resources & Next Steps

§  Q&A

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Every Object, Every Field: Salesforce1 Mobile Accessible

AppExchange Apps:

Dropbox Concur Evernote ServiceMax More

Custom Apps and Integrations:

SAP Oracle Everything Custom More

Sales, Service and Marketing

Accounts Cases Campaigns Dashboards More

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Mobile Cards

New Features for Salesforce1 Mobile

Objects & Fields

Page Layouts

Custom Tabs

List Views

Search Layouts

Publisher Actions

Compact Layouts

Enhanced Lookups

Embedded Charts

Mobile Navigation

Buttons & Links

Twitter Component

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How to enable Salesforce1 Mobile for your org

§  Enable Chatter

§  Enable Publisher Actions

§  Salesforce1 Settings -> Connected Apps settings

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Shannon Grimm Global Mac CRM Project Manager, Metso

@ShannonGrimm4

Amanda Ream Senior CRM Administrator, Metso @amandaream4

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Metso Overview

§  500 Users (soon to be 1000)

§  3 Admins

§  Sales team went Mobile in 2012 with Salesforce Touch and Chatter iOS app

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Metso’s Salesforce1 Mobile Story

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Salesforce1 Tip: User experience is key to user adoption

§  Business Problem: Salespeople are not adopting mobile solutions because Opportunity edit takes too long to load.

§  Solution: Create an “Update” type Publisher Action – show salespeople how easy it is to use!

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Salesforce1 Tip: Just 3 things you need to know!

1.  Navigation Menu

2.  Compact Layouts

3.  Publisher Actions

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1. Understanding the Navigation Menu

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2. Compact Layouts

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3. Publisher Actions

Demo Mobile Navigation, Compact Layouts,

and Publisher Actions

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Get started!

§  Use it!

§  What are my end users doing?

§  Don’t be scared!

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Jennifer Wobser Business Systems Analyst & Salesforce Administrator,

FFF Enterprises @crmsalesgem

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FFF Enterprises Overview

§  100 Users

§  First mobile app: 2004 with “Salesforce Classic”

§  Lone Admin

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Salesforce1 Tip: Mobile Access to Files Saves Time

§  Business Problem: Accessing price sheets was a hassle. Options: get out the binder or call the office.

§  Solution: Post price list Files to a central Chatter Group. Reduce a 15-30 minute task to 1-2 minutes!

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Salesforce1 Tip: Analytics For the Road Warrior!

§  Business Problem: Sorting through large territory data to find ideal accounts on the road is difficult.

§  Solution: Dashboards with simple target lists for large territories with sorting.

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Salesforce1 Trick: Email a Direct Link to the Mobile App

Click Link to Open

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How to implement the Direct Email link

com.salesforce.salesforce1://entity/view?entityId=placeDashboardIDhere

com.salesforce.salesforce1://entity/view?entityId=placeAccountIDhere

com.salesforce.salesforce1://entity/view?entityId=placeContactIDhere

com.salesforce.salesforce1://entity/view?entityId=placeYourObjectIDhere

Demo: Files, Dashboards, Direct Link

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Mary Scotton Developer Evangelist

salesforce.com @rockchick322004

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Salesforce1 Tip: Mind the gap

§  Business Problem: Managers are complaining that approval notifications appear in Salesforce1 but then disappear.

§  Solution: Install Approval Central for Salesforce1 from AppExchange

–  Mobile Administration à Mobile Navigation à move My Approvals to Selected listbox

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Salesforce1 Trick: Leverage social connections

§  Business Problem: Sales reps are working a new account, and want to tap into their social network to make a connection.

§  Solution: Find people in common via Twitter, right in the app! Customizeà Social Apps Integration à Social Accounts and Contacts àSettings à Enable Social Accounts and Contacts à Enable Twitter

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Salesforce1 Tip: Speak your user’s language

§  Business Problem: Previous mobile attempt have been vetoed because translation costs for custom mobile apps are too high.

§  Solution: Leverage existing Salesforce translations, and add new ones with Translation Workbench.

Demo: Approvals, Twitter, Translations

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Recap: Salesforce1 Tips & Tricks Business Problem Solution

1.  Users can’t find the My Approvals app. Modify the Mobile Navigation to move it closer to the top.

2.  Users have to swipe up 3 times to see a key fields on their mobile device.

Customize the Compact Layout for the object to surface the 4 most important fields in the top section.

3.  Users won’t use Salesforce1 because records with a 50+ fields take a long time to edit.

Create an object-specific Publisher Action to Update the record, placing less fields on the Action layout.

4.  Sales reps rely on printed documents. Create a Group and upload the documents as Files. Makes it easy to access on the road.

5.  Executives aren’t logging in to the Salesforce1 mobile app. Show them how to access their favorite Dashboards and they’ll be hooked!

6.  Users get emails with links to Salesforce records and dashboards, but they open in the browser on their phones and that’s hard to read.

Update your Email Templates to also include the mobile direct link URLs and now records and dashboards will open in Salesforce1 mobile.

7.  Managers complain because they have to use the desktop app to see a list of items to approve.

Install the Approval Central for Salesforce1 from AppExchange.

8.  Sales reps are active on Twitter and want to leverage those relationships with new customers.

Add the Twitter component to the Account and Contact page layouts.

9.  Your global users want to see labels in their language in Salesforce1 mobile.

All labels are in the Translation Workbench, even the new Publisher Action labels.

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1. SUCCESS Community

2. Admin Guide

3. Approval Central App

Follow #Success Admin Newsletter, #AwesomeAdmin

https://success.salesforce.com

FREE Learning Guide

https://developer.salesforce.com/docs/

atlas.en-us.salesforce1admin.meta/salesforce1admin/

salesforce1_guide_introduction.htm

FREE AppExchange App

https://appexchange.salesforce.com/

listingDetail?listingId=a0N3000000B5DmREAV

Resources

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Upcoming Webinars

Apex for Admins: Get Started with Apex in 30 Minutes!

May 15th 10am PDT

David Liu LeeAnne Templeman Register Now!

https://developer.salesforce.com/events/webinars/apex-for-admins-in-30-mins?d=70130000000hUkx

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May 21st 8am PDT

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Next Steps

§  Download the Salesforce1 app on your device –  Available in AppStore and Google Play

–  If you already have Salesforce1, upgrade to Version 5.2

§  Use your Sandbox or your new Developer Edition to try it out

–  Sandbox login: Log out of your production Org in Salesforce1 and then click on the top-right gear icon on the login page.

§  Analyze your use cases and optimize for mobile

§  Mobilize your users!

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Q & A

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Mary Scotton Developer Evangelist,

salesforce.com @rockchick322004

Amanda Ream Senior CRM System Administrator, Metso

@amandaream4

Shannon Grimm Global Mac CRM Project Manager, Metso @ShannonGrimm4

Jennifer Wobser Business Systems Analyst & Salesforce Administrator,

FFF Enterprises @crmsalesgem

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Thank You