designing mobile workflow using force.com (apex) triggers
DESCRIPTION
Looking for an efficient mobile workflow? It's time to reach new heights in mobile productivity using Force.com (Apex) triggers with salesforce.com's mobile application. Join us to learn how to leverage picklists, booleans, and other fields to mobile-enable advanced tasks such as calculating an invoice total and generating a quote directly from a mobile device.TRANSCRIPT
Designing Salesforce Mobile Workflow Using Force.com (Apex) Triggers
Developers Track
Paolo Bergamo: salesforce.com
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Agenda
Overview of Salesforce Mobile
Why choose Salesforce Mobile and demo
Examples of Force.com triggers to be used with
mobile
Overview of Salesforce Mobile
In The Future…
Salesforce apps all in one place• Suite of mobile apps available at
m.salesforce.com
• Distributed through app stores
• Purpose-built apps solve specific problems
• Full integration with Salesforce
• Easy to find, download and use
Salesforce MobileChatter Mobile
Mobile Products Today
Instant access to customer data
Update records between appointments
Improve data and pipeline visibility
Salesforce Mobile: Take CRM Anywhere
Current Mobile Offerings
SALESFORCE MOBILE (Incl. in Unlimited Edition or $50/u/m add-on)
Standard Objects Custom Objects Content Library Full Management Console
Accounts
Contacts
Dashboards
Etc.
Proximity App
Expense Reporting
Visualforce pages
Etc.
MOBILE LITE (FREE for all editions)
Standard Objects Custom Objects Content Full Management Console
Accounts
Contacts
Dashboards
Etc.
Not Available Not Available Limited Configurability
Salesforce Mobile Demo
Write once, run everywhere
Crossplatform support
Security taken care of
Offline access
Ease of deployment and update
Salesforce Mobile: why?
Salesforce Mobile demo
Salesforce Mobile overview
Overview of the client• Basic navigation• Search / filter• Integration with the OS (Log a call, etc)• Dashboards and Visualforce Pages
Administration• Application update• What if the the device is lost or stolen
Salesforce Mobile and Triggers
Parent/Child creation is not supported offline
record ID missing
New Account
- New related contact
Offline Parent/Child creation: use case #1
Opportunity Line Item
Field1Field2
Pare
nt
Field1Field2
Ch
ild
Parent.Field1Parent.Field2Child.Field1Child.Field2H
elp
er
<make this pretty>
Offline Parent/Child creation: Solution #1
Use a “flattened” mirror object
Field1Field2
Pare
nt
Field1Field2
Ch
ild
Parent.Field1Parent.Field2Child.Field1Child.Field2H
elp
er
Offline Parent/Child creation: use case #2
Visit of a distributor to a store
Account
Visit January
QuestionnairerecordType #1
QuestionnairerecordType #2
Visit February
Visit March
QuestionnairerecordType #3
Offline Parent/Child creation: Solution #2
Create the parent object for next visit
Account
Visit Pending
Visit Completed
QuestionnairerecordType #1
New visit Pending
Approval process: use case
Manager needs to approve an object
Approval process: solution
Two different layouts
Start date# of days
Em
plo
yee L
ayou
t
Start date# of daysStatus
Man
ag
er
Layou
t
Approval process: credit card validation use case
Salesforce Mobile on Windows Mobile:peripherals integration
WM Peripherals Implementation Guide
New types of fields: MagneticStripe and BarCodeNew types of objects: AllowSignaturePictureUpload as a related object
Credit card information: solution
Let the server-side deal with validation
Credit Card company validation
Credit card information: solution
Let the server-side deal with validation and copy the field into an encrypted field, then lock the original record
Create credit card record(swipe)
- Lock record- Send email
with receipt- Trigger other
workflows
Signature capture (via stylus and touch screen)
Copy info to encrypted field
Mask CC info on original record
CC validation
Validation: use case
Complex validation rules that require (or not) apex code
New record
- Validation rules
- Apex Code
OK
Not OK
Confirm record
Send record back to device in edit mode
Summary
Agenda
Why use Salesforce Mobile– crossplatform runtime that offers offline capabilities
Examples of triggers– Offline creation
– Integration with peripherals
– Approvals
– Simple and complex validation rules
Salesforce Mobile offers a lot more!
Thank you!
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