August 21st 2014

How salesforce.com uses the Salesforce1 Mobile

App

Speakers

Dan Darcy

SVP, User Experience

salesforce.com

@dandarcy

Kris Lande

Salesforce1 Product Marketing

salesforce.com

@krislande

Simo Arajarvi

Software Engineering

salesforce.com

@simoarajarvi

#forcewebinar

Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the

assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements

we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability,

subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations,

statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our

services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,

new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or

delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any 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-salesforce.com products, and utilization

and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our

annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and

others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be

delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.

Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Salesforce DevelopersThe video will be posted to YouTube

& the webinar recap page

(same URL as registration).

This webinar is being

recorded!

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Have Questions?

Don’t wait until the end to ask your question!

– Technical support will answer questions starting now. Ask

your questions in the GoToWebinar questions pane.

Respect Q&A etiquette

– Please don’t repeat questions. The support team is working

their way down the queue.

Stick around for live Q&A at the end

– Speakers will tackle more questions at the end, time-

allowing.

Head to the Success Community

– More questions? Visit success.salesforce.com

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Agenda

Salesforce1 Mobile App Overview

Mobile Strategy at salesforce.com

How salesforce.com Uses the Salesforce1 Mobile App:

– Creating Custom Actions for Employees | Demo

– Using VisualForce Cards to Display Relevant Info

– Building Engaging Custom Apps for Employees | Demo

User Adoption at salesforce.com

Resources to Get Started

Q&A

And.. a Giveaway!

Tell us your own Salesforce1 app idea for your

company! Dan will choose his favorite 3 ideas and

winners will get Salesforce schwag!

Tweet your Salesforce1 App Idea with

#Salesforce1AppIdea.

Winners announced at end of webinar.

Salesforce1 Mobile App Overview

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Salesforce1 Mobile App: Run Your Business From Your

Phone

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

Every Object, Every Field: Salesforce1 Mobile Accessible

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Customizing the Salesforce1 Mobile App

Custom AppsCustom Actions

Add any custom employee

apps to the Salesforce1

App

Create custom actions to

drive business forward

AppExchange Apps

Connect mobile-optimized

partner apps

Mobile Strategy at salesforce.com

#forcewebinar

Vision & Values for Mobile Adoption

We, at Salesforce, can run our business on Salesforce1. While on the go, we

need a mobile app that has real business value that will easily accomplish

everyday tasks. Nail the top use cases for all employees, and by department

When we are with customers, we can showcase how we do our job right from

our mobile devices.

Real Business Value

Ease of use

Salesforce1 Showcase

#forcewebinar

Methods1. Gather Data & Feedback - Survey and poll the internal community on apps to increase value.

2. Killer All Employee Apps - Create the top 5 all employee apps that increase value to every

employee

3. Killer Departmental Apps - Create top 2 departmental use case apps that increase value to

function specific needs

4. Product Perfection – Salesforce.com consumes all Salesforce1 features as they are available.

Help the team prepare for consuming these features with use cases that make sense.

5. Create Ambassadors - Salesforce1 Internal marketing launch campaign to make every employee

a Salesforce1 ambassador with demos/videos, etc.

6. Enablement – Enable all employees to use the app to the fullest.

7. Salesforce Showcase – Make our own version of Salesforce1 a showcase.

8. Lifecycle App Management - Mobile app lifecycle is months not years; we need to establish

process to decommision apps. Individual app adoption over time will guide our decisions

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How salesforce.com uses the Salesforce1 Mobile App

OrgStatsSales

ForecastMyCharts

Approval

Central

Time Off

At a GlanceIT Tix

S1 FeedbackExecutive

Events

Companywide

Forecast

Volunteer

Force

Early Warning

System

Account Contact Opportunity Lead Campaign

CaseExecutive

Sponsor

Success

Plan

Red

Account

Custom Apps & Appexchange Apps

Custom Actions

Account Contact Opportunity Lead Campaign

CaseExecutive

Sponsor

Success

Plan

Red

Account

OrgStatsSales

ForecastMyCharts

Approval

Central

Time Off

At a GlanceIT Tix

S1 FeedbackExecutive

Events

Companywide

Forecast

Volunteer

Force

Early Warning

System

New Create Create New Lead Coaching Deal Support

Account Contact Opportunity Request

New Case Executive Success Sales S1 Customer Time OffSponsor Plan Event Feedback Request

OrgStats Sales MyCharts Approval Time Off IT TixConnectr

Forecast Central at a Glance

IoU Executive Companywide Volunteer Adoption Print OrgChart

Events Forecast Force

Visualforce Cards

Creating Custom Actions for Employees

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How We Use Actions – Two Categories of Actions

Global Action Layouts: Publisher

actions that appear on feed, Groups,

People.

– Can Be Employee Role-Based

Object-Specific Actions: Contextual

actions for different objects.

Setup Create > Global Actions > Publisher

Layouts

Setup Customize> (Object)> Publisher Layouts

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Creating Relevant Actions for Employees

Today:• 13 Global actions

• 30+ Contextual actions

• Focus has been contextual actions to support high

value sales workflows on account, contact and

opportunity

Tomorrow:• Focus on custom contextual actions for other high

value service workflows

DEMO:

Custom Actions

Using VisualForce Cards

to Display Relevant Info

#forcewebinar

Using VisualForce Cards to Display Relevant Info

Surfacing Customer Adoption Data in Salesforce1

Building Engaging

Custom Apps for Employees

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Custom Apps: All Employee Apps vs Departmental

Departmental apps visible based on profile

All employee apps available to all users in org

#forcewebinar

Finding Real Business Value for Custom AppsWe asked Employees to Stack Rank App Ideas

1. Dreamjob Central- one stop shop to ask and find answers about common employee

questions

2. Approval Central - one place for managers to approve any requests, quotes, time

off, etc

3. IoU/UoMe - delegating to-do tasks to your colleagues

4. Work.com - setting goals and gathering feedback

5. Trust Everywhere - report incidents on trust and get latest security and system info

* Survey conducted Mar 5-7. 400 users responded.

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Our Internal Process for Building Mobile Apps in

Salesforce1

• Architecture & Technical review

• Code review

• UX Review

• Trust Review

• Scalability/Performance Reviews

• Supportability/Enablement Plan

• Communication Plan

App

Idea!

Research idea,

gather feedback

and

requirements

from end users

Create proof of

concept, basic

architecture,

mock ups, demo

Present app

idea to the

Enablement

Board

If approved,

complete app

development

Identify new

functionality that will

provide business

value and drive

employee usage. Enablement

Board Reviews

Release

scheduled

Beta Release to

core App Testing

Group

Update App

based on

feedback from

Beta Release

Release to

Employees

DEMO:

Custom Apps

User Adoption at salesforce.com

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Our Adoption Goal…

We want our employees logging

into the Salesforce1 Mobile App everyday!

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Our Best Practices for Promoting Internal Adoption

1. Launch, Launch & Re-Launch

Q&A Chatter Groups #Salesforce1Moment

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Our Best Practices for Promoting Internal Adoption

1. Launch, Launch & Re-Launch

2. Adoption is Top-Down. Get Execs on Board!

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Our Best Practices for Promoting Internal Adoption

1. Launch, Launch & Re-Launch

2. Adoption is Top-Down. Get Execs on Board!

3. On-Demand Training Videos

#forcewebinar

Our Best Practices for Promoting Internal Adoption

1. Launch, Launch & Re-Launch

2. Adoption is Top-Down. Get Execs on Board!

3. On-Demand Training Videos

4. Sharing Use Cases

#forcewebinar

Our Best Practices for Promoting Internal Adoption

1. Launch, Launch & Re-Launch

2. Adoption is Top-Down. Get Execs on Board!

3. On-Demand Training Videos

4. Sharing Use Cases

5. Gather User Feedback & Ideas

Survey

Your feedback is crucial to the success

of our webinar programs. Thank you!

http://bit.ly/SF1mobile

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More Resources

Salesforce1 in the

Success Community

Salesforce1 Mobile

Resource Center

bit.ly/SuccessSalesforce1 bit.ly/Salesforce1Resources

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October 13-16, 2014 • San Francisco, CA

$899 ADMIN & DEVELOPER DISCOUNT

CODE:

D14DVLPR

#devzone

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Developers @ Connections 2014

Giveaway Time!

And the winners of the

#Salesforce1AppIdea giveaway are…

Q&A

If we don’t get to your question you can post them at:

Salesforce1 Group in the Success Community:

bit.ly/SuccessSalesforce1

Dan Darcy

SVP, User Experience

salesforce.com

@dandarcy

Kris Lande

Salesforce1 Product

Marketing

salesforce.com

@krislande

Simo Arajarvi

Software Engineering

salesforce.com

@simoarajarvi

Thank you!

Thank you!