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Mobile AppExchange in the Field

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Taking a Look at Mobile Applications in the Field. Field Service Work Order Management ... Salesforce 'twisties' are beneficial in a mobile application ... – PowerPoint PPT presentation

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Title: Mobile AppExchange in the Field


1
Mobile AppExchange in the Field
Track New AppExchange Developer
  • Gina Davis, AppExchange Mobile Business Unit
  • Salesforce.com

2
Todays Agenda
3
Safe Harbor Statement
  • Safe harbor statement under the Private
    Securities Litigation Reform Act of 1995 This
    presentation may contain forward-looking
    statements the achievement of which involves
    risks, uncertainties and assumptions. If any such
    risks or uncertainties materialize or if any of
    the assumptions proves incorrect, our results
    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
    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 the integration of Sendia
    Corporations technology, operations,
    infrastructure and personnel with ours
    unexpected costs or delays incurred in
    integrating Sendia with salesforce.com, which
    could adversely affect our operating results and
    rate of growth any unknown errors or limitations
    in the Sendia technology any third party
    intellectual property claims arising from the
    Sendia technology customer and partner
    acceptance and deployment of the AppExchange and
    AppExchange Mobile platforms interruptions or
    delays in our service or our Web hosting our new
    business model breach of our security measures
    possible fluctuations in our operating results
    and rate of growth the emerging market in which
    we operate our relatively limited operating
    history our ability to hire, retain and motivate
    our employees and manage our growth competition
    our ability to continue to release and gain
    customer acceptance of new and improved versions
    of our CRM service unanticipated changes in our
    effective tax rate fluctuations in the number of
    shares outstanding the price of such shares
    foreign currency exchange rates and interest
    rates.
  • Further information on these and other factors
    that could affect our financial results is
    included in the reports on Forms 10-K, 10-Q and
    8-K and in other filings we make with the
    Securities and Exchange Commission from time to
    time, including our Form 10-K for the fiscal year
    ended January 31, 2006. These documents are
    available on the SEC Filings section of the
    Investor Information section of our website at
    www.salesforce.com/investor.
  • Any unreleased services or features referenced in
    this or other 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 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, except as required by
    law.

4
Platform
Deliver Everywhere
Create Publish
Secure Scalable
Mobile
ISV Standards
5
Directory
  • Event Management
  • Expense Management
  • Human Resource Management
  • Order Management
  • Market Research
  • Product Management
  • Recruiting
  • Reseller Certification
  • Return Authorization
  • Quote Management
  • Price Management
  • Account Management
  • Employee Performance Management
  • Vacation Requests
  • Document Management
  • Many others
  • Real Estate
  • Healthcare
  • Financial Budgeting
  • Lead Finder
  • Data Quality
  • Bug Tracking
  • Channel Fund Management
  • Financial Management
  • Channel Planning
  • Channel Rebates
  • Campaign Management
  • Education
  • Conference Management
  • Sales Compensation Management
  • Sales Methodology
  • Credit Management

Over 60 Mobile Apps Available Today!
AppExchange Mobile-Ready
6
Mobilizing All Customer Applications
Every customer-built object is mobile-ready
today!
37,000
60
1
Salesforce CRM
AppExchange Applications
Customer Applications and Objects
7
Supported Devices
  • AppExchange Mobile currently supports a number of
    handheld devices including
  • RIM BlackBerry (color models)
  • Palm Treo 600, 650 and 700p
  • Also Launching Winter 07
  • Windows Mobile 5!
  • Contact your salesforce.com technical support
    representative to see if your handheld device
    model is supported

8
Platform
  • AppExchange Mobile is an intelligent mobile
    client solution
  • Instant access to information
  • No dependency on wireless coverage
  • Simple intuitive UI
  • All natively built AppExchange applications can
    be enabled as mobile applications
  • Custom objects
  • Custom fields
  • Custom tabs
  • HTTP fields included in page layouts enable links
    to external functionality

9
Platform Architecture
  • How does it work?

10
Whats Not Ready
  • Currently unsupported AppExchange platform
    functionality
  • Custom links
  • s-Controls
  • File attachments

11
Building A Mobile App Things to Consider
  • Mobile applications are not full replicas of
    their wire line counterparts they are
    extensions
  • Streamline layouts and functionality
  • Intensive business logic should reside
    server-side
  • Limited processing capability
  • Limited input capability
  • Strict memory constraints
  • Mobile users do not work with mobile applications
    in the same way
  • Small handheld device screens
  • Less focused attention
  • Performance expectations extremely high

12
Building a Mobile Application
  • Use AppExchange developer tools to implement the
    application data model and business logic
  • Workflow and business logic triggered by the API
    works with AppExchange Mobile
  • Modify page layout design as needed
  • Salesforce twisties are beneficial in a mobile
    application
  • Define the AppExchange Mobile profile for the
    application
  • Streamline page layouts
  • Implement data filters
  • Design custom views
  • Test in a mobile simulator environment
  • Identify potential problems
  • Iterate on profile implementation
  • Deploy!

13
Building Mobile Profiles
  • The Profile Overview includes sections for
    building the components of mobile profile
  • Edit tabs, page layouts, filters and custom views
    from this screen
  • Functionality by section
  • Entity Properties Configure tab order, name
    and visibility
  • Entity Fields Streamline page layouts
  • Entity Filters Create filters to define limit
    the mobile dataset
  • Entity Customized Views Create custom views
    for quick sorting and navigation

14
Product Demonstration
  • Taking a look at the salesforce.com Expense
    Tracker Application gone mobile

15
Console SSO Winter 07
Access the AppExchange Mobile through an
AppExchange Application package
16
Leahanne Merritt
Manager, CRM
Leahanne.Merritt_at_phh.com
17
PHH Arval
  • Leading fleet management company
  • North American sales force
  • Global business
  • Partners in Mexico, Japan, Europe, Africa
  • 3 separate business units
  • USA
  • Canada
  • PHH FirstFleet

INDUSTRY Transportation
EMPLOYEES 1,300
GEOGRAPHY North American
USERS 310
PRODUCT(S) USED Unlimited Edition AppExchange
Mobile 20 Custom Tabs
18
The AppExchange Solution
  • Challenge
  • Integration with home-grown back-end systems is
    critical to the proposal process
  • Current process based on an Old-school ways of
    doing things
  • Handshake and rubber stamp method
  • Solution
  • Customized Salesforce Accounts, Contacts,
    Opportunities and Activities to work with current
    business process
  • Built 5 custom objects to integrate Salesforce
    with the proposal process
  • 3 custom objects related to Salesforce
    Opportunities
  • 2 custom object related to Salesforce Accounts

19
Key Pieces - Proposal Process Implementation
  • Formal credit approval
  • Added on to the opportunity
  • Equipment line items
  • Lease structure
  • Financing
  • Terms
  • Make/Model/Year
  • Proposal Structure
  • Proposal Status Tracking
  • 200 Custom Fields

20
The Mobile Strategy
  • Proposal processing is critical to our business
    process and salesperson success
  • Mobile application required to provide the
    solution to a highly mobile sales force
  • Took the minimalist approach to mobile
    application design
  • Business process reviews
  • Determine what mobile professionals really need
    to see
  • Qualified mobile application must-haves v.
    nice-to-haves
  • Realistic expectation setting
  • BlackBerry is not a PC
  • Usability testing

21
Building the Mobile Application
  • Designed 12 mobile application definitions for
    differing business units and job roles
  • Sales
  • Service
  • Finance
  • Marketing
  • Leadership
  • Implemented mobile application definitions using
    AppExchange Mobile profiles and Advance Entity
    Filters
  • No programming experience
  • No custom code required
  • 9 implemented 3 remaining
  • Challenging, but enlisted salesforce.com
    assistance

22
PHH Arval Mobile Profile (example)
  • 4 custom objects included in this profile
  • Custom objects do not have tabs
  • Custom object data is filtered based on
    relationship to Opportunities and Accounts
  • SOQL and AppExchange Mobile macros used to
    implement filters
  • Page layouts are not modified
  • For custom objects
  • No custom views included

23
The Results
  • Benefits
  • New process replaces traditional paper forms
  • Record is initiated in salesforce.com
  • Workflow to ensure real-time data receipt
  • Enables simultaneous business action
  • Credit approval
  • Name verification
  • Proposal creation
  • Potential Pitfalls
  • Need for real-time data updates
  • 20 min sync cycle from web application to device
  • Workflow email notifications
  • Link does not work on BB device
  • AppExchange Mobile is a supplement
  • Not a replacement for the web application

24
Work Order Management w/
  • Leaverage to build additional logic into
    your mobile application!
  • Infinite Peripherals extends the AppExchange
    Mobile platform with barcode scanner support
  • Apex code provides additional business logic to
    the mobile application
  • Quickly capture information in the field

25
Mapping Mash-ups
  • Reasearch in Motion introduces mapping in their
    new 4.2 OS BlackBerry devices
  • AppExchange Mobile is the first to integrate with
    RIM maps
  • Integration with Accounts, Contacts and leads
    provides a link into RIM mapping technology

26
Mapping Mash-ups w/
  • Tierravision offers full Location Based Services
    (LBS) for mobile devices
  • Locator supports RIM BlackBerry, Palm Treo and
    Windows Mobile devices
  • Integration with AppExchange Mobile Contacts,
    Accounts and Leads is a link to mapping and GPS
    capabilities

27
QUESTION ANSWER SESSION
Leahanne Merritt
Manager, CRM
Gina Davis
Director, Product Strategy
28
Thank You!
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