Prospect Finder in Salesforce1
Adi Kantipudi Salesforce Architect & Developer Valpak (Cox Target Media) [email protected]
Leading direct marketing company
170 franchises, 500 sales reps
Division of Cox Media Group
20 years IT, ERP and database application experience
4 years of experience with Salesforce
Introduction
Use Case
Valpak sales reps seek local businesses around any geographic location, so they can find potential prospects.
Sales reps prefer to have the business address, phone number and other details before approaching a new prospect.
Prospect Finder
Prospect Finder is an application that allows the salesforce find leads, prospects and businesses in real time at any location
What You’ll Learn
How to create a GPS-enabled mobile application using the Salesforce1 platform. This session will cover Visualforce pages, REST Services with Apex and Mobile Configuration.
What You’ll Learn
Salesforce1 and GPS enabled
Visualforce pages are developed to optimize for mobile
Apex Technology uses REST Services to Geo Coding Services and Google Places Services
Integrated with Salesforce leads and Dupe Alerts
GPS current location enables application to view businesses around location and/or given address
Steps
1. Create Visualforce page
2. Create custom tab with Visualforce page
3. Set up the tab in Salesforce mobile configuration
4. Give authorizations to the required user profiles
5. Login to Salesforce1 mobile and enjoy!
Step 1 Create a Visualforce Page
Create Custom Visualforce Page with Custom Controller
(Setup->Develop->Pages-> New )
Use Java Script Navigator Geolocation as default call to find the current Location in
Page
navigator.geolocation.getCurrentPosition(success, error);
Check Available for Salesforce Mobile
(Setup->Develop->Pages-> Edit Page)
Create Custom Visualforce Page with Custom Controller
Use Java Script Navigator Geolocation
Check Available for Salesforce Mobile
1. Create a Visualforce Page
Create Custom Controller Class Use REST Service See Current Location
1. Create a Visualforce Page
Use REST Service to Map Quest to Reverse looks up Latitude and Longitude Address
Use REST Service to Google Places with Current Geo Location and Radius
Provide the List with Visualforce Responsive Design (Use Apex repeat Tag )
Show Graphic for New Leads (Use Apex image Tag )
1. Create a Visualforce Page
Step 2 Create a Custom Tab
2. Create a Custom Tab
Create Custom Tab with Visualforce Page (Setup->Create->Tabs Visualforce Tabs -> New )
Step 3 Setup Mobile Accessibility
Add Prospect Finder Tab from Available tabs to Selected tabs. (Setup->Mobile Administration> Mobile Navigation)
Add Prospect Finder Tab from ‘Available’ tabs to ‘Selected’ tabs
Arrange the order of the tab in ‘Selected’ tabs box
3. Setup Mobile Accessibility
Step 4 Authorize User Profiles
Enable Tab in Tab Setting in Profile (Setup->Manage users> Profiles)
Add Custom Controller class in ‘Enables Apex Class Access’ section in Profile
Add Visualforce Page in ‘Enables Visualforce Page Access’ section in Profile
Enable Tab in Tab Setting in Profile Add Custom Controller Class Add Visualforce Page
4. Authorize User Profiles
Step 5 Log into Salesforce1
5. Login to Salesforce1
Login to Salesforce1 and select Prospect Finder App in Menu bar
Technology
MapQuest API
Google Places API
REST Service
Java Script
Salesforce1
Visualforce
Apex
Demo Prospect Finder
Let’s Recap Steps for Prospect Finder
1. Create a Visualforce Page
2. Create a Custom Tab with Visualforce Page
3. Setup the Custom Tab in Salesforce Mobile configuration
4. Give Authorizations to the Required User Profiles
5. Login to Salesforce1 Mobile and Enjoy!
Questions?
Thank you
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