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Why Your Next Customer (and
Employee) App Should Be on
Salesforce
Dreamforce 2015
2
What Features Do You Want to Build In Your App?
What application Feature or
Functionality Are you Trying to
Build in Salesforce?
@mbianchi27 @lisa_fairbanks
3
Speakers
With over 14 years of experience in user interface, user experience, design and
front-end architecture, Michael Bianchi is a UX Product Manager within TCS’
Salesforce practice. As a leader in user experience, Michael works with clients
to design, develop and innovate new solutions around consumer-driven
applications on the Force.com platform.
@mbianchi27
in/michealbianchi1
Director of Product Management and Product Marketing for TCS’ Salesforce Practice. Lisa
is responsible for managing the complete lifecycle of new products from ideation through to
prototype and commercial release. With more than 12 years of experience working with
products in high-tech, telecommunications and life sciences, Lisa’s core product
competencies include analytics, customer insights, CRM, sales methodologies, customer
experience and marketing automation.
@lisa_fairbanks
in/lisafairbanks
@mbianchi27 @lisa_fairbanks
4
Business vs IT Tug a War Over Application Development
We have to
maintain
security.
We have to
demonstrate
adoption.
We have to
stay within the
budget!
@mbianchi27 @lisa_fairbanks
5
Application development is “costly, slow and frustrating”
56 percent of mobile
leaders surveyed say it
takes from 7 months to
more than one year to
build one app.
November 2014 Kinvey report based on a survey of CIOs and Mobile Leaders
18 percent say they
spend from $500,000 to
over $1,000,000 per app,
with an average of
$270,000 per app.
6
Salesforce1 Platform: Accelerate App Dev with Huge ROI
Salesforce 1 Platform Advantages
70% accelerated time to market
80% more applications launched per year
44% increase in application development capacity
while reducing IT costs
75-85% reduction in infrastructure costs
@mbianchi27 @lisa_fairbanks
7
As per Gartner’s prediction, 75% of
mobile applications will fail basic
security tests in 2015. The hackers
will continue to exploit security
gaps in mobile applications to crack
sensitive information.
Application Security Remains a Big Challenge
@mbianchi27 @lisa_fairbanks
8
9
The Handoff from UX Designer to SFDC Developer
@mbianchi27 @lisa_fairbanks
10
Making the Trade-Off: Building Apps on Salesforce 1 Platform
• Eliminate the need for upfront
investments
• Eliminates the time lags associated with
setting up development, testing, training
and production environments
• Multi-tenancy
• Unlimited Customizations
• Built-In Analytics and Reporting
• Support for ‘Any Device”
• Optimized User Experience
• User-Driven Design
@mbianchi27 @lisa_fairbanks
11
The Balance of Data and Design for Enterprise Applications
Customer data at heart
of enterprise
applications
Salesforce 1 is the #1 Platform
as a Service (PaaS) ….…but User Experience and Customer
Experience can not be compromised.
Missed Expectations
of customers
expectations met(Digital Clarity Group)
1%
Lost Customers
switchers say due
to poor experiences(Digital Clarity Group)
89%
Tech Obstacles
CMO’s omnichannel customer
strategy thwarted by a lack of
data / inadequate tools (Digital Clarity Group)
85%
Loyalty
Trust
Credibility
Profitability
Revenue
Satisfaction referrals
World Class Security
Performance
Reliability
52%building custom mobile
apps SDFC
60%increasing budgets to
build on SFDC Source: CIO Insight, December 2013
12
Salesforce Lightning to Solve for Design Limitations
Lightning is the next generation UX on Salesforce
• Brand new look and feel
• New Design System and Guide
• Leverages Bootstrap (responsive grid)
• A few limitations at the start
• TCS Can Help
@mbianchi27 @lisa_fairbanks
13
Application Feature List
Offline Data Entry/Access
Capturing and Storing Signatures
Creating and Storing Drawings
Usability Analytics
Push Notifications
@mbianchi27 @lisa_fairbanks
14
Offline is Not a Feature
Salesforce Mobile SDK
Provides SmartStore
Continue working offline in a secure environment
Stores Data as JSON documents
Single table based storage
HTML5 Application Cache (web app)
Invokes required pages for browser cache
Using manifest attribute <html manifest=“cache.manifest”>
Local and Browser based storage
@mbianchi27 @lisa_fairbanks
15
Capturing and Storing Signatures
@mbianchi27 @lisa_fairbanks
Demo of Signature
17
Hand-written, Original Drawings and Sketches
@mbianchi27 @lisa_fairbanks
Demo of Drawings
19
Salesforce User Behavior Metrics• # and Type of Document Downloads
• # of Logins, per User
• # of Activities Created, Updated, Closed
Traditional User Behavior Metrics• Engagement – i.e. Average session length,
page views per session, amount of scrolling.
• Entry and Exit Pages –accurately determine
where most people enter your site and where
they leave and present data elegantly.
• Segmentation - Break down a population of
users by demographics, sequence actions,
time, and able to build custom segments.
Experience Analytics, not Usage Analytics
VS.
@mbianchi27 @lisa_fairbanks
20
Push Notifications
Salesforce Mobile SDK
Messaging.PushNotification
Messaging.PushNotificationPayload
Chatter REST API
Limits based on the type of application
HTML5 Notifications API
Most recognized in Gmail
Extend with plugins (Notify.js, toastr)
@mbianchi27 @lisa_fairbanks
Questions?
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UX on Salesforce” Blog Series