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Prospect Finder in Salesforce Mobile

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  • 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 Youll 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 Youll 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

  • Lets 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