Salesforce1: A new mobile experience for Salesforce dashboards and custom data

Dreamforce is over, and boy am I tired. But I wanted to cover the biggest announcement at this week’s Dreamforce conference, while it is fresh in my mind: Salesforce1. Somewhat surprisingly, Salesforce1 really is a revolutionary change for the Salesforce mobile experience.

I say that a bit tongue-in-cheek because even though I am a Salesforce partner and big fan, they are so good at marketing and PR that the hype at Dreamforce often exceeds the reality. Product announcements are sometimes rebrands or announced before the releases are available. The Salesforce1 mobile experience delivers however, and is a huge step forward for Salesforce.

Salesforce1-Header
The part that I am most excited about is the ability to see dashboards and custom object data on the mobile device. You can view and refresh your dashboards in the Salesforce1 mobile app, which really comes in handy if you are dashboard driven like me. Here is the CloudAmp Analytics Dashboards app on the iPhone 4 (my only complaint is that it is “Optimized for the iPhone 5”, so the bottom of the chart is cut off a bit on the shorter screen of my iPhone 4).

A Dashboard on the Salesforce1 app on the iPhone 4.

A Dashboard on the Salesforce1 app on the iPhone 4.

I thought the experience was even better on the Nexus 7, where you have a bit more real estate. Now if you centralize data in Salesforce, like integrating back office systems (or in our case, Google Analytics metrics into Salesforce), that is also available on any smartphone or tablet.

A Dashboard on the Salesforce1 app on the Nexus 7.

A Dashboard on the Salesforce1 app on the Nexus 7.

Finally, from the perspective of someone who makes apps for Salesforce, the ability to see any custom objects in the Salesforce1 mobile app interface is a huge deal as well. For Salesforce apps that store data 100% natively in custom objects (as opposed to data that is iframed or otherwise shown from external sources but not stored in Salesforce), you can now see all the data in Salesforce1.

Here is an example of a record from the “CloudAmpGA Metrics” custom object in Salesforce, which is how we store each daily record import from Salesforce. Talk about access to data.

Google Analytics data in the Salesforce1 app on the Nexus 7.

Google Analytics data in the Salesforce1 app on the Nexus 7.

So there you have it. For those of us who love the analytics capabilities of Salesforce, now those dashboards and custom data are available on your mobile device with Salesforce1, no special configurations or mobile integration necessary. More (most) of Salesforce is now Mobile with Salesforce1.

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2 Responses to Salesforce1: A new mobile experience for Salesforce dashboards and custom data

  1. I agree – the mobile focus was a bit of surprise with a whole new app, but it totally was the right thing to focus on. That being said, after all this focus on “1 app”, I am surprised you needed to download a second app to do administrator functions.

    I really loved that Chatter publisher integrations they showed at DreamForce but that you can also now include in it!

    • David Hecht says:

      Yes, the SalesforceA app for administrators was interesting. I think they made it separate since most people won’t have access to administrative functions, and it could be confusing in the main app.

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