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.

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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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CloudAmp Founder David Hecht’s Marketing Presentation at Dreamforce

CloudAmp Founder David Hecht will be giving a talk on online marketing tactics at Salesforce’s annual Dreamforce conference, Wednesday, November 20, 2013 at 3:45 PM in the Hilton SF Union Square, Community Success Zone Theater.

The presentation, entitled “Which Half is Wasted? AppExchange Marketing Best Practices” draws on David’s 18 years of marketing experience to provide an overview of marketing strategy and tactics for driving online signups and app sales.

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As part of the Partner User Groups sessions, David will focus his advice toward the ISV community working to promote Salesforce apps, but the tips and tactics will be broadly applicable to marketers of any product or service with an Internet presence. The 30 minute presentation will be divided into two sections, with topics to include:

AppExchange Marketing Tactics

  • Challenges of AppExchange Marketing
  • Search Engine Optimization (SEO)
  • Tracking your traffic (UTM codes and Google Analytics)
  • Blogging (It takes too much time but you have to do it)
  • Social Media (Be part of the conversation when it makes sense)
  • Automated Lead Followup (Use the tools Salesforce gives you)
  • Outbound Phone Calls (Does Sales follow up make sense for you?)

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Online Advertising

  • Pros and Cons of Advertising
  • Google Adwords (Not just for conversions but for research)
  • Social Media Advertising (Linkedin, Facebook enable amazing targeting)
  • Retargeting (Remind people who got distracted without signing up)
  • Other Strategies (Email marketing, Vertical Sites, Directories and more)

There will be time for questions during as well as after the brief presentation. If you are coming to Dreamforce this year, please come by and say hello.

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