Sealing Buy-In for Salesforce Mobile Apps with PoCs

Demand for sophisticated Salesforce mobile apps continues to rise. But any mobile project still needs to be approved, and pitching a mobile experience with UI mock-ups and PowerPoint slides won’t do your app justice. Whether you’re working internally or are a partner pitching to a client, a Proof of Concept (PoC) is a powerful way to demonstrate that an app can meet its requirements. This article will highlight the key benefits PoCs can bring, as well as examples and tips for maximising their impact.

Why bother with Proof of Concepts?

PoC applications are pivotal to any mobile app proposal, allowing the demonstration of fundamental concepts and principles. Including a PoC as part of a pitch is a great way to put something tangible literally in the hands of the decision makers. It’s an opportunity to reaffirm confidence to key stakeholders, particularly where critical technical requirements come into play.

 “The Proof of Concept system gives stakeholders a chance to understand the capabilities and limitations of the system.” - Anderson IT

A common scenario we’ve come across at MobileCaddy is the desire of our partners to reassure clients that fully network resilient mobile apps for Salesforce are possible. This example is also applicable to internal development teams working in larger organisations.

Our experience with offline-first architecture has proven this to be a grave concern for enterprises. As such, a PoC demonstrating exactly this functionality has been fundamental in progressing conversations beyond these sticking points, and further onto the real topic of how value can be gained from taking Salesforce operations mobile.

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Making the Right Choice for Mobile Salesforce Community Applications

The Salesforce Community Cloud allows organisations to bring together employees, partners, third-party workers, B2B customers, and even consumers. This article will explore three different approaches to delivering mobile Salesforce community applications, and will help readers choose the most suitable option.

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What is a Salesforce community? 

A Salesforce community is an online platform for organisations to connect employees, partners, and customers, while providing seamless access to the data and records they need to get work done or complete tasks.

community_cloud_rszBuilt on the Salesforce Community Cloud, they offer real-time engagement and the ability to share any file, data, or record anytime and from anywhere.

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July 2017: What’s New with MobileCaddy and Your Salesforce Mobile Apps

The Latest from the MobileCaddy Product Team - July 2017

One of the most exciting things about our Application Delivery Framework (ADF) is that it’s constantly growing and evolving, to allow our partners and customers to push the boundaries of what can be achieved with mobile apps on the Salesforce platform. As such, it’s vital that we help our community stay abreast of all the new MobileCaddy features and updates as they’re released.

With that in mind,  I’ve decided to record and publish my regular discussions with Paul, our CTO, Todd, our Chief Mobile Technical Architect, and Frank, our Lead Product Engineer. In these sessions we’ll be covering what’s new with MobileCaddy, and will be sharing this with you to provide a first-hand look at everything we’ve been working hard on to improve.

So what’s new with MobileCaddy this month?

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MobileCaddy Apps for Desktop: Delivering Salesforce on Windows 10

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With approximately 80% of the global workforce performing deskless work daily, the demand for the right technology, in the right place and at the right time, has reached critical mass. For Salesforce users, this means seamless access to critical systems and data on any device, regardless of location or connection. To accommodate this, we’ve extended our MobileCaddy offering from iOS and Android applications to deliver Salesforce on Windows 10, making it easier for businesses to enable truly deskless work.

Presenting… MobileCaddy for desktop

It’s with great pleasure that we can officially announce the first desktop support for MobileCaddy applications. This expansion is something we’re extremely proud of, as it marks a significant step in our mission to provide seamless mobile working within the global Salesforce ecosystem, free of any limitations.

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Working with Salesforce Record Types and Offline Mobile Apps

Due to the fact that Salesforce record type IDs can vary between instances, it’s an important consideration to understand the effect of this on your design, development effort, and the potential failures once the app moves to production. As always with MobileCaddy, our aim is to remove this consideration to allow for more rapid and robust mobile apps.

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Salesforce record types

For nearly every object in Salesforce (both standard and custom), you can create multiple record types of the same object. This allows separation of ‘types’ of records. For example, if we had a custom object for ‘assets’ (so Asset__c) we may want to store types of these assets that have shared, similar, and distinctively different attributes.

There’s an excellent video by CertifiedOnDemand which explains the concepts regarding why you would want to use record types, which I’ll refer to here, as our purpose is to look at the implications for our particular use case (here are some Salesforce tips and tricks on record types as well).

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Looking Beyond the Limitations of Salesforce1 Mobile Apps

mobile-appsFor businesses looking to leverage the Salesforce platform to mobilise operations, enabling the now inescapable demand for ‘deskless work,’ it’s common for Salesforce1 mobile apps to be the vehicle chosen to make the first attempt.

When given to employees within a business, mobile apps are intended to make those workers faster, more accurate, and more effective in doing their jobs.

That ability to work seamlessly from a mobile device at any time, in any location, is ideal for driving productivity. But unfortunately, those valuable gains will only be achieved if the right mobile apps are introduced.

While Salesforce1 is a great first step for a business to take when setting out on its mobile journey, the inherent limitations can only stretch so far.

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The Salesforce Partner Awards 2016: Most Innovative Mobile Solution

Salesforce-most-innovative-mobile-solutionIt’s with great pleasure that MobileCaddy can announce the receipt of a first major award for one of its enterprise apps, delivered with strategic partner Appirio, as they were given the honour of 2016’s ‘Most Innovative Mobile Solution’, as part of the annual UK and Ireland Salesforce Partner Awards.

These awards are designed to recognise outstanding contributions made by Salesforce Consulting and ISV Partners. Awards are based on customer success stories that showcase innovation across specific categories.

Appirio was presented with the award at this year’s event for a mobile app called the Tour Operations Portal (TOPS), powered by MobileCaddy and created for The Travel Coproration, Ltd. (TTC).

Alex Makepeace, Solution Architect for Appirio, said, “We’re very happy to have won the award for this innovative mobile solution, for the TOPS project at TTC in 2016, and are extremely grateful to MobileCaddy for their vital and fundamental contributions to the project.”

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Join MobileCaddy at the Salesforce World Tour 2016 in London

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The Salesforce World Tour

Thursday, 19 May, 2016

ExCel Centre, London

 

Join MobileCaddy at the upcoming London-based Salesforce event, to learn how the disruptive impact of enterprise mobility is driving businesses to extend the Salesforce platform, maximising the value gained from mobile technology.

The MobileCaddy team will be demonstrating this philosophy by showcasing mobile apps with fully customisable user interfaces, that are completely functional even when offline, guaranteed to accelerate any business along the path to true mobile transformation.

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Why Offline First is as much about User Experience as Robustness

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More often than not the ability to work offline is the reason using a solution like MobileCaddy is considered.

This is really because no matter how good your app is as we can see from this previous post - if the app stops, so does the business that it supports. And of course this is not acceptable.

This alone should be enough to convince us all that our enterprise apps should always follow the MORE(s) Design specification with Offline First being a fundamental requirement.

However for many Salesforce.com customers that do not have experience of deploying and managing these apps there is another often ignored upside to Offline First. A reason that will have just as much impact on delivering the organisation aspirations.

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