Author: Eric Egertson, Senior Director Presales for Informatica Cloud
In part 1 of this series, I discussed why I thought that the new app platform from Salesforce.com ("Salesforce 1") was far from perfect and described this as "the App Gap". Sure, Salesforce 1 is a vastly improved mobile experience for every Salesforce user, but it still provides no help in two crucial areas.
There is no ability for business users to quickly deploy mobile apps by themselves.
There is no automation to help users efficiently complete more than one salesforce activity at a time.
I also explained in part 1 that these shortcomings can be easily addressed by adding Informatica Cloud Extend to any Salesforce 1 implementation. So for the remainder of this article I'll explain how to configure your Salesforce org to leverage Informatica Cloud Extend. Then you'll be closing the Salesforce 1 'App Gap' in no time.
Step 1. Modify VisualForce Launch Pages
It turns out that Informatica Cloud Extend guides can run easily from Salesforce 1. This is because Salesforce 1 now lets the user navigate to an object within the mobile app, and then the user can run a Cloud Extend guide from that object. But in order to get a Cloud Extend guide to run in Salesforce 1, the VisualForce page for launching CE guides must be modified first. VisualForce pages have an option for “Available for Salesforce mobile apps”:
The VisualForce pages for standard Salesforce objects are part of the Cloud Extend managed package, so users cannot edit them (we manage these pages in order to improve your Cloud Extend experience. In addition we also update them as needed with new Cloud Extend releases). However that doesn't mean that can't replace the relevant VisualForce pages. So that's what we're going to do. The doc on how to do so is here:
To replace this page, I first went to the Opportunity screen layout editor and removed the existing VisualForce page for Cloud Extend guides. Then I replaced it with the “mobile-enabled” VisualForce page that I just created.
Step 3. Testing that it Works!
The final step is to test that it works. So now open the Salesforce 1 app and navigate to an Opportunity object:
The Cloud Extend guide launcher appears (I only had the “Update Selected Opportunity” guide published for smartphones. If there were other Cloud Extend mobile guides published for Opportunities, they would have also appeared in this list).
Next I click the “Update Selected Opportunity” and a new window within Salesforce 1 launches:
Clicking on the Cloud Extend "Update Selected Opportunity" guide again starts the guide running:
When the guide finished, I clicked the arrow in the top left of Salesforce 1 to take me back to the Opportunity object that first initiated the Cloud Extend guide.
So there you have it! A a quick way to integrate Informatica Cloud Extend working in the new Salesforce 1 application. Of course there may be other ways to integrate Cloud Extend into Salesforce 1 and we will certainly be looking at those options going forward.