trailhead

Get Started with mySalesforce

Learning Objectives

After completing this unit, you'll be able to:
  • Define what mySalesforce is.
  • Explain why companies use mySalesforce.

The Mobile Revolution

We’re fast approaching the year 2020, and the 21st century hasn’t quite lived up to all of our futuristic expectations: We’re not zipping around in flying cars or jaunting off to vacations on Moon Base Alpha.

But we do have mobile phones! Can our devices teleport us to alien planets? Well, no. (Not yet, anyway.) But the mobile revolution has certainly transformed the way we live, work, learn, connect, communicate, travel, and shop.

An illustration of mobile phones being used for various tasks

And the enterprise world is no exception. Today’s employees expect and need apps that help them stay productive from anywhere, on any device.

Challenges to Enterprise Mobility

But here’s the catch. Despite the pervasiveness of mobile technology, most companies haven’t delivered on the promise of mobile. Why? Because it’s hard to build mobile apps. Do you want to build for Android, iOS, or both? What tool do you want to use? How can you design for multiple screen sizes? What about security? How can you scale? What if your organization doesn’t have in-house mobile expertise?

If your company struggles with these questions, you’re not alone. Gartner predicts that by the end of 2017, market demand for mobile app development services will grow at least five times faster than internal IT organizations’ capacity to deliver them.

Tip

Tip

If your organization doesn’t have a comprehensive game plan for building and deploying mobile apps, check out the Mobile Strategy Development module on Trailhead.

Salesforce Platform to the Rescue

The Salesforce Platform can help you overcome the challenges to workforce mobility. It lets you easily create enterprise-grade, secure mobile apps that work across a wide range of mobile devices. So it’s the perfect foundation for developing your organization’s mobile strategy.

The platform enables app development for all device types

The core of that strategy is the Salesforce mobile app. It’s the fastest way to build and deploy mobile apps to your employees.

Out of the box, the Salesforce app provides employees with instant access to your company’s CRM data and customizations. Admins can quickly extend it by using point-and-click tools to build custom apps. And developers can use the Lightning web development platform to create sophisticated mobile solutions. Whether your organization has a team of developers or none at all, you can build tons of cool mobile apps that run in Salesforce.

And now, with the mySalesforce feature, you can take your mobile strategy even further.

Introducing mySalesforce

What exactly is mySalesforce? Well, it’s identical to the Salesforce mobile app, but it’s better... because it’s truly yours. It’s a fully branded version of your Salesforce mobile implementation. Your app icon, your name, your colors, and—most important—your very own listing in Google Play™ and the Apple VPP Store®.

A Google Play listing for a My Salesforce branded mobile app

Different Exterior, Same Interior

Think about it like this. Imagine that the Salesforce mobile app is a slick sports car. The body of the car is painted blue, and it’s emblazoned with that famous cloud logo. But underneath the body lies the real heart of the vehicle: the frame and the engine. That’s the Salesforce Platform. The Salesforce app is the wrapper, and the platform is what holds all the parts together and makes the car run.

An illustration of a car body being painted and mounted on a chassis

With mySalesforce, you repackage the car by putting a new body on the existing frame. You design the body specifically for your company, with your own paint color and logo. On the surface, it looks like a different car, but the same powerful and reliable engine is purring under the hood.

Branding Matters

We’re pretty fond of our cloud logo and that lovely shade of Salesforce blue. But we get it. You want your Salesforce mobile app to represent your company and reinforce your brand.

And it makes a difference. People respond to familiarity. If employees can easily recognize the app as a part of your organization, they’re more likely to use it and feel a sense of emotional investment, which increases adoption.

On top of that, it helps you build your brand from the inside, infusing it into the daily operations of the business. You can foster more engagement and make employees feel like they’re part of a community.

A collection of branded assets that includes a mobile app

It’s Bigger Than Branding

Of course, mySalesforce is about more than your brand. It’s a different way to think about mobility. With mySalesforce, your company is now a full-blown mobile development agency, and you can put a custom branded app into the hands of every single employee.

That’s pretty revolutionary. Until now, if you wanted to release a branded app with the Salesforce Platform, you had to build one yourself using our Mobile SDK. The SDK is awesome, but it does require mobile expertise and costly development resources that many companies simply don’t have.

mySalesforce lets you list your own app in Google Play and the Apple VPP Store even if you don’t know how to write a single line of code.

What Will You Build?

Here’s the big question: Now that it’s possible to publish a branded mobile version of Salesforce, which apps do you want to put inside? Considering how fast you can build custom apps with Lightning, the only limit is your imagination.

A screenshot of a few Lightning apps in the mobile navigation menu

To get your inspiration flowing, we came up with a few use cases for productivity-boosting employee and partner apps.

Category or Industry Audience Custom Apps
Human Resources Employees Recruiting

Onboarding

Benefits Enrollment

Approvals

Peer Feedback

Conference Room Booking

Finance Employees Invoices

Billing

Purchasing

Budgets

Expense Management

Time Management

Retail Employees Item Locator

Loyalty Program Enrollment

VIP Management

Shopper History

Promotions

Distribution Partners Inventory Management

Requisitions

Product Tracking

Delivery Updates

Product Placement

Let’s Get Started

Fired up about the possibilities? Ready to learn more about mySalesforce? Awesome. In this module, we explore mySalesforce in the context of a real-world scenario. Let’s meet DreamHouse Realty.

DreamHouse Realty is a thriving real estate business with a growing legion of brokers. D’Angelo Cunningham, the Salesforce admin for DreamHouse, has already customized the Salesforce mobile app to suit the brokers’ needs. And he built three custom Lightning apps to help them manage their properties and clients.

The DreamHouse admin thinking about his new branded mobile app

The brokers frequently use the mobile app while working with their clients, and the CEO of DreamHouse wants the brokers to have a branded version of Salesforce. She asks D’Angelo to go through the process of publishing the DreamHouse app to Google Play and the Apple VPP Store using the mySalesforce feature.

Ready to get started? In the next unit, you can follow along with D’Angelo as he prepares all of the necessary branded assets and creates the app.

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