Find nearby opportunities within Accounts. Filter by your skill set, news & tap to view an Account on an interactive map. View skill set match & if news from Gist is negative or positive.
Interactive map, displaying nearby Opportunities. Switch to a Social view to see Opportunities based on news events. Access the Opportunities view, Contacts view, Gist for that Account & Drive time & directions.
Cliff notes, optimized for a mobile device, based on skill gaps determined through Product certifications. Explore cliff notes, quizzes & references.
Your key account news, sorted, ranked & filtered to surface the most relevant information. Filter based on business conditions, like your meetings for a given day. Get a quick understanding of what matters.
Share Library files to be shared with Contacts via email or within a Community. If the Contact is not a Community User, Postbox automatically provisions them.
Nearby corporate services for a given office (front desk, security, maintenance, etc), city (food, etc) & global services like HR. No filtering, no searching, just the most relevant content.
Current Status – please note that the package currently comes with a series of tabs pre-configured. Due to some Organizations running into tab limits, I am currently working on republishing to remove the tabs and allow them to be added back in as needed. If you have available tabs, the current package will work without issue. Thanks!
Sign into your Salesforce account. If you do not have one, signup for a free developer account. Install the S1 Ignition Pack from the Salesforce App Exchange using the link below. In order for applications within the Pack to connect with outside resources like News and Social data, we need to get some keys to talk to them on your behalf. Get your API keys, IDs and secrets from the following links. Create Google Map Key Create Twitter API Key Create Faroo API Key
Deploy the News and Social Crawling application with Heroku and the keys you created from the above steps. If you do not have a Heroku account, you can signup for one using the following link Signup for Heroku Once you have a Heroku account or are logged in, use the following button to deploy the Salesforce1 Ignition App to your Heroku instance
Follow the directions below this quickstart to finalize the Heroku application setup by connecting the application to its database. For troubleshooting you may want to download the Heroku Toolbelt to get visibility into any issues with your configuration.
Configure your Salesforce instance’s Google Map’s API Key, URL to Heroku Services, Layouts, and Objects. Complete directions follow this quickstart section of the guide. Scroll down this page to get the detailed directions for this setup.
Grab a beverage of choice, sit back and enjoy the Salesforce1 Ignition Pack!
Step through the process of installing the Ignition Pack from the App Exchange and into your Salesforce environment. Once installed, you will be guided through using the Heroku Deploy button to install the Heroku application required for some of the above applications. We then cover the following topics
In order for Gist, Magellan and Scout to understand news and social activity for Opportunities, we need to setup a few things related to our Accounts. In this video the following items are covered
The following provides the foundation for Deal Fuel, specifically setting up Products and Badges. To understand what expertise is helpful to sell a given Product, we assign it a Badge that represents a certain type of knowledge or level of achievement in a particular subject area. Users can then be associated with Badges that make sense given classes, seminars, etc they have received or obtained. In this video we cover
Taking the setup from step 3 further, we now will setup Classes to group Study Materials that will be presented to users who are looking at Opportunities and need helpful Study Materials (quizzes, cliff notes, etc) to help covers areas of expertise that are needed for the Product associated with the Opportunity, but they have not obtained. If you want Study Materials to always be shown to users, regardless of their skill level, do not assign Badges to Users. In this section we will
Play Video 4 Additional Notes
The Community portion is optional, but required if you wish to use the full Postbox feature set. We step through
Play Video 5 Note on Colors for Document Types
Kokua is a streamlined version of Yelp for Corporate services – with no search options – it shows available services based on your geography. To setup the services we walk through the following
Congratulations for making it this far! Now we are able to get onto the fun parts – actually using our new applications. In this video we cover running our news and social craw for the first time. Please note that you will need to have added Twitter information to your Accounts in the second step above for the crawl to work. In the video the following will be covered
* if you are using a paid instance of Heroku (e.g. one that does not turn off when not in use and comes back online when requested) the app will automagically run each day to scan the sources without requiring any manual intervention Play Video 7 Final Notes If you wish to add Gist (news and social) or Deal Fuel links within the regular Salesforce1 Account or Opportunity Layouts, simply add a Custom Formula Field as follows (depending on which you would like to add)
HYPERLINK(“/apex/s1m_metro_news?id=” & Id , “News”)
HYPERLINK(“/apex/s1m_deal_fuel?id=” & Id , “Deal Fuel”)