Grass Roots Survey Mobile App

PowerPoint Slides

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Compact Layout Screenshots

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Heroku Initial Setup

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Heroku is the app that shakes hands both with your Salesforce organization AND your mobile phone. Heroku makes it possible to have many field workers out collecting data on their phones, but using up only ONE Salesforce license. Remember your "integration user"? That's the one license that the Grassroots Mobile App uses. Let's get Heroku set up. We use the free version, so if you are asked for your credit card, just know you won't be needing to pay anything.

Sign up for Heroku: https://www.heroku.com/home

Mobile App Install Android

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The Grassroots Mobile Survey App will install on an iPhone, but because many of the world's Field Workers use Android phones, our instructions point to installing to an Android phone. If you're an iPhone user, check out the article on installing the GRMS on that phone. 

Here are the screens you'll become familiar with on the Grassroots Mobile Survey App. 

1. Your Login Screen
2. This is the screen that collects the contacts that belong to you as well as the survey settings.
3. This is the screen that shows the numbers of synced and unsynced surveys on your phone.  

Set up for Survey Success!

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We entered our first Field Worker in the Salesforce Install step. Now, it's time to put the both the Clients you're working with and the Field Workers all into your Salesforce.

GRMS Guide for Field Workers

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Your System Administrator will give all Field Workers the link to the latest version of the Mobile App. Use that link to install the app on your phone. The Login Screen will come up. (Cool logo, huh!!)

Create your first Survey

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The Grass Roots Mobile app takes the fields and section headers that you create in your Salesforce Field Survey object and generates phone screens that match. There are three required steps to creating your first survey:

1. At least one record type - this will distinguish between your different surveys. The Sample Surveys Package (optional install in the Post-Install Configuration) has two Record types: Home Care and Disaster Relief. If your use case is different, create a new record type for your program.
2. At least one editable custom field - here you'll have more than one, as these are the data points you want to collect in the field.
3. At least one editable page layout section - these will show up as section headings on the phone, and will make the screen easier to read in the field.

Let's get started!

Salesforce Post-Install Instructions

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Find it in the 9-dot "waffle." Click View All to see the app.

Install the Salesforce App

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Here's how to get a Dev Org.

How to Sign Up for GitHub

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Put github.com into the address bar of your browser to get started!