Mobile App

Salesforce Mobile App Introduction

  • Salesforce One mobile app was announced at Dreamforce in 2013
  • For PAB exam, need to know:
    • Declarative options to customize the UI and
    • How to do global and object-specific actions

Touring the Salesforce Mobile User Interface, Navigation, and Global Actions

  • Demo of Search, Navigation, Global Actions, photo upload, etc
  • Global actions are actions that do not pertain to any specific object: Create an Event, Create a Task, Post (to Chatter) etc

Performing Common Marketing Actions in Salesforce Mobile

  • Demos how to access Leads' Feed, Details, and Related lists
  • Demos how to log a call, add a new task, post to Chatter, edit a lead record

Performing Common Sales Functions in Salesforce Mobile

  • Demos Account and Opportunity management including Feed, Details, Related lists
  • Accessing Reports/Dashboards from mobile app

Performing Common Service Functions in Salesforce Mobile

  • Demos Cases management, which can belong to just about any other object
    • Same pages: Feed, Details, Related Lists

Getting Started with Configuring Salesforce Mobile for Your Org

  • Set up via Setup > New Salesforce Mobile App QuickStart
  • Access Setup via: Setup > Apps > Mobile Apps > Salesforce
    • Options:
      • Branding, Navigation, Notifications, Offline, Settings

Setting User Rights to Salesforce Mobile

  • Access mobile settings via: Apps > Mobile Apps > Salesforce > Salesforce Settings
  • User-specific mobile settings are available

Creating Global Actions for Salesforce Mobile

  • A Chrome plug-in is available that lets users run an iPhone simulator in the browser. This is useful for trying out Salesforce mobile app configuration.
  • Manage global actions from: Setup > Quick Find > “actions” > Global Actions
  • Manage publisher layouts from: Setup > Quick Find > “publisher” > Publisher Layouts

Creating Object Specific Actions for Salesforce Mobile

  • Example: “New Child Opportunity” action on the Opportunity object
  • Added in the “Salesforce Mobile and Lightning Experience Actions” section of the page layout
  • If you have created an object-specific action from the “Buttons, Links, and Actions” of the Object Manager, but the action has not appeared, it is likely because the action has not been added to the page layout.

Creating Action Layouts to Optimize Salesforce Mobile User Experience

  • Edit Layouts for actions by clicking in to the “Buttons, Links, and Actions” section of the of the object manager, then clicking Edit Layout

Customizing the Salesforce Mobile Navigation Menu

  • Navigation menu is accessible behind the “Menu” button, three stacked horizontal lines
  • Customize via: Setup > Apps > Mobile Apps > Salesforce > Salesforce Navigation

Creating Compact Layouts in Salesforce Mobile

  • Edit Compact Layouts via Setup > Object Manager > Compact Layouts - similar in concept to Page Layouts
  • Purpose of Compact Layouts is to give mobile users key info “at a glance”

Working with Push Notifications in Salesforce Mobile

  • Access and administer via: Setup > Quick Find > “Notifications”

Working Offline with Salesforce Mobile

  • Salesforce Mobile can be used in an “Offline” configuration
  • Enable via: Setup > Quick Find > “Offline”
    • Appears to be enabled by default
  • Once cell connection is restored, any changes made while offline will be synced

Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security

  • Access via: Setup > Quick Find > “pages” > Visualforce Pages
    • Click “Security,” then make available to all profiles that are appropriate