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  • Salesforce1 Mobile App Admin Guide

    Version 4, December 2015

    Written byMichelle Chapman-Thurber

    With contributions byMichael FloydCarol FrangerTammy RahnSamantha ReynardEmily Wilska

  • Get your organization ready for the Salesforce1 mobile experience! Learn how tooptimize your page layouts for mobile, customize the Salesforce1 navigation menu,create actions, work with compact layouts, set up mobile navigation, and muchmore.

    Salesforce1 Mobile App Admin Guide

    Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark ofsalesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks oftheir respective owners.

    Various trademarks held by their respective owners.

    No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form, orby any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior consentof the publisher.

  • CONTENTS

    Chapter 1: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    Introducing the Salesforce1 Apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Getting Around in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3What about the Other Mobile Apps? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Chapter 2: Get Your Organization Ready for Mobile: The Big Picture . . . . . . . . . . 9

    Chapter 3: Configure Your Organization for Salesforce1 . . . . . . . . . . . . . . . . . . . 11

    Unlock Salesforce1 with the Salesforce1 Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Define Which Users Can Use Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Enable or Disable Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Approval Request Notifications in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . 14Salesforce1 Mobile App Offline Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Customize the Salesforce1 Navigation Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    How the Salesforce1 Navigation Menu Works . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Chapter 4: Customize How Your Data Appears in Salesforce1 . . . . . . . . . . . . . 23

    How Page Layouts Work in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Rethink Your Page Layouts for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Tips for Optimizing Page Layouts for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Working with Compact Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28About Compact Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Chapter 5: Using Actions in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    Working with Quick Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Object-Specific versus Global Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Action Categories and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Action Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Using Predefined Values in Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Custom Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Actions and Page Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Action Guidelines and Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Chapter 6: Visualforce Pages and Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . 43

  • Get Your Visualforce Pages into Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Visualforce Page Support in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    Chapter 7: Make the Salesforce1 App Yours with Custom Branding . . . . . . . . . 45

    How Salesforce1 Branding Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Tips for Branding Your Salesforce1 App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Chapter 8: Learning More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Chapter 9: Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    How Actions Are Ordered in the Salesforce1 Action Bar . . . . . . . . . . . . . . . . . . . . . . . 52How Predefined Actions Are Ordered in the Salesforce1 Action Bar and List ItemActions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Actions with and without Chatter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Salesforce1 Mobile App Features: Whats Available in Each Version . . . . . . . . . . . . . . . 64Salesforce1 Editions and Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

    Contents

  • CHAPTER 1 Introduction

    The Salesforce1 mobile apps are mobile containers that enable you toexperience all of the Salesforce App Cloud from any mobile device. TheSalesforce1 mobile apps bring together Chatter, CRM, and business logicso you can connect to all of your data.

    In this chapter ...

    Introducing theSalesforce1 Apps

    Getting Around inSalesforce1

    With the Salesforce1 mobile apps, your users can access custom objectsand custom apps through the navigation menu and take advantage of

    What about theOther Mobile Apps?

    custom actions to complete key tasks all from their mobile devices. Yourusers can also access their custom list views, receive notifications for postsand approvals that need their attention, get an immediate view of theirday in the new "Today" app, or choose from a variety of mobile-optimizedAppExchange apps to install.

    Salesforce1 is fully customizable, allowing you to extend your custom appsto mobile using tools that youre already familiar with.

    This guide walks you through the process of getting your company readyfor mobile, from configuring your organizations settings to rolling out theSalesforce1 app and customizing it with your own branding. Youll learnhow to quickly configure the items that appear in the navigation menuusing the Salesforce1 Wizard. Youll also learn how to optimize page layouts,work with compact layouts, set up mobile notifications, and customizeactions so your users can get important work done quickly from theirmobile devices.

    The Salesforce1 Admin Guide is an essential resource for Salesforceadministrators who want to roll out enterprise mobile to their organizations.This guide introduces you to all of the declarative (point-and-click) toolsneeded to create a personalized mobile experience.

    If, after reading this book, you want to venture into the world of developingfor Salesforce1, take a look at the Salesforce1 App Developer Guide. Using aDeveloper Edition organization and a set of sample data and exercises,you can create custom actions, work with Visualforce pages, and learnabout canvas apps and mobile UI design.

    1

  • Introducing the Salesforce1 Apps

    The Salesforce1 apps are Salesforce on the go! These enterprise-class mobile apps give your users real-timeaccess to the same information that they see in the office, but organized for getting work done in thoseprecioius free moments when theyre between customer meetings, waiting for a flight...even when theyrein line for coffee.

    You can get Salesforce1 in different ways:

    As a downloadable app from the App Store and Google Play.

    As a mobile browser app that runs in supported mobile browsers. This option doesnt require anythingto be installed.

    Supported DevicesThe way users access Salesforce1 depends on whether they are using one of the downloadable apps orthe mobile browser app.

    Supported MobileBrowser

    Supported MobileOS

    Supported DevicesSalesforce1 App

    Not applicableiOS 8 or lateriPhone 5 or later models

    iPad 4 or later models(including iPad Air 2 andiPad Pro)

    Downloadable app foriOS, v7.3.3 or later

    iPad mini 2 or later models

    Apple Watch (pushnotifications only)

    Not applicableAndroid 4.4 or laterAndroid phonesDownloadable app forAndroid, v8.0 or later

    Apple Safari

    Good Access

    iOS 8 or lateriPhone 5 or later models

    iPad 4 or later models(including iPad Air 2 andiPad Pro)

    Mobile browser app

    iPad mini 2 or later models

    2

    Chapter 1 Introduction

  • Supported MobileBrowser

    Supported MobileOS

    Supported DevicesSalesforce1 App

    Google Chrome

    Good Access

    Android 4.4 or laterAndroid phones

    Android tablets

    Microsoft InternetExplorer 11

    Windows 8.1 UpdateNokia Lumia 1020 and HTC8X phones

    BlackBerry BrowserBlackBerry OS 10.2 orlater

    BlackBerry Z10 phones

    (Support ends Winter 17)

    BlackBerry BrowserBlackBerry OS10.2.1.3175 or later

    BlackBerry Z30 phones

    (Support ends Winter 17)

    Getting Around in Salesforce1

    Lets take a tour of the Salesforce1 mobile app.