Salesforce1 Mobile App Workshop

Today’s Workshop

• Anatomy of the Salesforce1 Mobile App

• Getting Started in your Org

• Introduction – 7 Tips

• Configuring the Left Navigation: Hands on Demo

• Creating Publisher Actions – Global & Contextual: Hands on Demo

Anatomy of the Salesforce1 Mobile App

Anatomy of the Salesforce1 Mobile AppCRM DataAll your sales, service, and marketing data at your fingertips

Customizations Instantly bring your customizations like workflow, permissions, and sharing settings to mobile

AppExchange AppsAdd AppExchange apps specifically designed for the Salesforce1 app

Custom AppsAll your custom objects, fields, and any app you’ve integrated or built declaratively is now mobile. Even bring your Visualforce pages into the navigation menu.

Notifications CenterView all the posts and approval

processes that need your attention

Feed FirstConnect with other

employees and collaborate on sales opportunities, service

cases, campaigns, and projects

Hybrid User InterfaceBenefit from the best native device

technology and the latest HTML5, including your own custom

Visualforce

Custom Publisher ActionsMove business forward with

global and contextual Publisher actionsMulti-device Support

Access everything you need from your favorite device, iOS or Android

Getting Started in Your Org

Getting Started with the Salesforce1 App

There are a few permissions you want to make sure are on:

1. Connected Apps

2. Notifications

3. Mobile Browser

Connected App Permissions

Make sure Salesforce1 is turned on for your org by navigating to Setup → Manage Apps → Connected Apps and configuring settings for “Salesforce1 for iOS” and “Salesforce1 for Android.”

Notification PermissionsIn Salesforce1, users can receive notifications in two ways: through notifications center in the app and via push notifications on their mobile device. These notifications occur when they are mentioned in Chatter posts or comments and when they receive approval requests.

To enable notifications for your org, navigate to Setup → Mobile Administration → Notifications → Settings. If they’re not already enabled, select “Enable in-app notifications” and “Enable push notifications” and save those settings.

Mobile Browser PermissionsTo enable the Salesforce1 experience on a mobile browser, navigate to Setup → Mobile Administration → Salesforce1 and select “Enable the Salesforce mobile browser app” so users are automatically redirected to the Salesforce mobile browser experience when they log in using a supported browser on an iOS or Android smartphone or tablet. To restrict this user experience, deselect this permission, and users will see the full Salesforce App as it appears on the desktop.

Introduction – 7 Tips for Your Rollout

7 Tips for Your Rollout

1. Get into the Mobile Mindset

2. Revisit User Permissions

3. Customize Your Navigation Menu

4. Configure Your Layouts

5. Create Publisher Actions

6. Optimize Your Visualforce Pages

7. Prioritize Your Mobile Rollout

Configuring the Left Navigation: Hands on Demo

Creating Publisher Actions: Hands on Demo