Salesforce1 Guide

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  • Salesforce1 App Developer Guide

    Version 1November 2013

    By Dianne SieboldSamantha Ready

    Michelle Chapman-Thurber

    With contributions byMichael Alderete

    Cliff ArmstrongJay Hurst

    Dean MosesTammy Rahn

    Samantha ReynardJim Sinai

    Quinton WallEmily Wilska

  • Salesforce1 App Developer Guide

    Copyright 20002013 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademarkof salesforce.com, inc., as are other names and marks. Other marks appearing herein may betrademarks of their 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 anyform, or by any means, electronic, mechanical, photocopying, recording, or otherwise, without theprior consent of the publisher.

    This book introduces you to both the declarative (point-and-click) and the programmatic (code-based)features of Salesforce1. To help you get familiar with the different pieces that make up the Salesforce1Platform, and to show you how you can optimize existing features such as Visualforce pages andpublisher actions for the Salesforce1 mobile experience, this book walks you through the process ofenhancing an existing organization to make it mobile-ready.

  • Table of Contents

    Chapter 1: Introduction.............................................................................1Introducing the Salesforce1 Platform...............................................................................2Salesforce1 Platform Features...........................................................................................2Introducing the Salesforce1 Apps.....................................................................................3Getting Around in Salesforce1.........................................................................................4What About the Other Mobile Apps?.............................................................................9

    Chapter 2: About This Book....................................................................11Who Is This Book For?..................................................................................................12How Do I Begin?...........................................................................................................12About the Sample Scenario............................................................................................12About Acme Wireless.....................................................................................................13

    Chapter 3: Setting Up Your Work Environment........................................15Install the Enhanced Warehouse Data Model................................................................16Download the Salesforce1 App......................................................................................16

    Salesforce1 Administration......................................................................17

    Chapter 4: Configuring Salesforce1.................................................17Defining Which Users Can Use Salesforce1.......................................................18About Notifications............................................................................................19Try It Out: Enable Notifications........................................................................20

    Tell Me More: Approval Request Notifications.....................................20

    Chapter 5: Customizing the Salesforce1 Navigation Menu...............21About the Salesforce1 Navigation Menu............................................................22

    Try It Out: Configuring the Salesforce1 Navigation Menu....................23Test Out the Salesforce1 Navigation Menu............................................23

    Chapter 6: Customizing How Your Data Shows Up inSalesforce1.................................................................................25

    How Page Layouts Work in Salesforce1.............................................................26Rethinking Your Page Layouts for Mobile.............................................27

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    Table of Contents

  • Tips for Optimizing Page Layouts for Mobile........................................32About Compact Layouts.....................................................................................33

    Try It Out: Create a Compact Layout....................................................34Test the Compact Layout.......................................................................36

    Chapter 7: Using Publisher Actions in Salesforce1...........................39About Publisher Actions.....................................................................................40

    Publisher Action Categories...................................................................41Point and Click Your Way to Publisher Actions................................................43

    Try It Out: Create an Object-Specific Action........................................44About Global Actions.............................................................................45Tell Me More: Publisher Actions...........................................................46

    About Action Layouts........................................................................................47Try It Out: Customize an Object-Specific Action Layout.....................48

    About Predefined Values in Actions...................................................................50Try It Out: Set a Predefined Field Value on an Action..........................51Test the Predefined Value.......................................................................52

    About Custom Actions.......................................................................................53

    Chapter 8: Guidelines and Best Practices for Administrators............55Publisher Action Guidelines and Best Practices.................................................56Custom Icon Guidelines and Best Practices.......................................................56

    Developing for Salesforce1.......................................................................59

    Chapter 9: Welcome to Salesforce1 Platform Development..............59Our Scenario.......................................................................................................60Who This Part is For..........................................................................................60When to Use the Salesforce1 Platform vs. Creating Custom Apps....................61Salesforce1 Platform Development Process........................................................62Development Prerequisites.................................................................................63

    Change the System Administrator Page Layout Assignment.................63

    Chapter 10: Designing Mobile-First User Interfaces........................65Design for Mobile...............................................................................................66Keep Navigation Simple.....................................................................................66Put Important Information at the Top...............................................................66Minimize the Number of Fields.........................................................................67

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    Table of Contents

  • Use Field Defaults..............................................................................................68Minimize User Interface Text.............................................................................68Tap Target Size..................................................................................................70

    Chapter 11: Extending Salesforce1 with Visualforce Pages................71Try It Out: Create a Visualforce Page................................................................72

    Create a New Tab...................................................................................75Add the Tab to the Navigation Menu....................................................76Test Out the Visualforce Page................................................................76

    Tell Me More: Where Visualforce Pages Can Appear in Salesforce1................78Tell Me More: About the Code.........................................................................80

    Chapter 12: Adding Functionality with Visualforce CustomActions......................................................................................83

    Custom Actions Scenario...................................................................................84Try It Out: Create a Visualforce Custom Action...............................................84

    Add the Visualforce Custom Action to the Page Layout........................85Test Out the Visualforce Custom Action...............................................86

    Tell Me More: About the Code.........................................................................89

    Chapter 13: Integrating Your Web Applications in Salesforce1 withForce.com Canvas......................................................................95

    About Force.com Canvas....................................................................................96Extending Salesforce1 with Canvas Custom Actions.........................................96

    Try It Out: Clone the Shipify Web Application.....................................97Tell Me More: Get Context in your Canvas App.................................106

    Extending Salesforce1 with Canvas Apps in the Feed......................................110Try It Out: Clone the DeliveryTrakr Web Application........................110Tell Me More: About the Code to Create Feed