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SalesForce1Introduction to the Salesforce1
Mobile App & Features
Dinesh Wickramasinghe
The Salesforce1 mobile app is
Salesforce1 on the go!
Gives your users real-time access
to the same information that
they see in the office
As an administrator, you can
significantly improve your
mobile user's’ experience with
Salesforce1
What is SalesForce1 ?
How users access the Salesforce1?
As a downloadable app from the App Store and Google
Play™
As a mobile browser app that runs in supported mobile
browsers. This option doesn’t require anything to be
installed.
Google Play Link
This presentation is based on Mobile Application
Sets go a tour !!!
When users log in to Salesforce1, the first thing they
see is a landing page.
The first item in the Salesforce1 navigation menu
becomes a user's’ landing page by default.
If your organization has Chatter enabled, and you
haven’t customized the Salesforce1 navigation menu
to change the first item in the menu to something
else, the user’s Feed will be their landing page.
search bar (1), sort and filter options (2), the feeds
drop-down menu (3), and feed items (4).
The Action Bar and Menu
Depending on which feed or record
page users are viewing, they see
different actions in the action bar and
action menu.
From the feed, for example, they see a
set of global actions.
Users can tap Action Menu icon from
the action bar to open the action
menu, which contains the full set of
actions that are available for the
object.
The Record ViewThe record view is made up of the record feed, detail, and related information pages, which your users can
swipe left and right to see.
Salesforce1 Navigation Menu
Anywhere users see Salesforce1 App
Nav in Salesforce1, they can tap it
to access the navigation menu.
What your users see in the menu is
determined by how you, as the
administrator, have configured it,
what’s available in your organization,
and what users have access to, based
on their user permissions and profile.
1. Search box
2. Menu items
3. Smart Search Items
4. Apps section
Demo 1 :Customizing the Navigation Menu
Customizing the Navigation Menu
If the default navigation menu doesn’t
meet your users’ needs, you can easily
customize it.
From Setup, enter Mobile Navigation
in the Quick Find box, then select
Mobile Navigation.
[You can’t set different menu
configurations for different types of
users.]
The Feed
The Chatter feed shows users their updates, updates to
records and people they follow, and updates in groups
they follow.
Post to a Feed
Write a post to let people know what you’re working on,
to ask questions, and to share information.
1. Tap in the action bar.
2. Write your post.
3. Tap Submit.
When writing a post or comment, type @ followed by the
first few letters of the person’s or group’s name to see
the five best matches,
then tap the person’s or group’s name in the list.
The Feed (Continued)
Like or Comment on a Post
Comment on a post or like a post or comment to show your support.
When you comment or like a post or comment, you’ll receive email notifications if others comment on that
post.
1. Tap Comment and write your comment.
2. Tap to like a post or comment.
Post a Link1. Tap in the action bar, then tap in the action menu.
2. Type the link’s URL and a descriptive name for the link.
3. Write something about the link.
4. Tap Share.
Add a Poll
Conduct a survey. Add a poll with a list of choices for people to cast a vote.
1. Tap in the action bar, then tap in the action menu.
2. Write a question.
(You can also mention people or a group.)
3. Provide at least two choices.
(Tap Add a choice to add more choices.)
4. Tap Submit.
Vote on a PollCast your vote on a poll and view the poll results.
• On a poll, tap one of the choices, then tap Vote.
You can only select one choice.
• Tap View results to see the latest poll results.
• Tap Change vote and select another choice to change your vote.
Search Overview
Use search in Salesforce1 to quickly get to the data you need. You
can search for Chatter people, groups, and files if Chatter is enabled,
and all the objects you have access to from Salesforce1, except tasks
and events.
There are three ways to search for information in Salesforce1.
• Find an item by the type of object, such as a specific contact or lead.
Tap the object in the navigation menu. This opens the
• Find an item by keyword search, such as a person who could be
either a contact or lead, using global search.
• Search for posts, comments, hashtag topics, mentions, and files
using the search box in the main feed.
Making Phone Calls and Send MailsMake a Phone Call from Salesforce1Make a call to a contact, account, or lead directly from Salesforce1.
1. When viewing a record, tap in the action bar.
Note: If this option doesn’t appear in the action bar on your record, verify that you have the required “Edit
Task” user permission,
the record includes a phone number to call, and you have access to view phone numbers for the record.
2. If more than one phone number is available, select the number to call.
3. When your call is finished, complete the Log a Call form if desired and tap Save.
Send EmailSend an email message to a contact, lead, or person in your organization.
1. When viewing a record, tap in the action bar.
if you don’t have access to view email address fields.
2. If more than one email address is available, select an address to send mail to.
Email is sent from your device’s email app. When you’re finished, switch back to the Salesforce1 app.
Get to Know TODAY
Salesforce Today in Salesforce1 gets you ahead of your day from the start, and
helps keep you there as the day progresses.
By collating the meetings, appointments, and other events from your selected
mobile calendars, together with your Salesforce tasks, contacts, accounts, and
other recent records.
Today gives you a central place to manage your entire day. Today is available in
the Salesforce1 downloadable apps only.
Compact Layouts
Compact layouts are used in Salesforce1
and Lightning Experience to display a
record’s key fields at a glance.
In Salesforce1, the first four fields that
you assign to a compact layout appear in:
An object’s record highlights area
Expanded lookup cards on a record’s
related information page
Demo 2 :Creating a new Compact Layout
Creating a new Compact Layout
1. From the management settings for the object that you want to edit, go to Compact Layouts.
2. Create a new compact layout and give it a label.
3. Add up to 10 fields.
4. Sort the fields by selecting them and clicking Up or Down.
5. The order you assign to the fields determines the order in which they display. We recommend
putting the object Name first.
6. Save the layout.
7. To set the compact layout as the primary compact layout for the object, click Compact Layout
Assignment.
Tip :
Put the object’s Name field first to provide context for your users when they view a record.
Demo 3 :Creating Global Actions
Global Actions
Global create actions enable users to create object records, but there’s no automatic relationship
between the record that’s created and any other record.
1. From Setup, enter Actions in the Quick Find box, then select Global Actions.
2. Click New Action.
3. Select the type of action that you want to create.
4. Customize the action.
5. Type a label for the action. Users see this label in the publisher menu.
6. Type a description for the action.
7. If you’re creating several actions on the same object, we recommend using a detailed
description, such as “Create Contact on Account using New Client record type.”
8. Optionally, click Change Icon to select a different icon for the action.
9. Custom images used for action icons must be less than 1 MB in size.
10. Click Save.
Changing the Action Layout
To customize the layouts of your global actions, in Setup, enter Actions in the Quick Find box, then
select Global Actions. (If you’re in Salesforce Classic, click Publisher Layouts.) Then click Layout next
to a global action in the list.
To customize the layouts of your object-specific actions, from the management settings for an
object, find Buttons, Links, and Actions.
If you’re using Salesforce Classic, from Setup, enter an object name in the Quick Find box, select
Buttons, Links, and Actions, and then click Layout next to an action in the list.
If you’re using Lightning Experience, from Setup, enter Object Manager in the Quick Find box, select
Object Manager, and then scroll down to the Buttons, Links, and Actions section. Then click Edit next
to the name of an action.
Changing the Action Layout
Changing the Action Layout
In Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
Click the Quick Actions category in the palette.
Drag a global action from the palette into the Quick Actions in the Salesforce Classic Publisher
section of the global publisher layout.
Adjust the order of the actions by clicking and dragging them around.
Actions in this section appear in the Chatter publisher in the full Salesforce site.
Now let’s customize the actions in Salesforce1.
Click the Salesforce1 Actions category in the palette, and adjust the actions in the Salesforce1 and
Lightning Experience Actions section.
On object page layouts, the Salesforce1 Actions category contains all available types of actions for
the object, including quick actions, productivity actions, and standard and custom buttons. Actions in
this section appear in the action bar and action menu in Salesforce1 and in various areas of Lightning
Experience.
Click Save. If you navigate away before clicking Save, you lose your changes.
Thank You!
