Salesforce1 app getting started guide

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Excellent, readable guide introducing the Salesforce1 platform. Includes good tips for the Salesforce admin about rolling out Salesforce1.

Text of Salesforce1 app getting started guide

THE CUSTOMER PLATFORM

The Admins Guide to Getting Started with the Salesforce1 Mobile App

App Getting Started Guide

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TABLE OF CONTENTS

SECTION 1 (PAGE 5)

WELCOME TO THE SALESFORCE1 MOBILE APPGet acquainted with the new Salesforce1 Mobile App and the new functionality you can giveto your Salesforce users to supercharge how they sell, service, and market.

SECTION 2 (PAGE 9) GETTING STARTED WITH THE SALESFORCE1 MOBILE APPFind out how to enable the Salesforce1 Mobile App for your organization in minutes byfollowing a few simple steps.

SECTION 3 (PAGE 15)

7 TIPS FOR YOUR MOBILE ROLLOUTLearn helpful tips on how to bring your existing customizations to the Salesforce1 mobileApp and optimize for a great mobile experience.

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WELCOME TO THE SALESFORCE1 MOBILE APPSalesforce1 is the customer plat form to transform your sales, service, and marketing.

The Salesforce1 Mobile App is buil t on the Salesforce1 Plat form and brings the best of collaboration, CRM, and custom apps into one unif ied experience across any device.

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SECTION 1: CUSTOMER APPSSECTION 1: WELCOME TO THE SALESFORCE1 MOBILE APP

Until now, Salesforce Classic, Salesforce Touch, and Chatter Mobile have been our supported Mobile Apps. The Salesforce1 Mobile App will give your users a unified mobile experience across iOS and Android smartphones and tablets. The Salesforce1 Mobile App is available as a downloadable app as well as a mobile browser experience.

Chatter MobileFeedsPeople & GroupsFilesNative phone features

Salesforce ClassicCRM dataAnalyticsTasks & eventsNative phone features

Logger & ForcepadSales productivity toolsTask managementCall logging

Salesforce TouchCRM accessCustom appsHTML5

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EXPLORE THE SALESFORCE1 MOBILE APP

CRM DATA All your sales, service, and marketing data at your fingertips

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

APPEXCHANGE APPS Add AppExchange apps specifically designed for the Salesforce1 Mobile App

CUSTOM APPS All your custom objects, fields, and any app youve integrated or built declaratively is now mobile. Even bring your Visualforce pages into the navigation menu.

NOTIFICATION CENTER View all the posts and approval processes that need your attention in the notifications center

FEED FIRST Connect with other employees and collaborate on sales opportunities, service cases, campaigns, and projects

HYBRID USER INTERFACE Benefit from the best native device technology and the latest HTML5, including your own custom Visualforce

CUSTOM PUBLISHER ACTIONS Move business forward with global and contextual Publisher actions

MULTI-DEVICE SUPPORT Access everything you need from your favorite device, iOS or Android

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2GETTING STARTED WITH THE SALESFORCE1 MOBILE APPTo get star ted with the Salesforce1 Mobile App, there are a few steps youl l want to take. In this section youl l f ind a quick overview of the permissions youl l need to conf igure in Setup.

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SECTION 2: GETTING STARTED

GETTING STARTED WITH THE SALESFORCE1 MOBILE APP

Salesforce1 allows your users to access Salesforce from anywhere and bringing all the customizations, settings, and data to any device.

Every part of your Salesforce deployment, from the standard fields to custom fields, custom tabs, and custom applications are instantly mobile, so you dont have to worry about building and deploying a separate mobile app.

You can distribute the Salesforce1 Mobile App to your employees and every time you create a new Salesforce App or a new CRM customization, those get pushed to your mobile users instantly - no deployment headaches.

So how do you get started? There are a few permissions you want to make sure are on:

CONNECTED APPS

NOTIFICATIONS

MOBILE BROWSER

This section will take you through these permissions.

TIP: If youd like to make changes to your implementation before deploying Salesforce1 for all your users, turn these 3 permissions off temporarily and turn them back on when youre ready.

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The Salesforce1 Mobile App is automatically enabled for all existing and new instances of Salesforce, except those for which auto-en-ablement is specifically turned off.

Youll want to 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.

These components are automatically installed when one of your users downloads the Salesforce1 Mobile App onto their iOS or Android device and logs into Salesforce.

You can also manually install the Salesforce Connected Apps package from the AppExchange so you can review and modify the default security and access settings before rolling out the Salesforce1 Mobile App to your users.

When the Salesforce1 Connected Apps components are installed theyre added to the Connected Apps section in Setup. Here, you can view and edit the settings for each of the apps, including user access with profiles, permissions, and IP range restrictions.

CONNECTED APP PERMISSIONS

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SECTION 2: GETTING STARTED

In 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 theyre not already enabled, select Enable in-app notifications and Enable push notifications and save those settings.

One thing to keep in mind is that once you enable notifications for your org, your users can choose to disable push notifications specifically in their phone settings. Note that push notifications are not available in the Salesforce1 mobile browser experience.

NOTIFICATION PERMISSIONS

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The Salesforce1 Mobile App is available as a downloadable app on iOS and Android devices as well as a matching experience on mobile browsers. To 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 Mobile App as it appears on the desktop.

MOBILE BROWSER PERMISSIONS

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7 TIPS FOR YOUR MOBILE ROLLOUTThe Salesforce1 Plat form brings all your CRM data and customizations to any device. However, there are a few things youl l want to consider to optimize Salesforce for mobile devices. This section wil l give you

direction on how to most successfully prepare your Salesforce implementation for a mobile experience.

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SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT

1. GET INTO THE MOBILE MINDSET YOUVE MADE COUNTLESS INVESTMENTS CONFIGURING SALESFORCE FOR YOUR ORGANIZATION. NOW ITS TIME TO TAKE SOME OF THOSE CUSTOMIZATIONS AND OPTIMIZE THEM FOR MOBILE DEVICES. HERE ARE A FEW THINGS TO THINK ABOUT AS YOU DETERMINE WHAT CHANGES YOULL NEED TO MAKE TO YOUR SALESFORCE IMPLEMENTATION.

LESS IS MORE

Think about what the essential fields are when configuring object page layouts. Consider the mobile device screen real estate and move the most important information to the top and when possible only add the truly required fields.

THINK ABOUT CLICKABILITY

On a mobile device, consider how users will interact with the app when creating custom UIs. For ex