…with Salesforce1?
In our dynamic and mobile environment in today’s world. You and your team are always on the go. Salesforce1 allows your team to stay 10 steps ahead of the game by bringing the incredible Salesforce Platform to the palm of the user’s hand.
Getting directions on your laptop takes longer. Wake your laptop from sleep, open a browser, connect to the Internet, search, then obtain directions. You’ll have to enter your current location, unless your laptops has GPS.
Speed and simplicity win. You use your phone to navigate, and resort to a laptop only for complex mapping tasks. You use the phone because it does the task better.
With Salesforce’s mobile app, Salesforce1, you’ll handle daily Salesforce tasks on your phone. Salesforce1 lets you search and update customer records, collaborate with coworkers and clients, and access third party apps — all while on the go.
Overview
Salesforce1 is a mobile app development platform for everyone. It allows users to be highly productive in micro moments whenever, and wherever, they occur. Salesforce1 gives developers, administrators, and every user powerful tools and the freedom to innovate. Designed for scale with extensibility and integration, there’s no limit to what you can build.
Mobile App Access
The Salesforce1 mobile app is automatically enabled for all organizations. To use the app, either install the mobile app or enable the mobile browser app in Salesforce.
• Install the mobile app – Navigate to www.salesforce.com/mobile on your mobile device’s browser, select the appropriate platform, and install the app.
• Use the mobile browser – In Setup click Mobile Administration > Salesforce1, and then Enable the Salesforce mobile browser app. When your users log in to Salesforce, they will be redirected to the mobile browser version of the app.
Navigation Menu
To customize the navigation menu:
1. From Setup, click Mobile Administration > Mobile Navigation.
2. Some items are automatically added to the menu. You’ll also see mobile-enabled Visualforce pages and Flexible Page tabs in the Available list.
3. The order you put items in the selected list is the order that they display in the navigation menu. Also, the first item you put in the list becomes your users’ Salesforce1 landing page.
4. Use the Up or Down arrows to rearrange the tab ordering.
5. Click Save.
The Record View
You can use the enhanced page layout editor in the full Salesforce site to customize the layout of an object’s record detail pages and adjust which fields and related lists appear. You have two options for handling page layouts for your mobile users: re-engineer your existing page layouts, or create new page layouts that are mobile-friendly from the outset.
In Salesforce1, page layouts drive these areas of the mobile experience:
Record Related Information and Detail Pages
When you view a record in Salesforce1, you see the fields, Visualforce pages, and related lists that are based on the record type and the user’s profile. Related lists show up as single-line cards containing the name of the page or related list. Tapping the related list card displays its details.
Mobile Cards
You can add expanded lookups and mobile-enabled Visualforce pages to the Mobile Cards section of your page layout to have them show up as mobile cards in Salesforce1. The elements you place in this section don’t show up on a record’s detail page in the full Salesforce site. They only appear on the record’s related information page in Salesforce1.
Publisher Actions
Users see different actions depending on which feed or record page a user is viewing when they tap . From the feed they see a set of global publisher actions. From a record page, they see a mix of standard actions—such as Post and File—and object-specific actions assigned to the layout for that record type. Once in the publisher, users can tap any action to open it. They can also tap to return to the page they were viewing. Publisher actions can be added to the Chatter publisher on the home page, on the Chatter tab, in
Chatter groups, and on record detail pages. There are three types of actions you can create using point-and-click tools in Salesforce.
• Create actions let users create records. They’re different from the Quick Create and Create New features on the home page, because create actions respect validation rules and field requiredness, and you can choose each action’s fields.
• Log-a-call actions let users record the details of phone calls or other customer interactions. These call logs are saved as completed tasks.
• Update actions let users make changes to a record from the record’s feed or from the publisher.
Developers can create a fourth type of action: a custom
action. Custom actions are Visualforce pages or canvas
apps with functionality you define.
To learn more about the platform, you can visit HERE
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