3. TABLE OF CONTENTS
SECTION 1 (PAGE 5)
WELCOME TO THE SALESFORCE1 MOBILE APP
Get acquainted with the new Salesforce1 Mobile App and the new functionality you can give
to your Salesforce users to supercharge how they sell, service, and market.
SECTION 2 (PAGE 9)
GETTING STARTED WITH THE SALESFORCE1 MOBILE APP
Find out how to enable the Salesforce1 Mobile App for your organization in minutes by
following a few simple steps.
SECTION 3 (PAGE 15)
7 TIPS FOR YOUR MOBILE ROLLOUT
Learn helpful tips on how to bring your existing customizations to the Salesforce1 mobile
App and optimize for a great mobile experience.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 3
Page 3
5. WELCOME TO THE SALESFORCE1 MOBILE APP
Salesforce1 is the customer plat form to transform your sales, ser vice, and marketing.
The Salesforce1 Mobile App is built on the Salesforce1 Plat form and brings the best of collaboration,
CRM, and custom apps into one unified experience across any device.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
1
Page 5
Page 5
6. SECTION 1: CUSTOMERTO THE SALESFORCE1 MOBILE APP
WELCOME APPS
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 Mobile
Salesforce Touch
Feeds
People & Groups
Files
Native phone features
CRM access
Custom apps
HTML5
Salesforce Classic
Logger & Forcepad
CRM data
Analytics
Tasks & events
Native phone features
Sales productivity tools
Task management
Call logging
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 6
7. EXPLORE THE SALESFORCE1 MOBILE APP
CRM DATA
All your sales, service, and
marketing data at your fingertips
NOTIFICATION CENTER
View all the posts and approval
processes that need your attention
in the notifications center
CUSTOMIZATIONS
Instantly bring your customizations
like workflow, permissions, and
sharing settings to mobile
FEED FIRST
Connect with other employees
and collaborate on sales
opportunities, service cases,
campaigns, and projects
APPEXCHANGE APPS
Add AppExchange apps specifically
designed for the Salesforce1
Mobile App
HYBRID USER INTERFACE
Benefit from the best native
device technology and the latest
HTML5, including your own
custom Visualforce
CUSTOM APPS
All 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.
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
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 7
Page 7
9. GETTING STARTED WITH THE SALESFORCE1 MOBILE APP
To get star ted with the Salesforce1 Mobile App, there are a few steps you’ll want to take. In this
section you’ll find a quick over view of the permissions you’ll need to configure in Setup.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
2
Page 9
Page 9
10. 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 don’t 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 you’d 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 you’re ready.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 10
11. CONNECTED APP PERMISSIONS
The Salesforce1 Mobile App is automatically enabled for all existing
and new instances of Salesforce, except those for which auto-enablement is specifically turned off.
You’ll 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
they’re 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.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 11
12. SECTION 2: GETTING STARTED
NOTIFICATION PERMISSIONS
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 they’re 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.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 12
13. MOBILE BROWSER PERMISSIONS
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.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 13
15. 7 TIPS FOR YOUR MOBILE ROLLOUT
The Salesforce1 Plat form brings all your CRM data and customizations to any device. However, there are
a few things you’ll want to consider to optimize Salesforce for mobile devices. This section will give you
direction on how to most successfully prepare your Salesforce implementation for a mobile experience.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
3
Page 15
Page 15
16. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
1. GET INTO THE MOBILE MINDSET
YOU’VE MADE COUNTLESS INVESTMENTS CONFIGURING SALESFORCE FOR YOUR ORGANIZATION. NOW IT’S 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 YOU’LL 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 example, buttons are easier to tap
than links.
OPTIMIZE FOR PAGE PERFORMANCE
When bringing custom pages and UIs to mobile, think about page
performance. Are there images or processes that may cause slower
page load times? Users are less patient with page performance
on mobile devices, so streamline your content and keep your UI
elements as lightweight as possible.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 16
17. REVISIT USER PERMISSIONS
WITH THE SALESFORCE1 PLATFORM, ALL YOUR CUSTOMIZATIONS FROM THE WEB ARE BROUGHT TO MOBILE,
AND THEREFORE ENFORCES THE SAME CREATE, READ, UPDATE, AND DELETE (CRUD) PERMISSIONS FROM
YOUR ORG FOR YOUR USERS IN THE SALESFORCE1 MOBILE APP.
Once your users log into the Salesforce1 Mobile App, they’ll have
access to all the objects and apps they would normally have on the
Web. They may be unfamiliar with some of the objects they see as
they’ve been hidden for them on the Web using custom tab sets.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
A best practice to follow is to tweak CRUD permissions at the
profile level to give users only what they need access to on the
Web, so they only see those objects on mobile.
Page 17
Page 17
18. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
CUSTOMIZE YOUR NAVIGATION MENU
THE NAVIGATION MENU OF THE SALESFORCE1 MOBILE APP IS NOW THE PLACE TO ACCESS ALL OF SALESFORCE. TO ACCESS
THE NAVIGATION MENU, USERS CAN TAP THE
ICON. YOU CAN ADD THE FOLLOWING ITEMS TO THE NAVIGATION MENU
FROM SETUP → MOBILE ADMINISTRATION → MOBILE NAVIGATION:
FEED, GROUPS, PEOPLE
TASKS
Feeds, groups, and people each have their own item in the navigation menu. The user can sort and filter the feed as well as search for
people and groups. Note that feed and groups will only display if you
have Chatter enabled in your org.
With the Tasks item, users can see an aggregated view of all
tasks that they have created. Here they can sort, view, and
create task. Additionally users can access any attachments
linked to these tasks.
DASHBOARDS
APPEXCHANGE APPS
Here users will find the most recently used dashboards. They
can also search for any dashboard they have access to. Note
that Dashboards will only display if the user has permissions
to access dashboards.
In the Apps section, admins can add any AppExchange
apps, that have been optimized for mobile, into the
navigation menu. Note that these items will only display
for users that have been granted access to these apps.
SMART SEARCH ITEMS
VISUALFORCE PAGES
These items represent a set of recently used objects and displayed
in the order of top usage by user. (If a user pins any particular
objects in their search results, those objects will stick to the top of
this section.)
Only Visualforce pages enabled for Salesforce Mobile Apps
and are attached to a tab can be added to the Salesforce1
navigation menu. Note that you may have to optimize these
pages to work and/or display correctly on a mobile device.
TODAY
FLEXIBLE PAGES
An app that helps users plan for and manage their day by integrating local calendar events from their mobile device with their
Salesforce tasks, contacts, and accounts. (Note: This app is not
available for tablets or the mobile browser experience.)
Flexible pages can be enabled for mobile acces. They can be
added to the navigation menu for quick access to Integrated
apps that can be displayed inside the Salesforce1 app.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 18
19. THINGS TO KEEP IN MIND
The first item you add to the navigation menu list becomes your
users’ Salesforce1 landing page. So if the Feed is first, the first thing
they see when they log in will be their Chatter feed.
The navigation menu configuration you set will apply to all users
in your organization. However, they will only see the items they
have access to defined to their profile permissions.
When organizing the menu items, put the items that users will
want most at the top. Anything you put below the Smart Search Items
element will appear in the Apps section of the navigation menu.
To add any Visualforce page or Flexible page to the navigation
menu, you must create a custom tab for it first under Setup → Tabs.
* or more information about how to customize the Navigation
F
Menu, check out the Salesforce1 Admin Guide
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 19
Page 19
20. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
4. CONFIGURE YOUR LAYOUTS
ONCE YOU’VE DONE SOME BASIC CONFIGURATION FOR THE SALESFORCE1 MOBILE APP, IT’S TIME TO CONSIDER HOW TO
OPTIMIZE LAYOUTS IN THE FULL SALESFORCE DESKTOP UI TO GIVE USERS THE BEST POSSIBLE MOBILE EXPERIENCE, LIKE HOW
FIELDS ARE DISPLAYED ON RECORDS.
PAGE LAYOUTS
COMPACT LAYOUTS
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 in the full Salesforce desktop UI. 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. (Note that rich text
area fields are not supported in the Salesforce1 Mobile App.)
Compact layouts are a new way to display a record’s key fields at a
glance in the Salesforce1 Mobile App. Compact layouts determine
which fields appear in Chatter feed item resulting from a record create
action in the full desktop UI; and in the Salesforce1 Mobile App, compact
layouts determine the fields shown in a record’s highlights area, a
record’s preview card, and enhanced lookup cards on a record’s related
information page. You can customize an object’s compact layout in the
Customize section for an object in Setup.
You can also add expanded lookups and mobile-enabled Visualforce
pages to the Mobile Cards section of your page layout to have them
show up in the mobile card format in the Salesforce1 Mobile App.
Note that these sections will only show up on the record’s related
information section in the Salesforce1 Mobile App and not in the
full desktop UI.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
* For more information about how to customize page layouts and compact
layouts, check out the Salesforce1 Admin Guide
Page 20
21. COMPACT LAYOUT TIPS
Compact layouts appear throughout various areas in the
Salesforce1 Mobile App to help give more information about the
records users are viewing, for example on the top header of a
record or on an enhanced lookup card on the related information
section of a record.
When configuring compact layouts, choose fields that are
important and contain useful information to users.
Real estate on a mobile device is small so make sure the fields in
your compact layouts are small enough.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 21
22. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
5. CREATE PUBLISHER ACTIONS
THE PUBLISHER IS THE LAUNCHPAD FOR YOUR USERS TO TAKE VALUABLE BUSINESS ACTIONS IN THE CONTEXT OF WHAT THEY’RE
DOING. ACTIONS ARE AVAILABLE IN THE STANDARD BROWSER UI AS WELL AS MOBILE-OPTIMIZED FOR THE SALESFORCE1.
You can create standard actions that let users create or update records
or log calls; and custom actions that integrate with a third-party
application or include a custom Visualforce UI. When considering what
actions you might want to create for Salesforce1, ask your users what
they wish they could do in the mobile context. Publisher actions can
be global or contextual.
In the Salesforce1 Mobile App, your users can access the publisher
by tapping
from their feed or any record page.
OBJECT-SPECIFIC ACTIONS
Object-specific actions are configured in the Customize area of
Setup under the object you want to initiate the action from. These
actions are specific to the context of the record the user is on.
Once you create a publisher action, you can add it to the global
publisher layout or object page layout in Setup. You can also
configure different page layouts for different profiles.
GLOBAL ACTIONS
Global actions - like creating a Chatter post, posting a file or photo,
or creating a task - are configured in the Create → Global Actions
area of Setup and are available wherever you access the publisher.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 22
23. PUBLISHER ACTION
BEST PRACTICES
Ninety percent of your actions should be object-specific. Only use
global actions if the action isn’t tied to a specific object and users
need to access it from anywhere in the app.
When customizing an action layout, add only the most essential
fields. Minimalism is key when it comes to mobile layouts.
When adding labels to your publisher actions, use task-oriented
names that tell your users what they do. Use action words like
new, create, share, update, or import. Keep the labels short,
but descriptive.
There’s no limit to the number of fields you can add to an action layout,
but for an optimum user experience, add only the most important and
required fields.
An action’s icon is tied to the icon for the object’s tab in Salesforce.
You can also upload your own custom icons.
* or more information about how to customize Publisher Actions,
F
check out the Salesforce1 Admin Guide
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 23
Page 23
24. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
6. OPTIMIZE YOUR VISUALFORCE PAGES
WHILE SALESFORCE1 SUPPORTS VISUALFORCE PAGES, THERE ARE SOME BEST PRACTICES TO GET YOUR VISUALFORCE PAGES
READY FOR MOBILENOT ALL AUTOMATICALLY MOBILE-FRIENDLY.
The standard Salesforce header and sidebar are disabled in favor of
the Salesforce1 controls, and JavaScript API is available to make it
possible for Visualforce pages to connect with Salesforce1 navigation
management. In other respects, the pages remain as they are, and
although usable within Salesforce1, desktop-focused Visualforce pages
will feel desktop-focused.
TIPS FOR OPTIMIZING YOUR VISUALFORCE PAGES:
F
ocus on optimizing the Visualforce pages that users need the
most when they’re away from their desks. Not all your pages
will need to be available on mobile devices.
•
S
maller pages work better on mobile devices. Optimize for fast
load times and a smaller form factor.
•
U
tilized a framework like JQuery Mobile to customize the look
and feel of your pages for mobile
•
T
hink about responsive web design when it comes to styling
your pages. Try not to use fixed widths so pages can adapt to
the form factor they’re accessed on.
•
T
urn on Visualforce page caching for better page performance.
To cache a page, set the cache attribute on the page to “true”
and set a value (in seconds) in the expires attribute. For example
apex: page cache=”true” expires=”600”
•
Fortunately, there are various tools and options to help optimize your
Visualforce pages for mobile. You can either revise your code so that
your pages work in both the full Salesforce site and the Salesforce1
Mobile App, or you can create mobile-specific pages.
•
T
o make a Visualforce page available in the Salesforce1 Mobile
App, check the box for “Available for Salesforce Mobile Apps” in
Setup for each page and don’t forget to add it to the Navigation
Menu in Setup.
F
* or more information about how to optimize your Visualforce pages,
check out the Salesforce1 Developer Guide
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 24
25. TO ADD A VISUALFORCE PAGE TO THE NAVIGATION MENU
Custom Tab Definition Edit
Visualforce Page
My_Deliveries
Visualforce Custom Tab Information
Page Edit
Save
Quick Save
Ca
Tab Label
Label
My Deliveries
Name
My_Deliveries
My Deliveries
Tab Name
Page Information
My_Deliveries
Content
My_Deliveries
Tab Style
Description
Mobile Ready
Available for Salesforce
Available for Salesforce
mobile apps
mobile apps
Require CSRF protection
What Is This?
on GET requests
1. Check the box for “Available for Salesforce
Mobile Apps” on your Visualforce page.
Navigation Menu Items
2. ake sure your VF page has a tab and check the box
M
for “Mobile Ready” on the tab settings.
APPS
Save Cancel
Selected
Available
Today
My Tweets
Radian6 Social Insights
Add
Feed
Xactly
Groups
Store
MapAnything
People
Forecasting Quota
Remove Dashboards
Tasks
Smart Search Items
My Deliveries
Use SHIFT + click or click and drag to select a range of adjacent items. Use CTRL + Opportunities
Top Nearby click to select multiple items that are not adjacent.
ServiceMax
Save Cancel
3. dd the Visualforce tab to the mobile navigation
A
menu in Setup.
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
My Deliveries
Top Nearby Opportuniti...
ServiceMax
4. efresh the navigation menu and scroll to the Apps section
R
to see the new Visualforce page on your moble device.
Page 25
Page 25
26. SECTION 3: TIPS FOR YOUR MOBILE ROLLOUT
7. PRIORITZE YOUR MOBILE ROLLOUT
NOW THAT YOU HAVE YOUR LIST OF WHAT TO DO TO OPTIMIZE YOUR SALESFORCE IMPLEMENTATION FOR MOBILE, WHERE DO
YOU START? PLOT YOUR LIST OF CHANGES ON THIS GRID AND START WITH PHASE 1, QUICK WINS WITH THE HIGHEST BUSINESS
IMPACT AND EASE OF IMPLEMENTATION.
PHASE 1: QUICK WINS
This phase is harder to implement. But once you do, your company
will experience a fundamental shift with profound results.
This is your first step. Take it slow and start with Quick Wins –
they’re easy to implement and have a big business impact.
Example: Take the most essential Visualforce pages and optimize
the code for responsive web design so the layouts render
correctly for mobile.
Example: If you have a record your reps frequently create
(standard or custom object) like a Deal Support Request, create
a contextual Publisher Action.
PHASE 4: FOOL’S GOLD
PHASE 2: LOW HANGING FRUIT
These processes might sound good, but realistically are difficult
to implement and have little business impact. Avoid them.
These processes are easy to implement and have less business
impact, but are quick ways to add to users’ mobile experience
Example: Creating a global action for everything or forcing a
mobile process when there is little demand or use for one.
BUSINESS IMPACT
PHASE 3: MOBILE OPTIMIZATION
Example: Test the simpler Visualforce components and enable
them for mobile for those that render fine for the mobile form factor.
EASE OF IMPLEMENTATION
Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 26
27. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App
Page 27
Page 27
