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.

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Salesforce1 app getting started guide

  1. 1. App Getting Started Guide THE CUSTOMER PLATFORM The Admin’s Guide to Getting Started with the Salesforce1 Mobile App
  2. 2. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App Page 2
  3. 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
  4. 4. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App Page 4
  5. 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. 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. 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
  8. 8. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App Page 8
  9. 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. 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. 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. 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. 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
  14. 14. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App Page 14
  15. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 27. Salesforce1 Admin’s guide to getting up and running with the new Salesforce1 Mobile App Page 27 Page 27

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