2. Today’s Workshop
• Anatomy of the Salesforce1 Mobile App
• Getting Started in your Org
• Introduction – 7 Tips
• Configuring the Left Navigation: Hands on Demo
• Creating Publisher Actions – Global & Contextual: Hands on
Demo
4. Anatomy of 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 app
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.
Notifications Center
View all the posts and approval
processes that need your attention
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
6. Getting Started with the Salesforce1 App
There are a few permissions you want to make sure are on:
1. Connected Apps
2. Notifications
3. Mobile Browser
7. Connected App Permissions
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.”
8. 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.
9. Mobile Browser Permissions
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 App as it appears on the desktop.
11. 7 Tips for Your Rollout
1. Get into the Mobile Mindset
2. Revisit User Permissions
3. Customize Your Navigation Menu
4. Configure Your Layouts
5. Create Publisher Actions
6. Optimize Your Visualforce Pages
7. Prioritize Your Mobile Rollout
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 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:
1) Connected Apps
2) Notifications
3) Mobile Browser
TIP: If you’d like to make changes to your implementation before deploying Salesforce1 for all your users, turn these 3 preferences off temporarily and turn them back on when you’re ready.
The Salesforce1 App is automatically enabled for all existing and new orgs, 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 App onto their iOS or Android device and logs into Salesforce.
You can also manually install the Salesforce Connected Apps package so you can review and modify the default security and access settings before rolling out the Salesforce1 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.
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.
NOTE: Once you enable notifications for your org, your users can choose to disable push notifications specifically in their phone settings. Also, push notifications are not available in the Salesforce1 mobile browser experience.
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 App as it appears on the desktop.
Keep in mind that once this permission is enabled, users can turn off the redirect to the Salesforce1 App experience in one of the following places:
From the navigation menu in the mobile browser experience by tapping “Full Site”
In the full site experience on their desktop, they can deselect “Salesforce1 User” from My Settings → Personal → Advanced User Details or Setup → My Personal Information → Personal Information
Instructor: Please review the full version of the tips here: bit.ly/s1getstarted. In the session just breeze over these with a few tidbits from the full guide.