Salesforce1 Mobile App Admin Guide

User Manual:

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Salesforce1 Mobile App Admin Guide
Version 7, Spring '17
Written by
Michelle Chapman-Thurber
With contributions by
Michael Floyd
Carol Franger
Tammy Rahn
Samantha Reynard
Emily Wilska
Get your organization ready for the Salesforce1 mobile experience! Learn how to
optimize your page layouts for mobile, customize the Salesforce1 navigation menu,
create actions, work with compact layouts, set up mobile navigation, and much
more.
Salesforce1 Mobile App Admin Guide
© Copyright 2000–2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of
their respective owners.
Various trademarks held by their respective owners.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form, or
by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior consent
of the publisher.
CONTENTS
Chapter 1: Introduction ............................................1
Introducing the Salesforce1 Apps .......................................2
Getting Around in Salesforce1 .........................................2
What about the Other Mobile Apps? ....................................7
Chapter 2: Get Your Organization Ready for Mobile: The Big Picture ..........9
Chapter 3: Configure Your Organization for Salesforce1 ...................11
Unlock Salesforce1 with the Salesforce1 Wizard .............................12
Define Which Users Can Use Salesforce1 .................................12
Enable or Disable Notifications ........................................14
Approval Request Notifications in Salesforce1 ..........................14
Customize the Salesforce1 Navigation Menu ..............................15
How the Salesforce1 Navigation Menu Works ..........................19
Chapter 4: Customize How Your Data Appears in Salesforce1 ..............21
How Page Layouts Work in Salesforce1 ..................................22
Rethink Your Page Layouts for Mobile ...............................23
Tips for Optimizing Page Layouts for Mobile ...........................25
Working with Compact Layouts .......................................26
Compact Layouts .............................................27
Chapter 5: Using Actions in Salesforce1 ..............................29
Working with Quick Actions ..........................................30
Object-Specific versus Global Actions ...................................31
Action Categories and Types .....................................32
Action Layouts ..................................................35
Using Predefined Values in Actions ....................................37
Custom Actions .................................................38
Actions and Page Layouts ..........................................39
Action Guidelines and Best Practices ...................................40
Chapter 6: Visualforce Pages and Salesforce1 ..........................41
Get Your Visualforce Pages into Salesforce1 ...............................42
Visualforce Page Support in Salesforce1 .................................42
Chapter 7: Work Offline with the Salesforce1 Mobile App .................43
Access Data in Salesforce1 While Offline .................................44
Create, Edit, and Delete Records in Salesforce1 While Online or Offline (Beta) ........45
Data and UI Elements That Are Available When Salesforce1 is Offline ..............48
Enable Offline Access and Edit for Salesforce1 ..............................51
Chapter 8: Make the Salesforce1 App Yours with Custom Branding .........53
How Salesforce1 Branding Works .....................................54
Tips for Branding Your Salesforce1 App ..................................55
Chapter 9: Learning More ........................................57
Chapter 10: Appendices .........................................59
How Actions Are Ordered in the Salesforce1 Action Bar .......................60
How Predefined Actions Are Ordered in the Salesforce1 Action Bar and List Item
Actions .......................................................60
Actions with and without Chatter ......................................71
Salesforce1 Mobile App Features: What’s Available in Each Version ...............72
Salesforce1 Editions and Licenses ......................................79
Index ........................................................81
Contents
CHAPTER 1 Introduction
The Salesforce1 mobile apps are mobile containers that enable you to
experience all of the Salesforce App Cloud from any mobile device. The
Salesforce1 mobile apps bring together Chatter, CRM, and business logic
so you can connect to all of your data.
In this chapter ...
•Introducing the
Salesforce1 Apps
•Getting Around in
Salesforce1 With the Salesforce1 mobile apps, your users can access custom objects
and custom apps through the navigation menu and take advantage of
•What about the
Other Mobile Apps? custom actions to complete key tasks all from their mobile devices. Your
users can also access their custom list views, receive notifications for posts
and approvals that need their attention, get an immediate view of their
day in the new "Today" app, or choose from a variety of mobile-optimized
AppExchange apps to install.
Salesforce1 is fully customizable, allowing you to extend your custom apps
to mobile using tools that you’re already familiar with.
This guide walks you through the process of getting your company ready
for mobile, from configuring your organization’s settings to rolling out the
Salesforce1 app and customizing it with your own branding. You’ll learn
how to quickly configure the items that appear in the navigation menu
using the Salesforce1 Wizard. You’ll also learn how to optimize page layouts,
work with compact layouts, set up mobile notifications, and customize
actions so your users can get important work done quickly from their
mobile devices.
The Salesforce1 Admin Guide is an essential resource for Salesforce
administrators who want to roll out enterprise mobile to their organizations.
This guide introduces you to all of the declarative (point-and-click) tools
needed to create a personalized mobile experience.
If, after reading this book, you want to venture into the world of developing
for Salesforce1, take a look at the Salesforce1 App Developer Guide. Using a
Developer Edition organization and a set of sample data and exercises,
you can create custom actions, work with Visualforce pages, and learn
about canvas apps and mobile UI design.
1
Introducing the Salesforce1 Apps
The Salesforce1 apps are Salesforce on the go! These enterprise-class mobile apps give your users real-time
access to the same information that they see in the office, but organized for getting work done in those
precious free moments when they’re between customer meetings, waiting for a flight—even when they’re
in line for coffee.
You can get Salesforce1 in different ways:
•As a downloadable app from the App Store and Google Play.
•As a mobile browser app that runs in supported mobile browsers. This option doesn’t require anything
to be installed.
Supported Devices
The way users access Salesforce1 depends on whether they are using one of the downloadable apps or
the mobile browser app.
Mobile Browser Requirements*
Operating System and Version
Requirements
Google Chrome on Android
Good Browser on Android
Android 4.4 or later
Apple Safari on iOS
Good Browser on iOS
iOS 10.0 or later
Microsoft Edge on Windows 10 phones onlyWindows 10 (Mobile browser app only)
Microsoft Internet Explorer 11 on Windows 8.1
phones only (Support ends December 17, 2017)
Windows 8.1 (Mobile browser app only)
Getting Around in Salesforce1
Let’s take a tour of the Salesforce1 mobile app.
When users log in to Salesforce1, the first thing they see is a landing page. The first item in the Salesforce1
navigation menu becomes a users’ landing page by default. If your organization has Chatter enabled, and
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Chapter 1 Introduction
you haven’t customized the Salesforce1 navigation menu to change the first item in the menu to something
else, the user’s Feed will be their landing page.
The Feed
The Chatter feed shows users their updates, updates to records and people they follow, and updates in
groups they follow. Tapping a feed item displays all of the item’s details. Pulling down on the feed reveals
the search bar (1), sort and filter options (2), the feeds drop-down menu (3), and feed items (4).
From the feed, record pages, and from elsewhere in Salesforce1, users access actions from the action bar.
The Action Bar and Menu
Depending on which feed or record page users are viewing, they see different actions in the action bar
and action menu. From the feed, for example, they see a set of global actions. From a record page, however,
they see a mix of productivity actions, standard and custom buttons, standard Chatter actions such as Post
and File, and global and object-specific actions that are assigned to the layout for that record type. Users
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Chapter 1 Introduction
can tap from the action bar to open the action menu, which contains the full set of actions that are
available for the object.
Note: You can find out more about the action bar in the appendix How Predefined Actions Are
Ordered in the Salesforce1 Action Bar and List Item Actions or in the Salesforce Help.
Salesforce1 Navigation Menu
Anywhere users see in Salesforce1, they can tap it to access the navigation menu.
What your users see in the menu is determined by how you, as the administrator, have configured it, what’s
available in your organization, and what users have access to, based on their user permissions and profile.
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Chapter 1 Introduction
1. Search box
2. Menu items—any items you place above the Smart Search Items element when you customize
the navigation menu
3. Smart Search Items—includes a set of recently-searched objects in the Recent section and a larger
set of supported objects under the More link
4. Apps section—contains any items you place below the Smart Search Items element
From the navigation menu, users can access the feed, objects, apps, tasks, notes, and any other item you’ve
added to the menu.
The Record View
The record view is made up of the record feed, detail, and related information pages, which your users
can swipe left and right to see. If your organization doesn’t have Chatter enabled, the record view only
includes the detail and related information pages.
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Chapter 1 Introduction
At the top of each record page is the record highlights area. The icon for standard objects is predefined in
Salesforce, and you can select the icon for a custom object using the custom object’s tab style.
You can customize the fields displayed in the record highlights by using compact layouts.
1. Back arrow—returns the user to the previous page
2. Record highlights—displays the first four fields that are assigned to the compact layout for the
object
What else do I need to know?
From the top of most pages, users can access their notifications by tapping .
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Chapter 1 Introduction
Users can create a new record by tapping New at the top of recent object pages, search pages, and related
list pages. They can also create and update records by using actions in the action bar.
What about the Other Mobile Apps?
Wondering how the Salesforce1 app relates to the other Salesforce mobile products?
•SalesforceA gives administrators mobile access to essential organization management tasks. Use it to
edit, unlock, freeze, and deactivate user accounts, reset passwords, and assign permission sets.
•The Salesforce mobile offerings still include Salesforce Mobile Classic. Salesforce Mobile Classic users
might find that Salesforce1 is a better fit for their needs, but Salesforce Mobile Classic remains the best
option if you need to create and edit in offline mode.
For more detailed information about the full suite of Salesforce mobile apps, see “Salesforce Mobile Product
Comparison” in the Salesforce Help.
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Chapter 1 Introduction
CHAPTER 2 Get Your Organization Ready
for Mobile: The Big Picture
Salesforce1 works for your users out of the box. If you do nothing to your
organization, your users can still access its information and work in
Salesforce1. However, as an administrator, you can significantly improve
your mobile users’ experience with Salesforce1 by taking the time to
configure a few organization settings and customize how the data in your
organization is displayed in a mobile environment.
In this book, we’ll discuss how and where to do all of these.
•Define the users who can access Salesforce1.
•Help keep Salesforce1 users aware of important Salesforce activities
by enabling in-app and push notifications.
•Allow the Salesforce1 downloadable apps to automatically cache
frequently accessed Salesforce data to secure, persistent storage, so
users can view data when their devices are offline. (This option is turned
on by default.)
•Customize the options that are available in the Salesforce1 navigation
menu, and the order in which items appear.
•Customize how data appears in Salesforce1.
•Make it easy and efficient to work in the field by creating actions that
are tailored to your specific business activities and use cases.
•Customize Salesforce1 to match the look and feel of your company’s
branding.
All Salesforce1 customization options are available from the Setup menu.
For your convenience, you can access many Salesforce1 settings pages
more quickly from the Salesforce1 Quick Start setup page. In Salesforce
Classic, from Setup, click Salesforce1 Quick Start (near the top of the
Setup menu). In Lightning Experience, from Setup, enter Salesforce1
Quick Start in the Quick Find box, then select Salesforce1
Quick Start.
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CHAPTER 3 Configure Your Organization
for Salesforce1
Make it easier for your mobile users to get work done in Salesforce1 by
configuring a few settings in your organization. It doesn’t take long, and
your users will thank you for it!
In this chapter ...
•Unlock Salesforce1
with the Salesforce1
Wizard With a few clicks, you can define which of your users can use Salesforce1,
enable or disable key Salesforce1 features for your organization—such as
•Define Which Users
Can Use Salesforce1 in-app and push notifications—and customize the Salesforce1 navigation
menu. In this chapter, we’ll go over all of these.
•Enable or Disable
Notifications
•Customize the
Salesforce1
Navigation Menu
11
Unlock Salesforce1 with the Salesforce1 Wizard
The Salesforce1 Wizard provides an easy way to complete the essential setup tasks for Salesforce1.
The Salesforce1 Wizard is the ideal tool to quickly get your users started in Salesforce1. It provides a visual
tour of Salesforce1’s key point-and-click settings, which enables you to configure these options that apply
to all users in your organization.
•Specify which items appear in the navigation menu
•Organize global actions
•Create a custom compact layout for contacts
The Salesforce1 Wizard gets you started with the basic setup tasks for Salesforce1, but there is a lot more
customization you can do to further enhance your users’ Salesforce1 experience.
If you’re new to Salesforce1, or if you haven’t done much customization or configuration for Salesforce1
in your organization, we recommend that you step through the wizard. From Setup, enter Salesforce1
in the Quick Find box, select Salesforce1 Quick Start, and then click Launch Quick Start Wizard.
Note: We recommend using Google Chrome for the Salesforce1 Wizard and the Salesforce1 Setup
page. Microsoft Internet Explorer 9 or later and Mozilla Firefox are also supported.
After you’ve finished the wizard, you’ll be directed to the Salesforce1 Quick Start setup page, which provides
easy access to Salesforce1 setup pages and documentation. For settings that are configured on a single
page, the Quick Start page includes direct links to those pages. In cases where the settings are available
on multiple pages in Setup, we’ve provided links to relevant documentation about the setting.
Define Which Users Can Use Salesforce1
Regardless of whether your users prefer to use the Salesforce1 downloadable apps or the mobile browser
app, with a few clicks you can control who has access and configure security settings.
Downloadable Apps
The Salesforce1 downloadable apps are connected apps. As a result, you can control the users who have
access to the apps, as well as other security policies. By default, all users in your organization can log in to
the Salesforce1 downloadable apps.
You can control security and access policies for each of the Salesforce1 downloadable apps, using settings
components that are installed from the managed Salesforce1 connected apps package. These components
need to be installed in Salesforce:
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Chapter 3 Configure Your Organization for Salesforce1
•Salesforce1 for Android
•Salesforce1 for iOS
These components are automatically installed when one of your users installs a Salesforce1 downloadable
app from the App Store or Google Play on a mobile device and authenticates with your organization by
logging in to the mobile app.
Alternatively, you can manually install the Salesforce1 and Chatter Apps connected apps package so you
can review and modify the default security and access settings before rolling out the Salesforce1
downloadable apps to your users.
When the Salesforce1 connected apps components are installed, they’re added to the Connected Apps
page. (From Setup, enter Connected Apps in the Quick Find box, then select the option for
managing connected apps.) Here, you can view and edit the settings for each of the apps, including
controlling user access with profiles, permissions, and IP range restrictions. An error message is displayed
if a restricted user attempts to log in to a Salesforce1 downloadable app.
Mobile Browser App
You can control whether users can access the Salesforce1 mobile browser app when they log in to Salesforce
from a supported mobile browser. By default, the mobile browser app is turned on for your organization.
1. From Setup, enter Salesforce1 Settings in the Quick Find box, then select
Salesforce1 Settings.
2. Select Enable the Salesforce1 mobile browser app to allow all users in your
organization to access the app. Deselect this option to turn off access to the app.
3. Click Save.
When this option is turned on, users who log in to Salesforce from a supported mobile browser are
automatically directed to the Salesforce1 interface. Logging in from an unsupported mobile browser loads
the Salesforce Classic full site, even when this option is selected.
Important: Use of the Salesforce Classic full site in a mobile browser isn’t supported. While you can
disable the Salesforce1 mobile browser app for your organization, and individual users can turn off
the mobile browser app for themselves, regular use of the full site in a mobile browser isn’t
recommended. Your users may experience problems that Salesforce Customer Support won’t
investigate.
It’s not possible to access the Lightning Experience full site from any mobile browser.
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Chapter 3 Configure Your Organization for Salesforce1
Enable or Disable Notifications
Notifications let your users know when certain events occur in Salesforce. For example, notifications let
users know when they receive approval requests or when someone mentions them in Chatter.
You can enable or disable notifications on the Salesforce1 Notifications page in Setup. Notifications are
enabled by default.
These types of notifications can appear to Salesforce1 users.
In-app notifications
In-app notifications keep users aware of relevant activity while they’re using Salesforce1. By tapping
, a user can view the 20 most recent notifications received within the last 90 days.
If Salesforce Communities is enabled for your organization, users see notifications from all of the
communities they’re members of. To help users easily identify which community a notification came
from, the community name is listed after the time stamp.
Note: Enabling in-app notifications is an all-or-nothing process. Either they’re on for everyone,
or off for everyone. Mobile users can’t customize, enable, or disable in-app notifications for
themselves.
Push notifications
Push notifications are alerts that appear on a mobile device when a user has installed the Salesforce1
downloadable app but isn’t using it. These alerts can consist of text, icons, and sounds, depending on
the device type. If an administrator enables push notifications for your organization, users can choose
individually whether to receive push notifications on their devices.
Approval Request Notifications in Salesforce1
Users can receive approval requests as notifications in Salesforce1 and can access them by tapping or
from the Approval Requests item in the navigation menu.
However, some caveats apply to how approval notifications work in Salesforce1.
•If you enable notifications in Salesforce1, keep in mind that approvers may view this list of fields on a
mobile device. Select only the fields necessary for users to decide whether to approve or reject records.
•Salesforce1 notifications for approval requests aren’t sent to queues. For each approval step involving
a queue, we recommend adding individual users as assigned approvers, so at least those individuals
can receive the approval request notifications in Salesforce1. To have both queues and individual users
as assigned approvers, select Automatically assign to approver(s) instead of
Automatically assign to queue in the approval step.
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Chapter 3 Configure Your Organization for Salesforce1
•Unlike notifications for approval requests in email, notifications for approval requests in Salesforce1
are sent only to users who have access to the record being approved. Assigned approvers who don’t
have record access can still receive email approval notifications, but they can’t complete the approval
request until someone grants them record access.
•Individual users can opt in or out of approval request notifications in both email and Salesforce1 via
the Receive Approval Request Emails user field.
Customize the Salesforce1 Navigation Menu
Before you can send your users out on their mobile adventure in Salesforce1, they need a map to point
the way to their destination. The Salesforce1 navigation menu is that map. And it’s up to you to draw it
for them. Help your mobile users get work done faster and more easily by configuring which items appear
in the navigation menu and in which order.
The icon in the Salesforce1 header opens the navigation menu.
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Chapter 3 Configure Your Organization for Salesforce1
As an administrator, you can customize what the menu contains in Setup by entering Navigation
menu in the Quick Find box, then selecting Navigation menu.
What You Can Include
Depending on how your organization is configured and what your users have access to, they might see
some or all of these items in their navigation menu.
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Chapter 3 Configure Your Organization for Salesforce1
DescriptionMenu Item
Displays a list of the user’s pending approvals. Users can tap an approval item
and approve or reject it from within Salesforce1. Available in the Salesforce1
downloadable app for iOS and the Salesforce1 mobile browser app.
Approval Requests
Appears for organizations that have enabled a canvas app to appear in the
Salesforce1 navigation menu.
Canvas apps
The user’s main feed. Appears for organizations that have Chatter enabled.Chatter
Availability depends on edition and user permissions. If you don’t add this
item to the navigation menu, dashboards are automatically included in the
Dashboards
set of Smart Search Items instead and the Dashboards item is available from
the Recent section.
Lists events owned by the user, that the user created for him- or herself, and
that the user or a user’s groups are invited to. If you don’t add this item to the
Events
navigation menu, events are automatically included in the set of Smart Search
Items instead and the Events item is available from the Recent section.
Displays the Forecasts app, a helpful tool for every member of a sales team to
keep track of forecast data and monitor progress towards quota. Available in
the Salesforce1 downloadable app for iOS only.
Forecasts
Note: Your org must have Collaborative Forecasts enabled. If your org
uses Customizable Forecasts, the Forecasts item isn’t available to add
to the navigation menu.
Appears for organizations that have Chatter enabled. If you don’t add this
item to the navigation menu, groups are automatically included in the set of
Groups
Smart Search Items instead and the Groups item is available from the Recent
section.
Only custom Lightning components that have a Lightning component tab
associated with them can appear in the Salesforce1 navigation menu.
Lightning component
tabs
Custom app pages.Lightning Pages
Displays the News app, a one-stop place for news and other insights about
the user’s accounts, contacts, leads, and opportunities.
News
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Chapter 3 Configure Your Organization for Salesforce1
DescriptionMenu Item
Displays the Notes app. If you don’t add this item to the navigation menu,
notes are automatically included in the set of Smart Search Items instead and
the Notes item is available from the Recent section.
Notes
Displays a list of flow interviews that the user paused. An interview is a running
instance of a flow. Users can tap an interview and resume or delete it from
within Salesforce1. Available in the Salesforce1 mobile browser app only.
Paused Flow Interviews
Appears for organizations that have Chatter enabled. If you don’t add this
item to the navigation menu, profiles are automatically included in the set of
People
Smart Search Items instead and the People item is available from the Recent
section.
Availability depends on edition and user permissions. If you don’t add this
item to the navigation menu, reports are automatically included in the set of
Reports
Smart Search Items instead and the Reports item is available from the Recent
section.
Adds standard and custom Salesforce objects to the Recent section in the
menu. This item also adds a set of the user’s recently accessed objects to the
Smart Search Items
Recent section and adds the More item so users can access all the objects
they have permission to use and that are supported in Salesforce1. If you don’t
include this item in the navigation menu, users can’t access any objects on
the navigation menu.
Note: Smart Search Items is required for users to get search results in
the Salesforce1 downloadable app for Android. Users of the Salesforce1
downloadable app for iOS and the Salesforce1 mobile browser app
are able to search for records if this option is omitted from the
navigation menu.
If your users don’t yet have a history of recent objects, they initially see a set
of default objects in the Recent section. It can take up to 15 days for the objects
that users work with regularly in both Salesforce1 and the full Salesforce site
to appear in the Recent section. To make objects appear under Recent sooner,
users can pin them from the search results screen in the full site.
Lists of a user’s open and closed tasks and tasks that have been delegated. If
you don’t add this item to the navigation menu, tasks are automatically
Tasks
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Chapter 3 Configure Your Organization for Salesforce1
DescriptionMenu Item
included in the set of Smart Search Items instead and the Tasks item is available
from the Recent section.
An app that helps users plan for and manage their day by integrating mobile
calendar events with associated Salesforce tasks, accounts, and contacts. The
Today
app also allows users to instantly join conference calls, quickly log notes about
events, and more. Available in the Salesforce1 downloadable apps only.
Only Visualforce pages with the Available for Salesforce
mobile apps and Lightning Pages checkbox selected will
display in Salesforce1.
Visualforce page tabs
We’ll touch briefly on Visualforce pages in a later chapter. To delve even deeper, see “Extending Salesforce1
with Visualforce Pages” in the Salesforce1 App Developer Guide.
How the Salesforce1 Navigation Menu Works
•The first item in the Selected list becomes your users’ Salesforce1 landing page.
•You can’t set different menu configurations for different types of users.
•When organizing the menu items, put the items that users will use most at the top. The Smart Search
Items element can expand into a set of eight or more menu items and it might end up pushing other
elements below the scroll point if you put it near the top of the menu. Anything you put below the
Smart Search Items element appears in the Apps section of the navigation menu.
•Before you can include Visualforce pages, Lightning Pages, or Lightning components in the Salesforce1
navigation menu, create tabs for them. From Setup, enter Tabs in the Quick Find box, then
select Tabs.
•Anything represented by a tab in Salesforce—such as standard and custom objects, Visualforce pages,
the Chatter feed, People, or Groups—is visible for a user in the Salesforce1 menu, based on the user’s
profile settings. For example, if a user is assigned to a profile that has the Groups tab set to Tab Hidden,
the user won’t see the Groups menu item in Salesforce1, even though an administrator has included
it in the menu.
Some objects are excluded from the Recent section in the Salesforce1 navigation menu, even if you
accessed them recently.
•People, groups, notes, dashboards, reports, tasks, and events, if these items were added directly to the
navigation menu
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Chapter 3 Configure Your Organization for Salesforce1
•List views, which are shown only on object home pages, not in the navigation menu
•Objects that aren’t available in Salesforce1, including any objects that don’t have a tab in the full
Salesforce site
About the Dashboards, Reports, Notes, Tasks, Events, Groups, and
People Menu Items
If you opt to add the Dashboards, Reports, Notes, Tasks, Events, Groups, or People items to the Selected
list for the Salesforce1 navigation menu, these items appear in the order you specify, just like Today and
other individual menu items.
If you don’t add these items to the navigation menu, however, they’re automatically included in the Smart
Search Items set of objects and show up in the Recent section of the navigation menu.
Pin an Object into the Recent Section
Users can customize the objects that appear in the Recent section of the Salesforce1 navigation menu. If
they search for an object in the full site, they can hover their mouse over the object name and click
to pin it to the top of the search results. The order of pinned objects in the full site determines the order
of the objects that stick to the top of the Recent section of the navigation menu. However, pinning objects
in this way causes the unpinned objects remaining in the Recent section to drop into the More element.
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Chapter 3 Configure Your Organization for Salesforce1
CHAPTER 4 Customize How Your Data
Appears in Salesforce1
After configuring your organization settings for the Salesforce1 app,
consider what else you can optimize in the full Salesforce site to give your
users the best possible mobile experience.
In this chapter ...
•How Page Layouts
Work in Salesforce1 Two factors in Salesforce affect how information is displayed in Salesforce1.
One has been around for a while: page layouts. The other is newer: compact
layouts. You’ll learn about both in this chapter.
•Working with
Compact Layouts
21
How Page Layouts Work in Salesforce1
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: All editions
except Database.com
Use the enhanced page layout editor to customize the layout of an
object’s record detail pages, configure actions, and adjust which fields
and related lists appear in Salesforce1.
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, components, canvas apps, and 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 appear
only on the record’s related information page in Salesforce1.
Note: In organizations that are created after Spring ’14, the Twitter component is added by
default to the Mobile Cards section of page layouts for objects that support it.
Actions
In Salesforce1, actions in the Salesforce1 and Lightning Experience Actions section of a page layout
appear in the action bar and action menu on the object’s record pages.
Here are the record detail page, related information page, and action menu for a sample account, Edge
Communications:
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Chapter 4 Customize How Your Data Appears in Salesforce1
Rethink Your Page Layouts for Mobile
Page layouts containing dozens of fields and lots of related lists might be manageable when viewing
records on a computer screen, but on a small mobile device, viewing that same record can be overwhelming.
People accessing information using a mobile device are looking for a quick way to get what they need,
and making your users sift through hundreds of fields and related lists just doesn’t make sense.
For example, let’s say you have a custom account page layout for Express Logistics and Transport, which
has 32 standard and custom fields. That may not seem like a lot of fields, but in a mobile context, fields
add up quickly. In the full Salesforce site, the account detail page for Express Logistics and Transport would
look like this:
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Chapter 4 Customize How Your Data Appears in Salesforce1
In Salesforce1, the same account detail page looks like this:
We only show three here, but there were five pages of scrolling, and that’s from a page layout with only
32 fields! If you were a mobile user trying to find specific fields in a record detail with dozens of fields on
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Chapter 4 Customize How Your Data Appears in Salesforce1
your phone, you’d have to scroll... and scroll... and scroll. It’s not the best user experience and it’s definitely
not good for your users’ productivity.
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.
Tips for Optimizing Page Layouts for Mobile
In many cases, creating a new mobile-only page layout may not make sense. Here are some tips and tricks
to making your existing page layouts more mobile friendly.
When optimizing a page layout, consider:
•What are the important things to see at a glance?
•What are the important moments for your users when they’re working in Salesforce1?
•What actions or processes can you automate so that your users don’t have to manually do them?
The Key: Organize and Minimize Fields
•Use sections to organize information logically, putting the most important things at the top of the
page so they show up first. Your users don’t want to search for fields individually. Organizing similar
fields in sections will help your users find what they need. They can then easily scroll down the page
to the section they care about.
•For accounts, contacts, and leads, you don’t need to put phone or email fields near the top. They’re
already quickly accessible via the and icons on each record page’s action bar.
•You don’t need to keep fields in one column, as the page will render dynamically based on the device
that’s viewing it. A phone will reorder the fields into a single column, and a tablet or desktop will show
two columns.
•Put the most important fields into the compact layout—which drives record highlights and record
preview cards in Salesforce1—so they’re available right up front, and so your mobile users don’t have
to drill into the record detail. We’ll get into compact layouts in more detail soon.
•Keep the number of required fields to a minimum. Setting a field to required means it must appear
on the detail page of all page layouts, so consider whether each field is truly required. You might have
to convince stakeholders that a field isn’t actually necessary for a record to be saved.
•If available in your organization, think about using record types so that fields that aren’t common to
all records don’t have to appear on all records.
•To reduce the number of fields on a screen, consider using default values for new records instead of
having the user enter the data.
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Chapter 4 Customize How Your Data Appears in Salesforce1
Working with Compact Layouts
Page layouts aren’t the only thing that you can use to customize how Salesforce data appears in a mobile
environment. Compact layouts display a record’s key fields at a glance in both Salesforce1 and Lightning
Experience.
Creating and customizing compact layouts for objects isn’t required for Salesforce1, because system
defaults are provided out of the box. However, we recommend using compact layouts to put important
fields into object record headers—and elsewhere—to help your mobile users get the information they
need quickly.
In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that
appears after a user creates a record with a quick action.
In Salesforce1, the first four fields that you assign to a compact layout appear in:
•An object’s record highlights area
•Expanded lookup cards on a record’s related information page
For example, here are screenshots of a merchandise record page in Salesforce1 before and after customizing
the compact layout for the object.
If you put the key fields that your mobile users need on the compact layout for an object, they can get
that information quickly just by scanning the highlights area of the record page.
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Chapter 4 Customize How Your Data Appears in Salesforce1
If you don’t create custom compact layouts for an object, all the object’s record highlight fields, preview
cards, and action-related feed items are driven by a read-only, system default compact layout that contains
a predefined set of fields. After you create one or more custom compact layouts, you can set one as the
primary compact layout for the object. The primary compact layout is then used as the default for that
object.
Compact Layouts
Here are a few more more tidbits about how compact layouts work.
Compact layouts support all field types except:
•text area
•long text area
•rich text area
•multi-select picklist
Users who don’t have access to certain fields in Salesforce won’t see them on the compact layout.
Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout
types are independent.
Compact Layouts and Record Types
If you have record types associated with an object, you can override the primary compact layout assignment
and assign specific compact layouts to different record types. If you don’t set any record type overrides,
all record types use the object’s primary compact layout by default.
To find out more about compact layouts and record types, see “Assign Compact Layouts to Record Types”
in the Salesforce Help.
27
Chapter 4 Customize How Your Data Appears in Salesforce1
CHAPTER 5 Using Actions in Salesforce1
As an administrator, you can enable valuable micro-moments for all of
your users by creating unique actions. When thinking about what actions
In this chapter ...
•Working with Quick
Actions you might want to create specifically for Salesforce1, ask your users what
they wish they could do in the mobile context.
•Object-Specific
versus Global
Actions
For example, an administrator at a food service company could create an
“Emergency Order” action that allows their delivery drivers to immediately
order extra or missing food items using their mobile phone while still at a
•Action Layouts customer site. Creating actions for Salesforce1 can drive adoption in your
organization and make you a hero to your users!
•Using Predefined
Values in Actions In this chapter, we’ll learn about types and categories of actions, how to
create and customize them in Salesforce using point-and-click tools, and
•Custom Actions
•Actions and Page
Layouts
how they can help mobile users get essential work done while away from
the office.
•Action Guidelines
and Best Practices
29
Working with Quick Actions
Actions enable users to do more in Salesforce and in Salesforce1. For example, you can let users create or
update records and log calls directly in their Chatter feed or from their mobile device.
Create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter
groups, and on record detail pages. Choose from standard actions, such as create and update actions, or
create actions based on your company’s needs.
Salesforce1 Actions in the Action Bar and Action Menu
After creating quick actions, you can customize them. Quick actions have their own action layouts, which
let you specify which fields are included in the action, and in which order.
Follow these steps when setting up actions for Salesforce1.
1. Create a global or object-specific action.
2. Customize the action’s layout, choosing the fields users see when they use it.
3. If you created an object-specific action, add it to one or more of that object’s page layouts. If you
created a global action, add it to a global publisher layout.
4. Set predefined field values for required fields, where possible.
Let’s learn a little more about the types and categories of actions. First we’ll look at global and object-specific
actions.
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Chapter 5 Using Actions in Salesforce1
Object-Specific versus Global Actions
Regardless of what kind of action you’re going to create, the first thing you need to determine is whether
it should be object-specific or global. This decision should be based on whether you need your action to
be explicitly tied to an object, and where you want the action to display.
Let’s go over the differences.
Object-Specific Actions
You create object-specific actions in the context of the object. From the management settings for the
object for which you want to create an action, go to Buttons, Links, and Actions. You can add an
object-specific action only to page layouts for that object.
There are five types of object-specific actions.
•Object-specific create actions create records that are automatically associated with related records.
For example, you add an object-specific action on the Account object that creates contacts. If a user
creates a contact with that action on the detail page for the Acme account, that new contact is
automatically associated with Acme.
•Object-specific update actions make it easy for users to edit records. You can define the fields that are
available for update.
•Object-specific Log a Call actions let users enter notes about calls, meetings, or other interactions that
are related to a specific record.
•Object-specific custom actions invoke Lightning components, Visualforce pages, or canvas apps that
let users interact with or create records that have a relationship to an object record. The Visualforce
page for an object-specific custom action must include the standard controller for the relevant object.
For example, use the standard contact controller to create a custom action that lets users import a
contact’s Twitter profile and add that information to a contact record.
•Send email actions, available only on cases, give users access to a simplified version of the Case Feed
Email action on Salesforce1.
Global Actions
You create global actions in a different place in Setup than you create object-specific actions. To create a
global action, from Setup, enter Actions in the Quick Find box, then select Global Actions.
They’re called global actions because they can be put anywhere actions are supported.
Global create actions enable users to create object records, but the new record has no relationship with
other records.
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Chapter 5 Using Actions in Salesforce1
Add Log a Call actions to global layouts to let users record call details. For example, users can log calls from
global pages in Salesforce Classic such as the Home page and the Chatter tab, or in Salesforce1 from the
Feed or Groups pages. In Lightning Experience, Log a Call actions on global layouts display in the Global
Actions menu.
Use a Visualforce page, Lightning component, or a canvas app to create global custom actions for tasks
that don’t require users to use records that have a relationship to a specific object. For more information,
see Custom Actions on page 38.
Note:
•Actions to create records for an object that is the detail object in a master-detail relationship
must be object-specific, not global.
•Chatter groups with customers don’t support global create, log a call, or custom actions and
display only standard Chatter actions, such as Post, File, Link, and Poll.
After you create an object-specific or global action, you must add it to a page layout or the global publisher
layout before it will appear in Salesforce1. For more information, see Actions and Page Layouts on page
39.
For a list of supported objects for object-specific and global actions, see “Object-Specific Actions” and
“Global Actions” in the Salesforce Help.
Action Categories and Types
Actions that you create can be global or object-specific, but those aren’t the only kinds of actions available
in Salesforce and Salesforce1. Other types of actions, some predefined by Salesforce, are also available for
you to put to work for your users.
There are several categories of actions, such as standard Chatter actions, default actions, mobile smart
actions, custom actions, and productivity actions.
Where They DisplayIncluded ActionsDescriptionCategory
Salesforce and
Salesforce1
Only Post and
Announcements are
Post, File, Link, Poll,
Question, Thanks
(Work.com), and
Announcements
(Groups)
Standard Chatter actions are
included when Chatter is enabled.
You can customize the order in
which these actions appear, but
you can’t edit their properties.
Standard Chatter actions require
that feed tracking for objects is
enabled.
Standard
Chatter
actions
supported in Lightning
Experience
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Chapter 5 Using Actions in Salesforce1
Where They DisplayIncluded ActionsDescriptionCategory
Salesforce and
Salesforce1
Depends on the object.
For a list of global
actions and which
Default actions are Salesforce
predefined actions to get you and
your users started using actions in
Default
actions
default actions apply toyour organization. Add default
which object, see
Default Actions.
actions to publisher layouts to
make them available to your users
in the full Salesforce site and the
action bar in Salesforce1.
Default actions are supported on
account, case, contact, lead, and
opportunity objects.
Salesforce1Depends on the object.
For a list of which
Mobile smart actions are a set of
preconfigured actions, just like
Mobile smart
actions
actions the Mobile Smartdefault actions, and are supported
on the same list of objects.
Mobile smart actions appear as a
single element in the page layout
editor.
Actions element
expands to include for
each object, see Mobile
Smart Actions.
In Salesforce1, the Mobile Smart
Actions element expands to a set
of distinct create actions that
enable users to create records
directly in the feed.
Salesforce and
Salesforce1
Not supported in Chatter
groups with customers
Custom actions that you
create.
Custom actions are actions that you
create and customize yourself, such
as Create a Record, Send Email, or
Log a Call actions. They can also
invoke Lightning components,
Custom
actions
Visualforce pages, or canvas apps
with functionality that you define.
For example, you can create a
custom action so that users can
write comments that are longer
than 5,000 characters, or create one
that integrates a
33
Chapter 5 Using Actions in Salesforce1
Where They DisplayIncluded ActionsDescriptionCategory
video-conferencing application so
that support agents can
communicate visually with
customers.
Custom actions can be global or
object-specific.
Salesforce (Lightning
Experience only) and
Salesforce1
Depends on the object.
The actions include Send
Email, Log a Call, Map,
View Website, and Read
News.
Productivity actions are predefined
by Salesforce and are attached to
a limited set of objects. You can’t
edit or delete productivity actions.
Productivity actions appear on
these objects.
Productivity
actions
•Account
•Contact
•Event
•Lead
•User
•User Profile
Which actions are available in the full Salesforce site depends on whether your organization has Chatter,
feed tracking, and actions in the publisher enabled. Actions in Salesforce1 don’t rely on whether Chatter
or actions in the publisher are enabled. For how Chatter enablement affects action visibility, see Actions
with and without Chatter on page 71.
Within the categories of actions, you can have different types of actions, depending on their function.
•Create actions let users create records. They’re different from the Quick Create and Create New features
on the Salesforce home page, because create actions respect validation rules and field requiredness,
and you can choose each action’s fields.
•Send email actions are supported in Lightning Experience only. They can't be added to the Cases layout
or used with cases.
For cases, add the case-specific Send Email action, which gives users access to a simplified version of
the Case Feed Email action in Salesforce1. The case-specific Send Email action can be used in Salesforce
Classic, Lightning Experience, and Salesforce1.
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Chapter 5 Using Actions in Salesforce1
•Log a call actions let users record the details of phone calls or other customer interactions. These call
logs are saved as completed tasks.
•Question actions enable users to ask and search for questions about the records that they’re working
with.
•Update actions let users make changes to a record.
For create, log-a-call, and custom actions, you can create either object-specific actions or global actions.
Update actions must be object-specific.
Action Layouts
Just as object record pages have page layouts that can be customized, actions have action layouts that
can be customized. You can add, remove, or reorder fields on the action layout to present only the essential
items your users need when they’re taking the action.
To customize the layouts of your global actions, in Setup, enter Actions in the Quick Find box,
then select Global Actions. (If you’re in Salesforce Classic, click Publisher Layouts.) Then click Layout
next to a global action in the list.
To customize the layouts of your object-specific actions, from the management settings for an object, find
Buttons, Links, and Actions.
•If you’re using Salesforce Classic, from Setup, enter an object name in the Quick Find box, select
Buttons, Links, and Actions, and then click Layout next to an action in the list.
•If you’re using Lightning Experience, from Setup, enter Object Manager in the Quick Find
box, select Object Manager, and then scroll down to the Buttons, Links, and Actions section. Then
click Edit next to the name of an action.
The first time you view the layout for an action you’ve created, certain fields are prepopulated: target object
default fields, standard required fields, and any custom universally required fields.
Use the action layout editor to specify which fields to include in the layout.
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Chapter 5 Using Actions in Salesforce1
The upper part of the editor contains a palette, and below the palette is the action layout. The palette
contains fields from the action’s target object that you can add to the action layout, except for the following
unsupported field types:
•Record type fields
•Read-only field types such as roll-up summary, formula, and auto-number fields
•Read-only system fields such as Created By or Last Modified By
Inactive Fields
Fields that are already on the action layout still appear on the palette but are inactive. When you select
an inactive field on the palette, Salesforce highlights the field on the action layout.
Field Type Conversion
If you convert a field’s type from one that is supported for actions to a type that isn’t supported,
Salesforce removes the field from the action layout. If you convert the field back to a supported type
without changing the action layout, Salesforce automatically adds the field back to the layout. If you
edit the layout, and then convert the field back to a supported type, add the field back to the layout
manually.
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Chapter 5 Using Actions in Salesforce1
Layouts Used for Log a Call Actions
A Log a Call action takes the active task page layout except under the following conditions:
•Suppose that your organization has a custom Log a Call action for an object. The custom action
takes the custom action layout defined for it.
•Now suppose that your organization has a custom Log a Call global action. That action takes the
custom layout defined for it, unless you also have a custom Log a Call action for an object. (A
custom action on an object overrides a custom global action.)
To display the simpler New Task form to Salesforce1 users, enable the form in Activity Settings and
ensure that the layout used includes a subject field.
Layout Auditing
Salesforce tracks action layout customization in the setup audit trail history.
Using Predefined Values in Actions
Setting up predefined values for certain fields on actions can increase your mobile users’ productivity and
optimize the action for the mobile environment at the same time.
When you configure action layouts, it’s better to use fewer fields. Most users, especially mobile users, don’t
like to fill in a lot of required fields. They want to get things done and move on to their next task. A good
way to use fewer fields in action layouts is to set predefined values for as many fields as possible. The more
fields you can set predefined values for, the more you can remove from the layout and make the action
easier and quicker to use. Balance ease of use with the need for required information. However, don’t
remove required fields from an action layout without setting a predefined value for those fields, or when
a user applies that action, the record won’t save properly.
If you set predefined values for fields on object records created through an action, you don’t need to add
those fields to the action layout. For example, when you configure an action that lets users create
opportunities, set Prospecting as the predefined value for the Stage field. All new opportunities users
create through that action are automatically assigned to the prospecting stage. You can remove the
Stage field from the action’s layout, because the field is going to be assigned a value automatically.
To set predefined values for object-specific actions, from your object management settings, select an
object, and then scroll down to the Buttons, Links, and Actions section. To set predefined values for global
actions, enter Actions in the Quick Find box, then select Global Actions. On the action list page
for either type, click the name of the action, and then click New in the Predefined Field Values related list.
You can set predefined values for any field available in the action layout editor, with these exceptions.
•Rich text area fields
•Multi-select picklists
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Chapter 5 Using Actions in Salesforce1
•Read-only field types like auto-number, formula, and roll-up summary fields
Predefined values for fields on actions are different from default values that you can set for fields on records.
If a field is included in an action, it can have both a predefined value set for the action and a default value
set. If a field on an action has both a predefined value and a default value set, the action uses the predefined
value, not the default value.
On object-specific actions, the predefined value can include references to the source object and its related
objects.
Tip: You can remove a required field from the action layout, but make sure that the field has a
predefined value. Otherwise, users can’t create records.
Custom Actions
Custom actions are actions that you create and customize yourself, such as Create a Record, Send Email,
or Log a Call actions. They can also invoke Lightning components, Visualforce pages, or canvas apps with
functionality that you define. For example, you can create a custom action so that users can write comments
that are longer than 5,000 characters, or create one that integrates a video-conferencing application so
that support agents can communicate visually with customers.
You can create object-specific and global custom actions.
Object-specific custom actions invoke Lightning components, Visualforce pages, or canvas apps that let
users interact with or create records that have a relationship to an object record. The Visualforce page for
an object-specific custom action must include the standard controller for the relevant object. For example,
use the standard contact controller to create a custom action that lets users import a contact’s Twitter
profile and add that information to a contact record.
Use a Visualforce page, Lightning component, or a canvas app to create global custom actions for tasks
that don’t require users to use records that have a relationship to a specific object. Canvas apps that you
want to use as custom actions require Publisher as a location. To call Lightning components from custom
actions, you must have My Domain deployed in your org. Visualforce pages that you want to use as global
custom actions can’t use standard controllers. For example, you want a custom action that lets users enter
a street address and see a map, the local time, and the local weather. For this action, create a Visualforce
page that doesn’t use any of the standard controllers, and add it as a custom global action.
You create a Visualforce custom action in the same way you create a regular object-specific or global
action. However, when you select the action type, select Custom Visualforce instead of Create a Record or
Log a Call. Then, select the Visualforce page you want to use for the action.
Creating custom actions for canvas apps is more complex, and we won’t discuss them in depth here. You
can find out more about canvas apps and custom actions in the Salesforce1 App Developer Guide.
38
Chapter 5 Using Actions in Salesforce1
Note: Chatter groups with customers don’t support global create, log a call, or custom actions and
display only standard Chatter actions, such as Post, File, Link, and Poll.
Actions and Page Layouts
Before an action can appear in both the full Salesforce site and Salesforce1, you must add it to a page
layout.
Global Page Layouts
What is a global page? The Home page, the User Profile page, and the Chatter home pages are all examples
of global pages in Salesforce Classic. A global publisher layout drives the actions displayed on these pages.
A global publisher layout is like a page layout, but it contains only the Quick Actions in the Salesforce
Classic Publisher and Salesforce1 and Lightning Experience Actions sections.
Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In
Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the
Home page) and on the Chatter page. Lightning Experience also uses these layouts to populate the Global
Actions menu. And in Salesforce1, these layouts drive the actions that appear in the action bar on the Feed
and People pages. Global publisher layouts can include global actions only.
You can assign different global publisher layouts to different user profiles to customize which actions users
see by default on global pages.
To create a custom global publisher layout, or to customize the default global layout, in Setup, enter
Publisher Layouts in the Quick Find box, then select Publisher Layouts. After you’ve
defined a global publisher layout, click Publisher Layout Assignment to assign it to user profiles.
Object Page Layouts
Object-specific actions can be added only to page layouts for the object to which they are assigned.
However, you can add global actions to the page layout of any object that supports actions.
You can customize the actions that show up on object page layouts—like those for Account, Opportunity,
and Contact—by using the page layout editor. Actions added to the Quick Actions in the Salesforce Classic
Publisher section of an object’s page layout appear in the Chatter publisher for that object in the full
Salesforce site. Actions added to the Salesforce1 and Lightning Experience Actions section of an object’s
page layout appear in the action bar on the object’s record pages in Salesforce1.
If you haven’t customized the Quick Actions in the Salesforce Classic Publisher section of a page layout,
the actions that appear in the publisher for that object default to the actions that are assigned to the global
39
Chapter 5 Using Actions in Salesforce1
publisher layout. Upon overriding, the actions default to the standard actions—Post, File, Link, Poll, Question,
and Thanks—regardless of what actions were assigned to the global publisher layout.
If you haven’t customized the Salesforce1 and Lightning Experience Actions section of a page layout, the
actions for that object default to a set of predefined actions. If you have customized actions in the Quick
Actions in the Salesforce Classic Publisher section, and have saved the layout, the Salesforce1 and Lightning
Experience Actions section inherits the actions from the Quick Actions in the Salesforce Classic Publisher
section, plus any standard or custom buttons present on the layout, when you click to override.
Action Guidelines and Best Practices
Actions are a great way to let your users get work done quickly. As an administrator, you’re in a prime
position to give them the exact actions that they need.
When considering what kinds of actions to create, or even when creating the actions themselves, keep
these suggestions in mind.
•When customizing action layouts, consider what your users will do with them. Minimalism is key.
Include only the fields that are necessary for them and for whomever handles the cases, calls, or records
that result from those actions.
•Don’t use actions for simple navigation shortcuts. They’re designed to perform a function.
•Give your actions task-oriented names that tell your users what they do. Use terms such as New, Create,
Share, Update, or Import. Keep names short and descriptive.
•Create a global action if you’re contemplating something that your users need to do that isn’t tied to
a specific object and that you want to be accessible from anywhere.
•Use the Description field to create notes for yourself about each action. Notes are especially
useful if you’re creating several similar actions for different record types, for example. The description
appears in the list of buttons, links, and actions for object-specific actions, or in the list of global actions,
as well as on the detail page for the action. Your notes aren’t visible to users.
•There is no hard limit to the number of fields you can add to an action layout. However, for optimum
usability, we recommend a maximum of 8 fields. Adding more than 20 fields can severely impact user
efficiency. To reduce the number of fields in your layout, you can create predefined values for the
required fields, and then remove those fields from your layout. You can set predefined field values
from the action detail page.
40
Chapter 5 Using Actions in Salesforce1
CHAPTER 6 Visualforce Pages and
Salesforce1
You can use Visualforce to extend the Salesforce1 app and give your mobile
users the functionality that they need while on the go.
In this chapter ...
•Get Your Visualforce
Pages into
Salesforce1
For example, you can include a Visualforce page that shows a mobile user
the location of a selected account on a Google map. In Salesforce1, this
page appears as a mobile card on the account record’s related information
page.
•Visualforce Page
Support in
Salesforce1
41
Get Your Visualforce Pages into Salesforce1
Visualforce pages must be enabled for mobile use before they can display in Salesforce1. You can do this
in Setup by entering Visualforce Pages in the Quick Find box, then selecting Visualforce
Pages, then click Edit next to a page name, and select the Available for Salesforce mobile
apps and Lightning Pages checkbox on that page.
Tip: Just because you’ve enabled a Visualforce page for mobile doesn’t mean that it’s automatically
mobile friendly. Before exposing existing Visualforce pages in Salesforce1, consider how they’ll look
and function on mobile phones and tablets. Most likely, you’ll want to create a new page specifically
for mobile form factors.
Visualforce pages can display in these areas of the Salesforce1 user interface:
•The navigation menu, via a Visualforce tab
•The action bar, via a custom action
•Mobile cards on a record’s related information page
•Overridden standard buttons, or custom buttons and links
•Embedded in record detail page layouts
•Lightning pages
If you want to dig deeper into customizing Salesforce1 with Visualforce, and discover lots of best practices
to use when designing your pages for Salesforce1, check out the Visualforce chapters of the Salesforce1
App Developer Guide.
Visualforce Page Support in Salesforce1
Keep these considerations in mind when you’re working with Visualforce pages in Salesforce1.
•Standard tabs, custom object tabs, and list views that are overridden with a Visualforce page aren’t
supported in Salesforce1. The Visualforce page is shown for full site users, but Salesforce1 users will
see the default Salesforce1 page for the object. This restriction exists to maintain the Salesforce1
experience for objects.
•You can also enable Visualforce pages for Salesforce1 through the metadata API by editing the
isAvailableInTouch field on the ApexPage object.
•The Salesforce Mobile Classic Ready checkbox on Visualforce Tab setup pages is for
Salesforce Mobile Classic only and has no effect on Visualforce pages in the Salesforce1 apps.
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Chapter 6 Visualforce Pages and Salesforce1
CHAPTER 7 Work Offline with the
Salesforce1 Mobile App
Your mobile users' productivity doesn't have to stop when there's no
connectivity. When you enable caching and Offline Edit for Salesforce1,
users can keep working, unimpeded by a subway commute, FAA
regulations, capricious cellular signals, or bunker-style buildings. Offline
access is available for the Salesforce1 downloadable apps. The beta version
of Offline Edit requires version 10.0 of the Salesforce1 for Android
downloadable app or the Salesforce1 for iOS downloadable app.
In this chapter ...
•Access Data in
Salesforce1 While
Offline
•Create, Edit, and
Delete Records in
Salesforce1 While Manage Salesforce1 caching and Offline Edit from Setup—enter
Salesforce1 in the Quick Find box, then select Salesforce1
Offline.
Online or Offline
(Beta)
•Data and UI
Elements That Are
Available When
Salesforce1 is Offline
•Enable Offline Access
and Edit for
Salesforce1
43
Access Data in Salesforce1 While Offline
With caching in Salesforce1 enabled, your Salesforce1 downloadable app users can see important data
when working offline or when the mobile app can’t connect to Salesforce. Salesforce1 caches a set of a
user’s recently accessed records so they're available for viewing without a connection. And much of the
data that a user accesses throughout a Salesforce1 session is also added to the cache. Cached data is
encrypted and stored in a secure, persistent data store.
Caching in Salesforce1 is enabled the first time someone in your org installs one of the Salesforce1
downloadable apps.
The contents of a user’s cache determines the data that’s accessible when the user’s mobile device is
offline. Let’s look at how the cache is initially populated and then updated throughout a Salesforce1 session.
Note: A Salesforce1 session is the time between logging in to and out of the app. Putting the app
in the background by switching away to a different app doesn't end a session.
•When a user logs in to Salesforce1, the cache is empty. If the user’s device goes offline with an empty
cache, no Salesforce data is available.
•Users can quickly populate the cache with a default set of most recently accessed records in two ways.
Users can put Salesforce1 in the background by switching away to a different app or navigating to the
device home screen to populate their cache. Or users can go to the Salesforce1 navigation menu,
select Settings > Offline Cache > Cache Now.
44
Chapter 7 Work Offline with the Salesforce1 Mobile App
Tip: We recommend that your users populate their cache each time they log in to Salesforce1
so they’re guaranteed to have a meaningful set of available data when offline.
Depending on the size and complexity of a user’s records, caching can take a few seconds to a
couple of minutes. If the user goes offline before the cache is fully updated, some of the expected
records won’t be available.
Populating the cache collects recently accessed records for the first five objects listed in the Recent
section of the user’s Salesforce1 navigation menu, plus the user’s recent tasks and dashboards. For the
first five objects listed in the Recent section of the Salesforce1 navigation menu, up to 30 most recently
accessed records are cached per object. For tasks and dashboards, the tasks listed under My Tasks
and the five most recently accessed dashboards are cached. Recently accessed records are determined
by a user's activities in both Salesforce1 and the full Salesforce site, including Salesforce Classic and
Lightning Experience.
After users initially populate their cache, users can refresh their cache in two ways. If the last cache
refresh is more than one hour old, users can put Salesforce1 in the background by switching away to
a different app or navigating to the device home screen to refresh the cache. Or users can manually
refresh the cache by going to the Salesforce1 navigation menu, select Settings > Offline Cache >
Cache Now.
•Throughout a Salesforce1 session, many of the other records that the user accesses are also added to
the cache. (Not all Salesforce data is available offline—see Data and UI Elements That Are Available
When Salesforce1 is Offline.)
•A record remains in the user’s cache for 30 days. Each time the same record is accessed, the clock
resets. But if the record isn’t touched within 30 days, it’s automatically removed from the cache and
won’t be available offline until the user accesses the record again.
•Logging out of Salesforce1 removes all data from the cache. The next time the user logs in, the process
of generating the cache starts over.
Create, Edit, and Delete Records in Salesforce1 While
Online or Offline (Beta)
Whether online or offline, Salesforce1 downloadable app users can create, edit and delete records and
keep track of all of the changes from the Pending Changes page. Salesforce1 automatically syncs those
pending changes to Salesforce and warns the user if there are conflicts that need to be resolved. The beta
version of Offline Edit requires version 10.0 of Salesforce1 for Android or Salesforce1 for iOS.
Note: This release contains a beta version of Offline Edit, which means it’s a high-quality feature
with known limitations. To enable this feature in your org, see Enable Offline Access and Edit for
45
Chapter 7 Work Offline with the Salesforce1 Mobile App
Salesforce1. Offline Edit isn’t generally available unless or until Salesforce announces its general
availability in documentation or in press releases or public statements. We can’t guarantee general
availability within any particular time frame or at all. Make your purchase decisions only based on
generally available products and features. You can provide feedback and suggestions for Offline Edit
in the IdeaExchange in the Success Community.
Keep Track of Updates
Users can keep track of all changes made while online or offline from the Pending Changes page. This
page is available from the Salesforce1 navigation menu.
46
Chapter 7 Work Offline with the Salesforce1 Mobile App
Understanding the Status of Updates
To help users monitor the status of changes made while online or offline, visual indicators display in several
places in Salesforce1, including: the Pending Changes page, object home pages, and in the highlights area
on updated records.
•: Indicates that there are no conflicts to changes made while online or offline. Records disappear
from the Pending Changes page after successfully syncing to Salesforce.
•: Indicates that there are conflicts to changes that must be resolved.
–If the changes are made while online, the appears immediately to indicate that there are
conflicts.
–If the changes are made while offline, the appears when network connectivity is restored to
indicate that there are conflicts.
Pending changes may contain conflicts for several reasons:
–Validation rule error
–Apex trigger error
–Workflow rule error
–Duplicate rule error
When users tap on a record where appears, they are taken to a Conflict Resolution page to resolve
the issue. After the conflict is resolved, the record disappears from the Pending Changes page after
successfully syncing to Salesforce.
•: Indicates that an error has occurred.
–If the changes are made while online, the appears immediately to indicate an error.
–If the changes are made while offline, the appears when network connectivity is restored to
indicate an error.
When users tap on a record where appears, they are taken to the edit page of that record to fix
the error.
While rare in occurrence, sometimes an error is irreconcilable. For example, if an edit is made to a
record while offline and someone else deleted that record from Salesforce, the that appears on
that change is irreconcilable. In this scenario, users can only dismiss the irreconcilable change from
the Pending Changes page.
47
Chapter 7 Work Offline with the Salesforce1 Mobile App
See Data and UI Elements That Are Available When Salesforce1 is Offline for the full list of data that can be
updated with Offline Edit.
Data and UI Elements That Are Available When
Salesforce1 is Offline
With Salesforce1 caching and Offline Edit, Salesforce1 downloadable app users can work with many of
their frequently accessed objects and records while offline. Here’s the list of data and Salesforce1 user
interface elements that are available offline.
Available to Create, Edit, or
Delete Offline (Beta)
Available for Offline ViewingSalesforce Data /
Salesforce1 Element
n/aYesNavigation Menu
48
Chapter 7 Work Offline with the Salesforce1 Mobile App
Available to Create, Edit, or
Delete Offline (Beta)
Available for Offline ViewingSalesforce Data /
Salesforce1 Element
Edit action: Yes
Delete action: Yes
YesAction Bar
Other actions: No
n/aPrevious search results from
current session
Global Search
NoIf viewed in current sessionList Views
Yes, recently accessed records for
the first five objects (excluding
Yes, recently accessed records for
the first five objects (excluding
Records for Recent Objects
Files) in the Recent section of the
Salesforce1 navigation menu
Files) in the Recent section of the
Salesforce1 navigation menu
If viewed in current sessionIf viewed in current sessionRecords for Other Objects
If viewed in current sessionIf viewed in current sessionRelated Records
NoMain page and mobile event
records, if viewed in current
session
Salesforce Today
Create: No
Edit and Delete: If viewed in
current session
If viewed in current sessionSalesforce Events
Most recently accessed tasks from
the first page of My Tasks list only
(The simplified New Task form
must be disabled)
Most recently accessed tasks from
the first page of My Tasks list only
Tasks
Create: Yes
Edit: If viewed in current session
If viewed in current sessionNotes
Delete: No
NoIf viewed in current sessionFiles
NoMost recently accessed onlyDashboards (Enhanced Charts)
49
Chapter 7 Work Offline with the Salesforce1 Mobile App
Available to Create, Edit, or
Delete Offline (Beta)
Available for Offline ViewingSalesforce Data /
Salesforce1 Element
NoNoDashboards (Legacy Charts)
NoIf viewed in current sessionFeeds, Groups, and People
n/aIf viewed in current sessionNotifications
NoNoApprovals (submit, approve, or
reject)
NoNoVisualforce pages
NoNoCanvas Apps
NoNoLightning Pages
n/aYesSalesforce1 Settings
A Salesforce1 session is the time between logging in and logging out of the app. Switching away from
Salesforce1 doesn’t end the session as long as the user doesn’t log out.
50
Chapter 7 Work Offline with the Salesforce1 Mobile App
Enable Offline Access and Edit for Salesforce1
EDITIONS
Setup for Salesforce1
available in: both Salesforce
Classic and Lightning
Experience
Available in Lightning
Experience in: Group,
Professional, Enterprise,
Performance, Unlimited,
and Developer Editions
Available in Salesforce
Classic in: All editions except
Database.com
USER PERMISSIONS
To view Salesforce1 settings:
•“View Setup and
Configuration”
To modify Salesforce1
settings:
•“Customize Application”
“Modify All Data”
With just a few clicks, you can protect your Salesforce1 users against
the vagaries of mobile connectivity. You can enable two levels of
offline access: caching frequently accessed records, so users can view
data while offline, and Offline Edit, so users can create, edit, and delete
records while offline. Offline access is available in the Salesforce1
downloadable apps only. The beta version of Offline Edit is available
in the Salesforce1 downloadable apps for Android and iOS version
10.0 or later.
1. From Setup, enter Salesforce1 in the Quick Find
box, then select Salesforce1 Offline.
2. To allow viewing data while offline, select Enable caching
in Salesforce1.
This option is automatically enabled the first time someone in
your org installs one of the Salesforce1 downloadable apps.
3. To allow updating records while offline, select Enable
offline create, edit, and delete in
Salesforce1 (Beta).
This option isn’t available if caching in Salesforce1 is disabled.
4. Click Save.
Tip: We strongly recommend leaving Enable caching
in Salesforce1 enabled. In addition to making cached
data available offline, this setting also enables faster viewing
of previously-accessed records and better overall performance.
If you disable caching, the Salesforce1 downloadable apps only
store the minimum data required to maintain a session. This
can impact performance because the app has to refresh record
details and feed items every time they’re viewed.
51
Chapter 7 Work Offline with the Salesforce1 Mobile App
CHAPTER 8 Make the Salesforce1 App
Yours with Custom Branding
You can customize the Salesforce1 mobile app to match some aspects of
your company’s branding, so the app is more recognizable to your mobile
users. Custom branding is displayed in all of the Salesforce1 apps.
In this chapter ...
•How Salesforce1
Branding Works
•Tips for Branding
Your Salesforce1 App
53
How Salesforce1 Branding Works
You can customize branding for your Salesforce1 app. From Setup, enter Salesforce1 Branding
in the Quick Find box, then select Salesforce1 Branding.
Prerequisites
Images that you upload to customize the Salesforce1 app are stored in a Documents folder named
Salesforce1 Branding Resources. For this reason, the Documents object must be enabled for your
organization before administrators can view and modify the Salesforce1 Branding page. (The Documents
tab doesn’t need to be visible, however.)
For users of the Salesforce1 mobile browser app to see custom branding, Documents must be enabled
for your organization. For the Salesforce1 downloadable apps, users must also have “Read” user permissions
on Documents.
What You Can Customize
DescriptionElement
The color for key user interface elements such as the header, buttons, and
search bar.
Based on the brand color you select, contrasting colors for user interface
elements such as borders for the navigation menu, the notifications list, and
button text are automatically defined.
Brand Color
The headers on overlays, popups, and dialogs—such as edit and create
windows or windows that open from actions in the action bar—aren’t
affected by this setting. These headers are always white, to provide a visual
indicator that the user is performing an action as opposed to simply viewing
information.
The background color on the loading page that appears after a mobile user
logs in.
Loading Page Color
The image on the loading page that appears after a mobile user logs in.
We recommend using an image with the largest dimensions allowable for
best results. Maximum image size is 460 pixels by 560 pixels.
Loading Page Logo
54
Chapter 8 Make the Salesforce1 App Yours with Custom Branding
You can also customize the branding for the Salesforce1 app login page. My Domain must be enabled to
modify the login page. To customize your company’s Salesforce1 login page, see Customize Your Login
Page with Your Brand.
Tips for Branding Your Salesforce1 App
If you’re thinking about rebranding the Salesforce1 app, here are some tips to keep in mind.
•When considering color schemes, fonts, and other branding changes, refer to the Salesforce1 Style
Guide.
•When creating your logo image, be sure to compress it. In many image editing programs, this process
is identified as “use compression,” “optimize image,” “save for web,” or “shrink for the web.”
•Verify that your logo appears correctly in Salesforce1, using the same devices as your user base, not
just a desktop monitor. Your image can render at different scales or proportions depending on the
screen size and pixel density of each device.
•Salesforce1 supports .png, .gif, and .jpg image formats for custom branding elements, but we
recommend using .png for the best results.
•These interface elements can’t be customized:
–The Salesforce1 app icon that appears on the mobile device’s home screen.
–The initial loading screen when launching the Salesforce1 downloadable app for iOS. This loading
screen appears before the user is prompted by the login page.
•Your mobile users must close the app and then log in again to see any custom branding changes.
55
Chapter 8 Make the Salesforce1 App Yours with Custom Branding
CHAPTER 9 Learning More
If you want to explore more of what you can do with Salesforce1, these
resources can help.
Salesforce1 Rollout Guide
After you’ve configured your organization and customized it for
Salesforce1, it’s time to roll out the Salesforce1 mobile apps to your
users. Visit this site to see Salesforce’s five steps to a successful rollout.
Salesforce1 App Developer Guide
A composite book with both administrator and developer content
that walks you through Salesforce1 using a series of tutorials with
sample data in a Developer organization. Includes chapters on page
layouts, compact layouts, actions, Salesforce1 customization,
Visualforce, canvas apps, and custom actions.
Trailhead Module: Salesforce1 Mobile Basics
A fun, interactive way to learn about Salesforce1 in a browser by
walking through exercises in a Developer Edition organization, taking
challenges, and earning badges.
Salesforce Help & Training Portal
A site devoted to the help documentation for Salesforce. Get help for
what you’re working on, find answers to your questions, and download
tip sheets and other guides.
Salesforce Success Community
Home to a set of extremely useful tools to help you get your Salesforce
work done. Connect with Salesforce customers, partners, product
specialists and employees to learn, get answers to your questions, and
share new ideas.
57
CHAPTER 10 Appendices
One of the goals of this guide is to help you, as an administrator, navigate
the sometimes complex world of Salesforce1. In these appendices, we’ve
In this chapter ...
•How Actions Are
Ordered in the included some extra material that we hope you’ll find useful, including
edition and license information, a chart outlining the feature support
Salesforce1 Action
Bar differences between the Salesforce1 downloadable apps and mobile
browser app, and more.
•How Predefined
Actions Are Ordered
in the Salesforce1
Action Bar and List
Item Actions
•Actions with and
without Chatter
•Salesforce1 Mobile
App Features: What’s
Available in Each
Version
•Salesforce1 Editions
and Licenses
59
How Actions Are Ordered in the Salesforce1 Action Bar
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited,
Contact Manager,
Database.com, and
Developer Editions
The Salesforce1 and Lightning Experience Actions section of a page
layout and global publisher layout drives which actions appear in the
Salesforce1 action bar. It also enables you to customize the order of
quick actions, productivity actions, and standard and custom buttons
that are available as actions.
If you customize the Salesforce1 and Lightning Experience Actions
section of a layout, Salesforce1 reflects your customizations.
If you customize the Quick Actions in the Salesforce Classic Publisher
section, but not the Salesforce1 section, the actions in the Salesforce1
action bar are a combination of those in the Quick Actions in the
Salesforce Classic Publisher section plus any standard or custom
buttons present on the page layout.
If you customize the Salesforce1 and Lightning Experience Actions section, the standard and custom
buttons in the buttons section of the page layout aren’t automatically included in the action list. You must
add the buttons as actions from the Salesforce1 & Lightning Actions category in the palette.
If neither section is customized, the action bar inherits a default set of actions predefined by Salesforce.
The sets of actions differ between objects, based on the most common or typical activities required for
each object.
How Predefined Actions Are Ordered in the Salesforce1
Action Bar and List Item Actions
Your org’s page layouts and publisher layouts control the order in which actions appear in the Salesforce1
action bar and list item actions. If you don’t customize the actions in the action bar on a page layout or
global publisher layout, the location of key actions is predefined by Salesforce.
Important: This predefined ordering chart applies to the Salesforce1 action bar only if you haven’t
customized the Salesforce1 and Lightning Experience Actions section of an object’s page layout or
on a global publisher layout.
The quick actions in the predefined set are derived from the actions in the “Quick Actions in the Salesforce
Classic Publisher” section of the object page layout or global publisher layout.
On object page layouts, when the Salesforce1 section isn’t customized:
If you’ve customized the actions in the Quick Actions in the Salesforce Classic Publisher section, the
quick actions in the action bar reflect those customizations.
60
Chapter 10 Appendices
If neither section is customized, the quick actions you see in the action bar come from the Quick Actions
in the Salesforce Classic Publisher section of the global publisher layout.
On global publisher layouts, when the Salesforce1 section isn’t customized:
If the Quick Actions in the Salesforce Classic Publisher section is customized, the quick actions in the
action bar inherit those customizations.
If neither section is customized, the quick actions in the action bar for global pages default to a Salesforce
predefined set.
The predefined actions in the action bar, list item actions, and associated action menus are divided into
groups. The arrangement of these groups is fixed. The order of actions within the groups can vary based
on the object and the actions that are present on the global publisher layout or on an object’s page layout.
Not every object or page displays every group.
Note: Actions on list view items reflect only the predefined set of actions for that object. For example,
let’s say you’re viewing the All Accounts list in Salesforce1. If you swipe left on an account item in
the list, you see a set of actions. Those actions come from the predefined list of actions for accounts
in this chart. You always see Call, Edit, and Delete. The other actions on the list view item follow the
order and rules defined for the action groups in the chart.
Here’s the breakdown of which actions are contained in each group for each object or page.
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
Send Text (if
the Phone
Remaining
standard
buttons that
Custom
buttons that
are
Remaining
quick actions
from the
5. Edit1. Call, 2.
New Task, 3.
New Event,
4. Post
Account
field is
populated)
View
Website (if
are
supported in
Salesforce1,
in the order
supported in
Salesforce1,
in the order
defined on
Quick
Actions in
the
Salesforce the
defined onthe page
layout.*
Classic
Publisher
section. If
Website
field is
populated)
the page
layout.
that section
isn’t
customized,
remaining
quick actions
are inherited
from the
61
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Remaining
standard
Custom
buttons that
EditActions from
the Quick
Case
buttons thatareActions in
aresupported inthe
supported inSalesforce1,Salesforce
Salesforce1,in the orderClassic
in the orderdefined onPublisher
defined onthe page
layout.*
section. If
that section
isn’t
the page
layout.
customized,
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Send TextRemaining
standard
Custom
buttons that
Remaining
quick actions
5. Edit1. Call, 2.
Send Email,
Contact
62
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
buttons that
are
are
supported in
from the
Quick
3. New Task,
4. New Event
supported inSalesforce1,Actions in
Salesforce1,in the orderthe
in the orderdefined onSalesforce
defined onthe page
layout.*
Classic
Publisher
section. If
the page
layout.
that section
isn’t
customized,
remaining
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Remaining
standard
Custom
buttons that
Remaining
quick actions
5. EditFirst four
actions in the
Custom
Object
buttons thatarefrom theorder
aresupported inQuickdefined on
supported inSalesforce1,Actions inthe page
Salesforce1,in the orderthelayout. If the
in the orderdefined onSalesforceQuick
defined onthe page
layout.*
Classic
Publisher
section. If
Actions in
the
Salesforce
the page
layout.
that sectionClassic
63
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
Publisher
section isn’t
isn’t
customized,
customized, remaining
then the first quick actions
four actions are inherited
in the order from the
defined on Quick
the global Actions in
publisher
layout.
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Edit, DeleteQuick actions
in the order
Event
defined on
the layout.
Standard
Chatter
actions aren’t
supported.
Quick actions
in the order
Feed
defined on
the global
publisher
layout
Remaining
standard
Actions from
the Quick
Group
buttons thatActions in
arethe
supported inSalesforce
64
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
Classic
Publisher
Salesforce1,
in the order
section. If defined on
that section the page
layout.isn’t
customized,
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Call, Send
Text, Send
Email
Remaining
standard
buttons that
are
Custom
buttons that
are
supported in
Remaining
quick actions
from the
Quick
5. Edit1. Log a Call,
2. New Task,
3. Convert (if
enabled), 4.
Post
Lead
supported in
Salesforce1,
Salesforce1,
in the order
Actions in
the
in the orderdefined onSalesforce
defined onthe page
layout.*
Classic
Publisher
section. If
the page
layout.
that section
isn’t
customized,
remaining
quick actions
are inherited
from the
65
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Global
actions in the
“App Page”
Lightning
Page order
defined in
the
Lightning
Page
NewList View
1. New, 2.
Sort
Object Home
Page (Tablet
Only)
Remaining
standard
Custom
buttons that
Remaining
quick actions
5. Edit1. Log a Call,
2. New Task,
Opportunity
buttons thatarefrom the3. New
Event, 4. Post are
supported in
supported in
Salesforce1,
Quick
Actions in
Salesforce1,in the orderthe
in the orderdefined onSalesforce
defined onthe page
layout.*
Classic
Publisher
section. If
the page
layout.
that section
isn’t
customized,
66
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
remaining
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Remaining
actions in the
1. Call, 2.
Send Email,
3. Post
People
order
defined on
the global
publisher
layout
Map, Read
News, Send
Remaining
standard
Custom
buttons that
Remaining
quick actions
5. Edit1. Call, 2.
Send Email,
Person
Account
Text, View
Website
buttons that
are
supported in
are
supported in
Salesforce1,
from the
Quick
Actions in
3. New Task,
4. New Event
Salesforce1,in the orderthe
in the orderdefined onSalesforce
defined onthe page
layout.*
Classic
Publisher
section. If
the page
layout.
that section
isn’t
customized,
remaining
quick actions
67
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
1. NewRelated List
(for standard
objects)
Quick actions
in the order
Salesforce
Today—Main
Page defined on
the global
publisher
layout
Remaining
quick actions
1. Quick
Message, 2.
Salesforce
Today—Mobile
from theJoinCalendar
Event Quick
Actions in
Conference
Call, 3. Map
the
Salesforce
Classic
Publisher
section. If
that section
isn’t
customized,
remaining
68
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
section of
the global
publisher
layout.
Remaining
standard
Custom
buttons that
Remaining
quick actions
5. Edit1. Edit
Comments,
Task
buttons thatarefrom the2. Change
aresupported inQuickDate, 3.
supported inSalesforce1,Actions inChange
Salesforce1,in the ordertheStatus, 4.
in the orderdefined onSalesforceChange
Priority defined on
the page
layout.
the page
layout.*
Classic
Publisher
section. If
that section
isn’t
customized,
remaining
quick actions
are inherited
from the
Quick
Actions in
the
Salesforce
Classic
Publisher
69
Chapter 10 Appendices
Action
Group 6
Action
Group 5
Action
Group 4
Action
Group 3
Action
Group 2
Action
Group 1
Object or
Page
section of
the global
publisher
layout.
Standard
Chatter
actions aren’t
supported.
As we mentioned, some actions are in fixed positions. In places where you see a numbered list in the table,
this is the fixed order that those actions appear in on the action bar, list item actions, and in the respective
action menus.
For example, for the Account object, the standard Chatter Post action is in the fourth position. This is fixed.
Regardless of where you put the Post action in the account page layout, Post always displays in the fourth
position.
However, deletion of actions is always respected. So in our example, if you delete the Post action from the
account page layout, the remaining actions move up and you see Edit in the fourth position.
*Custom buttons that are added to the Button section of a page layout and that define the content source
as URL or Visualforce are supported in Salesforce1. Remember that Visualforce pages must be
enabled for use in Salesforce1. Custom links, custom buttons that are added to list views, and custom
buttons that define the content source as OnClick JavaScript aren’t available in Salesforce1.
70
Chapter 10 Appendices
Actions with and without Chatter
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Quick actions available in:
Group, Professional,
Enterprise, Performance,
Unlimited, Contact
Manager, Database.com,
and Developer Editions
Custom canvas actions
available in: Professional
(with Force.com Canvas
enabled), Enterprise,
Performance, Unlimited,
and Developer Editions
Use actions regardless of whether Chatter or actions in the publisher
are enabled.
The actions that are available in the full Salesforce site or in Salesforce1
To enable or disable Chatter for your organization, from Setup, enter
Chatter Settings in the Quick Find box, then select
Chatter Settings. If Chatter is enabled, the Enable Actions
in the Publisher option controls whether the actions that
you create display in the Chatter publisher.
Chatter On,
Actions On
Chatter On,
Actions Off
Chatter Off,
Actions Off
YesYesYesYou can create
global actions and
customize global
action lists
YesYesYesYou can create
object-specific
actions and
customize
object-specific
action lists
YesYes1
NoActions appear on
the Home page
and Chatter home
page in the full
Salesforce site
Yes2
Yes1,2
NoActions appear in
object feeds in the
full Salesforce site
YesYes4
No3
The action bar is
available in the
Salesforce1 feed
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Chapter 10 Appendices
Chatter On,
Actions On
Chatter On,
Actions Off
Chatter Off,
Actions Off
Yes6
Yes6
Yes5
The action bar is available on
the record view in Salesforce1
YesYesYes5
The action bar is available on
Lightning Pages in Salesforce1
Footnotes:
1. If actions in the publisher aren’t enabled, only standard Chatter actions (Post, File, Link, Poll, and
Thanks) appear in the Chatter publisher in the full Salesforce site.
2. The Chatter feed appears on an object’s detail page in the full Salesforce site only for objects that
have feed tracking enabled.
3. When Chatter is disabled, the Feed item isn’t available in Salesforce1.
4. When Chatter is enabled but actions in the publisher aren’t, standard Chatter actions and
nonstandard actions appear in the Salesforce1 action bar and in third-party apps that use action
lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart
Actions.
5. When Chatter and actions in the publisher are disabled, only nonstandard actions appear in the
action bar in Salesforce1 or in third-party apps that use action lists. Nonstandard actions include
Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
6. If feed tracking isn’t enabled on an object, only nonstandard actions appear in the Salesforce1
action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update,
Log a Call, custom actions, and Mobile Smart Actions.
Salesforce1 Mobile App Features: What’s Available in
Each Version
Salesforce1 is available as a downloadable app on iOS and Android devices and as a mobile browser app
in supported mobile browsers. In most cases, all of the Salesforce1 “flavors” include the same features. But
there are some differences between the experiences, often related to differences in the mobile platforms
on which Salesforce1 is supported.
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Navigation and Actions
Access up to 200 list views per object
(tablets only)
See visual snapshots of business data on list view
charts
Sort and filter list views
Do actions like make phone calls, log calls, and
send emails
(Phone calls supported on iPhones and Android
phones only)
Use quick actions created for your organization
See Google Maps images in standard address fields
Search
Search for Salesforce records
Scope global searches to find records by object
See matching search results for all records, not just
those that have been recently viewed
Sort search results
Get more relevant results with dependent lookup
filters
Get automatic spell checking and correction on
search keywords
Use global search to find Chatter posts in the “All
Company” feed
Use Spotlight Search to find Salesforce data
without opening Salesforce1
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Relationship and Data Management
Add new records and update existing records
Prevent the creation of duplicate records
Stay up to date about important companies and
industries with News
See company logos for accounts
Locate, associate, and view Twitter profiles for
Salesforce accounts, contacts, and leads
Track relationships between accounts and contacts
with Contacts to Multiple Accounts
Add contacts to Salesforce from mobile device
contact lists
See lead scores
Convert qualified leads to contacts
Use Path on opportunities to follow sales processes
and get deals closed
Work with account teams and opportunity teams
Add products, quotes, and multiple influential
campaigns to opportunities
Manage campaign member statuses
View forecast data
Work with data stored outside of Salesforce
Productivity (Salesforce Today, Notes, Events, Tasks, Email)
Use Today to prepare for and manage the day’s
events, join conference calls, and log mobile
calendar events in Salesforce
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Add contacts to Salesforce from events in Today
Take rich text meeting notes and easily relate them
to records
Add images to notes
Create tasks from Notes
Create tasks from Chatter posts
Create recurring and follow-up tasks
Track, close, or reopen tasks
Do quick task updates with a tap: edit comments
or change a due date, status, or priority
Create and view Salesforce events
Send email from Salesforce using SalesforceIQ
Inbox
Work.com
Use Work.com Coaching, Goals, Rewards, and Skills
(Skills available in Android only)
Customer Service Tools
Work with cases and case emails
Use Social Customer Service to track cases and
respond to Twitter Tweets in real time
View Salesforce Knowledge articles
Track purchased products with Assets
Streamline field service with Work Orders
(including milestones, linked articles, and work
order hierarchies)
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
View scheduled services and navigate to service
locations with Field Service Lightning
Reports and Dashboards
View dashboards, dashboard components
(including Visualforce dashboard components),
and reports
View Lightning Experience reports, dashboards,
and charts
Sort data in reports
Apply dashboard filters
Share snapshots of Enhanced Charts in the Chatter
feed
Salesforce Files
Use Salesforce Files
Use Salesforce Files if Chatter is turned off
Browse and share files from external data sources,
such as SharePoint, OneDrive for Business, Google
Drive, and Box (Requires Files Connect)
Edit Microsoft Office 365 files
Access Content Libraries
Chatter (Feeds, Topics, Profiles, Groups)
Use Chatter feeds, people, and groups
Search in the main Chatter feed
Mute Chatter posts
View, edit, and follow feed entries organized by
topic; add multiple topics to posts
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Bundle multiple record updates into a single post
Attach photos or files to posts or comments, or
use quick actions to post photos or files
Share Chatter posts
See previews of files posted to posts and
comments
Double-tap to add or remove bookmarks for
Chatter posts
Ask questions and get answers in the feed
Escalate questions in Chatter to cases
Edit user profile details
Change the user profile picture
Add group photos
Add records to groups
Collaborate with more privacy in unlisted Chatter
groups
Post announcements in group feeds
Manage groups, including add group members
Use Salesforce1 if Chatter is turned off
Use quick actions in Salesforce1 if Chatter is turned
off
Launch Salesforce1 from Chatter email
notifications and digest links
Salesforce Communities
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Access communities created using the Salesforce
Tabs + Visualforce template
Business Logic and Process Automation
Submit records for approval
View the status of pending approvals and approve
or reject approval requests
Resume or delete paused flow interviews
Notifications
Receive in-app notifications
Receive push notifications
Configure the push notifications that are sent
Offline
View cached data when working offline
Create, edit, and delete records for recently
accessed objects when offline (Beta)
Access and Security
Log in faster using password manager apps right
from the Salesforce1 login page
Configure connections to multiple instances from
the login page
Switch between multiple Salesforce accounts or
communities without leaving the app
Open most Salesforce URLs directly in Salesforce1
Control app access with a security passcode
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Chapter 10 Appendices
Mobile
Browser App
iOS
Downloadable
App
Android
Downloadable
Apps
Feature
Use Connected App security settings to meet
industry compliance regulations
Get enhanced security with Mobile Device
Management (MDM)
Customizations and User/App Settings
View Visualforce pages
Access Lightning pages, and custom and
third-party apps
See a customized selection and arrangement of
actions in the action bar and list item actions
See custom branding
See field-level help
Salesforce1 Editions and Licenses
See which Salesforce editions and user license types support using Salesforce1.
Salesforce Editions
But not in these editions:
Salesforce1 is available in these editions:
•Database.com Edition
•Personal Edition
•Group Edition
•Professional Edition
•Enterprise Edition
•Performance Edition
•Unlimited Edition
•Developer Edition
•Contact Manager Edition
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Chapter 10 Appendices
User License Types
These user license types don’t have access to the
mobile app:
These user license types can access Salesforce1. A
special Salesforce1 or mobile license isn’t required.
•Portal users (unless a member of a Salesforce
community)
•Salesforce users
•Salesforce Platform and Force.com users
•Database.com users
•Chatter Plus users (also known as Chatter Only),
Chatter Free users, and Chatter External users*•Sites and Site.com users
•Customer Community, Customer Community
Plus, and Partner Community external users
•Data.com users
•Work.com users
•Portal users who are a member of a Salesforce
community
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Chapter 10 Appendices
INDEX
A
Action bar
how actions are ordered 60
Actions
action bar 60
action bar ordering 60
action layouts 35
actions and page layouts 39
anchor actions 32
custom actions 32, 38
default actions 32
global actions 31
guidelines and best practices 40
introduction 29
list item actions 60
mobile smart actions 32
non-standard actions 32
object-specific actions 31
predefined values 37
setting up 30
standard actions 32
with and without Chatter 71
working with 30
Appendices
introduction 59
C
Compact layouts
about 26–27
G
Guidelines and best practices
actions 40
L
Learning more
administration resources 57
editions and licenses 79
List item actions 60
N
Notifications
about 14
approval requests 14
P
Page layouts
how they work in Salesforce1 22
optimizing for mobile 25
rethinking for mobile 23
S
Salesforce1
about 2
about compact layouts 26–27
branding 53–54
branding tips 55
comparison to other mobile apps 7
configuring your organization 11–12
customizing how your data displays 21
defining users 12
introduction 1
notifications, about 14
notifications, approval requests 14
optimizing your organization 9
overview 7
what it looks like 2
wizard 12
81
Salesforce1 downloadable apps
cache 44
enable offline access 51
offline access 43–45, 48, 51
Offline Edit feature 45
update data offline 45
view data offline 44
what’s available offline 48
Salesforce1 mobile app
feature comparison 72
Salesforce1 navigation menu
about 15
tell me more 19
V
Visualforce pages
considerations 42
how they work in Salesforce1 41–42
82
Index

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