Salesforce1 Adoption Workshop - Silicon Valley User Group
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Transcript of Salesforce1 Adoption Workshop - Silicon Valley User Group
Salesforce1 Mobile App Workshop
Today’s Workshop
• Anatomy of the Salesforce1 Mobile App
• Getting Started in your Org
• Introduction – 7 Tips
• Configuring the Left Navigation: Hands on Demo
• Creating Publisher Actions – Global & Contextual: Hands on Demo
Anatomy of the Salesforce1 Mobile App
Anatomy of the Salesforce1 Mobile AppCRM DataAll your sales, service, and marketing data at your fingertips
Customizations Instantly bring your customizations like workflow, permissions, and sharing settings to mobile
AppExchange AppsAdd AppExchange apps specifically designed for the Salesforce1 app
Custom AppsAll your custom objects, fields, and any app you’ve integrated or built declaratively is now mobile. Even bring your Visualforce pages into the navigation menu.
Notifications CenterView all the posts and approval
processes that need your attention
Feed FirstConnect with other
employees and collaborate on sales opportunities, service
cases, campaigns, and projects
Hybrid User InterfaceBenefit from the best native device
technology and the latest HTML5, including your own custom
Visualforce
Custom Publisher ActionsMove business forward with
global and contextual Publisher actionsMulti-device Support
Access everything you need from your favorite device, iOS or Android
Getting Started in Your Org
Getting Started with the Salesforce1 App
There are a few permissions you want to make sure are on:
1. Connected Apps
2. Notifications
3. Mobile Browser
Connected App Permissions
Make sure Salesforce1 is turned on for your org by navigating to Setup → Manage Apps → Connected Apps and configuring settings for “Salesforce1 for iOS” and “Salesforce1 for Android.”
Notification PermissionsIn Salesforce1, users can receive notifications in two ways: through notifications center in the app and via push notifications on their mobile device. These notifications occur when they are mentioned in Chatter posts or comments and when they receive approval requests.
To enable notifications for your org, navigate to Setup → Mobile Administration → Notifications → Settings. If they’re not already enabled, select “Enable in-app notifications” and “Enable push notifications” and save those settings.
Mobile Browser PermissionsTo enable the Salesforce1 experience on a mobile browser, navigate to Setup → Mobile Administration → Salesforce1 and select “Enable the Salesforce mobile browser app” so users are automatically redirected to the Salesforce mobile browser experience when they log in using a supported browser on an iOS or Android smartphone or tablet. To restrict this user experience, deselect this permission, and users will see the full Salesforce App as it appears on the desktop.
Introduction – 7 Tips for Your Rollout
7 Tips for Your Rollout
1. Get into the Mobile Mindset
2. Revisit User Permissions
3. Customize Your Navigation Menu
4. Configure Your Layouts
5. Create Publisher Actions
6. Optimize Your Visualforce Pages
7. Prioritize Your Mobile Rollout
Configuring the Left Navigation: Hands on Demo
Creating Publisher Actions: Hands on Demo