This is recommended because the Salesforce1 interface is easier to use and is specifically designed for mobile devices, whereas opening Salesforce on a mobile web-browser can result in distorted views and is hard to navigate. As the administrator, you will want to enable in-app notifications and push notifications for the Salesforce1 mobile app. By doing this, Salesforce1 users will receive notifications in the Salesforce1 notification center, as well as receive push notifications on their mobile device.
For example, when a user is mentioned in a Chatter post or when they receive an approval request, they will receive a push notification on their phone or tablet. If a user does not want to receive push notifications, they can disable that function in their phone or tablet settings. Once there, select the boxes to enable in-app notifications and push notification.
Your navigation menu is always an important feature, but on mobile devices it is extra important. If there is not an easy way for users to navigate on a mobile device, users will not be motivated to use the app. Once there, you can add, remove, and rearrange your menu items.
Some of the actions that can be performed using Salesforce1 are. Salesforce1 mobile app is available for both Android and IOS devices. It is also available for mobile browser app that runs on supported browsers.
Check your organization security policies before installing Salesforce mobile app. Salesforce mobile application can be downloaded from iTunes and Google Pla y. Check the following links to download Salesforce1 application. Follow the steps given below. By granting Salesforce1 Access to users we can automatically redirect your user to the Salesforce mobile browser app when they log in to Salesforce from a supported mobile browser, perform the following steps.
In this Salesforce tutorial , we have learned about how to install and configure Salesforce1 mobile application. In our upcoming we will learn how to setup connecting apps, granting downloadable app access to Users and branding Salesforce mobile application. Home : Salesforce Admin Tutorials. Salesforce Administration. Section 1 : Getting Started. What is Salesforce. What is login. Enabling Caching and Automcomplete at Salesforce login.
What is Cloud Computing. Setting up a lifetime access practice Developer Org. Personal Setup and Company Setup in Salesforce. Setting UP Chatter in Salesforce. Section 2 : Designing your Data Model. Understanding the Sales Process. Analysing a functional requirement. Converting functional requirement into technical specifications.
Section 3 : Building your Data Model. Understanding Salesforce. How to create custom object in SFDC. Creating fields using different field types in Salesforce.
Overview on Salesforce Object Relationships. Cannot create Master Detail Relationship? How to create Lookup relationship in salesforce. How to create Many to Many Relationship in Salesforce? What is Schema Builder. Setting up and installing Salesforce1 app in Mobile. Section 4 : Implementing Business Logics.
What is a Formula Filed? What are Cross Object Formulas? He talked to his brokers and did a few ride-alongs to find moments where the mobile app might be able to solve their problems or speed up certain processes.
Those tasks are called use cases. Now is a good time to start thinking about your own mobile use cases. Of course you are! Always run the mobile app on a device that meets minimum platform requirements. Be aware that the requirements are subject to change. If you have an Android or iOS device that meets the minimum requirements, you can use the downloadable Salesforce mobile app available from the App Store or Google Play.
But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations. The Salesforce mobile app is the perfect place to start. It delivers a ton of value to your users right out of the box.
And if you take advantage of the customization features explained in this module, you can save your users time and make their lives a lot easier. Warning: They may cry tears of joy. Make sure you have tissues handy. An added bonus? Salesforce Mobile App Customization. Time Estimate. Learning Objectives After completing this unit, you'll be able to: Name some of the benefits of using the Salesforce mobile app. Find and download the app. Choose your working environment for the app.
The mobile app is included with every Salesforce license.
0コメント