tips for setting up salesforce1 mobile apps

Set Salesforce1 Mobile Apps in 7 Steps

By Avi Verma, [email protected]

About Me● 26+ Years of experience in global technology services, software engineering, delivery, engagement, program management.● Expertise in Digital Banking, Payments, Healthcare, Manufacturing, Telecom, Insurance.● Certified Salesforce Service Cloud Consultant. ● Certified Salesforce Administrator. ● Certified Salesforce Developer.● PMP, MBA, CISA.● ABA in Principles of Banking.

Action Bar and Action Menu

11concepts.com/sfdc [email protected]

In these pages● Feed, Groups, ● User profiles, ● Dashboards, Reports, ● Standard and custom object record views,● Related lists, Search results

Varies by pages● 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 Chatter actions such as Post and File, and global and object-specific actions that are assigned to the layout for that record type.

Step 1. Setup Salesforce1 Settings ● The Salesforce1 Mobile App is

available as a downloadable app on iOS and Android devices

● You can give mobile app experience on mobile browsers as well

● By default, duplicate rules run when users save records. You can change this behavior for Salesforce1 so that duplicate rules run as users complete fields on the record.

● Allow import of contacts from mobile devices


Step 2. Setup Security Policies● Salesforce1 for Android

● Salesforce1 for iOS

● Settings to control refresh tokens - in cases of

your session id being compromised, you can

request a new refresh token to get a new

session id (an access token).

● Session timeout rules

● Idle timeout rules

● Starting URL for SSO


A few words on Salesforce1 architectureSalesforce1 Architecture

● Salesforce1 uses the Force.com platform for all app logic and database● The Salesforce1 uses SSL/TLS for Over-The-Air (OTA) communication

encryption for communication on HTTPS. Authorization and Permissions

● For all Salesforce users, access to Salesforce1 is “default on” and does not require an administrator to grant permission to use the application.

● Access is based on your profile and permissions.Authentication

● Salesforce1 require user authentication at the point and time of access. ● Salesforce1 utilizes OAuth 2.0 and/or SSO.

OAuth Pairing● During the initial login, the device is uniquely identified and paired with the

mobile user’s account using the OAuth 2.0 protocol. ● After initial login, there is no exchange of a password between the mobile client

and the salesforce server. ● Salesforce password is not stored on the device.● OAuth refresh token and access tokens are stored encrypted in the keychain for

iOS devices and account manager in your Android devices.


Step 3. Set Up Notifications● Users can receive notifications in two ways

○ Through notifications center in the app.

○ Via push notifications on their mobile device.

● Examples of notifications

○ Due to Chatter posts or comments.

○ User receives approval requests.

● Setup → Mobile Administration → Notifications → Settings


Step 4. Setup Navigation Menu● Customize navigation menu

● Allows users to access the corresponding Salesforce features

● Smart Search Items

○ adds Salesforce objects to the Recent section

○ adds a set of recently-searched objects

○ adds the More item so users can access all the objects user have permission to use and that are supported in Salesforce1


Step 5. Global Salesforce1 Actions● Use global publisher layouts to drive the actions that users see in the

action bar and action menu on the Feed and People pages in Salesforce1.

● After creating global publisher layouts, you can assign them to different

user profiles.

● Once setup, global actions appear in the action bar on pages to which the

global publisher layout applies, such as the feed, groups, and layouts that

haven’t been overridden by another publisher layout.


Step 6. Setup Compact Layouts● Compact layouts determine

the fields shown in

○ a record’s highlights area,

○ a record’s preview card,

○ enhanced lookup cards on a record’s related information page.


Step 7. Configure Page Layouts● Determine what you see when

viewing a record in Salesforce1 including the fields, Visualforce pages, and related lists

● Can add expanded lookups and mobile-enabled Visualforce pages to the Mobile Cards section of your page layout


Thank you.

For more information, please write to me at [email protected]

tips for setting up salesforce1 mobile apps

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