1. Download App

2. Setting Up Salesforce1 - Wizard

3. Salesforce1 Browser Viewing

4. Saleforce1 Branding

5. Navigation Menu

6. Actions Bar

7. Global Actions

8. Custom Actions

9. Create a New Action

10. Compact Layouts

11. Trailhead Salesforce1 Modules


Author: Jennifer Wobser
Updated: September 12, 2015


1. Download the Salesforce1 App

To download the Salesforce1 app on your iPhone, simply go to the app store & download it to your business or personal mobile phone.


2. Setting up Salesforce1

To customize Salesforce1 from your Salesforce org or dev org, go to:

1.         Setup in the top right

2.         Salesforce1 Setup in the left column

You will now see a page with options to set up different areas of Salesforce1. These options range from beginner admin/Salesforce user to developer.

 

*Note: All of these options are in your setup menu. If you choose not to use the wizard, you can find each area of Salesforce1 by typing in what you are looking for in your setup search.

 

3. Salesforce1 Browser Viewing

Type Salesforce1 in the the setup search. Go to Settings, and enable the Salesforce1 mobile browser app.

 

To reviewSalesforce1 on the desktop, just append one/one.app to the end of your Salesforce instance like this:

https://na16.lightning.force.com/one/one.app

If you are using Chrome and would like the size of the page to be the size of an actual iPhone, you can set this in the Chrome menu:

1. More Tools

2. Developer Tools

3. Click the iPhone icon

*Note: You may refresh your screen in emulation mode to adjust the Salesforce1 screen to the correct size.

 
 

 

4. Salesforce1 Branding - from Setup Search

Branding is a simple way to transform the default Salesforce1 color scheme into the same color scheme your company uses. By branding your Salesforce1, you will have improved adoption from your users. The psychological factor of branding helps users identify that Salesforce1 has been individualized to their company’s business process.

From here, click on ‘Branding’. Alternatively, you can type Branding into your setup search, and find the location of where to edit Salesforce1 Branding.

*In addition, branding takes only a few minutes for quick results with lots of impact!

 

 

5. Navigation Menu

The navigation menu is the menu displayed for users as they log into Salesforce1. The section called ‘APPS’ displays any standard or custom objects you decide to allow users to have access to in Salesforce1.

 

 

5a. Navigation Menu - from S1 Wizard

In the Salesforce1 Setup page, click on ‘Launch Quick Start Wizard’.

Follow the instructions which will lead you to step 1:

 

Decide here which items you would like to be always visible in Salesforce1. Use the arrows to move each item to the side you would like it on. Drag the items up or down to place them i the order you feel is best for your users.

*My recommendation is to start with a few basic areas of Salesforce1 your users would always want. You can go back at any time and add more later. *Don’t forget to add Reports & Dashboards!

 

5b. Navigation Menu - from Setup Search

To locate Mobile Navigation outside the wizard, just type navigation into the setup search, and order the menu with the apps that you want the users to see.

 

 

6. Actions Bar

The Actions Bar will be displayed at the bottom of each record in Salesforce1. The reason this are is called ‘Actions’ is that each of these round icons will allow users to perform different actions with the record they are working on.

 

 

7. Global Actions - from S1 Wizard

Choose your individual Actions with the arrows, and drag & drop them in the order that will work best for your mobile users.

 

 

8. Global Actions - from Setup Search

All Global Actions (standard or custom) can be found under Global Actions in the setup search. This is your master menu that will appear on records for objects that you have not built a custom action bar for. By default, there are already pre-made actions for you to choose from until you create actions for your org.

 

 

9. Custom Actions - to Create a New Action

If you wanted to create a new custom action - for example create a new account quickly from Salesforce1. Find the actions under the account and click on New Action. This will take you to the following screen where you fill in the type and details of the new action.

 
 

Now, you create the Salesforce1 screen that will display only the fields that the user has access to when using the Create New Account from the action bar. Remember to save your work!

 

Last, drop your new action into the action bar of your account page layout & save.

 

 

Now, your new action is visible on any account record!

 

 

10. Compact Layouts - in Salesforce1 Wizard

Compact Layouts are essentially your page layouts for the first 4 fields at the top of each mobile record. In other words, these fields compose your page header.

The first field you choose will be at the top of the page in a larger font than the rest of the page.
The 2nd-4th fields will be under the first field in the white space at the top of the page.
 

*Note: All mobile users will use this compact layout. You cannot design a different compact layout for each profile in your Salesforce org.

 

 

10a. Compact Layouts - from Setup Search

Compact Layouts (headers to all object mobile layouts) can be found easily by typing in ‘compact’ in the search on the setup page.

 

Each object is automatically assigned to a ‘System Default’ compact layout. You will need to create a new compact layout for each object and assign yours as the default. You can do this by clicking on ‘New’, naming your new compact layout, & choosing 4 fields to use.

 

After you click Save, you will want to go to ‘Compact Layout Assignment’ & choose your layout as the primary type that the object will use.

 

Click Save after you choose your new compact layout.

 

Now, you will see your new compact layout as the default. Repeat for all Salesforce objects that your users will see on Salesforce1.

 

 

10b. Compact Layouts - Changing Defaults

Compact Layouts (headers to all object mobile layouts) can be found easily by typing in ‘compact’ in the search on the setup page.

 

Each object is automatically assigned to a ‘System Default’ compact layout. You will need to create a new compact layout for each object and assign yours as the default. You can do this by clicking on ‘New’, naming your new compact layout, & choosing 4 fields to use.

 

After you click save, you will want to go to ‘Compact Layout Assignment’ & choose your layout as the primary type that the object will use.

 

Click Save after you choose your new compact layout.

 

Now, you will see your new compact layout as the default. Repeat for all Salesforce objects that your users will see on Salesforce1.

 

10c. Compact Layouts - Accounts

As a best practice, all admins will want to design a compact layout for each standard and custom object. Here is an example of how to create a compact layout for an account with the most important information available for the user at a glance.

 
 
 


 

11. Want More Free Salesforce1 Training?

Trailhead has free hands on Salesforce training modules at:

https://developer.salesforce.com/trailhead

 

Available beginner Salesforce1 modules: