Salesforce1 Configuration:
1. From Setup, click Mobile Administration > Mobile Navigation.
Some items are automatically added to the menu.
The order in which you put the items in the Selected list is the order that they display
in the navigation menu. Also, the first item you put in the list becomes your users’
Salesforce1 landing page. The Acme Wireless mobile technicians will probably be
using the Today and Tasks menu items the most, so we want to put those at the top.
2. Using the Up or Down arrows, arrange the top items in the Selected list like so:
• Today
• Tasks
• Feed
• Smart Search Items
• Dashboards
Now whenever a mobile technician logs in to Salesforce1, the Today page will be
the first thing they see.
3. Click Save.
1. From Setup, click Mobile Administration > Mobile Navigation.
Some items are automatically added to the menu.
The order in which you put the items in the Selected list is the order that they display
in the navigation menu. Also, the first item you put in the list becomes your users’
Salesforce1 landing page. The Acme Wireless mobile technicians will probably be
using the Today and Tasks menu items the most, so we want to put those at the top.
2. Using the Up or Down arrows, arrange the top items in the Selected list like so:
• Today
• Tasks
• Feed
• Smart Search Items
• Dashboards
Now whenever a mobile technician logs in to Salesforce1, the Today page will be
the first thing they see.
3. Click Save.
Create a Compact Layout:
1.From the Force.com app menu, select Warehouse.
2. Click the Merchandise tab.
3. Click New.
4. For Merchandise Name, enter iPhone 4-Kumar Like to Sell.
5. For Price, enter 299.
6. Click the Warehouse lookup, and select Oaklandia.
7. For Quantity, enter 1.
8. Select Refurbished from the Condition drop-down list.
9. Click Save.
Let’s add more fields alongside that “iPhone4-Kumar Like to Sell” so our mobile users can see more pertinent
information right at the top of the Merchandise record pages.
1. In Setup, click Create > Objects.
Tip: Merchandise is a custom object. If we were creating a custom compact
layout for a standard object, the path in Setup would be Customize >
Object > Compact Layouts.
2. Click the Merchandise object name.
3. Scroll down to the Compact Layouts related list and click New.
4. In the Label field, enter Customized Compact Layout.
5. Select these fields for the compact layout, then click Add.
When on site, these are the most important fields for our mobile technicians to see.
You can select and add them individually or select them as a group using CTRL-click.
• Condition
• Merchandise Name
• Price
• Quantity
6. Using the Up or Down buttons, adjust the list so that the fields are in this order:
Merchandise Name, Quantity, Condition, Price.
7. Click Save.
Now we need to set our compact layout as the primary.
8. Click Compact Layout Assignment.
You can see that the primary compact layout is set to the System Default here. We
need to change that.
9. Click Edit Assignment.
10. Select the compact layout we just created to use as the primary compact layout.
11. Click Save.
We’ve customized a compact layout for the Merchandise object. Now let’s see what its related
information page looks like in Salesforce1.
Customize an Object-Specific Action Layout:
The first time you view the layout for an action you’ve created, certain fields are pre-populated:
target object default fields, standard required fields, and any custom universally required fields.
We’re going to add more fields to the Create a Case action so the mobile technicians can put
more information into the case for the Acme Wireless support reps.
1. In Setup, go to Customize > Accounts > Buttons, Links, and Actions.
2. Click Layout next to our Create a Case action.
The action has four fields already set by default: Contact Name, Status, Subject,
and Description. The red asterisk next to the Status field shows that it’s a
required field. Let’s add a few more fields.
3. Click and drag Priority into position right after Status.
4. Click and drag Product into position right after Priority.
This field lets the technicians indicate what product the customer is having trouble
with.
5. Click Save.
Now when the Acme Wireless mobile technicians visit an account record related information
page in Salesforce1, they can create a case from any account record page.
Set a Predefined Field Value on an Action:
When we customized our Create a Case action, the Status field was already present, because
it’s a required field for cases. Whenever Acme Wireless’ mobile technicians are out in the field
and have to open a case, the case status is always going to be “New” for them. Rather than
require them to fill in the Status field every time they open a case, let’s set up a predefined
field value for it as “New”. Then we can remove it from the action layout, and whenever the
Create a Case action is used to create a case, the status will automatically be set to “New”.
1. In Setup, go to Customize > Accounts > Buttons, Links, and Actions.
2. Click Create a Case.
3. In the Predefined Values related list, click New.
4. From the Field Name drop-down list, select Status.
5. Set its value to New.
6. Click Save.
Now we need to remove the Status field from the action layout.
7. On the action detail page, click Edit Layout.
8. Click the Status field on the layout and drag it up to the palette.
Tip: If you have a required field with a predefined value assigned, and have
removed the field from the action layout, if you later delete the field’s
predefined value you will need to re-add the required field to the action
layout. Otherwise, users won’t be able to save the record.
9. Click Save
