Embedded Files
App Builder Study Guide – Mobile
App Builder Study Guide – Mobile
Objectives of this section:
Describe the declarative customization options available for the Salesforce mobile application user interface
After studying this topic, you should be able to:
Identify the declarative options available for configuring the Salesforce mobile app user interface
Describe the different declarative customization options available for the Salesforce mobile app
Introduction
This topic describes different declarative options available for customizing the Salesforce mobile app user interface. Various aspects of the mobile app, such as navigation menu, layouts, and branding can be customized according to business and user requirements. Many of these options are available for customization in the browser interface of Salesforce.
Overview Diagram
NEW IMAGE: https://drive.google.com/open?id=1OGpFxjvKfTwLIzJlg6QD8gYf51H_uTxwaoCCyOU27mk
Salesforce Mobile Application
The declarative options for configuring the Salesforce app user interface include:
Configuring which Navigation menu items are available
Selecting which item is displayed on the app’s Landing Page
Selecting the ‘Recent Items’ Order
Configuring Compact Layouts
Configuring which fields are displayed for related records
Configuring Mobile Cards
Configuring Actions
Customizing Branding
Navigation Menu
Before understanding what can be customized, we need to first be familiar with the user interface. The Navigation menu is located at the left side of the app and is used to navigate to the tabs that have been enabled.
Image Title
Image Title
Learn More
Menu Items
Any items placed above the Smart Search Items element in the navigation menu customization. In the example screenshot, the Today, Dashboards and Events were placed above ‘Smart Search Items’.
Today – This is an app that helps one manage the day. It allows integration of mobile calendar events with Salesforce tasks, accounts, and contacts.
Dashboards – This item displays a list of recent dashboards. Dashboard is displayed if the user has been granted access to the Dashboard folder.
Events – This item lists the scheduled events for the user. One can easily toggle/scroll through dates across the top of the screen, quickly jump back to today’s events, and create new events.
Apps Section
The Apps section contains any items that are placed below the ‘Smart Search Items’ in the navigation menu customization.
Tasks – This item shows a list of the user’s open and closed tasks as well as tasks that have been delegated. It allows quickly checking tasks off as completed, creating new tasks, or swiping right on a task to update the Comments and Date.
People – This item displays a list of users; it is displayed for organizations that have Chatter enabled. It gives the ability to search for specific users and jump to their Chatter profile from this tab.
Groups – This item displays a list of groups that the user has access to; it is also displayed for organizations that have Chatter enabled. Users with “Create and Own New Chatter Groups” enabled are able to create groups on-the-fly from this tab.
Reports – This shows a list of recent reports. Reports are displayed if the user has been granted access to the Report folder.
Approvals – This item displays a list of user’s pending approvals
Paused Flow interviews – This shows a list of user’s Paused Flows
Canvas Apps – This appears when a canvas app has been added into the Salesforce app navigation menu
Lightning Pages and components (in this example, ‘Test’ is a lightning page)
Use Cases
Review
A compact layout determines the key fields that are displayed at the top of a record detail page.
What is a Compact Layout?
No, the same page layout is used for both the browser interface and Salesforce1 app.
Can a user have a different page layout for the browser interface and Salesforce app for the same object?
The Related page displays the related lists for an object and clicking on a related list displays the first 4 fields of each record.
How are Related Lists handled in the Salesforce mobile app?
Mobile Cards are a way to add expanded lookups, components and Visualforce pages to the related page.
What are Mobile Cards?
The background color, loading page color and loading page logo can be configured.
How can the Salesforce app be branded?
The administrator can select which items are available and the order. Only objects that a user has access to will be displayed.
What determines the Menu Items available in the Salesforce app?
Any items placed below the Smart Search Items when the navigation menu is customized.
What is displayed in the Apps section of the navigation menu?
Google Sites
Report abuse