Download Salesforce1 App Admin Guide

Transcript
Table of Contents
Table of Contents
Chapter 1: Introduction.............................................................................1
Introducing the Salesforce1 Platform...............................................................................2
Salesforce1 Platform Features...........................................................................................2
Introducing the Salesforce1 Apps.....................................................................................3
Getting Around in Salesforce1.........................................................................................5
What about the Other Mobile Apps?...............................................................................9
Chapter 2: About This Book....................................................................11
How Do I Begin?...........................................................................................................12
About the Sample Scenario............................................................................................12
About Acme Wireless.....................................................................................................12
Chapter 3: Setting Up Your Work Environment........................................15
Install the Enhanced Warehouse Data Model...............................................................16
Download the Salesforce1 App......................................................................................16
Chapter 4: Configuring Salesforce1..........................................................17
Defining Which Users Can Use Salesforce1..................................................................18
About Notifications........................................................................................................19
Try It Out: Enable Notifications....................................................................................20
Tell Me More: Approval Request Notifications.................................................20
About Offline Access in Salesforce1...............................................................................21
Chapter 5: Customizing the Salesforce1 Navigation Menu........................25
About the Salesforce1 Navigation Menu........................................................................26
Try It Out: Configuring the Salesforce1 Navigation Menu...............................27
Test Out the Salesforce1 Navigation Menu.......................................................28
Tell Me More: The Salesforce1 Navigation Menu........................................................29
Chapter 6: Customizing How Your Data Shows Up in Salesforce1.............31
How Page Layouts Work in Salesforce1........................................................................32
Rethinking Your Page Layouts for Mobile.........................................................33
Try It Out: Create a Custom Page Layout for the Mobile Technicians
Profile................................................................................................35
i