(Productivity and collaboration 7%) Salesforce Mobile App Customization Flashcards
what are some of the benefits of using the sales force mobile app
+ Has offline capabilities
+ It’s a platform in your pocket
+ Allows you to take your work anywhere
How can the app be ready to go right out of the box with your customizations?
metadata - customizations are stored as a set of definitions that describe your particular salesforce org
why should you still customize your mobile app even though the customizations you have are in your metadata
not all customizations can be both for desk top and mobile, so it important to customize what’s on your mobile to the top things you’ll need to be successful so that you get spotty coverage trying to load everything. some customizations will be necessary
what three things can you use to customize the mobile app?
Quick actions, Compact layouts, Mobile navigation for lightning apps and the mobile only app
explain the two main options you have for customizing your users’ navigation experience: The mobile only app and lighting apps
The items in the mobile only navigation menu,
The items in the navigation menu in lightning app. These items mirror the tabs that are in desktop.
what is a smart search item?
Smart Search Items adds a dynamic list of recently accessed objects to the navigation menu. Anything you put below Smart Search Items appears after that list of recent items.
what are quick actions?
shortcuts
describe the differences between the two main types of actions
Global: Let users create records, but the new record has no relationship with other records, they’re called global actions because they can be put anywhere actions are supported CANNOT UPDATE
Object specific: let users create or UPDATE records in the context of a particular object. Show up on record detail pages. Records can be related
how do you create a global action
setup>global actions>new action
how can you configure fields in action layout
by customizing the action layout global action>edit layout
how can you add an action to the salesforce mobile app by editing the global publisher layout
necessary in order for the global action to be on the mobile layout.
what is a global publisher layout
the way actions are listed in the action bar in the mobile app. this only applies to placed like the feed, or chatter groups-basically, only on pages that aren’t related to a specific object
Do you use the global publisher layout for both global and object oriented actions?
No, only global objects use it, object oriented actions are available to users by editing the object’s page layout
How do you create an object-specific action
setup>object> buttons, links, and actions> new action> action type: create a record>label>save
How do you add an action to an objects page layout
setup>Object manager>object>page layout
