salesforce mobile app customization Flashcards
In the mobile app, the navigation items that your users see depend on which ________ app they’re actively using.
Lightning
To access the lighting app builder page go to
SET UP
LIGHTING APP BUILDER
NEW
(CHOOSE THE PAGE YOU WANT TO BUILD)
ADD ACTIONS TO PAGE IF APPLICABLE (LOG CALL, TASK ETC)
ADD COMPONENTS TO REGION FROM LEFT TOOLBAR THRU DRAG AND DROP
Features of the SF mobile app includes
Included with every SF license
The app is plug-and-play,(downloadable from the App Store® or Google Play™)
Runs on Android and iOS operating systems
Has offline capabilities
Works seamlessly with the desktop version of Lightning Experience
It’s a platform that is infinitely customizable.
Why it is important to customize the mobile app for your org?
To create a workspace that help users get work done fast.
Name three features you can use to customize the mobile app.
Quick actions
Compact layouts
Mobile navigation, for Lightning apps and the Mobile Only app
What should be considered when designing the mobile app?
What are the common use cases your org will be using
What are the steps to download the Salesforce Mobile APP?
Check the System Requirements
Download the App
Choose Your Working Environment (sandbox, production etc)FYI automatic logs into production
Understand the Limitation(some limitation what works in mobile not all work well)
Users reply on the mobile navigation menu to
get from place to place in the Salesforce mobile app as efficiently as possible
With the mobile app, the navigation items that your users see depend on which ———————————- app they’re actively using
Lightning
If you’ve enabled any Lightning apps for mobile, your users can switch between them with the ________________ _____________
App Launcher.
When Lightning app is enabled for desktop and phone, the navigation tabs on the desktop version of the app sync to the _____________________
mobile navigation menu.
When customizing the ordering of your navigation menu, make sure that the f_____ most important items are at the top.
four
Users can change the order of navigation items while they’re in the mobile app by tapping the _____icon.
Edit
For mobile navigation, you can change the items in the navigation menu of a __________ app
Lightning
The first ______items in the navigation menu are also the first four items in the navigation bar at the bottom of the screen
four
As you customize the mobile navigation menu keep in mind
You can’t set different menu configurations for different types of users
Must create tabs for Visualforce pages, Lightning Pages, or Lightning components in your Lightning apps If you want to include them
Before adding a page to the Salesforce mobile app, make sure the page is enabled for mobile.
How to Customize the Navigation Menu
Setup, enter App Manager
Next to the Sales app ,then select Edit.
Click App Options
Ensure that the app is enabled for mobile make sure radio button for Desktop and phone is checked.
Click Navigation Items.
Save
What are the two main type of quick actions (aka shortcuts)?
Object-specific actions
Global actions
What are some benefits of QUICK ACTIONS?
Create custom actions for your own business processes and use cases
Each action has own page layout, limiting the fields to just the ones mobile users need.
You can prepopulate fields on the page layout to save mobile users some time
What are Object-specific actions?
Allows users create or update records related to a particular object. In the Salesforce mobile app, object-specific actions show up on record detail pages.
What are Global actions?
Let users create records, but the new record has no relationship with other records. And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.
How do you Create a Global Action?
Setup, enter Actions
select Global Actions.
Click New Action.
Select Action Type
Select Target Object
Save
How do you Customize the Action Layout?
Set up
Global Actions list, then click Layout next to the
action
Remove the unwanted fields from the layout.
Add the wanted field to the layout
save
When customizing action layouts for mobile users, less is more. A best practice is to include fewer than ____fields, and definitely no more than eight.
five
To speed up the process of data entry for your mobile users ,some fields should be set to ________________on an action layout.
Predefined Values
How do you set Predefined Values for fields on an ACTION LAYOUT ?
SETUP
Global Actions list
CLICK THE ACTION
In the Predefined Field Values related list, click New.
FOLLOW PROMPTS
SAVE
How to Add an Action to the Global Publisher Layout
Setup,
enter Publisher in the Quick Find box,
then select Publisher Layouts.
Click Edit next to Global Layout.
In the Salesforce Mobile and Lightning Experience Actions section, IF you see a link to override the predefined actions, click the link to override.
DRAG AND DROP
SAVE
The action won’t be available in the Salesforce mobile app until we add it to _____________ ______________-the layout.
global publisher
The global layout only applies to the action bar in places like the feed or
Chatter groups—basically, only on pages that aren’t related to a specific object.
To add the object-specific actions in the mobile app, you make them available to user by
editing the object’s page layout.
____________. layouts control which fields appear in the header when you open a record in the Salesforce mobile app
Compact
For each object,(in compact layout) you can assign up to ___fields, including the Name field, to display in that area.
10
How do you create a compact layout
Object Manager,
Enter the object you are creating a layout for (ex. contact)in the Quick Find box,
From the object management settings, go to Compact Layouts and click New .
In the Field Label field, enter the name for the layout (ex Mobile contact layout)
include up to 10 fields, including the Name field.
save
Not all fields appear in the list. Compact layouts don’t support»_space;»».
text areas,
long text areas,
rich text areas,
or multi-select picklists
Assign the Compact Layout to Users by
Click Compact Layout Assignment.(found under the OBJECT)
Click Edit Assignment.
In the Primary Compact Layout dropdown list, select the Layout.
save
If an object has more than one record type, you’ll see a ___________section when you select the primary layout.
Record Type Overrides
You can assign specific compact layouts to different _____ types.
record
Even though we created a compact layout, the Salesforce mobile app will continue to use the ____________ default until we tell it otherwise.
system
How do you set the compact layout to override the system default ?
Click Compact Layout Assignment.
Click Edit Assignment.
In the Primary Compact Layout dropdown list, select Mobile Contact Layout( or any applicable layout)
Save
