/
Salesforce1

Salesforce1

This is the first time I've really paid attention to customising Salesforce1 as these users are mobile field workers so will be using it a lot. 

  • You can't have different navigation for different users. I don't want field users to be confused by reports and dashboards, but I do want Sales Users to have them.
  • Please for the love of all that is worthwhile turn off "

Mobile Smart Actions

  • Ensure you add Mobile Smart Actions to the Lightning Actions bar (see Record Home and Record Pages) unless you REALLY don't want to encourage Activities. See help doc for more info. 
  • Ensure it goes after POST. 

Actions

  • Actions are super mighty handy for mobile users - get them to do most things via Actions. 

 

 

 

Related content

Salesforce Mobile App
Salesforce Mobile App
More like this
Lightning Apps Setup
Lightning Apps Setup
More like this
Setting Up Lightning
Setting Up Lightning
More like this
Page Layouts
Page Layouts
More like this
Apps and Tabs
Apps and Tabs
More like this
New Salesforce Org
New Salesforce Org
More like this