Salesforce1 App Developer Guide

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Try It Out: Create a Custom Page Layout for the Mobile Technicians Profile

Users like the mobile technicians at Acme Wireless will spend the majority of their time accessing Salesforce from a mobile device. We can create a streamlined, mobile-optimized page layout assigned to the Mobile Technician profile, with only the items they need when on-site, and, voilà! Instant productivity boost.

In addition, using the specialized Mobile Cards section of the page layout, we can enhance the Salesforce1 record’s related information page by adding Visualforce pages and lookup cards.

  1. From Setup, click Customize | Accounts | Page Layouts.
  2. Click New.
  3. Leave the Existing Page Layout drop-down list set to –None–. We want to start with a clean slate for this page layout, so we’re choosing not to clone an existing page layout.
  4. Enter Account Mobile Technician Layout in the Page Layout Name field.
  5. Click Save. Required fields and “Always on Layout” fields are pre-populated onto the page layout. We just need to add a few more that are pertinent to the mobile technicians.
  6. Drag these fields from the palette into the Account Detail portion of the page, below the existing fields:
    • Account Site
    • Shipping Address
    • Business Hours
    • Phone
  7. Click the Visualforce Pages category and drag Account Location into the Mobile Cards section. This is a preconfigured Visualforce page that shows the user the location of the selected account on a Google map. In Salesforce1, this will show up as a mobile card on the account record related information page.

    Only Visualforce pages with the Available for Salesforce mobile apps checkbox selected will display in Salesforce1. Mobile-enabled Visualforce pages show up as slightly different-colored elements in the palette than their non-mobile-enabled counterparts. Also, hovering your mouse over a Visualforce page element in the palette shows whether it’s mobile-enabled or not.

    Note

    For more detailed information about using Visualforce in Salesforce1, check out the Extending Salesforce1 with Visualforce Pages chapter in the Salesforce1 App Developer Guide.
  8. Click the Expanded Lookups category and drag Parent Account into the Mobile Cards section. Parent Account is a lookup field, and putting it into the Mobile Cards section makes it display as a related lookup card on the account’s related information page in Salesforce1.
  9. Click the Related Lists category and drag the Cases and Contacts related lists to the Related Lists section. Related lists show up on the record related information page in Salesforce1. When the mobile technicians navigate to an account’s related information page, they’ll see preview cards for the related lists that they can tap to get more information about the cases and contacts for that location.
  10. Click Save.
  11. Click No when asked if you want to override users’ customized related lists.
  12. Click Page Layout Assignment.
  13. Click Edit Assignment. This is the step where you would normally assign the new mobile-optimized page layout to a user profile for the mobile technicians. However, since you’re logged in as a system administrator, and we want to show you the changes you’re making in Salesforce1, we’re going to have you assign it to the System Administrator profile instead.
  14. Click the System Administrator line item to select it.
  15. Select Account Mobile Technician Layout from the Page Layout to Use drop-down list. The System Administrator profile should now be assigned to the Account Mobile Technician Layout.
  16. Click Save.
Now let’s check out what we did in the Salesforce1 app.