Salesforce1 Mobile App Developer Guide

Clouds with binary code floating aboveCloud with binary code floating above

No Results

Search Tips:

  • Please consider misspellings
  • Try different search keywords
PDF

Test Out the Object-Specific Action

When you create an action, assign it to a page layout, and customize its action layout, as we did, the changes are reflected in Salesforce1 immediately.

  1. Open the Salesforce1 app on your mobile device.
  2. Tap Salesforce1 App Nav to access the navigation menu.
  3. In the Recent section, tap Accounts.
  4. Tap Barbary Coast Wireless.
  5. In the action bar, tap Action Menu icon to access the action menu.
    Create a Case, and the other actions we added, are now in the action menu.
    Create a Case Action
  6. Tap the Create a Case action.
  7. Tap the Contact Name field.
  8. Tap Lloyd Benjamin to assign him to the case.
  9. Leave its status as New.
  10. Assign the case a low priority.
  11. Tap Product, and select the first one on the list.
  12. Enter a subject and description.
  13. Tap Submit.

OK, we’re back on the account record detail page. Tap Feed, and you should see a new feed item for the case you just created.

Case in Account Feed

Nice work!