Salesforce1 Mobile App Admin Guide

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Unlock Salesforce1 with the Salesforce1 Wizard

The Salesforce1 Wizard provides an easy way to complete the essential setup tasks for the Salesforce1 mobile apps.
To quickly get your users started in Salesforce1, the Salesforce1 Wizard is the ideal tool. It provides a visual tour of Salesforce1’s key point-and-click settings, which enables you to configure these options that apply to all users in your organization.
  • Specify which items appear in the navigation menu
  • Organize global actions
  • Create a custom compact layout for contacts

The Salesforce1 Wizard gets you started with the basic setup tasks for Salesforce1, but there is a lot more customization you can do to further enhance your users’ Salesforce1 experience.

If you’re new to Salesforce1, or if you haven’t done much customization or configuration for Salesforce1 in your organization, we recommend that you step through the wizard. You can get started in Setup by clicking Salesforce1 Setup and then Launch Quick Start Wizard.

We recommend using Google Chrome for the Salesforce1 Wizard and the Salesforce1 Setup page. Microsoft Internet Explorer 9 or later and Mozilla Firefox are also supported.

Note

After you’ve finished the wizard, you’ll be directed to the Salesforce1 Setup page, which provides quick access to Setup pages and documentation for Salesforce1. For settings that are configured on a single page, the Salesforce1 Setup page includes direct links to those pages. In cases where the settings are available on multiple pages in Setup, we’ve provided links to relevant documentation about the setting.