Salesforce1 Mobile App Admin Guide
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Salesforce1 App Feature Summary: What’s Available in Each Version
In many cases, the Salesforce1
downloadable and mobile browser apps include the same features. But there are some
differences between the apps.
| Feature | iOS and Android Downloadable Apps, v7.x | Mobile Browser App |
|---|---|---|
| Navigation and Actions | ||
| Access up to 200 list views per object |  |
|
| See visual snapshots of business data on list view charts | (tablets only) |
|
| Sort and filter list views | |
|
| Do actions like make phone calls, log calls, send emails, map
locations, and view news or Websites (Phone calls supported on Android phone and iPhone devices only) |
|
|
| Use quick actions created for your organization | |
|
| Search | ||
| Search for Salesforce records | |
|
| Scope global searches to find records by object | |
|
| See matching search results for all records, not just those that have been recently viewed | |
|
| Sort search results | |
|
| Relationship and Data Management | ||
| Add new records and update existing records | |
|
| Prevent the creation of duplicate records | |
|
| Add contacts to Salesforce from mobile device contact lists | |
|
| Locate, associate, and view Twitter profiles for Salesforce accounts, contacts, and leads | |
|
| Use Work.com Coaching, Goals, Rewards, and Skills | (Skills in Android only) |
|
| Work with data stored outside of Salesforce | (iOS only) |
|
| Sales Productivity | ||
| Track the latest news about accounts | |
|
| Convert qualified leads to contacts (Beta) | |
|
| Use Sales Path to follow sales processes and get deals closed | |
|
| Salesforce Today and Activities | ||
| Use Today to prepare for and manage the day’s events, join conference calls, and log mobile calendar events in Salesforce | |
|
| Add contacts to Salesforce from events in Today | |
|
| Create tasks directly from Chatter posts | (limited) |
|
| Track, close, or reopen tasks | |
|
| Do quick task updates with a tap: edit comments or change a due date, status, or priority | |
|
| Create and view Salesforce events | |
|
| Customer Service Tools | ||
| Use Social Customer Service to track cases and respond to Twitter Tweets in real time | |
|
| View Salesforce Knowledge articles | |
|
| Salesforce1 Reporting | ||
| View dashboards, dashboard components (including Visualforce dashboard components), and reports | |
|
| Sort data in reports | |
|
| Apply dashboard filters | |
|
| Share dashboards in feeds | |
|
| Chatter (Feeds, Profiles, Groups, Files | ||
| Use Chatter feeds, people, and groups | |
|
| Search in the main Chatter feed | |
|
| View, edit, and follow feed entries organized by topic | |
|
| Bundle multiple record updates into a single post | |
|
| Attach photos or files to posts or comments, or use quick actions to post photos or files | |
|
| Share Chatter posts | |
|
| See previews of files posted to posts and comments | |
|
| Double-tap to add or remove bookmarks for Chatter posts | |
|
| Ask questions and get answers in the feed | |
|
| Escalate questions in Chatter to cases | |
|
| Edit user profile details | (Android only) |
|
| Change the user profile picture | |
|
| Add records to groups | |
|
| Collaborate with more privacy in unlisted Chatter groups | |
|
| Post announcements in group feeds | |
|
| Use Salesforce Files (Requires Chatter) | |
|
| Browse and share files from external data sources, such as SharePoint or OneDrive for Business (Requires Files Connect) | |
|
| Use Salesforce1 if Chatter is turned off | |
|
| Use quick actions in Salesforce1 if Chatter is turned off | |
|
| Launch Salesforce1 from Chatter email notifications and digest links | |
|
| Business Logic and Process Automation | ||
| Submit records for approval | |
|
| View the status of pending approvals and approve or reject approval requests | (iOS only) |
|
| Resume or delete paused flow interviews | |
|
| Notifications | ||
| Receive in-app notifications | |
|
| Receive push notifications | |
|
| Configure the push notifications that are sent | |
|
| Offline | ||
| View cached data when working offline | |
|
| Access | ||
| Access communities created using the Salesforce Tabs + Visualforce template | |
|
| Switch between multiple Salesforce accounts or communities without leaving the app | |
|
| Open most Salesforce URLs directly in Salesforce1 | (iOS only) |
|
| Configure connections to multiple instances from the login page | |
|
| Control app access with a security PIN | |
|
| Customizations and User/App Settings | ||
| View Visualforce pages | |
|
| Access Lightning pages, and custom and third-party apps | |
|
| Apply custom branding | |
|
| Use app settings | |
|