Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Configuring Salesforce1
Customizing the Salesforce1 Navigation Menu
Customizing How Your Data Shows Up in Salesforce1
Using Actions in Salesforce1
About Quick Actions
Point and Click Your Way to Actions
Try It Out: Create an Object-Specific Action
Try It Out: Assign the Action to the Account Page Layout
About Global Quick Actions
Tell Me More: Actions
About Action Layouts
About Predefined Values in Actions
About Custom Actions
Guidelines and Best Practices for Administrators
Developing for Salesforce1
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Try It Out: Assign the Action to the Account Page Layout

Before the object-specific quick action can appear in Salesforce1, you need to add it to a page layout.

  1. We’re already on the Buttons, Links, and Actions node in Setup under Customize | Accounts. Now click over to Page Layouts.
  2. Click Edit next to Account Mobile Technician Layout.
    This layout is the one you created in the Page Layouts chapter. The Actions in the Salesforce1 Action Bar section is empty, and a message states that Salesforcehas predefined the actions on this layout. Because this page layout is for Acme Wireless mobile technicians, we want to customize the actionsto match the work the technicians need to do when they’re in the field.
  3. In the Actions in the Salesforce1 Action Bar section, click override the predefined actions.

    If you haven’t customized the Actions in the Salesforce1 Action Bar section of a page layout, the actions for that object default to a set of predefined actions. If you have customized actions in the Quick Actions in the Publisher section, and have saved the layout, the Actions in the Salesforce1 Action Bar section inherits the actions from the Quick Actions in the Publisher section when you click to override.

    Tip

  4. Click the Salesforce1 Actions category in the palette and then adjust the actions in the Actions in the Salesforce1 Action Bar section to match this list.
    • Create a Case
    • Log a Call
    • New Contact
    • New Opportunity
    • New Task
    • Post
    • File
    Because the Create a Case action is important to the mobile technicians, we put it first in the list so that they can access it directly from the action bar.
    Actions in the S1 Action Bar
    Notice there’s also a New Case item in the palette. The New Case item is a global default action associated with the Account object. We’re going to customize our object-oriented Create a Case action, so we don’t need the redundant global action.

    On object page layouts, the Salesforce1 Actions category contains all available types of actions for the object, including quick actions, productivity actions, and standard and custom buttons.

    Tip

  5. Click Save.

Our new Create a Case action appears in the action bar on account records in Salesforce1 for all the mobile technicians.

Now that’s all done, let’s go over global actions. Then we’ll revisit action layouts and customize our Create a Case action.