Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Developing for Salesforce1
Welcome to Salesforce1 Platform Development
Designing Mobile-First User Interfaces
Extending Salesforce1 with Visualforce Pages
Adding Functionality with Visualforce Custom Actions
Custom Actions Scenario
Try It Out: Create a Visualforce Custom Action
Add the Visualforce Custom Action to the Page Layout
Test Out the Visualforce Custom Action
Tell Me More: About the Code
Integrating Your Web Applications in Salesforce1 with Force.com Canvas
Calling Quick Actions from the API
Extending the User Interface with Lightning Pages
Development Guidelines and Best Practices
Learning More
PDF

Test Out the Visualforce Custom Action

Now you’ll play the part of an Acme Wireless mobile technician on a customer call, and we’ll test out the custom action in Salesforce1.
  1. Open the Salesforce1 app on your mobile device.
  2. Tap Salesforce1 App Nav to access the navigation menu.
  3. From the navigation menu, tap Accounts and navigate to an account.
  4. In the action bar, tap Action Menu icon to access the action menu.
  5. Tap the Create Quick Order action.
    Create Quick Order action in the action menu
  6. In the Merchandise Name field, enter the name of an item, such as iPhone 5.
  7. In the Max Delivery Distance (miles) field, enter 10.
  8. Tap Submit.
    Create Quick Order search
  9. In the Search Results section at the bottom, you’ll see a list of merchandise that matches what you searched for. The list shows parts contained in warehouses within 10 miles of the current account. Tap iPhone 5S Gold.
  10. In the Quantity field, enter 1.
    After identifying nearby warehouses that contain the part you’re looking for, this screen lets you enter a quantity and creates an order for the part. The order is associated with the current account.

    If you want to return to the search screen, be sure to use the Back button. If you tap Cancel, an invoice with no line items is created.

    Tip

  11. Tap Submit.
    The order has been created. Swipe to the third page indicator, and you’ll see the Invoices related list. Tap the Invoices related list, and you’ll see the new invoice. You can tap the invoice and then tap Line Items on the Related page to see the line item that was created for the iPhone 5S Gold part.

Success! You’ve gone through the entire process of enabling a mobile technician to quickly search for a part in a warehouse and create an order.

For more information about development guidelines for Visualforce page, see Visualforce Guidelines and Best Practices.