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
About Action Layouts
About Predefined Values in Actions
Try It Out: Set a Predefined Field Value on an Action
Test the Predefined Value
About Custom Actions
Guidelines and Best Practices for Administrators
Developing for Salesforce1
PDF

Test the Predefined Value

  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. You may have to tap More... to find it.
  4. Tap Barbary Coast Wireless.
  5. In the action bar, tap Action Menu icon to access the action menu.
  6. Tap the Create a Case action.
    Notice the Status field is now gone.
  7. Assign the case a High priority.
  8. Tap Product, and select any of the products on the list.
  9. Enter a subject and description.
  10. Tap Save.
  11. Tap Feed, and you should see a new feed item for the case you just created.
  12. Tap the case number in the feed item, then tap Details.
    In the record highlights area of the case record page, you’ll see the subject, priority (High), status (New), and the case number. The Status field was populated for us, thanks to our predefined value.
    Case Detail

All right! We’re almost done with actions. There’s one more type, custom actions, that we’ll go over briefly for now.