Salesforce1 Mobile App Admin Guide

Introduction
Get Your Organization Ready for Mobile: The Big Picture
Configure Your Organization for Salesforce1
Unlock Salesforce1 with the Salesforce1 Wizard
Define Which Users Can Use Salesforce1
Enable or Disable Notifications
Salesforce1 Mobile App Offline Access
Customize the Salesforce1 Navigation Menu
How the Salesforce1 Navigation Menu Works
Customize How Your Data Appears in Salesforce1
Using Actions in Salesforce1
Visualforce Pages and Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
PDF

How the Salesforce1 Navigation Menu Works

  • The first item in the Selected list becomes your users’ Salesforce1 landing page.
  • You can’t set different menu configurations for different types of users.
  • When organizing the menu items, put the items that users will use most at the top. The Smart Search Items element can expand into a set of eight or more menu items and it might end up pushing other elements below the scroll point if you put it near the top of the menu. Anything you put below the Smart Search Items element appears in the Apps section of the navigation menu.
  • Before you can include Visualforce pages, Lightning Pages, or Lightning components in the Salesforce1 navigation menu, create tabs for them. From Setup, enter Tabs in the Quick Find box, then select Tabs.
  • Anything that is represented by a tab in Salesforce—such as standard and custom objects, Visualforce pages, the Feed, People, or Groups—is visible for a user in the Salesforce1 menu, based on the user’s profile settings. For example, if a user is assigned to a profile that has the Groups tab set to Tab Hidden, the user won’t see the Groups menu item in Salesforce1, even though an administrator has included it in the menu.
Some objects are excluded from the Recent section in the Salesforce1 navigation menu, even if you accessed them recently.
  • Tasks and events
  • People, groups, and dashboards, if these items were added directly to the navigation menu
  • List views, which are shown only on object home pages, not in the navigation menu
  • Objects that aren’t available in Salesforce1, including any objects that don’t have a tab in the full Salesforce site

About the Dashboards, People, and Groups Menu Items

If you don’t add the Dashboards, People, or Groups menu items to the Selected list for the navigation menu, then they’re automatically included in the Smart Search Items set of objects and show up in the Recent section of the menu in Salesforce1. If you do add Dashboards, People, or Groups individually to the Selected list for the navigation menu, then they show up outside of the Recent section and their location in the Salesforce1 menu can be customized, just like Tasks, Today, and other individual menu items.

Pin an Object into the Recent Section

Users can customize the objects that appear in the Recent section of the Salesforce1 navigation menu. If they search for an object in the full site, they can hover their mouse over the object name and click pin search results icon to pin it to the top of the search results. The order of pinned objects in the full site determines the order of the objects that stick to the top of the Recent section of the navigation menu. However, pinning objects in this way causes the unpinned objects remaining in the Recent section to drop into the More element.