Salesforce1 Mobile App Admin Guide
jGet Your Organization Ready for Mobile: The Big Picture
Salesforce1 works for your users out
of the box. If you do nothing to your organization, your users can still access its
information and work in Salesforce1.
However, as an administrator, you can significantly improve your mobile users’ experience with
Salesforce1 by taking the time to configure a few organization settings and customize how the
data in your organization is displayed in a mobile environment.
In this book, we’ll discuss how and where to do all of these.
- Define the users who can access Salesforce1.
- Help keep Salesforce1 users aware of important Salesforce activities by enabling in-app and push notifications.
- Allow the Salesforce1 downloadable apps to automatically cache frequently accessed Salesforce data to secure, persistent storage, so users can view data when their devices are offline. (This option is turned on by default.)
- Customize the options that are available in the Salesforce1 navigation menu, and the order in which items appear.
- Customize how data appears in Salesforce1.
- Make it easy and efficient to work in the field by creating actions that are tailored to your specific business activities and use cases.
- Customize Salesforce1 to match the look and feel of your company’s branding.
All Salesforce1 customization options are available from the Setup menu, which you access from the upper-right corner of any Salesforce page. For your convenience, you can access many Salesforce1 settings pages more quickly from the Salesforce1 Quick Start setup page. In Salesforce Classic, from Setup, click Salesforce1 Quick Start (near the top of the Setup menu). In Lightning Experience, from Setup, enter Salesforce1 Quick Start in the Quick Find box, then select Salesforce1 Quick Start.