Salesforce1 Mobile App Admin Guide
jSalesforce1 Mobile App Features: What’s Available in Each Version
Salesforce1 is available as a
downloadable app on iOS and Android devices, as well as browser-based app. In most cases
the downloadable and mobile browser apps include the same features. But there are some
differences between the experiences, often related to differences in the mobile
platforms on which Salesforce1 is
supported.
| Feature | iOS and Android Downloadable Apps (v7.x) | Mobile Browser App |
|---|---|---|
| Navigation and Actions | ||
| Access up to 200 list views per object |  |
|
| See visual snapshots of business data on list view charts |
(tablets only) |
|
| Sort and filter list views | |
|
| Do actions like make phone calls, log calls, send emails, map
locations, and view news or Websites (Phone calls supported on iPhones and Android phones only) |
|
|
| Use quick actions created for your organization | |
|
| Search | ||
| Search for Salesforce records | |
|
| Scope global searches to find records by object | |
|
| See matching search results for all records, not just those that have been recently viewed | |
|
| Sort search results | |
|
| Relationship and Data Management | ||
| Add new records and update existing records | |
|
| Prevent the creation of duplicate records | |
|
| Add contacts to Salesforce from mobile device contact lists | |
|
| Locate, associate, and view Twitter profiles for Salesforce accounts, contacts, and leads | |
|
| Work with data stored outside of Salesforce |
(iOS only) |
|
| Sales Productivity | ||
| Take rich text meeting notes and easily relate them to records | |
|
| Track the latest news about accounts | |
|
| Convert qualified leads to contacts | |
|
| Use Sales Path to follow sales processes and get deals closed | |
|
| Salesforce Today and Activities | ||
| Use Today to prepare for and manage the day’s events, join conference calls, and log mobile calendar events in Salesforce | |
|
| Add contacts to Salesforce from events in Today | |
|
| Create tasks from Chatter posts | |
|
| Create tasks from Notes | |
|
| Track, close, or reopen tasks | |
|
| Do quick task updates with a tap: edit comments or change a due date, status, or priority | |
|
| Create and view Salesforce events | |
|
| Work.com | ||
| Use Work.com Coaching, Goals, Rewards, and Skills |
(Skills in Android only) |
|
| Customer Service Tools | ||
| Use Social Customer Service to track cases and respond to Twitter Tweets in real time | |
|
| View Salesforce Knowledge articles | |
|
| Salesforce1 Reporting | ||
| View dashboards, dashboard components (including Visualforce dashboard components), and reports | |
|
| Sort data in reports | |
|
| Apply dashboard filters | |
|
| Share dashboards in feeds |
(iOS only, limited) |
|
| Chatter (Feeds, Profiles, Groups, Files | ||
| Use Chatter feeds, people, and groups | |
|
| Search in the main Chatter feed | |
|
| View, edit, and follow feed entries organized by topic; add multiple topics to posts | |
|
| Bundle multiple record updates into a single post | |
|
| Attach photos or files to posts or comments, or use quick actions to post photos or files | |
|
| Share Chatter posts | |
|
| See previews of files posted to posts and comments | |
|
| Double-tap to add or remove bookmarks for Chatter posts | |
|
| Ask questions and get answers in the feed | |
|
| Escalate questions in Chatter to cases | |
|
| Edit user profile details |
(Android only) |
|
| Change the user profile picture | |
|
| Add records to groups | |
|
| Collaborate with more privacy in unlisted Chatter groups | |
|
| Post announcements in group feeds | |
|
| Manage groups | |
|
| Use Salesforce Files (Requires Chatter) | |
|
| Browse and share files from external data sources, such as SharePoint or OneDrive for Business (Requires Files Connect) | |
|
| Use Salesforce1 if Chatter is turned off | |
|
| Use quick actions in Salesforce1 if Chatter is turned off | |
|
| Launch Salesforce1 from Chatter email notifications and digest links | |
|
| Business Logic and Process Automation | ||
| Submit records for approval | |
|
| View the status of pending approvals and approve or reject approval requests |
(iOS only) |
|
| Resume or delete paused flow interviews | |
|
| Notifications | ||
| Receive in-app notifications | |
|
| Receive push notifications | |
|
| Configure the push notifications that are sent | |
|
| Offline | ||
| View cached data when working offline | |
|
| Access | ||
| Access communities created using the Salesforce Tabs + Visualforce template | |
|
| Switch between multiple Salesforce accounts or communities without leaving the app | |
|
| Open most Salesforce URLs directly in Salesforce1 |
(iOS only) |
|
| Configure connections to multiple instances from the login page | |
|
| Control app access with a security PIN | |
|
| Customizations and User/App Settings | ||
| View Visualforce pages | |
|
| Access Lightning pages, and custom and third-party apps | |
|
| See a customized selection and arrangement of actions in the action bar and list item actions | |
|
| See custom branding | |
|