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
Try It Out: Customize an Object-Specific Action Layout
Test Out the Object-Specific Quick Action
About Predefined Values in Actions
About Custom Actions
Guidelines and Best Practices for Administrators
Developing for Salesforce1
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Try It Out: Customize an Object-Specific Action Layout

The first time you view the layout for an action you’ve created, certain fields are prepopulated: target object default fields, standard required fields, and any custom universally required fields. We’re going to add more fields to the Create a Case action so the mobile technicians can put more information into the case for the Acme Wireless support reps.

  1. In the object management settings for accounts, go to Buttons, Links, and Actions.
  2. Click Layout next to our Create a Case action.
    The action has four fields already set by default: Contact Name, Status, Subject, and Description. The red asterisk next to the Status field shows that it’s a required field. Let’s add a few more fields.
  3. Click and drag Priority into position right after Status.
  4. Click and drag Product into position right after Priority.
    This field lets the technicians indicate what product the customer is having trouble with.
    Compact Layout
  5. Click Save.

Now when the Acme Wireless mobile technicians view an account in Salesforce1, they can create a case from any account record page. Let’s give it a try.