Lightning Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Analyzing Data with Reports and Dashboards
Introducing Reports
Introducing Dashboards
Try It Out: Create Additional Reports
Try It Out: Create a Dashboard
Adding Dashboard Components
Refreshing Dashboards
Introducing Mobile Dashboards
Introducing Custom Report Types
Look At What We've Done
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Introducing Mobile Dashboards

The information we’ve packed into our Recruiting Dashboard can be useful to a lot of people—even recruiters away from their desks. Before we get into the Salesforce app again, we need to make sure dashboards are enabled for mobile. If Dashboards aren’t in the navigation menu, users won’t see them at all. Let’s take a quick look at the configuration for our mobile navigation.

  1. From Setup, enter Navigation in the Quick Find box, then select Salesforce Navigation.

This is the page that dictates what the navigation menu in the Salesforce app looks like. The first item in the list becomes our users’ landing page in the app, and since this configuration is the same for all of our users, we want the first item to be something useful for everyone. The usefulness principle extends throughout the configuration: we want to put the items that users want most at the top.

The Today element corresponds to an app that helps users plan for and manage their day by integrating calendar events from their mobile device with their Salesforce tasks, contacts, and accounts. Available in Salesforce for Android and iOS only.

The Smart Search Items element, which becomes a dynamic list of recently used objects, can expand into a set of eight or more menu items in the mobile experience, 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 above the Smart Search Items element appears in the unlabeled first section of the navigation menu. Anything you put below the Smart Search Items element appears in the Apps section of the navigation menu.

  1. Arrange the items in the Selected area using the Up or Down arrows like so:
    • Today
    • Tasks
    • Chatter
    • Smart Search Items
    • Dashboards

Now that we’re sure dashboards appear in the app for our organization, let’s see how dashboards work on a mobile device.

  1. Launch Salesforce.
  2. From the navigation menu, tap Dashboards.
  3. From the list of recent dashboards, tap Recruiting Dashboard.
The Recruiting Dashboard in Salesforce The Recruiting Dashboard in the Salesforce app

Our dashboard looks a little different in a mobile context. Instead of seeing all three columns in one view, we see all of each column in a single view. To see other columns, we can swipe left or right. To see the details for a component, we can tap on one. In this component view, we can tap on data points to see their values highlighted.