Salesforce App Admin Guide
jGet Your Organization Ready for Mobile: The Big Picture
The Salesforce App 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 the app. 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 the Salesforce app.
- Help keep Salesforce app users aware of important Salesforce activities by enabling in-app and push notifications.
- Allow Salesforce for Android and Salesforce for iOS 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 Salesforce app navigation menu, and the order in which items appear.
- Customize how data appears in the Salesforce app.
- 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 the Salesforce app to match the look and feel of your company’s branding.
All Salesforce app customization options are available from the Setup menu. For your convenience, you can access many settings pages more quickly from the Salesforce Mobile Quick Start setup page. In Salesforce Classic, from Setup, click Salesforce Mobile Quick Start (near the top of the Setup menu). In Lightning Experience, from Setup, enter Salesforce Mobile Quick Start in the Quick Find box, then select Salesforce Mobile Quick Start.