salesforce mobile app customization Flashcards by Tay Pringle

In the mobile app, the navigation items that your users see depend on which ________ app they’re actively using.

Lightning

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To access the lighting app builder page go to

SET UP

LIGHTING APP BUILDER

NEW
(CHOOSE THE PAGE YOU WANT TO BUILD)

ADD ACTIONS TO PAGE IF APPLICABLE (LOG CALL, TASK ETC)

ADD COMPONENTS TO REGION FROM LEFT TOOLBAR THRU DRAG AND DROP

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Features of the SF mobile app includes

Included with every SF license

The app is plug-and-play,(downloadable from the App Store® or Google Play™)

Runs on Android and iOS operating systems

Has offline capabilities

Works seamlessly with the desktop version of Lightning Experience

It’s a platform that is infinitely customizable.

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Why it is important to customize the mobile app for your org?

To create a workspace that help users get work done fast.

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Name three features you can use to customize the mobile app.

Quick actions

Compact layouts

Mobile navigation, for Lightning apps and the Mobile Only app

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What should be considered when designing the mobile app?

What are the common use cases your org will be using

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What are the steps to download the Salesforce Mobile APP?

Check the System Requirements

Download the App

Choose Your Working Environment (sandbox, production etc)FYI automatic logs into production

Understand the Limitation(some limitation what works in mobile not all work well)

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Users reply on the mobile navigation menu to

get from place to place in the Salesforce mobile app as efficiently as possible

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With the mobile app, the navigation items that your users see depend on which ———————————- app they’re actively using

Lightning

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If you’ve enabled any Lightning apps for mobile, your users can switch between them with the ________________ _____________

App Launcher.

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When Lightning app is enabled for desktop and phone, the navigation tabs on the desktop version of the app sync to the _____________________

mobile navigation menu.

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When customizing the ordering of your navigation menu, make sure that the f_____ most important items are at the top.

four

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Users can change the order of navigation items while they’re in the mobile app by tapping the _____icon.

Edit

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For mobile navigation, you can change the items in the navigation menu of a __________ app

Lightning

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The first ______items in the navigation menu are also the first four items in the navigation bar at the bottom of the screen

four

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As you customize the mobile navigation menu keep in mind

You can’t set different menu configurations for different types of users

Must create tabs for Visualforce pages, Lightning Pages, or Lightning components in your Lightning apps If you want to include them

Before adding a page to the Salesforce mobile app, make sure the page is enabled for mobile.

How to Customize the Navigation Menu

Setup, enter App Manager

Next to the Sales app ,then select Edit.

Click App Options

Ensure that the app is enabled for mobile make sure radio button for Desktop and phone is checked.

Click Navigation Items.

Save

What are the two main type of quick actions (aka shortcuts)?

Object-specific actions

Global actions

What are some benefits of QUICK ACTIONS?

Create custom actions for your own business processes and use cases

Each action has own page layout, limiting the fields to just the ones mobile users need.

You can prepopulate fields on the page layout to save mobile users some time

What are Object-specific actions?

Allows users create or update records related to a particular object. In the Salesforce mobile app, object-specific actions show up on record detail pages.

What are Global actions?

Let users create records, but the new record has no relationship with other records. And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.

How do you Create a Global Action?

Setup, enter Actions

select Global Actions.

Click New Action.

Select Action Type

Select Target Object

Save

How do you Customize the Action Layout?

Set up
Global Actions list, then click Layout next to the
action

Remove the unwanted fields from the layout.

Add the wanted field to the layout

save

When customizing action layouts for mobile users, less is more. A best practice is to include fewer than ____fields, and definitely no more than eight.

five

To speed up the process of data entry for your mobile users ,some fields should be set to ________________on an action layout.

Predefined Values

How do you set Predefined Values for fields on an ACTION LAYOUT ?

SETUP Global Actions list CLICK THE ACTION In the Predefined Field Values related list, click New. FOLLOW PROMPTS SAVE

How to Add an Action to the Global Publisher Layout

Setup, enter Publisher in the Quick Find box, then select Publisher Layouts. Click Edit next to Global Layout. In the Salesforce Mobile and Lightning Experience Actions section, IF you see a link to override the predefined actions, click the link to override. DRAG AND DROP SAVE

The action won’t be available in the Salesforce mobile app until we add it to _____________ ______________-the layout.

global publisher

The global layout only applies to the action bar in places like the feed or

Chatter groups—basically, only on pages that aren’t related to a specific object.

To add the object-specific actions in the mobile app, you make them available to user by

editing the object’s page layout.

____________. layouts control which fields appear in the header when you open a record in the Salesforce mobile app

Compact

For each object,(in compact layout) you can assign up to ___fields, including the Name field, to display in that area.

How do you create a compact layout

Object Manager, Enter the object you are creating a layout for (ex. contact)in the Quick Find box, From the object management settings, go to Compact Layouts and click New . In the Field Label field, enter the name for the layout (ex Mobile contact layout) include up to 10 fields, including the Name field. save

Not all fields appear in the list. Compact layouts don’t support >>>>>>.

text areas, long text areas, rich text areas, or multi-select picklists

Assign the Compact Layout to Users by

Click Compact Layout Assignment.(found under the OBJECT) Click Edit Assignment. In the Primary Compact Layout dropdown list, select the Layout. save

If an object has more than one record type, you’ll see a ___________section when you select the primary layout.

Record Type Overrides

You can assign specific compact layouts to different _____ types.

record

Even though we created a compact layout, the Salesforce mobile app will continue to use the ____________ default until we tell it otherwise.

system

How do you set the compact layout to override the system default ?

Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout( or any applicable layout) Save