You've made countless investments configuring Salesforce for your organization. Now, it's time to take some of those customizations and optimize them for mobile devices. Here are a few things to think about as you determine what changes you'll need to make to your Salesforce implementation.
1. Get in the Mobile Mindset!
LESS IS MORE
Think about what the essential fields are when configuring object page layouts. Consider the mobile device screen real estate and move the most important information to the top and when possible only add the truly required fields.
THINK ABOUT "CLICKABILITY"
On a mobile device, consider how users will interact with the app when creating custom UIs. For example, buttons are easier to tap than links.
OPTIMIZE FOR PAGE PERFORMANCE
When bringing custom pages and UIs to mobile, think about page performance. Are there images or processes that may cause slower page load times? Users are less patient with page performance on mobile devices, so streamline your content and keep your UI elements as lightweight as possible.
2. Revisit User Permissions
With the Salesforce1 Platform, all your customizations from the Web are brought to mobile, and therefore enforces the same CRUD (Create, Read, Update, Delete) permissions from your org for your users in the Salesforce1 App.
Once your users log into the Salesforce1 App, they'll have access to all the objects and apps they would normally have on the Web. They may be unfamiliar with some of the objects they see as they've been hidden for them on the Web using custom tab sets. A best practice to follow is to tweak CRUD permissions at the profile level to give users only what they need access to on the Web so they only see those objects on mobile.
3. Configure Your Layouts
Once you've done some basic configuration for the Salesforce1 mobile app, it's time to consider how to optimize layout in the full Salesforce desktop UI to give users the best possible mobile experience, like how fields are displayed on records.
When you view a record in Salesforce1, you see the fields, Visualforce pages, and related lists that are based on the record type and the user's profile in the full Salesforce desktop UI. Related lists show up as single-line cards containing the name of the page or related list.
Tapping the related list card displays its details. (Note that rich text area fields are not supported in the Salesforce1 Mobile App.)
You can also add expanded lookups and mobile-enabled Visualforce pages to the Mobile Cards section of your page layout to have them show up in the mobile card format in the Salesforce1 Mobile App. Note that these sections will only show up on the record's related information section in the Salesforce1 Mobile App and not in the full desktop UI.
Compact layouts are a new way to display a record's key fields at a glance in the Salesforce1 Mobile App. Compact layouts determine which fields appear in Chatter feed item resulting from a record create action in the full desktop UI; and in the Salesforce1 Mobile App, compact layouts determine the fields shown in a record's highlights area, a record's preview card, and enhanced lookup cards on a record's related information page. You can customize an object's compact layout in the Customize section for an object in Setup.
For more information about how to customize page layouts and compact layouts, check out the Salesforce1 Admin Guide.
COMPACT LAYOUT TIPS
Compact layouts appear throughout various areas in the Salesforce1 Mobile App to help give more information about the records users are viewing, for example on the top header of a record or on an enhanced lookup card on the related information section of a record.
When configuring compact layouts, choose fields that are important and contain useful information to users. Real estate on a mobile device is small so make sure the fields in your compact layouts are small enough.
4. Customize Your Navigation Menu
Users access the Salesforce1 navigation menu by tapping . Depending on your organization's settings, the menu can contain:
- Canvas apps—Displays for organizations that have enabled a canvas app to appear in the Salesforce1 navigation menu.
- Dashboards—Availability depends on edition and user permissions. If an administrator doesn't include it as a distinct node in the menu, it's automatically included in the set of Smart Search Items.
- Events—Lists events that are owned by the user, that the user created for him- or herself, and that the user or a user's groups are invited to. With the exception of multiday events that haven't concluded, past events aren't available.
- Feed—Displays for organizations that have Chatter enabled.
- Flexible Pages—Custom Salesforce1 app home pages.
- Groups—Displays for organizations that have Chatter enabled. If an administrator doesn't include it as a distinct node in the menu, then it's automatically included in the set of Smart Search Items.
- People—Displays for organizations that have Chatter enabled. If an administrator doesn't include it as a distinct node in the menu, then it's automatically included in the set of Smart Search Items.
- Smart Search Items—Represents a set of searchable objects the user has viewed or worked with recently in the full Salesforce site. These items display in the Recent section of the menu.
Note: If your users don't yet have a history of recent objects, they initially see a set of default objects in the Recent section. It can take up to 15 days for objects users work with to appear in the Recent section. To make objects appear under Recent sooner, they can pin them from the search results screen in the full Salesforce site.
- Tasks—Lists of a user's open and closed tasks, and tasks that have been delegated.
- Today—An app that helps a user plan for and manage their day, by integrating their mobile calendar events with associated Salesforce tasks, accounts, and contacts, as well as allowing the user to instantly join conference calls, quickly log notes about events, and more. Available in the Salesforce1 downloadable apps only.
- Visualforce page tabs
Note: Only Visualforce pages with the Available for Salesforce mobile apps checkbox selected will display in Salesforce1.
Things to Keep in Mind
- There isn't a way to set different menu configurations for different types of users.
- Anything that is represented by a tab in Salesforce—such as standard and custom objects, Visualforce pages, the Feed, People, or Groups—is visible for a user in the Salesforce1 menu based on the user's profile settings. For example, if a user is assigned to a profile that has the Groups tab set to Tab Hidden, the user won't see the Groups menu item in Salesforce1, even though an administrator has included it in the menu.
Learn step by step how to customize your mobile navigation and configure Salesforce1 for your org with these simple product walk-throughs.
5. Setup Quick Actions
The Action Bar is the launchpad for your users to take valuable business actions in the context of what they're doing. Actions are available in the standard browser UI as well as mobile-optimized for Salesforce1.
You can create standard actions that let users create or update records or log calls; and custom actions that integrate with a third-party application or include a custom Visualforce UI. When considering what actions you might want to create for Salesforce1, ask your users what they wish they could do in the mobile context. Quick actions can be global or contextual.
In the Salesforce1 Mobile App, your users can access the action bar menu by tapping the icon from their feed or any record page.
Global actions - like creating a Chatter post, posting a file or photo, or creating a task - are configured in the Create → Global Actions area of Setup and are available wherever you access the publisher
Object-specific actions are configured in the Customize area of Setup under the object you want to initiate the action from. These actions are specific to the context of the record the user is on.
Once you create a quick action, you can add it to the global publisher layout or object page layout in Setup. You can also configure different page layouts for different profiles.
Best Practices for Creating Quick Actions
Ninety percent of your actions should be object-specific. Only use global actions if the action isn't tied to a specific object and users need to access it from anywhere in the app. When customizing an action layout, add only the most essential fields. Minimalism is key when it comes to mobile layouts. When adding labels to your quick actions, use task-oriented names that tell your users what they do. Use action words like new, create, share, update, or import. Keep the labels short, but descriptive. There's no limit to the number of fields you can add to an action layout, but for an optimum user experience, add only the most important and required fields. An action's icon is tied to the icon for the object's tab in Salesforce. You can also upload your own custom icons.
Learn step by step how to setup quick actions and customize your publisher layouts with these simple product walk-throughs.
*For more information about how to customize Quick Actions, check out the Salesforce1 App Admin Guide.
Optimize Your Visualforce Pages
Fortunately, there are various tools and options to help optimize your Visualforce pages for mobile. You can either revise your code so that your pages work in both the full Salesforce site and the Salesforce1 app, or you can create mobile-specific pages.
Tips for Optimizing Your Visualforce Pages:
- Focus on optimizing the Visualforce pages that users need the most when they're away from their desks. Not all your pages will need to be available on mobile devices.
- Smaller pages work better on mobile devices. Optimize for fast load times and a smaller form factor.
- Utilize a framework like JQuery Mobile to customize the look and feel of your pages for mobile
- Think about responsive web design when it comes to styling your pages. Try not to use fixed widths so pages can adapt to the form factor they're accessed on.
- Turn on Visualforce page caching for better page performance. To cache a page, set the cache attribute on the page to "true" and set a value (in seconds) in the expires attribute. For example <apex: page cache="true" expires="600">
- To make a Visualforce page available in the Salesforce1 App, check the box for "Available for Salesforce mobile apps" in Setup for each page and don't forget to add it to the Navigation Menu in Setup.
- Make sure your VF page has a tab and check the box for "Mobile Ready" on the tab settings
Install Mobile-Ready ISV Apps
Extend your Salesforce1 Mobile app with powerful mobile-ready partner apps! Check out the AppExchange to find, evaluate and install solutions for every department and industry.
Salesforce1 Mobile App Walkthroughs
Learn step by step how to set-up and configure Salesforce1 for your org with these simple product walk-throughs.