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Customizing Salesforce1 Using Clicks

[ Course No. ADM-214 - 1 Day]


This course is perfect for Salesforce administrators and application builders who want to know more about Salesforce1. This hands-on course will enable students to use clicks (not code) to customize the look and feel of Salesforce1 for their mobile user base. This is a bring-your-own-device course.

  • Audience Profile

Customizing Salesforce1 Using Clicks is ideal for Salesforce users who know how to administer Salesforce and/or build Salesforce applications declaratively on a desktop browser and now need to configure and customize the mobile experience for their users./p>

  • Prerequisites

  • We recommend you complete ADM211 - Administration Essentials for Experienced Admins
  • Students are expected to supply their own supported mobile device

Module 1: Introduction to Salesforce1

  • Mobile Strategy
  • Salesforce1 User Setup Options
  • Customizing with Clicks vs. Code

Module 2: Customize Mobile Navigation

  • Orientation to the Navigation Menu
  • Order Navigation Menu Items
  • Customize Smart Search Items
  • Advanced Techniques: Create Page Tabs

Module 3: Mobile-Notifications

  • Enable and Configure Mobile Notifications

Module 4: Customize Page Layouts

  • Anatomy of a Page Layout
  • Optimize Record Details
  • Create Mobile Cards
  • Create Compact Layouts

Module 5: Customize Publisher Actions

  • Publisher Actions Overview
  • Global vs. Object-specific Actions
  • Start Creating an Action
  • Add an Action to the Global Publisher Layout
  • Add an Action to an Object-specific Publisher Layout

Module 6: SalesforceA (Optional)

  • Introduction to SalesforceA

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