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Salesforce1 Guide

Salesforce1 Guide


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Chapter Introduction
Chapter About This Book
Chapter Setting Up Your Work Environment
Install the Enhanced Warehouse Data Model
Download Salesforce

Chapter Configuring the Salesforce App
Defining Which Users Can Use the Salesforce App
About Notifications
Try It Out Enable Notifications
About Offline Access in the Salesforce App
Chapter Customizing the Salesforce App Navigation Menu
About the Salesforce Navigation Menu
Try It Out Configuring the Salesforce App Navigation Menu
Test Out the Salesforce App Navigation Menu
How the Navigation Menu Works
Chapter Customizing How Your Data Shows Up in the Salesforce App
How Page Layouts Work in the Salesforce App
Rethinking Your Page Layouts for Mobile
Try It Out Create a Custom Page Layout for the Mobile Technicians Profile
Test the Page Layout
Tips for Optimizing Page Layouts for Mobile
About Compact Layouts
Try It Out Create a Compact Layout
Test the Compact Layout
Tell Me More Compact Layouts
Chapter Using Actions in the Salesforce App
Quick Actions
Action Categories
Point and Click Your Way to Actions
Try It Out Create an ObjectSpecific Action
Try It Out Assign the Action to the Account Page Layout
About Global Quick Actions
Tell Me More Actions
About Action Layouts
Try It Out Customize an ObjectSpecific Action Layout
Test Out the ObjectSpecific Quick Action
About Predefined Values in Actions
Try It Out Set a Predefined Field Value on an Action
Test the Predefined Value
About Custom Actions
Chapter Guidelines and Best Practices for Administrators
Action Guidelines and Best Practices
Custom Icon Guidelines and Best Practices


Chapter Welcome to Salesforce Platform Development
Salesforce Platform Development Process
Development Prerequisites
Change the System Administrator Page Layout Assignment
Chapter Designing MobileFirst User Interfaces
Design for Mobile
Keep Navigation Simple
Put Important Information at the Top
Minimize the Number of Fields
Use Field Defaults
Minimize User Interface Text
Tap Target Size
Chapter Extending the Salesforce App with Visualforce Pages
Chapter Adding Functionality with Visualforce Custom Actions
Chapter Development Guidelines and Best Practices
When to Use the Navigation Menu or the Action Bar
Guidelines and Best Practices
Sharing Visualforce Pages Between Mobile and Desktop
Excluding Visualforce Pages from Mobile or Desktop
Choosing an Architecture for Visualforce Pages in the Salesforce App
Standard Visualforce Pages

Mixed Visualforce and HTML

JavaScript Remoting and Static HTML

Visualforce Components and Features to Avoid in the Salesforce App
Unsupported Visualforce Components
Choosing an Effective Page Layout
User Input and Interaction
Managing Navigation
Navigation and Messaging with the sforceone Object

How sforceone Handles API Versions

Using Visualforce Pages as Custom Actions
Creating Visualforce Pages That Work in Mobile and Desktop
Performance Tuning for Visualforce Pages
Canvas Guidelines and Best Practices
Canvas Apps in the Chatter Publisher and Salesforce App Action Bar
Canvas Apps in the Feed
Canvas Apps Context
Custom Icons for Canvas Apps
Chapter Learning More