This chapter’s objectives are:
- 14.1- Describe the capabilities of Salesforce Mobile
- 14.2- Describe the installation and synchronization options of Salesforce for Outlook
14.1- Describe the capabilities of Salesforce Mobile
Salesforce1 Mobile App:
- Salesforce1 provides a way to access Salesforce from mobile touch-enabled devices. It can either be accessed via mobile web browser or from an installed application on the mobile device. Announced at Dreamforce 2013.
- Deploy: check the Admin Rollout Guide: http://www.salesforce.com/salesforce1/rolloutguide/
Step 1: Setup the App for Your Users
Salesforce editions that allow to use Salesforce1:
- Personal, Group, Professional, Enterprise, Performance, Unlimited, Developer, Contact manager
- Not supported: Database.com Edition
User License Types: These user license types can access Salesforce1. A special Salesforce1 or mobile license isn’t required:
- Salesforce User, Salesforce Platform and Force.com user, Chatter Plus, Free and External, Community, Portal users (member of Salesforce community) – Click for Details
- Not supported: Portal user (member of Salesforce community) Database.com users, Sites and Site.com users, Data.com users, and Work.com
Enable Salesforce1 for Your Org
- Make sure Salesforce1 is turned on for your org by navigating to Setup | Manage Apps | Connected Apps and configuring settings for “Salesforce1 for iOS” and “Salesforce1 for Android.” Note that these components are automatically installed when one of your users installs a Salesforce1 downloadable app from the App Store or Google Play on a mobile device and authenticates with your organization by logging in to the mobile app. Once it appears, you can control many features for each App (IOS..) like IP restriction, session timeout, pin…
The system administrator can configure a variety of settings to influence the Salesforce1 user experience. Ex:
- Navigation menu: what are the nav. menu items. When organizing the menu items, put the items that users will want most at the top. The first item in the Selected list becomes the Salesforce1 landing page for users.
Mobile browser App: if checked, when you visit Salesforce.com from mobile, the App is displayed instead of classic webpage
Branding: colors used in the App
- Security: With the Salesforce1 Platform, all your customization 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.
Create new Global Actions in Salesforce1 : Go to: Build | Create | Global Actions
- Global Actions: will define the new quick access
- Publisher layout: will add it to the Salesforce1 or Classic Quick Access section
Salesforce1 Quick Start in Setup page left pane:
- This wizard walks you through the basic setup of the Salesforce1 mobile app. Later, you can go to the Salesforce1 Setup page to explore other configuration and customization options
- Step 1: Customize the Navigation Menu
- Step 2: Arrange Global Actions
- Step 3: Create a Custom Compact Layout for Contacts
- Step 4: Review (you see a sample screen of the Mobile App with all made settings)
- Step 5: send invitations – Want to get feedback on what you’ve done so far? Invite some of your users to give the app a try
Salesforce Classic App:
Classic is the oldest of app among the two; it uses briefcase settings to determine which of your records you can access in the app. This is a totally free restricted edition.
SalesforceA Mobile App:
- The A stands for Admin
- SalesforceA is a mobile application that allows for some Salesforce administrative functions (like Password) to be performed from a mobile device.
- You need the “Manage User Permission” to login to SalesforceA
Can search for any user using the magnifying glass, and take action on it:
- Reset Password
- Freeze / Unfreeze
- Permission Sets
- Scan the user details fields and edit them if needed
- Swipe to the left, and see the Permission Sets and Login History
The main Window has:
- Frozen Users
- Locked-out users
- Recently viewed users
- Scheduled maintenance
- Release Notes
- Feedback to SalesforceA Team
- Rocket Ship: takes to admin community Resource (user groups, answers, ideas, MVP Blog, answers)
Note: Salesforce1 was previously branded Salesforce Touch.
14.2- Describe the installation and synchronization options of Salesforce for Outlook
Salesforce for Outlook allows you to:
- Sync your Outlook contacts, calendar, and tasks/events to and/or from Salesforce
- Add emails sent from Outlook into Salesforce, and more.
- Salesforce administrators create Outlook configurations, which defines sync behavior, who can use the configuration (named users and profiles), and other capabilities
- To configure Salesforce for Outlook go to: Administer | Desktop Administration | Outlook Configuration.
- Specify a Name of the configuration
- Assign Users and Profiles that this configuration will apply to
Specify Data Settings:
- Contacts: Sync? If yes, Direction? Don’t / Salesforce to Outlook / Both ways. If yes, map the field mapping. If both ways, specify if conflict who wins?
- Events and Tasks: Sync? If yes, Direction? Don’t / Salesforce to Outlook / Outlook to Salesforce / Both ways. If yes, map the field mapping. If both ways, specify if conflict who wins?
- Specify if a user can change syncing direction – keep no!
From the user perspective, he can check which settings the Salesforce Admin has denied, and he can download the application from My Settings | Desktop Add-ons | Salesforce for Outlook
- Close your Outlook
- Download the Salesforce for Outlook
- Install it – allow the prerequisite application
- Open Outlook – the Salesforce for outlook wizard appear – you need to enter your Salesforce credentials
- Allow to access your info – review Sync settings – depending if Admin settings let you customize the sync settings
- When you select an email, the Side panels display up to 4 contact and leads related to the email
- For each contact and Lead, Side panel displays up to 4 activities, opty, cases
- If you don’t see a records, search in the side panel
- The side panel also lets you add emails to contacts and records: ex. Add email to contact, case, and lead. To do so, select the email, then click on the Add Email icon in the panel.
You can check the Unassigned emails in the My Unresolved items page in Salesforce – this handles emails that email to Salesforce doesn’t assign to Records. Hopefully you won’t have any!
Lightning for Outlook:
- New tool to integrate with Office 365