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Salesforce1 Mobile – Becoming mobile ready

In my last post on Salesforce1 Mobile I showed you how to brand your mobile deployment of Salesforce1 to better fit your brand’s standards including how to change the logo, colors, and publisher button to your own. Now that you have an application that your users can identify with, it’s time to start thinking about the functionality that will allow your users to be effective and efficient at their daily tasks.

Meet Bob, the sailorman salesman

Let’s meet Bob, a door to door salesman who makes his living selling sailing equipment to private boat owners and retail boat companies. Bob has recently purchased Salesforce to track his various accounts, and is on the road most of the time. To begin, let’s look at one of Bob’s accounts in Salesforce1 mobile, without making any customizations to the forms.

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Bob isn’t really happy with this layout. All Bob wants to see is the name of the account, the phone number, and its address (captured in the Shipping Address fields). On the related list page:

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Again, there is too much information. All Bob needs is Contacts and Opportunities.

Customizing the forms for the mobile user

Let’s see if we can’t make Bob a little more productive by removing the fields from the form that he doesn’t need. The idea here is that we’re going to create a new form that only contains the information Bob needs to see, and assign it to his profile (Standard User). The other users in the system who do not have the same profile as Bob will continue to see the native form and can continue to use the extra fields if desired.

To create the new form, we go to:

Setup > Customize > Accounts > Page Layouts

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On the Account Page Layout page, we’re going to create a new layout - not copying an existing layout - and naming it Standard User Layout.

The new default form includes the required fields by default. Let’s add the fields and related lists Bob wanted to the form.

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Clicking Save, we’re brought back to the Account Page Layout page. We need to take one more step before turning this over to Bob – we need to assign the layout to Bob’s profile so that the application will use this new layout instead of the native one when Bob looks at an account.

Click the Page Layout Assignment button and change the Standard User to the Standard User Layout.

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Once we let Bob know that the changes are ready and he refreshes the account on his mobile device, he will see the changes:

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This is all fine, but we can do better. If Bob clicks the publisher button in the lower right corner, he’s still presented with many options that aren’t relevant to him:

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Let’s remove these extra actions to just the ones he needs: new contact, new opportunity and link.

Publisher Actions – Overriding the defaults

Going back to our form, we see the Publisher Actions panel, but it looks like there aren’t any actions! Where are the default actions coming from? 

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Reading the text carefully, it’s telling us the layout is inheriting the default ones from the global publisher layout and that we can override it, which is exactly what we’re going to do. Clicking the link provided gives us an editable box where we can drag just the actions we care about.

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And back on Bob’s device:

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Review

As you can see, enabling users to be productive while in the field is not as simple as giving them mobile access to a desktop oriented site. You need to spend time thinking about, and usually working with, the end user and their day-to-day tasks to customize the experience to best fit their needs. Sometimes this can take many iterations, as the users explore their options. Listen to your users’ feedback, and take it seriously as it may help you improve their efficiency, and by extension the bottom line.

Do you need some help with your mobile strategy? Not sure if mobile is for you? Contact us and we can help – from discovery all the way to delivery and post go-live support.

Topics: Enterprise Mobility Salesforce