This is post 2 in our Salesforce1 series. In post 1 we covered how to get started with Salesforce1. This post covers how to configure Salesforce1 to maximize functionality for your organization.
Note that all configuration settings are done in the full version of Salesforce and apply to all Users.
Tip: When configuring Salesforce1 you can quickly view the layout on your computer browser by appending one/one.app after .salesforce.com/ in your URL bar.
Enabling Salesforce1 in your browser
1. Log in to your Salesforce instance on your computer
2. Navigate to Setup > Administer > Mobile Administration > Salesforce1
3. Once there check the box that says “Enable the Salesforce1 mobile browser app”
4. Save That’s it, you’re done!
Customizing which Objects show in the left side options pane
1. Log in to your Salesforce instance on your computer
2. Navigate to Setup > Administer > Mobile Administration > Mobile Navigation
3. Choose which items you want your Salesforce1 users to have access to. “Smart Search Items” refers to the “Recent” section in the left side pane of Salesforce1, removing it removes the section entirely, including any pinned Objects. The “Today” app is only available within the Salesforce1 app and can be removed from the list of accessible apps entirely if so desired. Additional Salesforce1 compatible apps can be installed from the App Exchange and once installed will appear in this list along with the other items.
Pinning Objects to the recently viewed list
1. To pin an Object to the top of the list search for a Record of that Object type in the global search at the top of web based Salesforce, i.e. search for “Jason” if you’re looking to pin contacts to the top of your recently used list. Then look on the left side of the screen for the type of object you’re looking to pin, move the cursor over it and note the pin icon that shows up, click the icon and that Object will now always be at the top of the ‘RECENT’ list in Salesforce1. Note that unlike other configuration options pinning Objects is independent to each User so that they will each have to pin their preferred Objects individually.
Connected Apps
By navigating to Setup > Administer > Manage Apps > Connected Apps and then clicking edit next to the version of Salesforce1 (Android or iOS) you want to adjust you can control IP and login restrictions. You may allow users to self authorize Salesforce1 or require admin approval, you can relax IP restrictions since mobile users aren’t locked to one location. You can enforce IP restrictions but let users stay logged in indefinitely, or you can log them out after a preset amount of time/inactive time.
Notifications
Under Mobile Administration, in between Mobile Navigation and Salesforce1 is a section titled Notifications. There are only two options in Notification Settings, “Enable in-app notifications” which allows an administrator to enable or disable the entire notification system in Salesforce1, and “Enable push notifications” which allows an administrator to decide whether the Salesforce1 mobile app will send notifications to users mobile devices even when they’re not currently viewing the Salesforce1 app (users must be logged in to Salesforce1 on their mobile devices for this to work).
