Salesforce1 is a mobile application for users to create, update, and delete records from anywhere. It also allows users to view reports and dashboards and access Chatter functionality through it.
Salesforce1 comes with various features. The following are a few actions that a user can perform through it: read, create, update, and delete records, including changing the owner of records. Using this application, you can create and edit records offline as well and also perform the following:
- Send push notifications
- Submit a record for approval
- Access a list view and related list
- Access all your custom objects and apps through the navigation menu
- Access Visualforce pages and components in the navigation menu
- Access Salesforce files
- Access reports, dashboards, and Lightning charts
- Get insights into accounts and opportunities through a news app
You can download the Salesforce1 mobile application from iTunes or Google Play. It is supported by the following devices:
- Android phone or tablet with OS 4.4 or higher
- Apple iPhone and iPod Touch with iOS 9.2 or higher
Use the following links to download the Salesforce1 application for your device:
Let's see how to allow your user to access the Salesforce1 application through a supported mobile browser. Perform the following steps to enable Salesforce1 for a mobile browser:
- Go to Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | Mobile Apps | Salesforce1 Settings.
- Navigate to Mobile Browser App Settings and select the Enable the Salesforce1 mobile browser app checkbox, as shown in the following screenshot:
- Once you are done, click on Save.
If you are looking for a way to automatically redirect your user to the Salesforce1 mobile browser app when they log in to Salesforce from a supported mobile browser, perform the following steps:
- Go to Setup (gear icon) | Setup | ADMINISTRATION | Users | Users.
- Edit your user record and select the Salesforce1 User checkbox, as shown in the following screenshot:
If you turn this option off, your mobile browser would be directed to the full Salesforce site instead.
- Once you are done, click on Save.
Salesforce1- and SalesforceA-downloadable apps are connected apps. It means, Salesforce allows you to control the users who have access to these apps, including other security policies. By default, all the users in your organization can use Salesforce1-downloadable apps. As these are connected apps, the system administrator will have control over security and access policies of each of the Salesforce1-downloadable apps. He or she will be able to do this using the settings components that are installed from the managed Salesforce1-connected apps package. When one of your users installs a Salesforce1 app from iTunes Store or Google Play Store on a mobile device and authenticates by logging in to the mobile app, then these components will automatically get installed. The same is applicable for a SalesforceA-downloadable app.
Salesforce1-downloadable apps are connected apps and they allow the system administrator to control security and access policies.
A business scenario: David Guzman is working as System Administrator at Universal Containers. As part of a pilot program, his manager, Brigette Hyacinth, would like to enable Salesforce1 for an iOS-downloadable application access only to the Contract Manager profile.
To solve the preceding business requirement, first we will have to limit Salesforce1-downloadable apps and then use the profile or permission set to grant access. Perform the following steps to do this:
- Go to Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | Connected Apps | Manage Connected Apps.
- Now click on Edit next to Salesforce1 for iOS, as shown in the following screenshot:
- The next step is to change the Permitted Users dropdown from All Users may self-authorize to Admin-approved users are pre-authorized:
- All Users may self-authorize: This means any user in the org can self-authorize the app first time they access it.
- Admin-approved users are pre-authorized: This means access is limited to users who have the correct permission to access it via a profile or permission set.
- For better security management, change IP Relaxation from Relax IP Restrictions to Enforce IP restrictions (user running a Salesforce1 app is subject to the organization's IP restrictions, for example, IP ranges set in the user's profile) and set the Refresh Token Policy validity.
- To enhance security, make sure you set Timeout Value and enforce the PIN for it.
At the end, it will look like the preceding screenshot.
- Once you are done, click on Save.
To grant a Salesforce1-downloadable app access to Contract Manager profile users, we have the following options:
- Grant Permission through Profile
- Grant Permission through Permission Sets
We will use Profile to grant the Salesforce1-downloadable app access, for the preceding business requirement we will use Contract Manager profile. Perform the following steps to grant permission through a profile:
- Go to Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | Connected Apps | Manage Connected Apps.
- Click on the app connected to Salesforce1 for iOS; as Permitted Users is now set to Admin approved users are pre-authorized Profile and Permission Sets, related lists are automatically added to it.
- Now navigate to the list related to Profiles and click on the Manage Profiles button.
- The next step is to select the Contract Manager profile.
- Once you are done, click on Save.
At the end, it will look like the preceding screenshot. Repeat the same step if you want to enable Salesforce1 for Android and Salesforce1 for Windows for the Contract Manager profile.
Perform the following steps to log in to a Salesforce1 mobile application:
- Click on the Salesforce1 mobile app icon on your device.
- Enter your login credentials and activation code.
- The next step is to allow the Salesforce1 application access your Salesforce basic information.
- The first time it will ask you to set passcode, and from the next time, you just have to enter this passcode to access the Salesforce1 application.
- At the end, it will redirect you to the application home page. It will look like the following screenshot:
If a user does not belong to the Contract Manager profile and tries to access Salesforce from a Salesforce1-downloadable app, then he or she will get an error. This will be similar to the following screenshot:
- Now start creating, updating, or deleting records or collaborating with your user.
You can now brand the Salesforce1 mobile application that matches your company's branding. For example, you can now change the Salesforce1 app's loading page logo and loading page background color and brand color. Perform the following steps to brand the Salesforce1 mobile application:
- Go to Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | Mobile Apps | Salesforce1 Branding.
- Navigate to the Salesforce1 Branding Settings section, then click on the Edit button.
- To customize Brand Color for key user interface elements, including the header, click on Brand Color and then select a color.
- To customize Loading Page Color of the loading page, click on Loading Page Color and then select a color.
- To customize Loading Page Logo, select an image of the type
.jpg,.gif, or.pngfiles up to 200 KB in size. The maximum image size is 460 pixels by 560 pixels.
- Once you are done, click on Save.
Now you can safeguard Salesforce1 users against the whims of mobile connectivity. This allows you to enable two levels of offline access:
- Enable caching for frequently accessed records so users can view data when offline.
- Enable the option through which users could create, edit, and delete records even when offline. Offline access is available in Salesforce1-downloadable apps only.
Perform the following steps to enable Salesforce1 offline access for your Salesforce organization:
- Go to Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | Mobile Apps | Salesforce1 Offline.
- Navigate to the Offline Settings section, then select the Enable offline create, edit, and delete in Salesforce1 checkbox as shown in the following screenshot:
The Enable caching in Salesforce1 checkbox is automatically enabled when the first time someone from your organization installs one of the Salesforce1-downloadable application.
- Once you are done, click on Save.