Loading Classes
Customizing Salesforce1 with Clicks (ADM214)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Administration, Sales Cloud, Salesforce1, Force.com and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
✉ Salesforce Training Specialists | ☏ 502.909.0819
Current Promotion
COURSE INFORMATION
Customizing Salesforce1 with Clicks (ADM214) Overview:
The Customizing Salesforce1 with Clicks (ADM214) course is perfect for Salesforce administrators and application builders who want to know more about Salesforce1. This hands-on course will enable students to use clicks (not code) to customize the look and feel of Salesforce1 for their mobile user base. This is a bring-your-own-device course.
Who Should Attend:
Customizing Salesforce1 Using Clicks is ideal for Salesforce users who know how to administer Salesforce and/or build Salesforce applications declaratively on a desktop browser and now need to configure and customize the mobile experience for their users.
Customizing Salesforce1 with Clicks (ADM214) Prerequisites:
Before attending this course, you must have the following:
- Complete ADM211 – Administration Essentials for Experienced Admins
- Expected to supply your own supported mobile device
Customizing Salesforce1 with Clicks (ADM214) Outline:
Module 1: Introduction
- Salesforce.com Mobile Strategy
- User Setup Options
- Customizing with Clicks vs. Code
Module 2: Customize Mobile Navigation
- Orientation to the Navigation Menu
- Order Navigation Menu Items
- Customize Smart Search Items
- Advanced Techniques: Create Page Tabs
Module 3: Mobile-Notifications
- Enable and Configure Mobile Notifications
Module 4: Customize Page Layouts
- Anatomy of a Page Layout
- Optimize Record Details
- Create Mobile Cards
- Create Compact Layouts
Module 5: Customize Actions
- Publisher Actions Overview
- Global vs. Object-specific Quick Actions
- Start Creating a Quick Action
- Add a Quick Action to the Global Publisher Layout
- Add a Quick Action to an Object-specific Publisher Layout
Module 6: Branding
- Changing the Loading Page and Brand Colors in Salesforce1
Module 7: SalesforceA (Optional)
- Introduction to SalesforceA
Module 8: Rollout and Adoption
- Reporting on Usage
- Encouraging Adoption
