Customizing Salesforce1 with Clicks (ADM214)

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Customizing Salesforce1 with Clicks (ADM214)

This 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 take this course?

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.

Course outline

Introduction to Salesforce1

  • Salesforce.com Mobile Strategy
  • Salesforce1 User Setup Options
  • Customizing with Clicks vs. Code

 

Customize Mobile Navigation

  • Orientation to the Navigation Menu
  • Order Navigation Menu Items
  • Customize Smart Search Items
  • Advanced Techniques: Create Page Tabs



Mobile-Notifications

  • Enable and Configure Mobile Notifications
     


Customize Page Layouts

  • Anatomy of a Page Layout
  • Optimize Record Details
  • Create Mobile Cards
  • Create Compact Layouts
     


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
     


Branding Salesforce1

  • Changing the Loading Page and Brand Colors in Salesforce1
     


Rollout and Adoption

  • Reporting on Salesforce1 Usage
  • Encouraging Adoption 

Prerequisites

  • We recommend you complete ADM211 - Administration Essentials for Experienced Admins
  • Students are expected to supply their own supported mobile device

Investment

The costs are €  725 excluding VAT. This includes lunch, coffee and tea and course material.

Cancellation

Until four weeks before the start of the course you may cancel your participation in writing free of charge, or you may propose to attend on another date. Should you cancel within four weeks before the start of the course you will have to pay the full course fee. In the event of insufficient participants we reserve the right to cancel the course at any time or move the date of the event. If so, you will be informed in due time.

Deloitte Academy is Authorized Training Reseller Partner of salesforce.com in the EMEA region. Training will be given by official certified Salesforce trainers.

Facilitator

Jan Vreedenburgh

Jan Vreedenburgh

Senior Manager

Within Deloitte I am responsible for managing its Authorized Training Delivery Partnership with salesforce.com. Officially certified to teach by salesforce.com in 2008, I have been delivering training... Meer

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