See the many options for customizing the Salesforce1 mobile app, to make it an effective on-the-go tool for your users’ business needs.
Setup for Salesforce1 available in: both Salesforce Classic and Lightning Experience
Available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in Salesforce Classic in: All editions except Database.com
All Salesforce1 customization options are available from the Setup menu. For your convenience, you can access many Salesforce1 settings pages more quickly from the Salesforce1 Quick Start setup page. In Salesforce Classic, from Setup, click Salesforce1 Quick Start (near the top of the Setup menu). In Lightning Experience, from Setup, enter Salesforce1 Quick Start in the Quick Find box, then select Salesforce1 Quick Start.
We recommend using Google Chrome for the Salesforce1 Quick Start setup page. Microsoft Internet Explorer 9 or later and Mozilla Firefox are also supported.
Here are the Salesforce1 customization options you can consider for your organization.
Do some basic setup using the Salesforce1 Wizard. From the Salesforce1 Quick Start page, click Launch Quick Start Wizard.
Define the users who can access Salesforce1.
For the downloadable apps, from the Salesforce1 Quick Start page, click App Security Controls.
For the mobile browser app, from the Salesforce1 Quick Start page, click Mobile Browser Option.
Customize how data appears in Salesforce1. Unless otherwise specified, you can access these customizations from the management settings for the object whose data you want to customize.
Optimize your page layouts so they display well on mobile devices. You can modify existing page layouts or create new, mobile-friendly page layouts. From the appropriate object management settings, go to Page Layouts.
Add expanded lookups, components (including the Twitter component), or Visualforce pages to the Mobile Cards section of a page layout to have them display as mobile cards in Salesforce1. From the appropriate object management settings, go to Page Layouts.
Make sure that Visualforce pages are enabled for use in Salesforce1, so they’ll display in the app. From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages. Click Edit next to the name of a page, and select Available for Salesforce mobile apps.
Define the fields that show up in an object’s record highlight area and in related list preview cards by creating custom compact layouts. From the appropriate object management settings, go to Compact Layouts.
Verify that your existing search layouts populate Salesforce1 search results with the desired fields. From the appropriate object management settings, go to Search Layouts.
Make it easy and efficient to work in the field by creating actions that are tailored to your specific business activities and use cases.
Enable actions in the publisher for your organization. From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Select the Enable Actions in the Publisher checkbox. (This option assumes that your organization has Chatter enabled and that you want the actions you create to display in the Chatter publisher. If your organization doesn’t have Chatter enabled, you can still use actions but they only display in Salesforce1 and not in the full Salesforce site.)
If actions in the publisher aren’t enabled, only standard Chatter actions (Post, File, Link, Poll, and Thanks) appear in the Chatter publisher in the full Salesforce site. When Chatter is enabled but actions in the publisher aren’t, standard Chatter actions and nonstandard actions appear in the Salesforce1 action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
Create global actions that allow users to add new object records with no automatic relationship to other records. From Setup, enter Global Actions in the Quick Find box, then select Global Actions. To customize the fields that are used by global actions, click Layout on the Global Actions page.
Then add the new actions to the Salesforce1 and Lightning Experience Actions section of the global publisher layout so that they appear in Salesforce1. From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
Create object-specific actions that allow users to add new records or update data in existing records. From the management settings for the object that you want to add an action to, go to Buttons, Links, and Actions. To customize the fields used by an object-specific action, click Layout on the Buttons, Links, and Actions page.
Then add the new actions to the Salesforce1 and Lightning Experience Actions section on the appropriate object page layout.
Customize the options that are available in the Salesforce1 navigation menu, and the order in which items appear. From the Salesforce1 Quick Start page, click Navigation Menu.
Help keep Salesforce1 users aware of important Salesforce activities by enabling in-app and push notifications. From the Salesforce1 Quick Start page, click Notification Options.
Integrate third-party apps into the Salesforce1 navigation menu by adding Lightning Page tabs for the Lightning Pages deployed to your organization. From Setup, enter Tabs in the Quick Find box, select Tabs, and then click New on the Lightning Page Tabs related list.
Customize Salesforce1 to match the look and feel of your company’s branding. From the Salesforce1 Quick Start page, click Salesforce1 Branding.
Allow the Salesforce1 downloadable apps to automatically cache frequently accessed Salesforce data to secure, persistent storage, so users can view data when their devices are offline. (This option is turned on by default.) From the Salesforce1 Quick Start page, click Offline Cache.
You can also check out the Salesforce1 Mobile App Admin Guide, which walks you through using the Salesforce1 declarative tools in Setup to get your organization ready for the Salesforce1 mobile experience.