Productivity Features: What’s Not Available in Salesforce1 | Salesforce
Productivity Features: What’s Not Available in Salesforce1
Today app is available in the Salesforce1 downloadable apps for Android phones and iPhone and iPad devices. It’s not available in the Salesforce1 mobile browser app, nor in the full Salesforce site.
There are some issues when using Today.
You see local events from selected calendars on your mobile device but Salesforce events aren’t available in this release of Today.
If some or all of your calendar servers don’t automatically push data to your device, you need to update your calendars before you can see the most current information in Today.
The 24-hour time format isn’t supported.
When viewing a multiday event, only the ending date and time are displayed in the highlights area.
The wrong date and time may display for recurring multiday events.
If your calendar doesn’t display invitee names because the list is too long, Today shows a count of “1 invitee” in the Current Event and Agenda cards on the main view and doesn’t show any invitees when you open the event.
Today is unable to find a matching Salesforce record for a meeting organizer of an iCloud event because the iCloud API doesn’t return an email address.
Today uses the mobile device’s time zone setting, while Salesforce events respect the user’s Salesforce time zone setting. If there’s a difference between these settings when a user logs a local event from Today, the Time field in the new Salesforce event record reflects the user’s Salesforce time zone and doesn’t match the time of the local event.
On Android devices, a meeting organizer’s name may not display correctly if there isn’t a matching Salesforce record for the person.
If another user makes updates to a mobile calendar event record while you’re viewing the record in Today on an Android device, you don’t automatically see the changes. The record is refreshed the next time you select it from the Today main view.
Because of the way that the Android OS identifies local events, if a user accesses Today on an Android device to log a local event in Salesforce, then views the same event in Today on a different Android device or an iOS device, it may look like the event wasn’t logged and it isn’t possible to access the corresponding Salesforce event from Today. The logged event status and link is correct on the original Android device, however.
Chatter Free and Chatter External users aren’t able to access Today because these user license types don’t have access to contacts or person accounts.
Activities (Events and Tasks)
The Subject field doesn’t include a picklist of previously defined subjects.
Activities can’t be archived.
You can’t use Shared Activities to relate multiple contacts to an event or a task.
Recurring activities aren’t available.
Activity reminders aren’t available.
When an activity is related to a person account using only the Name field, the activity doesn't appear on the person account record.
Events and Calendars
You can’t see a full calendar like you can in the full site. Nor can you create a calendar from standard or custom objects.
You can’t accept or decline an event you’ve been invited to.
You can’t add events to Microsoft® Outlook®.
You can’t add invitees to events or remove them from events.
Invitee related lists display slightly different content. In Salesforce1, the invitee related list includes invitees only, whereas in the full site, it also includes the event owner. To reproduce the full site functionality in Salesforce1, use an API query; see EventRelation.
Events reflect your Salesforce time zone and locale settings, not the time zone setting on your mobile device.
In Events in the Salesforce1 navigation menu, the date bar always begins on Sunday and ends on Saturday, regardless of your device and Salesforce locale settings.
If you view the event list while the time advances from 11:59 PM to midnight, the list isn’t automatically updated to display the next day’s date and time.
Only the My Tasks, Completed Within Last 7 Days, Delegated, and Today lists are available in Salesforce1. No other task lists, such as Overdue, This Month, or All Open, are available in Salesforce1.
Group (multiuser) tasks aren’t available.
In task lists, the order of the fields in the priority picklist determines the order in which tasks are sorted.
The more tasks that you have, and the more relationships that your tasks have to other records, the longer it can take to view tasks or use other features in the Salesforce1 app.
When more than 1,000 overdue tasks exist, task lists in Salesforce1 don’t display any overdue tasks at all. Use reports to view your overdue tasks and close them, postpone them, or delete their due dates.
Task layouts contain a few unique elements that make tasks easier to work with. These elements don’t appear in a compact layout because you can’t change them, but users always see them:
The and icons represent the status of the IsClosed field to users with the Edit Task permission.
The icon represents a task marked high priority (including custom high priority).
If the due date exists and a user has permission to view it, all tasks show the due date.
Tasks include the primary contact and the related account or other record, when they exist.
The fields in each list can vary depending on the settings in your Salesforce org.
You control the layout of task records and tasks in the task list using compact layouts. You control related lists, as always, using the page layout editor. Adding the due date field to either layout doesn’t change the appearance of tasks—that field never appears twice.
Below the built-in task elements, Salesforce1 displays up to three other fields.
The default compact layout for tasks includes two fields: the name of a lead or contact, and an opportunity, account, or other record the task is related to.
In an Activities related list, a task’s fields depend on what record you’re viewing and how you’ve defined the layout for that object.
When using Salesforce1, you can access all of your notes from the Notes item in the Salesforce1 navigation menu. The Salesforce Classic version of the full site doesn’t include a Notes tab. Instead, Salesforce Classic users access notes from the Files tab.
You can’t share notes with other users or groups.
In the Salesforce1 downloadable app for Android and the Salesforce1 mobile browser app, you can’t add images to notes, but you can view images that were added from the full site. You can, however, add images to notes using the Salesforce1 downloadable app for iOS, version 10.0 or later.
Some rich text options that are available in the full site, such as applying a bold or italic font or indenting a paragraph, aren’t available in Salesforce1. But you can view formatting that was added from the full site.
You can’t revert to previous versions of notes, but you can view previous versions.
Spelling errors aren’t highlighted while creating or editing notes.
Salesforce1 doesn’t display emails in the improved layout that’s available in Lightning Experience.
The telephony features in Lightning Experience aren’t available in Salesforce1.
When using Work.com features in Salesforce1, you can’t:
Share goals and metrics
Link metrics to reports
Refresh metrics that are linked to reports
Link parent goals and subgoals
Add goal images
Create custom badges
Offer or request feedback
View custom metric fields
Create, fill out, or dismiss performance summaries