salesforce_winter15_release_notes

Mobile
Salesforce1 Enhancements
Set Up Salesforce1 with the Salesforce1 Wizard
The Salesforce1 Wizard provides an easy way to complete the essential setup tasks for the Salesforce1 mobile app. The wizard
is ideal for you if you’re new to Salesforce1 and would like a visual tour of its key point-and-click settings.
When you walk through the Salesforce1 Wizard, you’ll configure the following Salesforce1 settings, which will apply to all
users in your organization.
• Specify which items appear in the navigation menu
• Organize global actions
• Create a custom compact layout for contacts
To use the Salesforce1 Wizard, from Setup, click Salesforce1 Setup. Then, on the Salesforce1 Setup page, click Launch
Quick Start Wizard.
Note: Although the Salesforce1 Wizard gets you up and running with basic setup tasks, it doesn’t include all Salesforce1
setup tasks. For example, the wizard shows you how to make a compact layout for contacts to introduce you to that
process. You have to configure compact layouts for accounts, opportunities, and other objects elsewhere on their
respective setup pages. You can access and learn more about these additional settings in the Salesforce1 Setup page.
Quickly Access Salesforce1 Setup Tasks from a Single Page
The Salesforce1 Setup page gives you quick access to Salesforce1-related settings and documentation, so you can tackle your
mobile configuration tasks from a single place.
To access the Salesforce1 Setup page, from Setup, click Salesforce1 Setup.
For settings that are configured on a single page, the Salesforce1 Setup page directly links to those pages. In cases where a
setting requires work on multiple pages, we’ve provided links to relevant documentation that will guide you through the
necessary steps.
View and Search Data That's Stored Outside Salesforce
Salesforce1 users can view and search records that are stored in external systems with Platform Connect, so they can seamlessly
interact with all relevant data. This feature is available in the Salesforce1 mobile browser app and version 6.0 or later of the
Salesforce1 downloadable app for iOS devices.
Platform Connect is available in: Developer Edition and for an additional cost in: Enterprise, Performance, and Unlimited
Editions
For example, some of your data may be in an enterprise resource planning (ERP) system. Salesforce represents that data in
external objects and accesses the data in real time via Web service callouts to the external data source. External objects are read
only both in Salesforce1 and in the full Salesforce site.
As long as the following conditions are true, external objects are automatically included in the Recent section of the Salesforce1
navigation menu as part of the Smart Search Items element. Users may need to tap More to see these items. In addition, when
these conditions are true, related lists for external objects appear in Salesforce1 when users view the parents of those external
objects.
• As with custom objects, the external objects must be deployed and assigned to tabs that the users can access, and object
permissions must be granted via profiles or permission sets.
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