Customize Salesforce1 with Clicks

Customize Salesforce1 with Clicks Course Description

Duration: 1.00 days (8 hours)

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.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this Customize Salesforce1 with Clicks Course

  • » Salesforce users who know how to administer Salesforce

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Customize Salesforce1 with Clicks Course Objectives

  • » 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
  • » Need to configure and customize the mobile experience for their users

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Customize Salesforce1 with Clicks Course Outline

      1. Introduction to Salesforce1
        1. Mobile Strategy
        2. Salesforce1 User Setup Options
        3. Customizing with Clicks vs. Code
      2. Customize Mobile Navigation
        1. Orientation to the Navigation Menu
        2. Order Navigation Menu Items
        3. Customize Smart Search Items
        4. Advanced Techniques: Create Page Tabs
      3. Mobile-Notifications
        1. Enable and Configure Mobile Notifications
      4. Customize Page Layouts
        1. Anatomy of a Page Layout
        2. Optimize Record Details
        3. Create Mobile Cards
        4. Create Compact Layouts
      5. Customize Actions
        1. Publisher Actions Overview
        2. Global vs. Object-specific Quick Actions
        3. Start Creating a Quick Action
        4. Add a Quick Action to the Global Publisher Layout
        5. Add a Quick Action to an Object-specific Publisher Layout
      6. Branding Salesforce1
        1. Changing the Loading Page and Brand Colors in Salesforce1
      7. SalesforceA (Optional)
        1. Introduction to SalesforceA
      8. Rollout and Adoption
        1. Reporting on Salesforce1 Usage
        2. Encouraging Adoption

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Do you have the right background for Customize Salesforce1 with Clicks?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Our instructors are passionate at teaching and are experts in their respective fields. Our average NetCom instructor has many, many years of real-world experience and impart their priceless, valuable knowledge to our students every single day. See our world-class instructors.   See more instructors...

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Client Testimonials & Reviews about their Learning Experience

We are passionate in delivering the best learning experience for our students and they are happy to share their learning experience with us.
Read what students had to say about their experience at NetCom.   Read student testimonials...

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