Mobile Pages and Lightning Pages - Modules

How is Lightning different from Classic?

Ability to apply business logic on a user's device and to change display density

Sync Contacts and Events

Access to up-to-date contact and scheduling data Data entry is reduced and so are data entry errors Sync all events in a series

What objects support Object-Specific Actions?

Account, Campaign, Case, Contact, ContentNote, Custom objects, Group, Lead, Opportunity

What are examples of objects that can be found using global search in the SF mobile app?

Accounts, Contacts, Leads, Opportunities

What are four ways to measure Lighting's performance using EPT?

Add an EPT counter to Lightning Lightning Usage app Custom reports Event monitoring

Smart Search Items

Add dynamic list of recently accessed objects to the nav menu

What is a use case for global actions?

Adding a prospective buyer as a Contact in a realty org without having to navigate to a specific page or associating them with other information

Page Types

App Home Record

What are the activation options for custom record pages?

Assign as org default for the object Assign as default object record page for specific Lightning apps Assign page to a combination of Lighting apps, record types, and profiles Assign page to form factor, such as desktop or phone

See Emails and Events on Related Salesforce Records

Automatically add sent/received emails to Activity Timelines of related account, contact, contract, lead, opportunity and quote records Sharing settings determine who else can view the related emails and events

Salesforce App

Available on Google Play and the App Store Offers simple point-and-click tools for admins and web developer platforms for advanced developments

For highly customized user experience and functionality, the best option on the Salesforce Platform is to:

Build a custom mobile app using Salesforce Mobile SDK

Custom Reports

Built using Lightning Usage App Objects

What are some considerations for Spotlight search?

Can't use if you have to enter a PIN when using the mobile app or if org has disabled offline caching Only 200 most recently view Chatter profiles and 200 most recently viewed accessed Contacts are indexed Only available for iOS, version 11.0 or later If you have multiple SF accounts, search results are only for the account you're currently using

MobileConnect

Contact is added by opting in from a keyword Imported into Marketing Cloud via list or data extension Added via API

GroupConnect

Contact is added by opting in from a messaging app like LINE

Compact Layout

Control which fields appear in the header that appears as the highlights section when you open a record *assign up to 10 fields, including Name

Record Pages

Create a customized version of an object's record page, tailor it to users' needs

App Page

Create a home page for a third-party app you can add directly into SF mobile app and Lightning navigation menus

What actions are available with Obejct-Specific Actions?

Create a record Log a call Update a record Custom actions to invoke Lightning components, flows, Visualforce pages, or canvas apps Send Email (cases only)

Quick Actions

Create custom actions tailored to your org processes and use cases Each action has its own page layout so you can limit fields to just those that are needed Prepopulate fields on page layout to save mobile users' time

Home Page

Create home pages with features relevant to specific types of users, and assign customized pages to different apps or app-and-user profile combinations

What Salesforce features can be accessed in Outlook?

Create leads, opportunities, accounts, contacts, and records based on custom objects Relate email messages and nonrecurring calendar events to multiple SF contacts and other records that accept tasks/email messages Search for SF records, including those based on custom objects

Create custom Home page by:

Creating from scratch using a template Clone it from another custom Home page or Edit a page from the home tab in Lightning apps

Subscriber

Custom who opts into a specific communication or channel and is stored in that channel (often Email Studio)

Contact

Customer who opts into one or more channels and is stored in Contact Builder

What user permissions are needed for using Global Publisher Layout?

Customize Application - to create actions and customize action layouts and page layouts View Setup - to view page layouts

A successful use case for mobile is one that is:

Designed for micro-moments Has value for the end user Has a high impact on the business

What are some steps you can take to mitigate browser issues?

Disable unneeded plugins and extensions Use the latest versions and patches

Why is it important to develop a mobile rollout strategy?

Drives higher adoption Provides more value to company and users

Summarize how sales reps rely on Microsoft Outlook and Salesforce to work prospects and deals

Eliminate the time spent on redundant data entry into two applications Access import Outlook email messages and relevant SF records in one place, easier to craft targeted and meaningful email communications to prospects / customers

What is one way to enable a load time (EPT) counter directly in Lightning?

Enable the Lightning Component Debug Mode setting

Mobile SDK Modular architecture provides features and services, including

Enterprise identity and security SmartStore encrypted database Mobile sync Mobile services Salesforce Communities iOS and Android development capabilities

What is used to access detailed performance, security, usage data, and monitor EPT on Salesforce apps?

Event Monitoring

What features do native apps have direct access to?

Fast graphics API Fluid animation Built-in components Ease of use

Where do feed items for new records appear upon creation?

Feed for record First entry in feed for new record Chatter feed for user who created it User profile feed for user who created it Chatter feed of any user following record on which new record was created Chatter feed of any user who though custom triggers or auto-follow rules for new records are following the new record

Global Search

Find a record across objects, such as a person who could be either a contract or lead Finds matching records in multiple objects From search results page, you can narrow your search results for a single object

Spotlight Search

Find records without even opening the Salesforce mobile app

Salesforce Mobile SDK

Gives developers tools to build mobile apps with custom user experiences Lets you produce stand-alone custom apps that you distribute through the app store or google play target employees, customers, or partners

How do you set a predefined value for a field on an action layout?

Global Actions > click action > Predefined Field Values Related List > New > Field Name > Specify New Field Value Section > Save

How do you set up Einstein Activity Capture?

Grant access through a permission set Setup > Einstein Activity Capture > Settings -connect to Microsoft serve -create configuration that controls what to capture and sync -assign users to that configuration

To use Global Search:

Header > Search icon > opens list of most recently used records across all objects

Lightning Opportunity Workspace

Helps sales reps work their deals faster and smarter Customizable to support company-specific processes

OAuth 2.0

Implementation uses HTML view to collect username and password, which is sent to the server. The server returns a session token and a persistent refresh token that are stored on the device for future interactions Think of a valet key that restricts access to certain features

What are some best practices for mobile design?

Include 5 or less fields, and never more than 8 Build for speed Think about tap targets (buttons > links) Embrace mobile capabilities

What are some of the benefits of using the Salesforce mobile app?

Included with every SF license for free App is plug-and-play App is cross-platform App has offline capabilities Works seamlessly with the desktop version of Lightning Whole, customizable platform

What are the benefits of adding inbox features to your integration with Microsoft Outlook?

Insert open time slots from reps calendar directly in the email message -recipients select best time, integration schedules the meeting See when customers open emails and click links Create shortcuts for common phrases Draft email and send when customers are most likely online

Get Critical Sales Context Alongside Relevant Emails

Intelligent data that helps reps send right response at the right time

What is a best practice when configuring fields in an action layout?

Keep it under 5 fields, and absolutely no more than 8 for mobile users to view

Global Actions

Let user create records that have no relationship with other records Can be put anywhere actions are supported - record detail pages, feed, chatter groups

Object-Specific Actions

Let users create/update records in the context of an object Show up on record details pages

To search your main Feed:

Navigation Menu > Chatter > search box > type keywords

How can you switch between different SF orgs from the mobile app?

Navigation Menu > Profile Icon > Change Accounts > choose account or community

How do you create a new compact layout?

Object Manager > select object > Compact Layouts > New > label > add and order fields > Save

What are two types of Quick Actions?

Object-specific Global

What is used to measure the global capacity of a device and a JavaScript engine's performance?

Octane Score

What are examples of Lightning action-oriented experiences?

Opportunity workspace Kanban board

What are the benefits of Lightning components?

Pages are dynamic Users control how they view data on the page by changing display density Admins build pages quickly with standard/custom components Devs can apply business logic right on the user's device

How do pages perform in Lightning?

Pages are loaded on user's device progressively, component by component Sensitive to performance of user's browser/device Requires many web exchanges to render a page, as data moves between server and client

What are some exceptions to defining actions on Person Accounts?

Person account specific fields (Email and Mobile) aren't available in action layouts when using object-specific custom actions to update accounts Define the custom lookup field for Account on the Account or Contact object to set up object-specific quick actions to create person account records (Global quick actions do not need this field defined)

What are examples of Chatter items that can be searched in the Salesforce Mobile App?

Posts, comments, mentions, and files

Connected App

Primary means by which mobile app connects to Salesforce Gives both developers and admins control over how the app connects and who has access Application external to SF that users the OAuth protocol to verify both the SF user and the external application

Mobile Sync

Provides simply API for syncing data between offline database and SF cloud

Mobile Services

Push notifications, geolocation, analytics, collaboration tools, and business logic

Global Publisher Layout

Refers to the way actions are listed in the action bar in the mobile app Only applies to the action bar in places like the feed or Chatter group (pages that aren't related to specific objects

What are some methods of gathering input from reps?

Ride-alongs (best!) Interviews Focus Groups Surveys Chatter

What are two basic options for building and deploying mobile applications?

Salesforce App Salesforce Mobile SDK

Feed Search

Search for Chatter posts, comments, mentions, and files

What redundancies does integrating Outlook with Salesforce eliminate?

Send email messages Maintain contacts Schedule meetings and appointments Time lost during context switching and maintaining data in two places Chance for data entry errors

Mobile Only app

Set of navigation items from the navigation menu of the previous app, moved to the navigation menu of the new app The first four items in the nav menu appear in the nav bar at the bottom of the mobile screen's device

How do you setup Global Actions?

Setup > Global Actions > New Action > Type - create record, log call, send email > Target Object > enter label > Save

How do you set up the integration with Microsoft Outlook?

Setup > Outlook Integration and Sync > turn on > enable Use Enable Enhanced Email with Outlook

How do you setup the Global Publisher Layout?

Setup > Publisher Layouts > Global Layout - edit > Mobile & Lightning Actions > drag-and-drop and rearrange actions > Save

Authorized Code

Short-lived token that represents the access granted by the end user Used to obtain an access token and a refresh token

What can you build with the Lightning App Builder?

Single-page apps that drill down into standard pages Dashboard-style apps, such as apps to track top sales prospects or key leads for the quarter "point" apps to solve specific task Custom record pages for objects, tailored to the needs of users Custom Home Pages containing the components and features users need most

What are three components of the Lightning App Builder?

Standard Custom Third-party on AppExchange

What do you need to log into SF from the mobile app?

Standard username Password Web address (URL) of your org's SF site

Enterprise Identity & Security

Supports SAML and advanced auth. flows so that admins have full control over access

What are not available in search results on the mobile app?

Tasks and Events

Which fields are not supported by compact layouts?

Text areas, long text areas, rich text areas, or multi-select picklists

When is it okay to remove a required field from an object's layout?

The field has a set default value You specify a predefined field value for the action Field already contains data -ex: action updates a record and the user entered required info when they initially created the record

What can you change for mobile navigation?

The items in the Mobile Only nav menu - recommended to leave these alone while transitioning new users The items in the nav menu of the Lightning App - mirror tabs in desktop version

Users can access the mobile App Launcher from:

The navigation menu

To use Spotlight search:

Type in keywords like an Account name to find records you need

What are the elements of a mobile rollout strategy?

Understand users' and business needs Define mobile requirements and use cases Identify success metrics Customize app so it reflects use cases Build and test prototype Assemble a launch team Create comm/training plans Develop mobile device and security policies Encourage adoption Collect feedback and measure business impact

What can Global Actions NOT do?

Update records

What can Object-Specific actions do that Global cannot?

Update records Create records auto-associated with related information Make them available by editing the Object's page layout

Event Monitoring

Use event types to monitor performance

Refresh Token

Used by consumer to obtain a new access token, without having the end user approve the access again

Name a use case for Object-Specific actions

User initiates an action that simultaneously creates a Contact and associates them with an Account

What are some considerations for Object-Specific actions?

User must have Read/Edit permission on the action's relationship field is that auto-populated on the target object when a user creates a record using an Action Can be defined for Person Accounts If action is deleted, it is removed from all assigned layouts When creating an action on a detail of a master-detail relationship, the action must be object-specific, not global

What is the difference between mobile and desktop usage?

Users interact with phones in a series of Micro-moments - a series of brief, frequent bursts of usage to complete specific tasks Short, Atomic, contextual moments

What are the benefits of piloting the app?

Validate mobile use cases and identify new opportunities Streamline customizations Collect FAQs Train group of power users and advocates Create buzz Gain buy-in with early wins Gather testimonials and success stories

Consumer Key

Value used by consumer (i.e. Mobile SDK) to identify itself to Salesforce as client_id

Access Token

Value used by consumer to gain access to protected resources on behalf of the use, instead of the user's Salesforce credential A session ID, can be used directly

Lightning Usage Apps

View aggregated page and browser performance

Add an EPT Counter to Lightning to...

View page performance in real time Enable Lightning Component Debug Mode from Setup Add string to end of URL: ?eptVisible=1 -code won't be minified and there will be less impact on performance time

How do pages perform in Classic?

Web pages are generated by the service (instance of SF) and then rendered on the client (user's desktop/mobile)

The build a native iOS app with Mobile SDK, you use:

Xcod

What are some considerations for the Navigation Menu

You cannot set different menu configurations for different types of users Users with right permissions can change their nav tabs on desktop, which then reflect in mobile Create tabs to include Visualforce, Lightning pages, or Lightning components in the mobile nav menu Before adding a page, enable it for 'mobile'