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Customizing SalesForce1 Using Clicks (ADM214)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Course Duration 1 Day.
Customizing Salesforce1 Using Clicks (ADM-214) 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.

Who Should Attend

  • Customizing Salesforce1 Using Clicks (ADM-214) is ideal for Salesforce users who know how to administer Salesforce and/or build Salesforce applications declaratively on a desktop browser and now need to configure and customize the mobile experience for their users.

Course Certifications

This course is part of the following Certifications:


  • We recommend you complete ADM211 - Administration Essentials for Experienced Admins
  • Students are expected to supply their own supported mobile device

Course Objectives

  • For this course don't  have any Course Objectives please refer the Course Overview.

Course Content

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

Course ID: ADM214

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