1. Functional Process

Process Overview

2. Salesforce1 standard features

Search / Chatter Collaboration / Navigation

Search for records (Global Search)
Seach in Feeds (Chatter posts)

Collaborate with Chatter on record and groups (post, file, link, poll)
Post pictures in record feed and Groups
Follow records and join groups

One tab per object in hamburger menu
List views and Last Viewed Records synchronized with Desktop version
Record view splitted in 3 tabs (Feed, Details, Related)

Offline

Cache Now function to make a copy on your device of your last viewed records to have access to it once offline
Cache main records (Accounts, Contacts, Opportunities…) to be able to create related records on them (Visit Reports, Opportunities, Quotes…)

The 10 last items for the 5 first tabs (+ Events, Tasks & Dashboards) on the Global Search page are cached when clicking « Cache Now »

OR

Select up to 7 objects for which you want to cache last viewed records in Settings /Offline Preferences

3. Supported & Not supported features per process

Analytics / Report / Dashboard

Access Qlikview from Salesforce1

Known limitations:
- screen size (depends on device : phone/tablet)
- no zoom
- no landscape mode
- no multiple filters selection

Reports & Dashboards

Known limitations:
- only recently accessed Reports & Dashboards are displayed but you can search for
- no Chatter feed
- no dashboard filter
- no conditional highlighning
- no export
- no print
- matrix and summary reports are shown in tabular format. Joined reports aren’t available.

More info: 
https://help.salesforce.com/articleView?id=limits_mobile_sf1_analytics.htm
https://help.salesforce.com/articleView?id=000211798&type=1

Account

Contact

Opportunity

Quote

Contract

Task / Event

Visit Report / Account Plan

Market Segmentation

Complaint

Sample

Customer Request

Voice Of the Customer (VOC)

Transactional Pricing

4. Unsupported & Unplanned for Salesforce1

Commercial Roadmap
Webform
Project Toolkit

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