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)
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
Known limitations:
- screen size (depends on device : phone/tablet)
- no zoom
- no landscape mode
- no multiple filters selection
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
Commercial Roadmap
Webform
Project Toolkit
Last modifications : |
|---|