The Salesforce Winter 15 release was packed with exciting new features for Admins- Lightning Process Builder, Data.com Duplication, and many more. There is one you shouldn’t overlook and that is the Salesforce1 Wizard. If you listen to the ButtonClickAdmin Podcast you have heard Gillian say numerous times that “Admins live in the setup menu” so it only makes sense that Admins can now configure Salesforce1 from the setup menu. Let’s take a look at what the Salesforce1 wizard is and how it can help you increase mobile adoption.
What is the Salesforce1 Wizard?
The Salesforce1 Wizard provides an easy way to setup and customize the Salesforce1 app complete with a visual tour of your changes. I find it’s your one-stop shop for everything you would want to do as an admin to change the app to give your users the functionality they want to see.
It has simple drag and drop menus that allow you to customize the application. To get started click on the “Launch Quick Start Wizard” blue button. Take a moment to read the welcome screen and then let’s get started!
Our first stop is the Navigation Menu, which the user sees when the swipe left. The navigation menu can be easily customized by reordering the items.
* Top Tip* Post a poll to Chatter asking your users what they would like the menu to be, then go with the most popular vote.
Arrange Global Actions
Actions like creating a post, creating a Contact, etc can be reordered in the same manner as the navigation menu. With so many choices to pick from I suggest asking users what they use their phone to do most. If you are rolling S1 out to your sales team it may be very important to have Log a Call or create new opportunity at the top. Remember- focus on the small pain points when asking users and add those to the menu. With mobile it’s all about speed of entry.
Create a Compact Layout
Viewing a record on a mobile device is about speed of information. With the compact layout out you can make a mobile layout that gives your users exactly the few fields they need to see. Like the previous steps it’s best to poll your users to see the key fields they would like to have visibility into. Remember you can (and should) tweak based on user feedback.
Review & Email
The final two steps are fantastic! First, in a mobile viewer you can see your changes and how they will look in the app. And to drive awareness we made it super easy to email all of your users with a pre-formatted email so they can start being productive.
The Salesforce1 Wizard doesn’t stop there. From the main page you can change the branding colors, splash page, and even publisher icon. These simple tweaks allow you to customize Salesforce1 to match your company colors and brand. This gives your users an even better experience.
How to drive mobile adoption
If you are like me then at some point during the week you make a stop at Starbucks- maybe even daily. The Starbucks mobile app is a great case study in mobile success and one that Salesforce Admins can use to drive adoption of Salesforce1.
Prior to rolling out their mobile app Starbucks studied their customers while they waited in line. They observed that many of them were on their phones- checking email, facebook, etc. But when it came time to pay they had juggle their phones, maybe a purse, or something else. So at the critical moment of interaction for their employees their customers were distracted. This made lines longer, customers frustrated, and a less-than-great experience. When rolling out a mobile app they could have packed with many features, instead they made it really simple to pay. By observing their customers who already had their phones out they knew that reducing the friction of payment would make everyone’s experience better.
Find the moment in a user’s day with the most friction and resolve it with Salesforce1. (Tweet this). Take time to observe your users, ask them questions, and gather their pain points. You don’t have to solve every problem on day 1 with Salesforce1, but if you can reduce the friction for a common task in Salesforce your users will turn to the app first. Once they are there and comfortable they will start turning to the app to solve more problems- and you will be one busy Admin!