Salesforce has a marketing catchphrase that says 'Now you can run your business from your phone'. While that might be true there is a catch. The catch is that first you need to run your business from your full-screen browser. Here is why. Until you have accessed an object 'List View' from within the browser that 'List View' will not be visible via the SalesForce1 mobile interface. For example, until you have run the 'All Accounts' view from the browser that 'List View' will not be viewable from the Salesforce1 app Accounts tab.
This might actually come as a surprise to long time SalesForce users since if you use SalesForce regularly then 'List Views' are most likely part of your daily workflows. However with the advent of the much improved Salesforce.com mobile experience I am seeing new users download and access the app immediately after logging in for the first time even before they run a single 'List View' from within the browser UI. The users initial SalesForce experience is mobile and not the more traditional PC or Mac browser experience, after all, believe the hype of not we do live in a mobile-first world.
So the next time you roll out a new org and get reports that Salesforce 'List Views' are missing you know how to respond. Have the user log into the full-screen browser and run the 'List View' at least once and like magic that 'List View' will appear in the mobile app object tab.
About the Author
Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance organizations and other professional services firms deploy and customize Salesforce.com, implement best practices and generate an ROI. Andrew has been CTO for a Top 100 Independent Insurance Agency and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.
Learn more at www.psadvisory.com
This might actually come as a surprise to long time SalesForce users since if you use SalesForce regularly then 'List Views' are most likely part of your daily workflows. However with the advent of the much improved Salesforce.com mobile experience I am seeing new users download and access the app immediately after logging in for the first time even before they run a single 'List View' from within the browser UI. The users initial SalesForce experience is mobile and not the more traditional PC or Mac browser experience, after all, believe the hype of not we do live in a mobile-first world.
So the next time you roll out a new org and get reports that Salesforce 'List Views' are missing you know how to respond. Have the user log into the full-screen browser and run the 'List View' at least once and like magic that 'List View' will appear in the mobile app object tab.
About the Author
Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance organizations and other professional services firms deploy and customize Salesforce.com, implement best practices and generate an ROI. Andrew has been CTO for a Top 100 Independent Insurance Agency and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.
Learn more at www.psadvisory.com
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