Salesforce platform is used to develop mobile apps for anyone. It provides freedom for developers to build and administrators to administer the apps in the Salesforce Org. In today’s world, every organisation has a mobile app for customer service process if they are a product based company. For convenient user experience, apps are provided with metadata, so they provide content intelligently to the users. The following features to be matched and deliver with the exact features found on the mobile:
Administrators and Business users can create apps with the click or drag and drop functionality but not coding as developers. Developers can create apps with important rules, dynamic UIs and approval processes. Salesforce provides the administrators with the tools where they can centrally manage applications without reducing the businesses need for innovation. Salesforce design includes open APIs(Application Program Interface) for integration and extensibility and provides as a powerful developer tool for the developer to build the application on the platform. The ISVs(Independent Software Vendors) that are developing on the Salesforce platform are capable of version control management and advanced packaging, feed discovery of the apps in the Salesforce Platform.
Salesforce apps are mobile apps, which provide users with real-time information to access in or out of the office premise. The Salesforce apps are hassle-free in any mobile platform i.e android, iOS etc. The apps can be downloaded from the Play Store and iOS app store to use them. The users can access the data or information in any moments, whether they are waiting for a flight to board or waiting in a line for coffee etc. They can access the data or information very easily with these app installed in their mobile.
Salesforce app is mostly, supported in portrait modes only. But, we have an exception that Salesforce for iOS operating systems support both portrait and landscape modes. The application is supported on most of the mobile platforms and they are provided with user license in many Salesforce Editions.
Let, us proceed with an example and build an app in Salesforce:
How To Create An Application In Salesforce:
Let us assume that our client is “naukri.com” and create an application.
Steps To Create Application:
Login to Salesforce org with provided credentials.
Navigation To App Creation: Setup >> build >> create >> apps >> new.
Click on “New” Button.
The process is called as Application Creation Wizard(ACW). Wizard - is a setup where you have a target to proceed, which includes steps.
We have two options to select:
Please select “custom app” and proceed to next, to ensure that the application can be modified in the further steps. Whereas “default apps” cannot be customised. “Console” app has limited option to select and is a default app. Click on “Next”.
Fill the fields below as shown for defining the custom app. We have 3 fields mentioned as
Note: While creating anything in Salesforce, we give a name, such that it should be understandable by others, whenever they see it. As mentioned our client is Naukri.com. The app can be named with it.
In this step, we are to upload the “logo” of our application. We can proceed without uploading an image for “logo”, as we need to know about Document Object, Object Creation & Field Creation etc. we will discuss in the next topics further. We proceed with the “next” button.
If we do not upload a logo, it will take the Salesforce logo by default. Every logo in Salesforce has a default meaning involved in it.
In this step, we can select “Tab” that requires in the application, just by dragging them to the right-hand side of the “selected tab” area. “Home” is by default we can not neglect it. We will create everything from scrap no shortcuts. So click on “next” without selecting anything.
In this step, we can customise, the app for user level profiles. What are the apps to be visible & by default which, can access the applications?
Profile: It is user level access permissions granting place, which has few restrictions for accessing boundary levels of the information.
Department in real life = Profile in Salesforce.
In the below figure shown the profiles that are visible are by “Default”-(Which are already created).
Click “next” to proceed. The application has created.
We can have a look at the application created by logging with our Salesforce Credentials. Let, we have a look at the app created.
In the next topics, we will discuss in detail about, “Tab creation”, “Object Creation” and “Field Creation” in Salesforce. Keep following us for more info on Salesforce Administration.
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Arogyalokesh takes complex technical ideas and distills them into user-friendly visuals to improve digital marketing campaigns for companies. He is a Content Writer at Mindmajix spreading nuggets of content related to Technology. Proceeded to work in a fast upscale environment, assuring client delight in content writings