Salesforce1 Mobile Configuration for Financial Advice

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**Note: This content is intended for system administrators and is technical in nature**

Practifi makes use of the Salesforce1 mobile app. For an overview click here. 

This article helps you personalise the user experience of the Salesforce1 mobile app. Mobile functionality is now tailored to Practifi pages for Client, Person, Advice Services and Tasks.   

To configure the mobile app, you must first download the iOS app from the Apple App Store or the Android app from the Google App Store.

For setup help click here.

Configure the Salesforce1 Mobile App

The app is configured within Practifi. To configure the app:

  1. Go to Salesforce Setup from your user menu in Practifi.
  2. Under the Administer heading in the sidebar, click Manage Users, then Profile.
  3. Click Edit against the profile you wish to edit permissions.
  4. Within this user, go to Custom tab settings.
  5. Find Clients, People, Pipeline Services and Tasks and change them all to Default (Note: there will be two tabs to change for Clients, People and Tasks).
  6. Click Save.
  7. Under Administer, go to Mobile Admin then Salesforce1 Navigation.
  8. You will then need to move Clients, People, Pipeline Services and Tasks from the available group to the selected group (ensure that these 4 tabs sit above the tab named Smart Search).
  9. Refresh the app.

Configure the Page Layout

To edit the page layout:

  1. Go to Salesforce Setup from your user menu in Practifi.
  2. Under the Build heading in the sidebar click Customize -> Accounts -> Page Layouts.
  3. Click Page Layout Assignment and then Edit Assignment.
  4. Select all of the profiles you wish to assign the page layout to.
  5. Select Financial Advice Mobile Layout as the layout to use and then save. 
  6. Repeat steps 1-5 for Contacts (instead of Accounts).
  7. Go to Salesforce Setup from the navigation bar in Practifi.
  8. Under the Build heading in the side nav, click Create, then Objects.
  9. Go to the custom object Task (Practifi). 
  10. Click Page Layout Assignment and Edit Assignment.
  11. Select all of the profiles you wish to assign the page layout to.
  12. Select Financial Advice Mobile Layout as the layout to use and then save. 
  13. Repeat steps 7-12 for Interactions and Service (Managed). 
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