Salesforce1 Enhancements

Our latest round of new and improved Salesforce1 features further expands the utility of the downloadable and mobile browser apps, making it even easier to access Salesforce on the go.

Use of the Salesforce1 app is supported for all editions (except Database.com Edition) without any additional licenses. The Salesforce data and features that are available in Salesforce1, however, are determined by your organization’s Salesforce edition and licenses and by a user’s assigned profile and permission sets.

Note

Note

At a glance, here is what’s new in version 7.0 of the Salesforce1 downloadable apps for iOS and Android devices.

  • Support for iOS 8, and for Apple iPhone 6 and 6 Plus devices (iOS only)
  • Support for Android OS 5.0 (Android only)
  • Do most actions with the new Salesforce1 action bar and list item actions
  • See up to 200 list views (iOS only)
  • Sort and filter list views
  • Open most Salesforce URLs directly in the Salesforce1 downloadable app (iOS only)
  • Create contacts from mobile contact lists
  • Create an action to add products to opportunities
  • See profile pictures for opportunity team members
  • Make updates to tasks without opening task records
  • See a weekly view of Salesforce events
  • See more data in Today, including recently accessed records
  • Share dashboards in the feed
  • Bug fixes and performance improvements

Salesforce1 Enhancement Android Downloadable App iOS Downloadable App Mobile Browser App Setup in the Full Site
Device and Browser Support
Use Salesforce1 on more devices—including iPhone 6 and 6 Plus phones, Android 5 devices, and the mobile browser app on select Windows 8.1 smartphones (generally available). Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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General Salesforce1 Setup Enhancements
Do basic Salesforce1 setup with the new Salesforce1 Wizard. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Quickly access Salesforce1 setup pages and documentation, all from one place. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Available Data and Navigation Enhancements
Switch between accounts in multiple organizations and communities. Checkmark icon indicating true

(As of version 6.0)

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(As of version 6.0)

View and search for data that’s stored outside of Salesforce. Checkmark icon indicating true

(As of version 6.0)

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See up to 200 list views directly on object record search pages. Checkmark icon indicating true

(As of version 7.0)

Sort list views. Checkmark icon indicating true

(As of version 7.0)

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(As of version 6.0)

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Filter list views by user-specified criteria to display the desired records. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Add Lightning components to the Salesforce1 navigation menu. Checkmark icon indicating true Checkmark icon indicating true
Open most Salesforce URLs directly in Salesforce1. Checkmark icon indicating true

(As of version 7.0)

Actions Enhancements
Do actions from a centralized place with the new action bar. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Act on specific records directly from lists. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Understand how actions are arranged on the action bar and in lists. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Salesforce Communities Enhancements
Enable nickname display for all the members in a community, so that users’ first and last names are hidden. Checkmark icon indicating true Checkmark icon indicating true
Chatter Enhancements
See recommendations in the feed about useful groups to join and about using the Today app. Checkmark icon indicating true Checkmark icon indicating true
Access topic detail pages directly from topics tagged to feed items. Checkmark icon indicating true
Ask questions and get answers in the feed (generally available). Checkmark icon indicating true
Access the People item from the navigation menu even when Chatter is turned off. Checkmark icon indicating true

(As of version 6.0)

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(As of version 6.0)

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Upload photos to use as profile pictures. Checkmark icon indicating true Checkmark icon indicating true

(As of version 5.1)

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See who co-workers are following in Chatter. Checkmark icon indicating true Checkmark icon indicating true

(As of version 5.0)

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Collaborate with more privacy in unlisted Chatter groups. Checkmark icon indicating true
Access Shared with Me and Following filters in Salesforce Files Sync list views. Checkmark icon indicating true

(As of version 5.0)

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(As of version 5.0)

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Attach files to comments in feed posts. Checkmark icon indicating true

(As of version 5.0)

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(As of version 5.0)

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Identify files that are connected to Salesforce from other sources, such as Microsoft® SharePoint®, when browsing feeds and Salesforce Files Sync list views. Checkmark icon indicating true
Search Enhancements
Do global searches directly from the Salesforce1 header. Checkmark icon indicating true
Scope global search results to find records by the type of object. Checkmark icon indicating true
While typing a search term, see matching results for all accessible records instead of just those recently viewed. Checkmark icon indicating true Checkmark icon indicating true
Relationship and Data Management Enhancements
Find information in a record view more easily with new tabs and an improved swipe experience. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Prevent the creation of duplicate records. (Beta) Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Log calls faster using a page that shows only key fields. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Create contacts directly from mobile device contact lists. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

Get new contacts for an account from the Data.com Get Contacts for Salesforce1 AppExchange package. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Clone contact records. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
See more Twitter details on contact records. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Convert qualified leads to contacts. (Beta) Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Add products to opportunities. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
See profile pictures for opportunity team members. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Add new skills and endorse users. Checkmark icon indicating true Checkmark icon indicating true
Work with reward funds and reward fund types. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Search for thanks badges to use for showing appreciation to colleagues. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Approvals Enhancements
View the status of pending approvals and approve or reject approval requests, all from a central place. Checkmark icon indicating true

(As of version 6.0)

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Activities Enhancements
Create tasks faster using a New Task page that’s focused on key task fields. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Add several new update actions for tasks via a critical update. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Update task lists with a swipe and a tap. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Update task due dates more easily with the new due date selector. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Let users decide whether to receive email notifications for tasks assigned to them. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
See Salesforce events in a weekly view, with events lists for specific days—including previous days. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Today Enhancements
Manage the day better from Today, with centralized access to more key information. Checkmark icon indicating true Checkmark icon indicating true
Analytics Enhancements
Share dashboards in the feed. Checkmark icon indicating true

(As of version 7.0)

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(As of version 7.0)

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Drill down from a dashboard component to see matrix reports, as well as tabular and summary reports. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Apply field filters and scope filters to a report to see the desired data. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
View all of the data in a truncated column on a report. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Stay in context when scrolling through a report because the header row always displays at the top of the page. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Access report records more quickly with the new default sort order. Checkmark icon indicating true Checkmark icon indicating true Checkmark icon indicating true
Offline Enhancements
Work Offline with Salesforce1 Checkmark icon indicating true

(As of version 6.0)

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(As of version 6.0)

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View more cached data when working offline. Checkmark icon indicating true Checkmark icon indicating true