Set Up Salesforce1 with the Salesforce1 Wizard

The Salesforce1 Wizard provides an easy way to complete the essential setup tasks for the Salesforce1 mobile app. The wizard is ideal for you if you’re new to Salesforce1 and would like a visual tour of its key point-and-click settings.
When you walk through the Salesforce1 Wizard, you’ll configure the following Salesforce1 settings, which will apply to all users in your organization.
  • Specify which items appear in the navigation menu
  • Organize global actions
  • Create a custom compact layout for contacts

To use the Salesforce1 Wizard, from Setup, click Salesforce1 Setup. Then, on the Salesforce1 Setup page, click Launch Quick Start Wizard.

Note

Note

We recommend using Google Chrome for the Salesforce1 Setup page and the Salesforce1 Wizard. Microsoft Internet Explorer 9 or later and Mozilla Firefox are also supported.

Screenshots of the Salesforce1 Wizard
Note

Note

Although the Salesforce1 Wizard gets you up and running with basic setup tasks, it doesn’t include all Salesforce1 setup tasks. For example, the wizard shows you how to make a compact layout for contacts to introduce you to that process. You have to configure compact layouts for accounts, opportunities, and other objects elsewhere on their respective setup pages. You can access and learn more about these additional settings in the Salesforce1 Setup page.