Mobile app configuration

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In this article

Mobile component

We will set up a page accessible from the menu of the mobile application (formerly Salesforce1). The component allows a sales rep in the field to view objects that are nearby.

To achieve this, we will use the GeocodeComponentLocationSF1 component which has the following attributes:

Attributes Required Information  
recType Yes Salesforce object type  
standardAddress   Standard Address field to use (for Account, Contact and Lead)  
geoLoc   Field containing the coordinates  
displayFields   List of fields to display in the infowindow Visualization
maxResults   Number of max results when searching nearby. The value is 10 by default Visualization
nearbyDistance   Nearby search default distance. The value is 10 by default Visualization

Creating the Visualforce page

Let’s create the Visualforce page that integrates the GeocodeComponentLocationSF1 component:

  1. In Setup > Develop > Pages
  2. Click on the “New” button to create a new page
  3. In the label input, enter the value “GeocodePDVLocationSF1”
  4. Check “Available for Salesforce mobile apps and Lightning Pages”

  5. In the page code, put the following:

    <apex:page showHeader="false" sidebar="false" standardController="Account" docType="html-5.0">
<head>
  <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no" />
</head>
<body>
  <ggo:GeocodeComponentLocationSF1 recType="Account" 
    geoLoc="GeoLoc__c"  
    displayfields="Phone" 
    maxResults="50" nearbyDistance="0.4"/>    
</body>
</apex:page>
  6. Click on the “Save” button to save the page.

Integration to the mobile application menu

First, it is necessary to create a tab for the previously created page:

  1. In Setup > Create, click on the “Tabs” link.
  2. In the “Visualforce Tabs” section, click the “New” button.
  3. Choose the Visualforce page previously created, put “My Accounts” as a label for example (the field name will be filled in automatically),

  4. Choose a tab style and click the “Next” button.

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  5. Choose for which profile this tab will be available and click on the “Next” button.
  6. Disable insertion of this tab for all existing applications

  7. Click on the “Save” button.

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All that’s left is to add it to the menu of the Salesforce1 app:

  1. Go to Setup > Mobile Apps > Salesforce navigation,
  2. Click on the link “Mobile navigation”.
  3. Add the “My Accounts” tab to the navigation menu items
  4. Click on the “Save” button.

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Salesforce1 Quick Action configuration

The last component is appropriate for mobile usage. It can be integrated with a Visualforce page that will be used for a Quick Action.

To achieve this, we use the GeocodeComponentQuickActionSF1 component that has the following attributes:

Attributes Required Information  
recId Yes Salesforce object id Address attributes
recType Yes Salesforce object type Address attributes
street Yes Address field where the street is Address attributes
city Yes Address field where the city is Address attributes
postalCode Yes Address field where the postal code is Address attributes
state Yes Address field where the state (or region) is Address attributes
country Yes Address field where the country is Address attributes
geoLoc Yes Field containing the coordinates  
normStreet   Field where the street will be saved Normalized address attributes
normCity   Field where the city will be saved Normalized address attributes
normPostalCode   Field where the postal code will be saved Normalized address attributes
normState   Field where the state (or region) will be saved Normalized address attributes
normCountry   Field where the country will be saved Normalized address attributes
displayFields   List of fields to display in the infowindow Visualization
maxResults   Maximum number of results when searching by proximity. The value is 10 by default. Visualization
nearbyDistance   Default distance of proximity search. The value is 10 by default. Visualization

Attributes are the same as those of the GeocodeComponent component used previously, and this component is configured in the same way.

Creating the Visualforce page

We will create a Visualforce page which integrates the “GeocodeComponentQuickActionSF1” component.

  1. In Setup > Develop > Pages
  2. Click on the “New” button to create a new page
  3. In the label input, enter the value “GeocodeAccountQuickActionSF1”

  4. In the page code, put the following:

     <apex:page showHeader="false" sidebar="false" standardController="Account" docType="html-5.0">
 <head>
   <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no" />
 </head>
 <body>
   <ggo:GeocodeComponentQuickActionSF1 recId="{!Account.id}" recType="Account" 
     street="BillingStreet" city="BillingCity" 
     postalCode="BillingPostalCode" state="BillingState" 
     country="BillingCountry" 
     geoLoc="geoLoc__c"  
     displayfields="Phone"  
     normStreet="Normalized_Street__c" normCity="Normalized_City__c"
     normPostalCode="Normalized_Postal_Code__c" normState="Normalized_State__c" 
     normCountry="Normalized_Country__c"  
     maxResults="50" nearbyDistance="0.4"/>
 </body>
 </apex:page>
  5. Click on the “Save” button to save the page.

Creating a Quick Action

First, we must create an action that references the previously created Visualforce page.

  1. In Setup > Object Manager > Accounts > Buttons, Links and Actions
  2. In the “Buttons, Links and Actions” section, click on “New Action”
  3. In the dropdown list of action type, pick “Custom Visualforce”
  4. In the dropdown list of Visualforce pages, choose the page “GeocodeAccountQuickActionSF1”
  5. In the label input, enter “Geolocation”

  6. Click on the “Save” button.

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Now that the custom action is created, all you have to do is to add it to the Account layout page.

  1. In Setup > Customize > Accounts > Page layouts
  2. In the “Page layouts” section, click on “Edit” in front of the desired layout.
  3. In the layout editing page, click on the “Actions” category
  4. In the “Quick Actions in the Publisher”, click on “override the global publisher layout”.

  5. Insert the “Location” action in the section “Quick Actions in the Publisher”

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  6. Click on the “Save” button