Information For Users
With Precursive's mobile application you can:
add, edit and delete bookings,
add, edit, delete and submit expenses,
complete and submit timesheets.
To start using Precursive on your smartphone, download the SF1 application.
SF1 is available for IOS and Android phones.
Use your Salesforce credentials to log in and ejnoy Precursive's mobile application.
You can download SF1 from: link
Click on the link to see how to navigate our new mobile application: link
Click on the link to see how to complete timesheets in our new mobile application: link
Click on the link to see how to add expenses in our new mobile application: link
Information For Administrators
How to configure Precursive's mobile application for your organization:
1) Open Precursive on your PC and go to Setup. (Screenshot below)
2) Find App Setup on the left of the page. Expand Create menu and click on Tabs. (Screenshot below)
3) Create a new Visualforce Tab by clicking on the New button. (Screenshot below)
4) Fill in the details. (Screenshot below)
- In Visualforce Page field, select Timesheet SF1 from the drop down list,
- In the Tab's Label and the Tab's name fields, type in "Timesheet SF1",
- Select the Tab Style,
- Click on Next.
5) Set Tab Visibility.
- Firstly, select Tab Hidden to all profiles.
- Then, set the visibility to Default On only for the System Administrator.
- Please Note: With this setting the tab is visible only to the System Administrator. The System Administrator should enable tab visibility to other users if needed.
- Click on Next.
6) Include the tab only in Preempt application and click on Save.
7) Go again to the Setup page and to the menu on the left.
- Click on Salesforce1 Quick Start.
- Click on Launch Quick Start Wizard.
8) Click on the Let's Get Started button.
9) Drag and drop the Timesheet SF1 tab from Available Items to the Navigation Menu.
10) Click on Save&Next.
11) Optionally, in the next steps of the Quick Start Wizard, you can customize the SF1 mobile application according to your needs:
- Arrange Global Actions. More information on the screenshot below.
- Create a Custom Compact Layout for Contact. More information on the screenshot below.
12) In the next step, you will see a live preview of the application.
13) Additionaly, you can send invitations to install the app to some of your users.
14) Click on Next and then Finish the configuration.
Precursive's mobile application is ready to use.