Salesforce1 Mobile App

Latitude 39 Results is used with the Salesforce1 app. Since Latitude 39 Express does not have a dedicated mobile app for Express users can instead access limited details through the Salesforce1 app using the tab. Express does have an iPad app. 

Available Through the App:

Latitude 39 Express currently has two resources available through the app:

1. Latitude 39 Results tab (for quota attainments)
2. Opportunity Estimator

Gaining Access:

To gain access to the tab, the Salesforce System Admin will need to do the following:

1. Add Latitude 39 (Xactly) Results to the Mobile Navigation menu:
   1. Go to Salesforce desktop version
   2. Setup > Mobile Administration > Manage the Mobile Navigation menu
   3. Select Latitude 39 “Xactly Results” and click "add" to the list. 
2. Unhide the tab on the user's Profile:
   1. Go to Salesforce > Manage Users > User
   2. Search for the User and click on their Profile
   3. Click "Edit" > search for “Xactly Results” > change from "Tab Hidden" to “Default On”
3. Visualforce and Apex Xactly classes need to be added:
   1. Go to Salesforce > Manage Users > User
   2. Search for the User and click on their Profile
   3. Hover over Enable Apex Class Access > click "Edit"  
   4. Highlight and move all "XactlyExpress" classes to the "Enable Apex Classes" side > Click Save 
   5. Repeat steps C and D for Visualforce classes 
4. Users will separately have to download the Salesforce1 app from the Apple App Store onto their iPhone.

Overall Results:

Results will show when:

• Results will only show when plans are set up for a rep. If Express is in a new fiscal year and have no plans set up, no results will show.
• Similar to the Opportunity Estimator through the desktop version, the results showing are only for the user who is logged in.
• Results for a manager/director’s reps will not show on the tab unless they log in as the user.
• If no results are showing and the rep is on a plan, calculations have not run in the current period. Users can see this error:
  

What the User will See:

Users will be able to see Monthly, Quarterly, and Annual quota attainment: 

Users cannot go to a specific past period, but they will be able to see the current period results. In other words, if the Admin has the system in the February period, the rep will see the Monthly results for February only. The Quarterly and Annual results will include January and February, but not be displayed as individual months: