Slaesforce FAQ

can create but not edit in salesforce mobile app

by Catalina Grant DVM Published 2 years ago Updated 2 years ago
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Click the arrow next to the Sales app (the developer name is LightningSales), then select Edit. Click App Options. Ensure that the app is enabled for mobile by verifying that the radio button for Desktop and phone is checked.

Full Answer

Can I control access to all versions of the Salesforce mobile app?

However, you can control access to all versions of the Salesforce mobile app and configure security policies through a mix of settings and connected app attributes. To edit your Salesforce for Android and Salesforce for iOS settings:

What can I do with the Salesforce mobile app?

The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.

How do I specify an email app in the Salesforce mobile app?

If a user taps on an email action in the Salesforce mobile app, the user is directed to the email app specified in the attribute value. You can specify one email app only. The attribute value you enter depends on the email app and the device platform. For Android, use the URI listed in the Google Play Store for the desired email app.

When do connected app attribute changes take effect in Salesforce?

Tip Connected app attribute changes take effect when users force quit the Salesforce mobile app or when they log in to a new session. To ensure that new or modified settings take effect for all users, we recommend that you revoke access to the Salesforce mobile app so everyone is required to log in again.

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How do I change the mobile only app in Salesforce?

To disable the Mobile Only app, go to Setup. In the Quick Find box, enter Connected Apps , select Manage Connected Apps, and click the name of the connected app that you want to modify. In the Custom Attributes section on the connected app page, click New.

What is different and not available in Salesforce Mobile App?

You can't share notes with other users or groups. In Salesforce for Android, you can't add images to notes. You can view images that were added from the desktop site. You can, however, add images to notes using Salesforce for iOS, version 10.0 or later.

How do I enable Salesforce1 mobile app?

Enable Salesforce1 for your organization.Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings.On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box.Click Save.

Why should you take the time to customize the Salesforce Mobile App in Salesforce?

Why should you take the time to customize the Salesforce mobile app? It can significantly improve the experience of mobile users.

What features are available for Salesforce mobile app?

With the Salesforce Mobile App, you always have all the vital information you need right at your fingertips.Collaborate instantly. ... Pull up sales figures with a tap. ... Organize your day. ... See urgent messages. ... Find everything faster. ... Close deals faster.

Do we have utility bar in Salesforce mobile app?

The Lightning Experience utility bar isn't available in the Salesforce mobile app.

What is Salesforce1 mobile app?

Salesforce1 is a new mobile application provided by Salesforce. There were previously a few different ways to connect to Salesforce using a mobile (iOS or Android - iPhone, iPad, Android tablet, etc.) device: Salesforce Classic, Salesforce Touch, and Chatter Mobile.

What is Salesforce1 mobile?

Salesforce1 is a mobile application or interface which connects all your apps, connect all your devices and connect all your customer data.

How do I connect my mobile app to Salesforce?

Get Started with the Salesforce Mobile AppIdentify the flavors of the Salesforce mobile app available to you.Log in to your Salesforce org from the mobile app.Switch between different Salesforce orgs from the mobile app.Navigate around the Salesforce mobile app and work with your data.

How can an administrator customize the Salesforce mobile app?

0:013:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set upMoreAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set up and make the new Salesforce mobile app user permission.

Which of the following options are customizable for the Salesforce mobile app?

Customize the Salesforce Mobile AppCustomize a Lightning App Navigation Menu in the Salesforce Mobile App. ... Customize the Mobile Only Navigation Menu in the Salesforce Mobile App. ... Create a Custom Launchpad for the Salesforce Mobile App. ... Customize Salesforce Mobile App Branding.

What should you take the time to customize the Salesforce mobile app?

0:271:25Get Started with the Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo yes this is right well this is an answer we are looking for let's move on to the second questionMoreSo yes this is right well this is an answer we are looking for let's move on to the second question the says was mobile app connects to which environment by default.

How to assign permissions to apps?

To assign apps: From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Select a permission set, or create one. On the permission set overview page, click Assigned Apps. Click Edit. To assign apps, select them from the Available Apps list and click Add.

What is assigned app settings?

Assigned app settings specify the apps that users can select in the Lightning Platform app menu.

What is mobile only in Salesforce?

The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.

How to customize navigation in Salesforce?

To customize navigation items, in the Quick Find box, enter Navigation, and select Salesforce Navigation. After you save your changes, refresh the Salesforce mobile app to see the changes.

How to create tabs in Visualforce?

Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.

How to disable mobile only app?

To disable the Mobile Only app, go to Setup. In the Quick Find box, enter Connected Apps, select Manage Connected Apps, and click the name of the connected app that you want to modify. In the Custom Attributes section on the connected app page, click New. Enter HIDE_MOBILE_ONLY_APP for the attribute key and “true” for the attribute value.

How long does it take for Salesforce to show recent items?

It can take up to 15 days for objects they work with to appear in the Recent section. To make objects appear under Recent sooner, they can pin them from the search results screen in the full Salesforce site.

Is Warning Mobile Only still available?

Warning Mobile Only is now considered a legacy feature. You can still use it, but we highly recommended using the Lightning App Navigation method instead. For more information about how to make the switch, go to Customize a Lightning App Navigation Menu in the Salesforce Mobile App.

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