What is Salesforce classic and who should use it?
Classic exists mostly for longstanding Salesforce users who aren't ready to move to the newer interface. New users are put on Lightning by default, with the option to switch to the Classic interface under their user icon in the upper-right corner.
Does Salesforce have a mobile app?
The mobile app is included with every Salesforce license. Yup, you heard us correctly—it’s free. Procrastinating on your mobile rollout is basically like setting piles of money on fire. The app is plug-and-play, which means users just download it from the App Store or Google Play and go.
Can I access the Salesforce mobile app on touch-enabled laptops?
Note Salesforce treats touch-enabled laptops, including Microsoft Surface and Surface Pro devices, as laptops instead of tablets. It’s not possible to access the Salesforce mobile app on these devices. Users are always redirected to the full site experience that’s enabled for them—Lightning Experience or Salesforce Classic.
What is the best version of Salesforce to use?
As a general rule, however, Lightning is the version of Salesforce to aim for since it's the default for new users and the future of the platform. Salesforce Classic won't be around forever.
Is Salesforce classic available on mobile?
If they have access to Salesforce Classic, they can access Salesforce via a mobile web browser, although this experience is not supported (Classic has never been supported on a mobile web browser).
How do I access apps in Salesforce Classic?
To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher. In the App Launcher, click the tile for the app that you want.
How do I enable mobile applications in Salesforce?
To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go to “Mobile Administration” –> “Salesforce1” –> “Salesforce1 Settings” and check the box to “Enable the Saleforce1 Mobile Browser App”.
How do I access my Salesforce mobile app?
Start the app by tapping the Salesforce icon on your home screen. You see the login page. Enter your username and password. Tap Log In ....For iOS devices:On the login page, tap. .To add the new environment, tap + .Tap Done .Select the new environment, then log in.
What is difference between classic and lightning in Salesforce?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
How do I create a new app in Salesforce Classic?
Create Apps in Salesforce Classic with App Quick StartFrom Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start. ... Enter the information needed for your app. ... Click Create.On the You're All Set! ... To see your app as it will appear to users, click Go To My App.
How do I switch from classic to lightning in Salesforce app?
Enable Lightning Experience for Salesforce Mobile App Click on 'Menu' at the bottom right corner of the mobile screen. Voila! Lightning Experience for Salesforce Mobile App is enabled. The user can now see 'App Launcher' to switch between the apps.
What is the Salesforce mobile app called?
Salesforce1 is a mobile application or interface which connects all your apps, connect all your devices and connect all your customer data.
What is the name of the Salesforce mobile app?
CRM Mobile App for iPhone or Android - Salesforce App - Salesforce.com.
Who can use the Salesforce mobile app?
If you have an Android or iOS device that meets the minimum requirements, you can use the downloadable Salesforce mobile app available from the App Store or Google Play.
Mobile Platform Requirements
The Salesforce mobile app is supported on phones and tablets that meet these mobile platform requirements.
Mobile Devices Used for Testing
Salesforce performs automated and manual testing of the Salesforce mobile app for iOS and Android on a select set of mobile devices. This is the current list of devices.
Support for Siri Shortcuts on iOS
The Salesforce mobile app contains pages that are directly run by the app—native pages such as standard object home pages or search—and pages that are webviews. Siri learns what shortcuts are available in the Salesforce app through donations that the app makes to Siri.
Salesforce Editions and Licenses
See which Salesforce editions and user license types support using the Salesforce mobile app.
Required Domains
Add these domains to ensure that you can access all Salesforce mobile app content.
Network
A Wi-Fi® or cellular network connection is required to communicate with Salesforce. For cellular connections, a 3G network or faster is required. For the best performance, we recommend using Wi-Fi or LTE.
Salesforce Mobile App Updates
Customers whose devices meet current minimum platform requirements are eligible to receive Salesforce mobile app feature updates and fixes.
Can you control if Salesforce is mobile?
You can control whether users can access Salesforce mobile web when they log in to Salesforce from a supported mobile browser. By default, mobile web is turned on for your organization.
Can you log into Salesforce on Android?
As a result, you can control the users who have access to the apps, as well as other security policies. By default, all users in your organization can log in to Salesforce for Android and Salesforce for iOS.
What is Salesforce app?
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome.
Is mobile usage high?
Mobile usage is at an all-time high— in fact, most of us spend as much time on our devices as we do in front of our computers. Mobile technology has transformed the way we live, learn, travel, shop, and stay connected. And the enterprise world is no exception. People want their business tools to be mobile and easy to access.
Can you log into Salesforce sandbox?
When you log into the Salesforce mobile app, you’re automatically connected to your production org. But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations.
Does Salesforce do everything?
The Salesforce mobile app does a lot, but it doesn’t do everything—be aware that there are some differences from the desktop Salesforce site. Make it a priority to learn about the Salesforce features that aren’t in the Salesforce mobile app, that have functional gaps, or that work differently in the mobile app.
What is the difference between Salesforce Lightning and Salesforce Classic?
Salesforce Lightning offers a new and improved interface with additional features that make it easier and more engaging for users, whereas Salesforce Classic offers the original, albeit updated, interface that is lacking in some key areas. Generally speaking, Lightning just offers more.
How long does it take Salesforce to switch to Lightning?
In fact, you may find that Salesforce automatically switches you to Lightning after a few days or weeks on Salesforce Classic. 0 out of 0.
What is Lightning app?
It's an entire framework that developers can use to create modern Salesforce apps. Third-party service integrations are easier, and you can also build custom components for the CRM platform's web interface.
Is Salesforce a CRM?
A market leading CRM for good reason and a great all-rounder – with tailored pricing plans available, it should always be considered first. Salesforce is one of the biggest names in customer relationship management software. That's thanks to its ease-of-use, its app marketplace, and its customizability.
Is Salesforce Classic a web UI?
When you first take a look at Salesforce Classic you can see right away that it is not a modern web UI. It is very compact and text-centric with little attention paid to graphics and icons. The graphics that do exist are typically small and aren't displayed in high resolution.
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Is Salesforce Lightning more expensive than Salesforce Classic?
No, Salesforce Lightning doesn't cost more than Salesforce Classic. The interfaces cost the same. Long-time users of the Classic version will be able to switch to Lightning without paying for a new license. Meanwhile, new customers will be recommended the Lightning interface by default.
How long does it take for a user to refresh their cache?
Depending on the size and complexity of a user’s records, caching can take a few seconds to a couple of minutes. If the user goes offline before the cache is fully updated, some of the expected records won’t be available. After users initially populate their cache, users can refresh their cache in two ways.
How to put Salesforce in the background?
Users can put Salesforce in the background by switching away to a different app or navigating to their device’s home screen to populate their cache. Or users can go to the Salesforce navigation menu, select Settings | Offline Cache | Cache Now. Tip.
What is Salesforce cache?
The app caches a set of a user’s recently accessed records so they're available for viewing without a connection. And much of the data that a user accesses throughout a Salesforce session is also added to the cache. Cached data is encrypted and stored in a secure, persistent data store.
How to customize cache on Kindle Fire?
To customize their cache, users can go to the navigation menu, select Settings | Offline Preferences, and then select up to seven items that they want to be available offline. If users change their minds, they can easily go back and choose new items.
How long does a record stay in the cache?
A record remains in the user’s cache for 30 days. Each time the same record is accessed, the clock resets. But if the record isn’t touched within 30 days, it’s automatically removed from the cache and won’t be available offline until the user accesses the record again.
