To customize the actions in the Salesforce mobile app action bar for standard and custom objects, first override the predefined actions. You can then add or remove actions from the Salesforce Mobile and Lightning Experience Actions section.
Full Answer
Can I customize the quick actions in the Salesforce mobile app?
If you customize the Quick Actions in the Salesforce Classic Publisher section, but not the Salesforce mobile app section, the actions in the mobile app action bar are a combination of those in the Quick Actions in the Salesforce Classic Publisher section plus any standard or custom buttons present on the page layout.
Where do actions appear in Salesforce Mobile and lightning experience pages?
Actions in the Salesforce Mobile and Lightning Experience Actions section of a page layout appear in the action bar and action menu on the object’s record pages. Here are the record detail page, related information page, and action menu for a sample account, Edge Communications:
What are page layouts in the Salesforce mobile app?
In the Salesforce mobile app, page layouts drive these areas of the mobile experience. When you view a record in the mobile app, you see the fields, Visualforce pages, and related lists that are based on the record type and the user’s profile.
What is the Salesforce field service?
Add quick actions to object page layouts so your mobile workforce can quickly create and edit records, send messages to contacts, and more. Available in: Salesforce Classic and Lightning Experience The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
How do I edit Salesforce Mobile and lightning experience actions?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
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.
How do I change mobile layout in Salesforce?
Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout. Click Save .
What are the ways to customize navigation in Salesforce Mobile App?
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. Tip When organizing the menu items, put the items that users use most at the top. Displays a list of the user's pending approvals.
Where is setup in Salesforce Mobile App?
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 should an administrator make the quick action available on the Salesforce Mobile App?
From the Object Manager, click Page Layouts under Work Orders. Click the work order page layout. From the layout editor, select Quick Actions. Drag your newly created action into the Quick Actions in the Salesforce Classic Publisher section.
What can you customize on Salesforce Mobile App?
The new personalization capabilities of the Salesforce mobile app let users assign custom record pages for the phone by app, record type, and profile. This gives them flexibility to customize the app experience for different roles and user profiles.
What is mobile layout in Salesforce?
In the Salesforce mobile app, page layouts drive these areas of the mobile experience. When you view a record in the mobile app, you see the fields, Visualforce pages, and related lists that are based on the record type and the user's profile.
Why should you take the time to customize the Salesforce Mobile App?
Why should you take the time to customize the Salesforce mobile app? It can significantly improve the experience of mobile users.
Is utility bar available in Salesforce Mobile App?
The Lightning Experience utility bar isn't available in the Salesforce mobile app.
What is mobile navigation menu in Salesforce?
And that's what the mobile navigation menu is: a signpost. Your users rely on it to get from place to place in the Salesforce mobile app as efficiently as possible. With the mobile app, the navigation items that your users see depend on which Lightning app they're actively using.
How do I customize the navigation bar in Salesforce?
Customizations made to the navigation menu in the Salesforce mobile app sync to the desktop version of that app.To make multiple updates to the navigation bar, click the pencil icon. To reorder the items already in your navigation bar, drag them. ... To make a few changes in the navigation bar.