Slaesforce FAQ

how to change salesforce mobile app selection

by Joshuah Hoppe Published 2 years ago Updated 2 years ago
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From Setup, enter Branding in the Quick Find box, then select Salesforce Branding, then click Edit. To customize brand color for key user interface elements, including the header, click or enter a valid hexadecimal color code. To customize the background color of the loading page, click or enter a valid hexadecimal color code.

Full Answer

How to customize the Salesforce mobile app?

You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. Functionality can be added programmatically through Visualforce pages or Canvas apps. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation.

How to add functionalities programmatically to a salesforce app?

Functionality can be added programmatically through Visualforce pages or Canvas apps. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation. So, for example, a Visualforce page can be called from the navigation menu or from the Action Bar.

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.

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:

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How do I edit my mobile app in Salesforce?

1:293:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn assignments select app default click assign is app default. Select the app you want the recordMoreIn assignments select app default click assign is app default. Select the app you want the record page to appear in and then select the form factor.

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 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.

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 .

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.

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 do I change the navigation bar in Salesforce?

Change the object and app name in the navigation menu in Salesforce ClassicClick the Setup icon.In the "Quick Find" field, enter App Manager.Click the drop down arrow icon of the menu item you need to rename.Click Edit.Enter the object or app's new name.Click Next.Enter a description.Click Save.

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.

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.

What all customizations can an administrators make to the Salesforce Mobile App?

Salesforce Mobile App CustomizationGet Started with the Salesforce Mobile App. ~15 mins.Customize Navigation. ~15 mins.Create Global Quick Actions. ~25 mins.Create Object-Specific Quick Actions. ~25 mins.Customize Compact Layouts. ~15 mins.

How do I create a mobile app in Salesforce?

0:517:19Demo - Building Mobile Apps with Salesforce Platform - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe book goes through step by step on how to set up the application create the environment configureMoreThe book goes through step by step on how to set up the application create the environment configure the app and deploy it to the mobile devices.

How can users show or hide a component on mobile in Salesforce?

How to hide and show a component in Mobile in Salesforce Experience Cloud?Change the View to Mobile.Select the Component.Click Hide On Mobile if you would like to hide it in Mobile view.

About the Mobile Only App

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.

Disable the Mobile Only App

The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.

Customize Navigation Items

You can include Visualforce pages, Lightning pages, and Lightning components. 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.

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