Slaesforce FAQ

how to control mobile for user in salesforce

by Demarco Tremblay Published 2 years ago Updated 2 years ago
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Required Editions and User Permissions.

  • From Setup, enter Connected Apps in the Quick Find box, then select Manage Connected Apps.
  • Click Edit next to the connected app that you are configuring access for.
  • Under Mobile Integration, select a time value for Require Pin after. This value specifies how long the app can be idle before requiring re-entry of ...
  • Select a value for Pin Length. This value sets the length of the identification number sent for authentication confirmation.

By default, all users in your organization can log in to Salesforce for Android and iOS.
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Required User Permissions.
User Permissions Needed
To view your Salesforce for Android and Salesforce for iOS settings:View Setup and Configuration
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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:

How can I control security for Salesforce for Android and iOS?

You can control security and access for Salesforce for Android and Salesforce for iOS using settings components that are installed from the managed Salesforce connected apps package.

How do I manage connected apps in Salesforce?

From Setup, enter Connected Apps in the Quick Find box, then select Manage Connected Apps. Click Edit for the app you want to modify. You can use connected app custom attributes to manage in-app security policies, such as disabling copying and pasting from the Salesforce mobile app.

What are connected app custom attributes in Salesforce mobile app?

You can use connected app custom attributes to manage in-app security policies, such as disabling copying and pasting from the Salesforce mobile app. Several of the Salesforce mobile app custom attributes have a default value that automatically applies when a user logs in to Salesforce for Android or Salesforce for iOS.

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How do I restrict mobile access in Salesforce?

In the QuickFind Search, search for and select Profiles. Click Edit next to the profile you are removing Salesforce App access. In the 'Connected App Access' section, uncheck 'Salesforce for Android' and 'Salesforce for iOS' Click Save.

How do I enable mobile users in Salesforce?

Use a Permission Set to give multiple Users access to download Salesforce for iOS and AndroidAt Full Site Setup, go to an existing Permission Set, or Create Permission Sets.Update the Permission Set to include API Enabled: > Click on the System Permissions section. ... Add the Connected Apps: ... Assign the Permission Set:

How do I Setup mobile access in Salesforce?

Firstly, Here's how you enable Salesforce 1 -- - 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.

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 get mobile view in Salesforce?

0:132:04Salesforce Mobile in Chrome Browser - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we're gonna go ahead and get into the console there's many different ways to do this the way IMoreSo we're gonna go ahead and get into the console there's many different ways to do this the way I like to is just pressing f12 on my keyboard at the top right and boom.

Which two functions can be customized for the Salesforce Mobile App?

The Salesforce mobile app is fully customizable to the needs of your users. Customize branding, navigation, and more to get the most of out of running Salesforce on mobile devices.

How can I give access to mobile?

Change app permissionsOn your phone, open the Settings app.Tap Apps.Tap the app you want to change. If you can't find it, tap See all apps. ... Tap Permissions. If you allowed or denied any permissions for the app, you'll find them here.To change a permission setting, tap it, then choose Allow or Don't allow.

How do I enable mobile home in Salesforce?

Enable Mobile HomeIn the Quick Find, enter Connected Apps then select Manage Connected Apps.Open Salesforce for iOS or Salesforce for Android.Navigate to Custom Attributes and select New.For Attribute key, enter ENABLE_MOBILE_HOME_PROMPT.For Attribute value, enter "FALSE" then select Save.

How do I grant mobile access to administrative on demand?

Separately as an admin, in your desktop browser, install the Android / iOS app that has now become visible in Setup > Connected Apps. Edit the app you've now installed and select "Admin approved users are pre-authorized" for the "Permitted Users" field.

What is mobile only in Salesforce Mobile 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.

How can users show or hide a component on mobile?

Click the component you want to hide to open the properties panel. Scroll to the bottom of the panel and click Hide on Mobile.

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 security features of Salesforce?

Salesforce Mobile App: Security Features. Broadly, Salesforce mobile app security features can be categorized into two groups: 1. Control the access & security of the mobile app itself. 2. Control what a user can or cannot do once inside the app. 1. Control the access & security of the mobile app. Profiles – Grant access to Salesforce mobile app ...

Is Salesforce security a priority?

Security was and always will be the top priority of Salesforce. It is your responsibility to use these features wisely to safeguard your system and prevent your data from being vulnerable.

Is Salesforce mobile app secure?

With the Salesforce mobile app, your users can access CRM data from a phone or tablet. The app is available for both Android and iOS devices. Just like its desktop counterpart, it is already a secure app that requires a username and password to log in. However certain industries (like Financial Services or Health Care) and organizations impose more ...

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.

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.

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