You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. Functionality can be added programmatically through Lightning web components and Visualforce pages. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation.
Full Answer
How do I create a new app in Salesforce?
- App Manager
- Create New Connected App Button (Launches wizard to create new Connected App)
- Manage Connected Apps – Lists the existing connected app
How to customize standard Salesforce application?
- Select product object and click on Edit button.
- Now Change Product description in to Product specification.
- Product family in to Product Type.
- Product Name in to Product name only
- Click on Save buttons to save all settings.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How do I integrate Salesforce with Outlook?
Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. ...
- Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
- Now Switch to Salesforce Classic. ...
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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.
How do I customize my Salesforce app launcher?
The App Launcher displays a user's available Salesforce apps and the connected apps that a Salesforce admin installs for the org. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order. Changes take effect immediately.
How do I edit a Salesforce app?
From Setup, in the Quick Find box, enter App , and then select App Manager.Click New Lightning App, and walk through the New Lightning App wizard.On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.More items...
How do I create a custom application in Salesforce?
Steps To Setup The AppClick on Setup button next to app name in top right corner.In the bar which is on the left side, go to Build → select Create → select Apps from the drop down menu.Click on New as shown in the below screenshot.Choose Custom App.Enter the App Label. ... Choose a profile picture for your app.More items...•
How do I change the navigation style in Salesforce app?
Styling Navigation MenusSelect the navigation menu on the page.Select a theme to use as a base in the Theme Name drop-down list in the Properties pane. ... Open the Style pane and ensure Class is selected.In the Style drop-down list, select the part of the menu that you want to style.More items...
Where is custom app in Salesforce?
In Salesforce Classic, custom apps are listed in the Lightning Platform app menu, which is a dropdown list displayed at the top of every page.
How do I edit an app in Salesforce lightning?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click on a Lightning app's row, and select Edit.More items...
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 .
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.
How do I create a custom lightning app in Salesforce?
Create a Lightning AppFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click New Lightning App.Walk through the Lightning App Wizard, creating an app with these parameters. App Name. ... Click Save and Finish to exit the wizard.From the App Launcher ( ... Check out the new app!
How can I create my own app?
Steps for creating and building your custom appsDetermine your ideal app user. ... Translate your ideas into a prototype. ... Build a minimum viable product (MVP). ... Make sure your app stands out. ... Determine which app is best for you: Web or mobile. ... Consider the cost of custom apps development.
What is the difference between custom app and console app in Salesforce?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
How to customize Salesforce app?
Customizing the Salesforce Mobile App 1 Has a pre-defined user interface. 2 Has full access to Salesforce org data. 3 You can create an integrated experience with functionality developed in the Salesforce Platform. 4 The Action Bar gives you a way to include your own apps/functionality. 5 You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. 6 Functionality can be added programmatically through Visualforce pages or Canvas apps. 7 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. 8 You can leverage existing Salesforce development experience, both point-and-click and programmatic. 9 Included in all Salesforce editions and supported by Salesforce.
Can you add functionality to Salesforce?
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 is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and ...
Can you find Classic apps in Lightning Experience?
Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
