Click the arrow next to the Sales app (the developer name is LightningSales), then select Edit. Click App Options. Ensure that the app is enabled for mobile by verifying that the radio button for Desktop and phone is checked.
Full Answer
What can you do with the Salesforce mobile app?
Navigate around the Salesforce mobile app and work with your data. Sometimes being a go-getter means, well, getting up and going! With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop.
How do I monitor changes made in the salesforce app?
This page is available from the Salesforce app navigation menu. To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce app, including: the Pending Changes page, object home pages, and in the highlights area on updated records.
How do I Switch accounts in the new Salesforce mobile app?
In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out. Let’s talk more about switching accounts.
When will offline edit be available in Salesforce?
Offline Edit isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all.
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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.
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 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 .
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.
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”.
Where is app Manager in Salesforce?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
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...•
What is app menu in Salesforce?
The app menu is a dropdown in the upper-right corner of every page in Salesforce Classic. If enabled, the App Launcher is listed in the dropdown menu.
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 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.
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.
What version of offline edit is required for Salesforce?
The beta version of Offline Edit requires version 10.0 or later of Salesforce for Android or Salesforce for iOS. Note. This release contains a beta version of Offline Edit, which means it’s a high-quality feature with known limitations.
Where are the visual indicators in Salesforce?
To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce app, including: the Pending Changes page, object home pages, and in the highlights area on updated records.
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.
Why is Salesforce mobile app important?
With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop. But the app is organized to help you get stuff done in those short, free moments when you're out and about, like waiting for a flight, ...
How to access favorites in Salesforce?
In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out.
Does Alice have a Lightning app?
Alice’s org has also enabled Lightning apps for mobile. So she goes to the mobile App Launcher, which is always available from the navigation menu. The App Launcher has all of her Lightning apps that her admin made available for mobile, in the same order as on her desktop.
