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.
Why is the Salesforce mobile app so awesome?
Welcome to the Salesforce Mobile App The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome. The mobile app is included with every Salesforce license.
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.
How do I customize navigation items in the 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. Depending on your organization’s settings, the menu can contain:
How do I create a tab in the Salesforce mobile app?
To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs. 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.
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 .
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 the mobile homepage in Salesforce?
Edit a Mobile Home Page Users can customize their Mobile Home page's cards to show only their essential data. To edit the Mobile Home page, tap Edit to add, remove, and rearrange cards. From here, users can also change which report appears on the Pinned Report card or select specific calendars for the My Calendar card.
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 enable mobile application in Salesforce?
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”.
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 my Salesforce homepage?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
How do I edit my homepage in Salesforce lightning?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How can users show or hide a component on mobile 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.
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.
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.
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.
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.
What is Salesforce app?
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome.
Is mobile usage high?
Mobile usage is at an all-time high— in fact, most of us spend as much time on our devices as we do in front of our computers. Mobile technology has transformed the way we live, learn, travel, shop, and stay connected. And the enterprise world is no exception. People want their business tools to be mobile and easy to access.
Can you log into Salesforce sandbox?
When you log into the Salesforce mobile app, you’re automatically connected to your production org. But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations.
Does Salesforce do everything?
The Salesforce mobile app does a lot, but it doesn’t do everything—be aware that there are some differences from the desktop Salesforce site. Make it a priority to learn about the Salesforce features that aren’t in the Salesforce mobile app, that have functional gaps, or that work differently in the mobile app.
