Slaesforce FAQ

how to enable mobile app on salesforce

by Ms. Genoveva Morar Published 3 years ago Updated 2 years ago
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Enabling the Mobile App Per User

  • Accessing Salesforce Mobile license. Salesforce allocates one Mobile license to the user, granting the user access to Salesforce Mobile capabilities.
  • Navigate the System to Enable Mobile Access. Click on your Name on the right top of an application. Click on Setup. Under Administration Setup Click on Manage Users >> Users.
  • User List. Click Edit next to the User (s) to whom you want to enable access permissions.
  • User Edit Page. Click Save to save the information. For each custom profile to which mobile users are assigned, edit the profile to include the API Enabled permission.

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”.

Full Answer

What can I do with the Salesforce mobile app?

The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.

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 do I specify an email app in the Salesforce mobile app?

If a user taps on an email action in the Salesforce mobile app, the user is directed to the email app specified in the attribute value. You can specify one email app only. The attribute value you enter depends on the email app and the device platform. For Android, use the URI listed in the Google Play Store for the desired email app.

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.

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How do I install Salesforce mobile app?

The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™. If you're unable to download Salesforce for iOS or Android to your device, your org's security policies may be blocking installation of the app.

How do I enable lightning app in mobile Salesforce?

How can I enable Lightning apps for Mobile? It's easiest to enable all your existing Lightning apps at the same time. From Setup, in the Quick Find box, enter New Salesforce , select New Salesforce Mobile App Quickstart, and click Launch the Tool. Or you can enable Lightning apps one at a time in App Manager.

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 open Salesforce mobile?

1:372:49Install & Setup Salesforce Mobile App Emulator for Android - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then it also start up the google services on the emulator for you let's get the android studioMoreAnd then it also start up the google services on the emulator for you let's get the android studio and avd manager out of the way. Okay now let's swipe up and see the home. Screen. Now i'll drag the

Does Salesforce have a mobile app?

Salesforce is available for iOS and Android devices that meet minimum platform requirements. See Requirements for the Salesforce Mobile App for details. You can download and install Salesforce from the App Store or Google Play.

Is Salesforce lightning available on mobile?

Salesforce for iOS can be downloaded from the App Store, and Salesforce for Android can be downloaded from Google Play. Please see additional details about Requirements for the Salesforce Mobile App.

What is the name of the Salesforce Mobile App?

CRM Mobile App for iPhone or Android - Salesforce App - Salesforce.com.

How do I create a mobile home page in Salesforce?

Set Up a Mobile Home PageFrom Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.Click New.Select App Page and click Next.Enter a label, such as Mobile Home .Select the One Region layout and click Finish.More items...

How do I change the playground in Salesforce app?

If you want to change the Experience Cloud site URL, you can long press the app icon on your device's home screen to change the Experience Cloud site URL. That's it. Now your Playground app is configured for your Experience Cloud site and testing can begin on Android.

What is Salesforce1 app?

The Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 gives you access to all the same information that you can access on your computer, but it is designed to operate on mobile devices.

What is the phone number for Starrforce?

If you would like information on the services we offer, call us at (888) 391-4493 x101. Posted in Salesforce Best Practices, Salesforce Licensing.

How to set up notifications on my computer?

To set up notifications, navigate on your computer to “Setup” –> “Mobile Administration” –> “Notifications” –> “Settings”. Once there, select the boxes to enable in-app notifications and push notification.

Can you customize your menu on mobile?

Your navigation options for mobile are the same as the options on your computer, however on mobile, users cannot customize their own menus.

Is Salesforce1 easier to use?

This is recommended because the Salesforce1 interface is easier to use and is specifically designed for mobile devices, whereas opening Salesforce on a mobile web-browser can result in distorted views and is hard to navigate. To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go ...

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.

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