Slaesforce FAQ

how to enable salesforce mobile app

by Maxwell Jerde Published 2 years ago Updated 2 years ago
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Ratnesh Member May 18, 2020 at 11:31 am

  1. Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings.
  2. On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box.
  3. Click Save.

Full Answer

Who can log in to Salesforce for Android and iOS?

By default, all users in your organization can log in to Salesforce for Android and iOS. 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:

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 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 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”.

How do I use the Salesforce Mobile App?

Start the app by tapping the Salesforce icon on your home screen. You see the login page. Enter your username and password. Tap Log In ....For iOS devices:On the login page, tap. .To add the new environment, tap + .Tap Done .Select the new environment, then log in.

How do I enable Salesforce on Android?

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 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 set up a Salesforce app?

From Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start. ... Enter the information needed for your app. ... Click Create.On the You're All Set! ... To see your app as it will appear to users, click Go To My App.

Is Salesforce mobile app free?

Not to mention that it's: Free to Download – Using Salesforce's new mobile app is free because it is included with every Salesforce License. Cross Platform – Whether your users rock an iOS or Android device, they can download it from the respective app stores.

Is there a mobile app for Salesforce?

Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs. The Salesforce mobile app puts key data and features at your disposal, wherever you are.

Is Salesforce available on Android?

Chatter Plus, Chatter Free, and Chatter External users must have the “API Enabled” profile permission turned on to use Salesforce for Android and Salesforce for iOS. Chatter External users who have API access can't access Groups, Files, or People list views when using a downloadable app.

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.

How do I add an account to Salesforce app?

Open the Salesforce Authenticator app on your mobile device. If you're opening the app for the first time, you see a tour of the app's features. Take the tour, or go straight to adding your Salesforce account to the app. In the app, tap Add an Account.

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 ...

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