Select App Page and click Next. Enter a label, such as Mobile Home. Select the One Region layout and click Finish. Drag components into the template to customize your mobile home page. Choose from standard and custom Financial Services Cloud components. (Optional) To preview the mobile home page, click Desktop and then select Phone.
Full Answer
What is mobile home in Salesforce?
Mobile Home is a set of configurable, dynamic cards that show personalized information for your users. When users open the Mobile Home page, they can see their reports, recent records, favorites, and more. Each card shows information that’s based on what users view in Salesforce.
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 to fix home page tab visibility issues in Salesforce?
a) Click on the affected user's Profile. b) On Tabs Permission | Home tab is already set as Default On for the affected users. To resolve issues with Home Page Tab visibility please make sure to disable 'Enable Enhanced Profile' on User Inference in both Lightning & Classic Experience. a) Disable Enhanced Profile User Interface. b) Click on Save.
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.
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 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 view a Salesforce mobile browser?
0:132:04Salesforce Mobile in Chrome Browser - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we're gonna go ahead and get into the console there's many different ways to do this the way IMoreSo we're gonna go ahead and get into the console there's many different ways to do this the way I like to is just pressing f12 on my keyboard at the top right and boom.
How do I add a home tab in Salesforce app?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I change the homepage in Salesforce?
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 do I make app my homepage?
To create an app Home page:Click Home, click Settings, then click + above Pages.Select Home Page, then click Create.In the Page Name field, type a name for the page. ... Customize the Home page.To see what your new Home page looks like, click Preview on the Page bar.More items...
How do I switch to mobile view in Salesforce lightning?
Enable Lightning Experience for Salesforce Mobile App Click on 'Menu' at the bottom right corner of the mobile screen. Voila! Lightning Experience for Salesforce Mobile App is enabled. The user can now see 'App Launcher' to switch between the apps.
Does Salesforce have a desktop app?
Run Salesforce in distraction-free window, manage multiple Salesforce accounts easily and more with the unofficial Salesforce desktop app for Mac and PC on WebCatalog.
How do I open Salesforce lightning on my phone?
0:303:37Set up Lightning Experience on Mobile - YouTubeYouTubeStart of suggested clipEnd of suggested clipExperience. We click upgrade admin tools and then let's go ahead and click on upgrade your users.MoreExperience. We click upgrade admin tools and then let's go ahead and click on upgrade your users. Take me there. Now. We're giving mobile access here via permission set.
How do I get to the home page in Salesforce?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
How do I find the home page layout in Salesforce?
We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts. Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear.
What is the Home tab in Salesforce?
When you log in to Salesforce, the first thing you see is most likely the Home page. What you see depend on your user interface, edition, layout, and customizations. Home in Lightning Experience focuses on top sales user priorities, including quarterly sales performance.
Build a Winning Salesforce Homepage
To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.
Pro tip 1: Ask users open-ended questions about the existing homepage
Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.
Pro tip 2: Wait five seconds after each response during interviews
This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.
Pro tip 3: Group homepage learnings into themes and tie each to action items
After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:
Pro tip 4: Sketch out a homepage
Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.
Pro tip 5: Ask users open-ended questions about the new homepage
A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”
Pro tip 6: Stay open to hanging in there if constructive criticism arises
The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.
