Slaesforce FAQ

how to set up salesforce mobile

by Dr. Abdiel Daniel Published 2 years ago Updated 1 year ago
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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

How do I download the 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. Check with your Salesforce admin.

Can I use Salesforce on my mobile device?

If you have an Android or iOS device that meets the minimum requirements, you can use the downloadable Salesforce mobile app available from the App Store or Google Play. When you log into the Salesforce mobile app, you’re automatically connected to your production org.

How do I set up Salesforce authenticator on a mobile device?

Download and install the Salesforce Authenticator app for the type of mobile device you use. For iPhone, get the app from the App Store. For Android devices, get the app from Google Play. From your personal settings, in the Quick Find box, enter Advanced User Details, then select Advanced User Details. No results?

Are all of your customizations available in the Salesforce mobile app?

And most of your customizations are automatically available in the Salesforce mobile app because it reads those definitions and displays your data accordingly. But wait a minute. If all of your Salesforce customizations are already available in the mobile app, then why bother customizing it?

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How do I Setup a mobile 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 connect my phone to Salesforce?

To connect Salesforce for Android to a different instance, use these steps.On the Log In page, tap either. or the menu button on your device.Tap Change Server.Tap Add Connection, or select one of the predefined instances: Production or Sandbox.Tap the name of the newly created instance, then tap Apply.Log in.

How do I use 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.

Does Salesforce work on mobile?

The app is cross platform, so it runs on Android and iOS operating systems.

How do I enable mobile access in Salesforce?

Firstly, Here's how you enable Salesforce 1 -- - Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings. - On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box >> Click Save.

Why can't I log into Salesforce on my phone?

This most commonly occurs on Android devices. Try the following: Go to Settings > App & Notifications > select Salesforce1 > Advanced Settings > Open by default > Open supported links > and change to "Ask everytime". Then restart Scan to Salesforce and try scanning again.

How do I access Salesforce on my iPhone?

0:000:48How to login to Salesforce Mobile for iPhone - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome how to log into Salesforce Mobile for iPhone. Welcome to the Salesforce login page to logonMoreWelcome how to log into Salesforce Mobile for iPhone. Welcome to the Salesforce login page to logon tap inside the username tab enter your user name and tap Done on the keyboard. Tap inside the

What is the Salesforce mobile app called?

Salesforce is launching a redesigned Salesforce Mobile App and a learning app called Trailhead GO with exclusive features to Apple's iOS and iPadOS. The Apple-Salesforce effort, which was announced at Dreamforce, rhymes with other partnerships with enterprise software vendors and the iPhone maker.

Does Salesforce work on iPhone?

Run your business from your iPhone or iPad with the Salesforce mobile app. Access the power of the world's #1 CRM platform from the palm of your hands and transform your business with real-time data and mobile-tailored Lightning apps.

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.

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 ...

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.

Prerequisites

Before you begin, make sure you have completed the following prerequisites.

Develop Mobile-Friendly Lightning Web Components

With more Salesforce users running their businesses from their phones, making your Lightning web components mobile-friendly can help you reach a wider audience. There’s a chance that a component you develop is already mobile-friendly. However, since it’s not hard, you should take the extra effort to verify.

Get Your Trailhead Playground Username and Password

Let’s get started by opening your Trailhead Playground. Scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Get Your Login Credentials, great! Follow the steps below.

Configure Your iOS Mobile Simulator

You can only use the iOS Mobile Simulator on macOS. If you do not have a macOS machine, scroll down and click Verify Step to skip to the next step in the project to install the Android emulator.

Install the Salesforce Mobile App Simulator for iOS

A newly configured iOS simulator includes only Apple’s default apps. So you need to install the Salesforce Mobile app to test your Lightning web components. And if you’re testing against multiple iOS devices, you must install the app for each device simulator.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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