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- Step 1.) Install the Salesforce App from the App Store (It’s a free app).
- Step 2.) Once installed, open Salesforce app.
- Step 3.) Tap Settings, the gear icon in the top right corner.
- Step 4.) Tap the “+” sign in the top right corner.
- Step 5.) In the “Host” field, enter “ interlochen.my.salesforce.com ” without the quotes. Then tap done.
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To connect Salesforce for iOS to a different instance, use these steps.
- On the Log In page, tap .
- Tap. ...
- Enter a label for the new instance, if desired.
- Tap Done.
How to create a permission set for Salesforce mobile app?
Create a new Permission Set with New Salesforce Mobile App selected & assign this Permission Set to yourself Make sure your Salesforce mobile app is updated on your iPhone or Android Test drive the look and feel of the Salesforce Mobile App on your phone If playback doesn't begin shortly, try restarting your device.
Is there a mobile app for Salesforce?
* Coming soon! Build faster with low code. Create tailored mobile experiences quickly and easily with clicks, not code. Discover the basics of the Salesforce mobile app for iOS or Android. Learn how to collaborate with your teammates on the go.
Why is my Salesforce mobile app not working on my phone?
Make sure your Salesforce mobile app is updated on your iPhone or Android Test drive the look and feel of the Salesforce Mobile App on your phone If playback doesn't begin shortly, try restarting your device.
Where is Setup in Salesforce mobile app?
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 Salesforce on my iPhone?
0:001:18Salesforce for iOS and Android Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipWith the Salesforce mobile app you can run your business from your phone faster. And smarter stay onMoreWith the Salesforce mobile app you can run your business from your phone faster. And smarter stay on top of your day easily log tasks right from your notes.
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 have an iOS app?
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.
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.
What is Salesforce mobile app called?
CRM Mobile App for iPhone or Android - Salesforce App - Salesforce IN.
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.
