Slaesforce FAQ

how to show mobile salesforce on desktop

by Zane Kub Published 2 years ago Updated 2 years ago
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On mobile, Internal links open in the Salesforce mobile app, while external links open in a mobile browser window. On your desktop, navigate to the Lightning page that you want to add a launchpad to. Click the Setup gear icon, then click Edit Page.

Part of a video titled Salesforce Mobile in Chrome Browser - YouTube
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Full Answer

What can you do with the Salesforce mobile app?

Navigate around the Salesforce mobile app and work with your data. Sometimes being a go-getter means, well, getting up and going! 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.

How do I access Salesforce from a device?

Let’s learn about the options for accessing Salesforce from a device. 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™.

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?

Is there a menu option in Salesforce mobile?

Currently there is no menu option in Salesforce mobile to simply look at all the various views that are available and then select the one you desire. So, for all you Salesforce mobile road warriors, keep the iPad in the ready position, but don’t forget to view things first on the laptop or desktop browser.

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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 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.

How do you simulate a Salesforce mobile app in the browser?

0:142:39Install & Setup Salesforce Mobile App Simulator for iOS - YouTubeYouTubeStart of suggested clipEnd of suggested clipTool in the menu select xcode open developer tool and simulator with the simulator tool open clickMoreTool in the menu select xcode open developer tool and simulator with the simulator tool open click on file open simulator and choose the type of device you want to use for your simulator.

How do I view mobile applications in Salesforce?

Learning ObjectivesIdentify the flavors of the Salesforce mobile app available to you.Log in to your Salesforce org from the mobile app.Switch between different Salesforce orgs from the mobile app.Navigate around the Salesforce mobile app and work with your data.

How do I change mobile layout in Salesforce?

Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout. Click 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 test Salesforce1 on my desktop?

Experience Salesforce1 on desktopLogin to your salesforce org using the web browser from your desktop.Change the URL in the address bar to change the view to the Salesforce1 simulator. To do this just add “/one/one. app” to the salesforce domain that you have logged in.

How do I install Salesforce Mobile App?

0:152:49Install & Setup Salesforce Mobile App Emulator for Android - YouTubeYouTubeStart of suggested clipEnd of suggested clipMachine here at the mobile debugging tool site on developer.salesforce.com let's download theMoreMachine here at the mobile debugging tool site on developer.salesforce.com let's download the android emulator click on the android image and then click on the download.

Is Salesforce mobile friendly?

Which mobile experiences are supported by Salesforce? Salesforce App is the only UI supported by Salesforce for iPhones and Android devices.

What is the name of the Salesforce mobile app?

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

What is app launcher in Salesforce?

The App Launcher is how users switch between apps. It displays tiles that link to a user's available Salesforce, connected (third-party), and on-premises apps. You can determine which apps are available to which users and the order in which the apps appear.

What is mobile publisher Salesforce?

Use Mobile Publisher to create a customized and branded mobile app of a Salesforce Lightning app or Experience Cloud site. When your users can identify the app with your brand, they're more likely to use it, which increases adoption.

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.

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.

Where is the action bar on a page?

Most pages have an action bar (1) at the top of the page , with a set of actions relevant to that page. The action bar shows the three or four most relevant actions for the page you’re viewing. To see the complete set of actions that are available, tap . This opens the action menu.

Go Totally Mobile on Salesforce – Well, Almost

It might seem like a dream come true to have a deployed support team in the field, armed with iPad in hand, ready to service all those cases rolling in. But, without the laptop, those truly mobile professionals just might not see what they should be seeing in the Salesforce mobile platform.

The Solution: How To Missing Salesforce Views on Mobile

Create a view and make it publicly available for your user from the desktop or laptop browser interface.

The Lesson Learned about Salesforce Mobile Views

Currently there is no menu option in Salesforce mobile to simply look at all the various views that are available and then select the one you desire.

Why aren't Classic UI and Lightning Experience supported on iPhones or Android devices?

Since touchscreen controls aren't built into the functionality for either experience, many elements don't function when viewed via mobile web browser, including but not limited to:

Get to know the Salesforce for Android & iOS experience

We have several great resources for you if you're new to Salesforce for Android & iOS, To start off, review the Salesforce for Android & iOS system requirements and make sure your device is compatible. Next, learn about the limits and differences between Salesforce for Android & iOS and the desktop Salesforce website.

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