Slaesforce FAQ

how to switch to mobile view in salesforce

by Jasen Wisozk Published 2 years ago Updated 2 years ago
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From setup, quick find "salesforce navigation" (Platform tools, Apps > Mobile Apps > Salesforce > Salesforce Navigation). Find MPM+ Lightning in the Available list, add to the Selected list, and save.

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

How to switch to Salesforce classic view from Lightning view?

User might have preferences while using Salesforce UI based on the experience/functionality/adaptability. User might be on Salesforce Lightning Experience but prefer to have Salesforce Classic View or vice-versa. Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic.

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 view all views in Salesforce mobile?

Have that user log in to Salesforce mobile and Eureka! Now that view is available to see under “Recent 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.

How do I customize navigation items in the Salesforce mobile app?

To customize navigation items, in the Quick Find box, enter Navigation, and select Salesforce Navigation. After you save your changes, refresh the Salesforce mobile app to see the changes. Tip When organizing the menu items, put the items that users use most at the top. Depending on your organization’s settings, the menu can contain:

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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 I enable 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 change the mobile only app in Salesforce?

To disable the Mobile Only app, go to Setup. In the Quick Find box, enter Connected Apps , select Manage Connected Apps, and click the name of the connected app that you want to modify. In the Custom Attributes section on the connected app page, click New.

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 install Salesforce mobile?

0:152:49Install & Setup Salesforce Mobile App Emulator for Android - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis video demonstrates how quickly you can get the salesforce app emulator build for androidMoreThis video demonstrates how quickly you can get the salesforce app emulator build for android installed and set up on your local. Machine here at the mobile debugging tool site on developer.salesforce

How do I turn off mobile access in Salesforce?

In the QuickFind Search, search for and select Profiles. Click Edit next to the profile you are removing Salesforce App access. In the 'Connected App Access' section, uncheck 'Salesforce for Android' and 'Salesforce for iOS' Click Save.

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.

What is mobile navigation menu in Salesforce?

And that's what the mobile navigation menu is: a signpost. Your users rely on it to get from place to place in the Salesforce mobile app as efficiently as possible. With the mobile app, the navigation items that your users see depend on which Lightning app they're actively using.

What is mobile only in Salesforce Mobile App?

The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.

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.

How can users show or hide a component on mobile in Salesforce?

How to hide and show a component in Mobile in Salesforce Experience Cloud?Change the View to Mobile.Select the Component.Click Hide On Mobile if you would like to hide it in Mobile view.

Which of the following options are customizable for the Salesforce Mobile App?

Customize the Salesforce Mobile AppCustomize a Lightning App Navigation Menu in the Salesforce Mobile App. ... Customize the Mobile Only Navigation Menu in the Salesforce Mobile App. ... Create a Custom Launchpad for the Salesforce Mobile App. ... Customize Salesforce Mobile App Branding.

About the Mobile Only App

The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.

Disable the Mobile Only App

The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.

Customize Navigation Items

You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.

About the Mobile Only App

The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.

Disable the Mobile Only App

The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.

Customize Navigation Items

You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.

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.

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