Slaesforce FAQ

is salesforce mobile different on phone and tablet

by Prof. Henry Harris Published 2 years ago Updated 2 years ago
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On phones and older tablet experiences, the Salesforce mobile app is supported in portrait orientation only. On tablets, if using the Lightning on tablet app experience, both portrait and landscape orientations are supported. Support for Siri Shortcuts on iOS

Full Answer

Why is the Salesforce mobile app so awesome?

Welcome to the Salesforce Mobile 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. The mobile app is included with every Salesforce license.

What is Salesforce Anywhere mobile app?

Salesforce Anywhere mobile app helps you start new docs and spreadsheets, contribute to existing work, and stay in sync with your team — no matter where you are. Everyone on the same page.

Do I need a special license for the Salesforce mobile app?

These user license types can access the Salesforce mobile app. A special mobile license isn’t required. Note You can access the same data and functionality that’s available to you in the full site, as determined by your organization’s Salesforce edition, your user license type, and your assigned user profile and permission sets.

What types of inputs are supported in the Salesforce mobile app?

Only standard keyboard and mouse inputs are supported on these types of devices. On most devices, the Salesforce mobile app is supported in portrait orientation only. The one exception is when using the Salesforce for iOS on iPad tablets, where both portrait and landscape orientation are supported.

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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.

Can you use Salesforce on your phone?

Salesforce is available for iOS and Android devices that meet minimum platform requirements. See Requirements for the Salesforce Mobile App for details. You can download and install Salesforce from the App Store or Google Play.

What mobile devices does Salesforce support?

Mobile Devices Used for TestingPlatformPhonesAndroidSamsung Galaxy S7 Samsung Galaxy S8 Samsung Galaxy S9 / S9+ Samsung Galaxy Note 9 Samsung Galaxy S10 / S10e / S10+ Samsung Galaxy S20 / S20+ Samsung Galaxy S21iOSiPhone 8 / 8 Plus iPhone 11 iPhone 11 Pro / Pro Max iPhone 12 iPhone 12 Pro / Pro Max iPhone XR iPhone SE

How do I get Salesforce mobile on my desktop?

0:092:04Salesforce 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.

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.

How do I access Salesforce mobile?

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.

Does Salesforce lightning work on mobile?

Salesforce App is the only UI supported by Salesforce for iPhones and Android devices. Salesforce for iOS can be downloaded from the App Store, and Salesforce for Android can be downloaded from Google Play. Please see additional details about Requirements for the Salesforce Mobile App.

How do I install Salesforce mobile?

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.

Which browser is best for Salesforce?

Although we recommend using the latest browsers, older versions of Chrome, Firefox, and Internet Explorer should work with Salesforce Maps. However, running Salesforce Maps on significantly older versions of these browsers may cause unpredictable performance.

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 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 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.

Lightning on Tablet (Default for New Orgs)

The full-width Lightning on tablet experience is performance-tuned for tablet users. It supports Lightning apps, navigation, record pages, rotation between portrait and landscape modes, and design time previews in Lightning App Builder. The new tablet experience runs on all currently supported iPad models and many Android tablet models.

Lightning on Tablet: Single-Column

The single-column Lightning on tablet experience displays record pages the same way your users view them on a phone, with space on either side of the page. As of Spring ‘22, all orgs using this experience are defaulted to the full-width Lightning on tablet experience.

Legacy Salesforce1

The legacy tablet experience is full-screen but it was built prior to the Lightning design system and it doesn’t support Lightning apps, Lightning navigation, or custom record pages. Legacy Salesforce1 is scheduled for retirement in all Salesforce orgs as of Spring ‘23.

Select a Tablet Layout

To select a tablet layout, from Setup, in the Quick Find box, enter Quickstart, and then select New Salesforce Mobile App Quickstart. Under Tablet App Experience, make a selection. Save your changes.

Increase productivity

Get more done with a Lightning-powered app that knows where you left off.

Work smarter with AI

Make smart decisions faster, and from anywhere with Einstein Analytics and Einstein Search.

Build faster with low code

Create tailored mobile experiences quickly and easily with clicks, not code.

Salesforce App from Salesforce

Salesforce apps extend your data and processes to mobile, helping you take action from anywhere, stay up-to-date, manage leads and opportunities, collaborate with coworkers, and close more deals, faster. Salesforce offers hundreds of useful pre-built apps to address nearly every business management need.

Related Searches

CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.

Salesforce Mobile App for iOS or Android

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

Salesforce Mobile App for iOS or Android

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

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.

Who customizes Salesforce mobile app?

Ready to work side by side with D’Angelo as he customizes the Salesforce mobile app? Of course you are! So let’s get you up and running with the mobile app.

Why are customizations available in Salesforce?

And most of your customizations are automatically available in the Salesforce mobile app because it reads those definitions and displays your data accordingly.

What is customizing Salesforce?

By customizing the Salesforce mobile app, you can mold it into a powerful tool that helps your users get work done fast. In this module, we cover three features you can use to customize the mobile app.

Is Salesforce a good app?

The Salesforce mobile app is the perfect place to start. It delivers a ton of value to your users right out of the box. And if you take advantage of the customization features explained in this module, you can save your users time and make their lives a lot easier. (Warning: They may cry tears of joy. Make sure you have tissues handy.)

Is Salesforce free for mobile?

The mobile app is included with every Salesforce license. Yup, you heard us correctly—it’s free. Procrastinating on your mobile rollout is basically like setting piles of money on fire.

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 Salesforce Anywhere?

Salesforce Anywhere combines documents, spreadsheets, checklists, and team chat in one central hub where your team can get more work done, faster.

Does Salesforce work on multiple devices?

Modern teams work from multiple devices throughout the day. Salesforce Anywhere mobile app helps you start new docs and spreadsheets, contribute to existing work, and stay in sync with your team — no matter where you are.

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