Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation. So, for example, a Visualforce page can be called from the navigation menu or from the Action Bar. You can use existing Salesforce development experience, both point-and-click and programmatic. Included in all Salesforce editions and supported by Salesforce.
How do I customize the Salesforce mobile app?
You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. Functionality can be added programmatically through Lightning web components and Visualforce pages. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation.
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:
Why is the mobile only app disabled in Salesforce?
The Mobile Only app is disabled when the user force quits the Salesforce mobile app or logs in to a new session. On the next launch, the user sees the default Lightning app. On all subsequent launches, the user sees the most recent Lightning app that the user accessed on mobile.
What's new in milestones pm+ for Salesforce?
The latest version of Milestones PM+ has been optimized for the new Salesforce mobile app experience, allowing users to access project and task management on the go. To make it even easier for users to get their Milestones PM+ data, simply add a shortcut to the default navigation Mobile Only menu.
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.
What is the app menu in Salesforce?
The app menu is a dropdown in the upper-right corner of every page in Salesforce Classic. If enabled, the App Launcher is listed in the dropdown menu.
What are the ways to customize navigation in 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.
How do I customize my Salesforce app launcher?
The App Launcher displays a user's available Salesforce apps and the connected apps that a Salesforce admin installs for the org. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order. Changes take effect immediately.
What is the 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 the difference between custom app and console app in Salesforce?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
What is navigation menu in Salesforce?
The Navigation Menu component extends your site's navigation beyond navigational topics. Navigation menu items can include Salesforce objects, topics, pages in your site, URLs to external sites, and menu labels. Menu labels are parent headings under which you can nest other menu items.
How do I customize the navigation bar in Salesforce?
Customizations made to the navigation menu in the Salesforce mobile app sync to the desktop version of that app.To make multiple updates to the navigation bar, click the pencil icon. To reorder the items already in your navigation bar, drag them. ... To make a few changes in the navigation bar.
Why should you take the time to customize the Salesforce Mobile App?
Why should you take the time to customize the Salesforce mobile app? It can significantly improve the experience of mobile users.
What is Setup menu in Salesforce?
The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.
How do I edit an app in Salesforce lightning?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click on a Lightning app's row, and select Edit.More items...
Where is app Setup in Salesforce?
Required Editions and User Permissions. From Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start. Alternatively, from the Lightning Platform Home page, click Add App under Getting Started, or App Quick Start under Quick Links. Enter the information needed for your app.
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.
How long does it take for Salesforce to show recent items?
It can take up to 15 days for the objects that users work with regularly in both the Salesforce app and the full Salesforce site to appear in the Recent section. To make objects appear under Recent sooner, users can pin them from the search results screen in the full site. Tasks.
What happens if you don't include smart search items in Salesforce?
If you don’t include this item in the navigation menu, users can’t access any objects on the navigation menu. Note. Smart Search Items is required for users to get search results in the Salesforce for Android.
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.
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