Table of Contents
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:
How to add pages to Salesforce Lightning apps?
If you want to include Visualforce pages, Lightning Pages, or Lightning components in your Lightning apps, you must create tabs for them. Before adding a page to the Salesforce mobile app, make sure the page is enabled for mobile.
How to navigate to a note record by id from Visualforce page?
Navigating to a note record by ID from a Visualforce page using the sforce.one navigation library and then tapping Cancel or Save causes looping. If this navigation method is called from a Visualforce action on a record detail page, then the Cancel, Save, and Back buttons might return to a blank record detail page.
How to test changes in the Salesforce mobile app?
Test Your Changes in the Salesforce Mobile App. 1 Open Salesforce on your mobile device. 2 Tap to open the navigation menu. If you’re not in the Mobile Only app, use the App Launcher to switch to it. 3 Pull down to refresh.
Which 3 items are available in the mobile navigation menu in Salesforce?
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.
What are the ways to customize navigation in Salesforce Mobile App?
Go to the navigation menu by tapping Menu. This menu is where users can access all the objects, apps, and items available to them. If you’ve enabled any Lightning apps for mobile, your users can switch between them with the App Launcher.
How do I view a Salesforce mobile browser?
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Is utility bar available in the Salesforce mobile navigation menu?
The Lightning Experience utility bar isn’t available in the Salesforce mobile app.
How do I enable mobile applications 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 navigation bar in Salesforce?
Change the object and app name in the navigation menu in Salesforce ClassicClick the Setup icon.In the “Quick Find” field, enter App Manager.Click the drop down arrow icon of the menu item you need to rename.Click Edit.Enter the object or app’s new name.Click Next.Enter a description.Click 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.
Is Salesforce mobile friendly?
The app is cross platform, so it runs on Android and iOS operating systems.
How do I test my Salesforce application on mobile?
Login to Salesforce and select Developer tools. Change the URL with one/one. app, example: https://na3.salesforce.com/one/one.app, you can select a mobile device type here. Note: you still need need to select Enable the Salesforce1 mobile browser app, from Salesforce1 Settings setup menu to use Developer tools.
How do I enable utility bars in Salesforce?
You can add or edit a utility bar at any time.From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. … Click the Utility Items tab and add the utilities you want.
Where is the navigation menu in Salesforce?
In the property editor, click Navigation Menu. In the menu editor overlay, you can edit or delete existing menu items, or add new ones. To add a menu item: Click Add Menu Item.
How can users show or hide a component on mobile?
Click the component you want to hide to open the properties panel. Scroll to the bottom of the panel and click Hide on Mobile.
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.
Why read Salesforce app security guide?
Read the Salesforce Mobile App Security Guide so you can make sure your company’s data is safe when accessed from mobile devices.
How to change navigation order in mobile app?
Users can also change the order of navigation items while they’re in the mobile app by tapping the Edit icon. Of course, if they use the app on desktop, they can see their changes there, too.
What is a signpost 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.
How to access navigation menu on iPhone?
Go to the navigation menu by tapping Menu. This menu is where users can access all the objects, apps, and items available to them.
Why does D’Angelo want to customize the navigation menu?
D’Angelo wants to customize the navigation menu so that the most important items are at the top.
How to ensure that the app is enabled for mobile?
Ensure that the app is enabled for mobile by verifying that the radio button for Desktop and phone is checked.
How to open sales app?
Make sure you’re on the Sales Lightning app that you edited by looking at the first app listed. If you’re not on the correct app, tap App Launcher, then tap Sales to open the Sales app.
What is Visualforce tab?
Visualforce tabs load the landing page after a user navigates away.
Why does my record type selection page appear incorrectly?
The record type selection page may appear incorrectly when the user force quits the app from the correct version of the record type selection page. This issue is exclusive to Salesforce for iOS.
Where is view state request stored?
The view state POST request is stored in the Salesforce mobile app navigation history. If a user submits a view state form, navigates to another Visualforce page, and then clicks the back button, the POST request is served again. This issue creates duplicate records in Salesforce for iOS and causes an error in the browser app.
