Table of Contents
How do I log in to the 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.
How do I Switch accounts in the new Salesforce mobile app?
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. Let’s talk more about switching accounts.
What are the benefits of the Salesforce mobile app?
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 does OAuth work in Salesforce Mobile SDK?
Salesforce Mobile SDK provides an OAuth implementation for its client apps, but it doesn’t define or control the login page. Instead, it requests the page from the Salesforce server. Salesforce itself then presents a web view that gathers your customer’s credentials.
Which two functions can be customized for the Salesforce mobile app?
The Salesforce mobile app is fully customizable to the needs of your users. Customize branding, navigation, and more to get the most of out of running Salesforce on mobile devices.
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 .
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. Displays a list of the user’s pending approvals.
What features are available for Salesforce mobile app?
With the Salesforce Mobile App, you always have all the vital information you need right at your fingertips.Collaborate instantly. … Pull up sales figures with a tap. … Organize your day. … See urgent messages. … Find everything faster. … Close deals faster.
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 all customizations can an administrators make to the Salesforce Mobile App?
Salesforce Mobile App CustomizationGet Started with the Salesforce Mobile App. ~15 mins.Customize Navigation. ~15 mins.Create Global Quick Actions. ~25 mins.Create Object-Specific Quick Actions. ~25 mins.Customize Compact Layouts. ~15 mins.
Is utility bar available in Salesforce Mobile App?
The Lightning Experience utility bar isn’t available in the Salesforce mobile app.
What can admins and developers do with the new mobile app?
The new mobile updates mean admins and developers will have greater ability to customize the app and create unique mobile experiences for any business use case.
Is Salesforce mobile responsive?
Some options and features don’t appear on mobile devices or tablets using a mobile browser. Salesforce Template-Driven Sites have been built with a responsive design. So, depending on the size of the browser window, the layout is adjusted to fit best on the screen.
Is Salesforce mobile friendly?
The app is cross platform, so it runs on Android and iOS operating systems.
Can we develop mobile app using Salesforce?
The Salesforce Platform extends the potential for mobile app development across the enterprise, giving you the ability to build and customise your own apps using intuitive drag and drop tools, wizards and forms.
Is there a Salesforce 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.
Customize the Login Screen Appearance through Mobile SDK
On iOS, you can also configure some properties of the login page, including the navigation bar and Settings icon. See Customizing the iOS Login Screen Programmatically
Customizing the Login Screen through the Salesforce Server
Salesforce Mobile SDK provides an OAuth implementation for its client apps, but it doesn’t define or control the login page. Instead, it requests the page from the Salesforce server. Salesforce itself then presents a web view that gathers your customer’s credentials. The login web view is not part of your Mobile SDK app.
Customize the Login Screen Appearance through Mobile SDK
On iOS, you can also configure some properties of the login page, including the navigation bar and Settings icon. See Customizing the iOS Login Screen Programmatically
Customizing the Login Screen through the Salesforce Server
Salesforce Mobile SDK provides an OAuth implementation for its client apps, but it doesn’t define or control the login page. Instead, it requests the page from the Salesforce server. Salesforce itself then presents a web view that gathers your customer’s credentials. The login web view is not part of your Mobile SDK 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.
Does Alice have a Lightning app?
Alice’s org has also enabled Lightning apps for mobile. So she goes to the mobile App Launcher, which is always available from the navigation menu. The App Launcher has all of her Lightning apps that her admin made available for mobile, in the same order as on her desktop.