Identify the flavors of the Salesforce mobile app available to you. Log in to your Salesforce org from the mobile app. Switch between different Salesforce orgs from the mobile app.
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Log In to the Salesforce Mobile App
- On the Log In page, tap .
- Tap. …
- Enter a label for the new instance, if desired.
- Tap Done.
Table of Contents
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.
Can I control access to all versions of the Salesforce mobile app?
However, you can control access to all versions of the Salesforce mobile app and configure security policies through a mix of settings and connected app attributes. To edit your Salesforce for Android and Salesforce for iOS settings:
Can the Salesforce mobile app help brokers stay productive when outdoors?
D’Angelo Cunningham, the Salesforce admin for DreamHouse, heard about the Salesforce mobile app, and he thinks it can help the brokers stay productive when they’re out in the field. So D’Angelo did his homework.
How do I specify an email app in the Salesforce mobile app?
If a user taps on an email action in the Salesforce mobile app, the user is directed to the email app specified in the attribute value. You can specify one email app only. The attribute value you enter depends on the email app and the device platform. For Android, use the URI listed in the Google Play Store for the desired email app.
How can Salesforce be accessed from mobile device?
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.
How do I enable mobile access in Salesforce?
Use a Permission Set to give multiple Users access to download Salesforce for iOS and AndroidAt Full Site Setup, go to an existing Permission Set, or Create Permission Sets.Update the Permission Set to include API Enabled: > Click on the System Permissions section. … Add the Connected Apps: … Assign the Permission Set:
How do I log into Salesforce community from mobile?
From Setup, enter Settings in the Quick Find box, then select Salesforce Settings. Allow site access via the Salesforce mobile app by granting the “API Enabled” profile permission to external users with communities licenses. From Setup, enter Profiles in the Quick Find box, then select Profiles.
How do I access sandbox in Salesforce mobile?
To log into your Salesforce mobile application:Navigate to the Salesforce1 Mobile application. … Tap Log In. … On the top right corner of the login page, tap Options. … Tap Change Server. … Tap Add Connection. … Enter an appropriate name and custom URL for the connection, and tap Apply. … Tap Sandbox, and then tap Apply.More items…•
How can I give access to mobile?
Change app permissionsOn your phone, open the Settings app.Tap Apps.Tap the app you want to change. If you can’t find it, tap See all apps. … Tap Permissions. If you allowed or denied any permissions for the app, you’ll find them here.To change a permission setting, tap it, then choose Allow or Don’t allow.
Does Salesforce have a mobile app?
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.
Can community users use Salesforce Mobile App?
4) Salesforce Mobile — It is possible for external community users to use their credentials with the standard Salesforce Mobile App. In my view not a great option for external users since its harder for you to control the UX and branding plus there are some extra setup steps for users.
How do I add an account to Salesforce app?
Open the Salesforce Authenticator app on your mobile device. If you’re opening the app for the first time, you see a tour of the app’s features. Take the tour, or go straight to adding your Salesforce account to the app. In the app, tap Add an Account.
How do I create a mobile app in Salesforce?
0:517:19Demo – Building Mobile Apps with Salesforce Platform – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe book goes through step by step on how to set up the application create the environment configureMoreThe book goes through step by step on how to set up the application create the environment configure the app and deploy it to the mobile devices.
How do I find my Salesforce org URL?
Url. getOrgDomainUrl() to get domain URL using apex in Salesforce. Use getOrgDomainUrl() in orgs with or without My Domain to retrieve canonical URLs. For example: https://yourDomain.my.salesforce.com, or, for orgs without My Domain enabled https://yourInstance.salesforce.com.
How do I create a connected app in Salesforce sandbox?
To create a connected Salesforce app, follow these steps:Log in to Salesforce with your developper account.In the drop-down list of the account (in the upper-right corner), select Setup.In the left-hand pane, search for: App Manager and open it.Click on “New connected App”
How can I connect to the sandbox?
Connect to your SandboxContact Act-On Support to enable connection to your Salesforce sandbox environment.Once completed, log into Act-On and go to Settings > Connectors > CRM > Salesforce.Enter your Salesforce sandbox username, password, and security token.Click Connect.
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.
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.
Is mobile usage high?
Mobile usage is at an all-time high— in fact, most of us spend as much time on our devices as we do in front of our computers. Mobile technology has transformed the way we live, learn, travel, shop, and stay connected. And the enterprise world is no exception. People want their business tools to be mobile and easy to access.
Can you log into Salesforce sandbox?
When you log into the Salesforce mobile app, you’re automatically connected to your production org. But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations.
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.
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 are the security features of Salesforce?
Salesforce Mobile App: Security Features. Broadly, Salesforce mobile app security features can be categorized into two groups: 1. Control the access & security of the mobile app itself. 2. Control what a user can or cannot do once inside the app. 1. Control the access & security of the mobile app. Profiles – Grant access to Salesforce mobile app …
Is Salesforce security a priority?
Security was and always will be the top priority of Salesforce. It is your responsibility to use these features wisely to safeguard your system and prevent your data from being vulnerable.
Is Salesforce mobile app secure?
With the Salesforce mobile app, your users can access CRM data from a phone or tablet. The app is available for both Android and iOS devices. Just like its desktop counterpart, it is already a secure app that requires a username and password to log in. However certain industries (like Financial Services or Health Care) and organizations impose more …
