Salesforce Mobile App

The Salesforce mobile app can be installed for free for both Android and iOS devices, via the Google Play Store and the App Store. The Salesforce mobile app enables users to access most Salesforce features on the move.

Salesforce Mobile App Setup

Let’s take a look at how you can set up a mobile app in Salesforce! 

Salesforce Mobile App Quick Start

You can easily get ready for mobile using the Salesforce Mobile App QuickStart in setup. 

Let’s see it in action!

Salesforce Mobile App Navigation Menu

The mobile navigation will vary depending on what app a user has selected.

• Mobile Only App – An Admin can configure the ‘Mobile Only’ app in Setup > Apps > Mobile Apps > Salesforce > Salesforce Navigation. It is not compulsory to have a mobile only app, however it can make the transition to the mobile app easier. You can disable the mobile only app, but in this instance you must have an alternative Lighting app that users can access when using the mobile.
• Lightning Apps – Your users can access their favourite Lightning apps from within the mobile as long as the app has ‘phone’ as a supported form factor (you select this when creating or editing an app). 

Once an app is selected, the navigation bar will reflect the navigation items set during the app setup. A user also has the option to edit the order of the navigation items. 

Salesforce Mobile App Record Pages

Users can access both standard and custom objects in the mobile app and the record page layout has a similar look and feel to the desktop. At the top of the screen will be features such as the highlights panel and path (if applicable). Underneath will be options to navigate to the record details, Chatter and related records. 

Salesforce Mobile App Actions

Along the top of the screen, users will be able to select various standard and custom actions such as ‘Log a Call’, ‘Post’ or ‘New Task’. 

Salesforce Mobile App Chatter Features

Users can access Chatter within the mobile app including:

• Viewing and posting to groups
• Viewing the Chatter feed
• Sharing Chatter posts
• Viewing the Chatter tab on a record 

Salesforce Mobile App Reports and Dashboards

Users can view reports and dashboards on the move!

Salesforce Mobile App Branding

The Salesforce mobile app is branded separately to the rest of your Salesforce org. You can add a brand color, a loading page colour, as well as a landing page logo to brand the mobile experience. 

Salesforce Mobile App Offline Access

If you have users that frequently end up in areas with little to no mobile or internet connectivity, then it’s worth enabling certain offline access features.

• Enable caching in Salesforce for Android and iOS – Caching data improves performance as previously accessed items are stored, therefore there is no need to refresh them again. 
• Enable offline create, edit, and delete in Salesforce for Android and iOS – Allows users to create, edit and delete records while offline.

There are a few features that are not available in offline mode such as Log a Call, Post and Change Owner. Additionally, Salesforce Communities are not available offline.