New Salesforce Mobile Application Configure and Customization in Salesforce Org

    Aniket Kohale
    By Aniket Kohale

    Upgraded User Experience  Lightning Apps and Navigation  Responsive Components  Lightning Components in Record  Pages  Customiz...

    New Salesforce Mobile Application Configure and Customization in Salesforce Org

    • According to reports 120 billion hours are spent with mobile business apps annually.
    • According to Salesforce Every month, almost 2 million users run their business from their 
      phone using the Salesforce mobile app.
    • Salesforce planning to retire the Salesforce mobile web experience with the Summer 2020 release. 
      Currently targeted for June 2020.
    • Salesforce wants to focus development on enhancing the Salesforce mobile app to ensure you have 
      a consistent and quality experience, which led us to the decision to retire the mobile browser version.
    • Productivity, personalization, and speed to the next level: Salesforce is bringing the power of 
      Lightning to the Salesforce mobile app.
    • The new Salesforce mobile app is now available in the Winter '20 Sandbox. You can now enable it on your own!
    • Now available in New Salesforce Mobile App
    • Lightning apps
    • Lightning Record Pages
    • Lightning Web Components

    Features of New Salesforce Mobile Application

    1. New mobile navigation bar
    2. App launcher on mobile
    3. Personalization of navigation
    4. Customize Lightning Record Pages on Salesforce Mobile
    5. Action Bar in Action
    6. Voice Capabilities

    Let's Start How to Configure and Customize mobile Experience.

    To get started with the new Salesforce mobile app, follow the steps

    Step 1: Go to Salesforce Setup

    Step 2: Learn about the new Salesforce Mobile app

    - Lightning Experience for Salesforce Mobile App

    - Trailhead Link : https://trailhead.salesforce.com/content/learn/modules/lightning-experience-for-salesforce-mobile-app

    Step 3: Upgrade Admin Tools

    Your admin tools are all set up. Check them out in the Lightning App Builder and the App Manager!

    Step 4: Upgrade Your Users

    Set up users for the new experience. To upgrade your users, add the New Salesforce Mobile App 
    permission to a permission set, then assign the permission set to your users. (Don't forget to assign it to yourself, too. i.e System Admin)

    Grant access to 'New Salesforce Mobile App' with a permission set

    Step 5: Click on "Take Me There"

    Step 6: Create New Permission Set

    Assign the appropriate license (typically Salesforce) or leave it blank if 
    you want to assign the permission set to users with different license types

    Step 7: In the System section, click System Permissions

    Click Edit and Check the box next to 'New Saleforce Mobile App' and then Click Save

    Step 8: Assign the Permission set to your users by selecting  'Manage Assignments',

    then 'Add Assignments' , select your users, and click 'assign'

    Step 9: The next step

    Enable your Lightning Record Pages and Apps to be mobile-ready.

    Click on Launch the Tool button

    Step 9.1:

    Step 9.2:

    Step 10: Update your Pages for Mobile 

    Click on Launch the Tool button and Update your Pages

    Step 11: Alternatively, you can go to the App Manager, select edit on the App that you want to 
    make mobile ready and handle it from there.

    As another option, you can go to the Lightning Record Page itself through the Lightning App Builder 
    and click on the Activation button, and then go to the Mobile tab.

    Step 12: 

    After these steps are done, your users are ready to use New Salesforce Mobile App.

    Open the Lightning Mobile App for the first time, you will see this screen:

    Mobile Views

    Welcome to the New Salesforce Mobile App

    Online References: 

    1. https://help.salesforce.com/articleView?id=000351459&language=en_US&mode=1&type=1
    2. https://www.salesforceben.com/sneak-peek-at-the-new-salesforce-mobile-application/
    3. https://trailhead.salesforce.com/content/learn/modules/lightning-experience-for-salesforce-mobile-app
    4. https://help.salesforce.com/articleView?id=users_permissionset_licenses_overview.htm
    5. https://www.slideshare.net/awesomeadmin/customize-the-new-salesforce-mobile-app-with-lightning-app-builder

    Thank You

    Aniket Kohale

    Founder : www.sfdcblogger.com