New Salesforce Mobile Application Configure and Customization in Salesforce Org
Features of New Salesforce Mobile Application
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:
Thank You
Aniket Kohale
Founder : www.sfdcblogger.com