Configuring the Salesforce Mobile App

  • Exam objectives — Mobile apps
  • Installing the Salesforce Mobile App
  • Configuring the Salesforce mobile application user interface
  • Building global and object-specific actions and action layouts

Exam objectives — Mobile apps

  • Describe the declarative customization options available for the Salesforce mobile application user interface.
  • Given a set of requirements, determine the appropriate global and object-specific actions and action layouts to optimize the Salesforce mobile application UX (user experience).

Installing the Salesforce Mobile App

Supported mobile devices for the Salesforce Mobile App

  • iPhone 11 Pro and Pro Max
  • iPhone 11
  • iPhone XR
  • iPhone XS and XS Max
  • iPhone X
  • iPhone 8 and 8 Plus
  • iPhone 7 and 7 Plus
  • iPhone SE
  • iPhone 6S
  • iPhone 6
  • iPad Pro 10.5 inch
  • iPad Air 2
  • iPad Mini 4
  • Google Pixel 4 XL
  • Google Pixel 3
  • Samsung Galaxy S10 and S10+
  • Samsung Galaxy S9 and S9+
  • Samsung Galaxy S8 and S8+
  • Samsung Galaxy S7
  • Samsung Galaxy Note 10+
  • Samsung Galaxy Note 9
  • Samsung Galaxy Note 8

Setting up the Salesforce Mobile App

  1. Navigate to the Getting started with the Salesforce Mobile App page by browsing to the web URL located at https://www.salesforce.com/solutions/mobile/getting-started/, as shown in the following screenshot:
Figure 1 - Getting Started
Figure 2 - Salesforce on the App Store
Figure 3 - Salesforce Mobile App open
Figure 4 - Salesforce Mobile App access permissions
Figure 5 - The Salesforce Mobile App welcome screen
Figure 6 - The Salesforce Mobile App menu

Configuring the Salesforce mobile application user interface

  • Lightning App Navigation Menu: The Lightning app navigation menu can be changed by users who have permission to personalize the desktop navigation bar. This also allows a user who has permission to edit the desktop navigation bar, for a given app, to reorder items in the navigation menu within the Salesforce Mobile App, for that particular app.
  • Mobile Only Default Navigation Menu: The Mobile Only app allows you to create navigation items that become the default set of items within the Salesforce Mobile App.
  • Mobile App Branding: This provides the facilities to configure the way in which the app appears.
  • Global Quick Actions: These actions in the Lightning Platform can be thought of as shortcuts that appear within the user interface. A given global quick action is available in both the desktop and mobile apps and can be used to create records, log calls, and so on.
  • Object-specific Quick Actions: In the same way as global quick actions, object-specific quick actions can be thought of as shortcuts that appear within the user interface. They are also available in both the desktop and mobile apps, but are associated with a specific Lightning Platform object type and can be used to update as well as create records, log calls, and so on.

Customizing a Lightning app navigation menu in the Salesforce mobile app

Figure 7 - The Lightning app navigation menu
Figure 8 - The Lightning app navigation menu in mobile

Customizing the Mobile Only default navigation menu in the Salesforce Mobile App

  1. Navigate to SETUP and then search for Salesforce Navigation in the Quick Find search box located at the top of the Setup menu on the left sidebar.
  2. Click on Salesforce Navigation in the SETUP menu.
  3. In the Salesforce Navigation setup screen, choose the items from the Available list and move them to the Selected list, as shown in the following screenshot:
Figure 9 - The Mobile Only default navigation menu
Figure 10 - The Mobile Only default navigation menu in mobile

Mobile app branding

  1. Navigate to SETUP and then search for Branding in the Quick Find search box located at the top of the SETUP menu on the left sidebar.
  2. Click on Salesforce Branding in the SETUP menu.
  3. In the Salesforce Branding setup screen, click on Edit.
  4. In the Salesforce Branding edit page, choose the colors for Brand Color and Loading Page Color, and then choose a Loading Page Logo, as shown in the following screenshot:
Figure 11 - Mobile app branding
Figure 12 - Mobile app branding on a mobile device
Figure 13 - Mobile app branding in a mobile device

Building global and object-specific actions and action layouts

Creating global quick actions

  1. Navigate to SETUP and then search for Actions in the Quick Find search box located at the top of the SETUP menu on the left sidebar.
  2. Click on Global Actions in the SETUP menu.
  3. Click on New Action on the Global Actions setup page.
  4. In the Enter Action Information dialog screen, enter the following:
  • Action Type: Create a Record
  • Target Object: Lead
  • Standard Label Type: — None —
  • Label: New Lead (Global Action)
  • Name: New_Lead_Global_Action
  • Description: Platform App Builder Certification Guide, Custom Lead Assignment Scenario, Global Action New Lead
  • Create Feed Item: Enabled (when enabled, a feed item is created along with the action. The compact layout for the target object sets the fields for the feed item.)
  • Success Message: Lead Created
  • Icon: Accept the default lead icon for the Lead (icons change according to the target object.)
Figure 14 - Global actions
  • Create a Record
  • Send Email
  • Log a Call
  • Custom Visualforce
  • Custom Canvas
  • Lightning Component
Figure 15 - Global actions layout
Figure 16 - Global actions - removing layout
Figure 17 - Global actions - adding layout
  1. Navigate to SETUP and then search for Publisher in the Quick Find search box located at the top of the SETUP menu on the left sidebar.
  2. Click on Publisher Layouts in the SETUP menu.
  3. Click on Edit for the standard Global Publisher layout.
  4. If you are editing Global Publisher for mobile actions for the first time, you will need to click the override the predefined actions link, as shown in the following screenshot:
Figure 18 - Global Publisher override
Figure 19 - Global Publisher layout
Figure 20 - Global Publisher layout mobile

Configuring object-specific actions

  1. Navigate to SETUP and then search for Object Manager in the Quick Find search box located at the top of the SETUP menu on the left sidebar.
  2. Click on Object Manager in the SETUP menu.
  3. In the Object Manager setup screen, search for the Location object.
  4. Click on Location in Object Manager in the SETUP menu.
  5. In the Location object manager setup screen, click on Buttons, Links, and Actions from within the Location object setup menu on the left sidebar.
  6. In the Buttons, Links, and Actions section, click on New Action.
  7. In the Enter Action Information dialog screen, enter the following information:
  • Action Type: Update a Record
  • Standard Label Type: — None —
  • Label: Deactivate Location
  • Name: Deactivate_Location
  • Description: Platform App Builder Certification Guide, Custom Lead Assignment Scenario, Object-specific Action Deactivate Location
  • Success Message: Location Deactivated
  • Icon: Accept the default icon
Figure 21 - Object-specific actions
  • Create a Record
  • Send Email
  • Log a Call
  • Custom Visualforce
  • Update a Record
  • Lightning Component
  • Flow
Figure 22 - Object-specific actions layout
  1. Add the Active field to the action layout.
  2. Click on the Save button to save the action layout.
  3. Upon saving the action layout, click on New in the Predefined Field Values section, as shown in the following screenshot:
Figure 23 - Object-specific action predefined
  • Field Name: Active
  • Specify New Field Value: Formula Value (Checkbox): FALSE
Figure 24 - Object-specific predefined action saved
Figure 25 - Object-specific action page layout
Figure 26 - Object-specific action - mobile

Summary

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