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New Salesforce Mobile Application Configure and Customization

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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 phones 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 the New Salesforce Mobile Application

  1. The 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

End users might notice that the Lightning Experience is now mirrored on mobile, making the Salesforce experience intuitive as they toggle from their laptop to their mobile phone. This seamless user experience also means users don’t need extra training. And any personalizations they make to their navigation in Lightning Experience will extend to the mobile app.

Let’s Start with 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 1

Step 2: Learn about the new Salesforce Mobile app

Step 2

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 3

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 4

Step 5: Click on “Take Me There”

Step 5

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 6

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 7

Step 8

Step 9

Step 10

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

then ‘Add Assignments’ , select your users, and click ‘assign’

Step 11

Step 12

Step 13

Step 9: The next step

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

Click on Launch the Tool button

Step 14

Step 9.1:

Step 14 1

Step 9.2:

Step 14 2

Step 10: Update your Pages for Mobile

Click on the Launch the Tool button and Update your Pages

Step 15

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 17

Step 18

Step 19

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

Mobile 1

Mobile 2

Mobile 3

Mobile 4

 

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

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Aniket Kohale, Lead Technical Consultant

Aniket Kohale is a Lead Technical Consultant at Perficient, Nagpur. He has over 7 years of IT industry experience working as a Lead Consultant and is responsible for providing business requirements solutions for scalable enterprise business applications using Salesforce. He is a 5x Salesforce certified Professional. Founder of "sfdcblogger.com". I live in Nagpur,India. I lead the Salesforce Developer Group,Amravati and Active member of the Salesforce Developer Group Nagpur, India. I have started my Blogging Platform AKA SFDC Blogger and Started initiatives in India such as Knowledge sharing Sessions under SFDC Blogger Platform to transform information into a prime knowledge base among the community for technology professionals which will help individuals to create an impact in their professional career. My aim is to build communication and collaboration among the community for easy transfer of knowledge which fulfills the information-sharing gap.

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