Productivity and Collaboration10% of the exam
Configuring the Salesforce mobile app
How an admin tailors the Salesforce mobile app: navigation menus, phone-only Lightning pages and component visibility, app pages and launchpads, compact layouts and actions, and what Salesforce Branding can and can't change.
Describe the capabilities of the Salesforce mobile app (Lightning page, modifying the app, browser, app menu, visibility, branding mobile app, build launchpad).
~8 min read · 10 practice questions ·
What the exam expects
- Know when a browser can stand in for the app: Lightning Experience in Safari on an iPad, not on phones.
- Control the mobile app menu: Lightning app navigation versus the legacy Mobile Only menu, menu order and tab visibility.
- Give phone users a different experience from desktop users with form-factor page assignment and component visibility rules on Lightning pages.
- Build a mobile app page or launchpad in the Lightning App Builder, activate it, and add it to mobile navigation.
- Modify the record experience for mobile with compact layouts and the Salesforce Mobile and Lightning Experience Actions section.
- Brand the mobile app with Salesforce Branding and know which parts can't be branded.
Key facts
Mobile app licensing
- Detail
- Included with all Salesforce orgs
Browser access on mobile devices
- Detail
- Lightning Experience in iPad Safari only; phones and Android tablets use the app
Navigation bar
- Detail
- Shows the first four navigation menu items
Menu per user type
- Detail
- Not possible; tab visibility from profiles still applies
Default navigation since Winter '22
- Detail
- First phone-enabled Lightning app; Mobile Only if none
Mobile Only menu
- Detail
- Setup, Salesforce Navigation; legacy
Phone-only record page
- Detail
- Activate a record page for the Phone form factor
Phone-only component
- Detail
- Visibility rule with Device context
App page reach
- Detail
- Must be activated and added to mobile navigation
Launchpad items
- Detail
- Up to 20 selected; first six shown
Compact layout on mobile
- Detail
- Up to ten fields in the highlights area
Mobile action bar
- Detail
- Salesforce Mobile and Lightning Experience Actions section
Branding logo
- Detail
- .jpg, .gif, .png; 200 KB; 460 by 560 pixels max
Not brandable
- Detail
- Home screen icon, iOS launch screen, white overlay headers
Seeing branding changes
- Detail
- Close the app and log in again
Sources for this section (10)
- Salesforce Mobile Apphelp.salesforce.com (opens in a new tab)
- Supported Browsers and Deviceshelp.salesforce.com (opens in a new tab)
- Mobile Only Navigationhelp.salesforce.com (opens in a new tab)
- Activate Lightning Pageshelp.salesforce.com (opens in a new tab)
- Visibility Ruleshelp.salesforce.com (opens in a new tab)
- Create an App Pagehelp.salesforce.com (opens in a new tab)
- Custom Launchpadhelp.salesforce.com (opens in a new tab)
- Compact Layoutshelp.salesforce.com (opens in a new tab)
- Mobile Navigation and Actionshelp.salesforce.com (opens in a new tab)
- Mobile App Brandinghelp.salesforce.com (opens in a new tab)
- Where does an admin set the mobile app's brand color, and which three elements can't be branded?
- How do you show a different Work Order record page only to phone users?
- Why might a custom object appear on desktop but be missing from a user's mobile menu?
- When can users reach a new app page in the mobile app?
- Which layout controls the fields in a record's mobile highlights area, and where do mobile actions come from?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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