Working with the Salesforce mobile app
Summary
Salesforce’s mobile app can keep users connected on the go when properly configured. Key setup tips include designing page layouts with tab order in mind, creating simplified mobile Lightning pages, keeping branding consistent but separate, and customizing mobile navigation to prioritize useful objects. Implementing these can streamline mobile user experience and reduce friction caused by unnecessary scrolling or clutter. Teams can enhance their Salesforce app by focusing on mobile-specific layouts and navigation to maximize usability.
Takeaways
- Design page layouts with tab-key order for proper mobile field sequencing.
- Create dedicated, minimal Lightning pages for mobile use to reduce scrolling.
- Manage mobile branding separately but align it closely with web branding.
- Customize mobile navigation to display only relevant objects for users.
- Leverage all Salesforce mobile app features to enhance user experience.
For users on the go, Salesforce has a mobile app that allows them to stay connected. While it’s not the most comprehensive experience, if it’s set up correctly, it can get the job done. Here are some key considerations: Page Layouts When building page layouts, keep in mind the tab-key order. While the web version may have two columns in a section, the mobile version always shows only one. This often neglected feature dictates the order in which fields appear on the mobile device. Lightning Pages If you use lightning pages, create a separate page for mobile. Reduce the number of visible fields to the absolute minimum. This prevents unnecessary scrolling on the app. Branding The branding on the mobile is separate from the web, which is managed in the Salesforce Branding setting. While you don’t have many options, it’s important to keep the overall experience as close to the web as possible.