
By customizing the Salesforce mobile app, you can mold it into a powerful tool that helps your users get work done fast. In this module, we cover three features you can use to customize the mobile app.
Quick actions
Compact layouts
Mobile navigation, for Lightning apps and the Mobile Only app
When you’re new to the Salesforce mobile app, it can be challenging to figure out exactly how to use these features to solve problems for your mobile users. So let’s learn how to customize the mobile app in the context of a real-world scenario.
Create a new field within the Salesforce mobile app customization framework, guided by the caption's notes on uncertainty, constants, and service considerations.
Analyze how a global layout action on a new field in the mobile lightning app relates to bilinguality and affiliated topics mentioned in the caption.
Explore object-specific quick actions and page layouts in the Salesforce mobile app to streamline opening records and capture details like phone numbers.
Evaluate how dangerous the prospect is and how object specific actions on a new field for the prospect influence follow-up, including the second contact.
Explore how interfaces adapt to new concepts and options under evolving scenarios, including handling violent content, action-oriented sequences, and screen design.
Practice testing strategies for a Salesforce mobile app by navigating the interface, evaluating actions, and ensuring correct status settings, including immigration status, to avoid the cost of inaction.
After completing this unit, you'll be able to customize Compact layout of Object,Object related Quick Action,Global actions.
The Magic of Metadata: Perhaps you’re wondering how it’s possible that the Salesforce mobile app works instantly, right out of the box. The secret is your metadata.
Make the Mobile App Your Own
By customizing the Salesforce mobile app, you can mold it into a powerful tool that helps your users get work done fast. In this module, we cover three features you can use to customize the mobile app.
Quick actions
Compact layouts
Mobile navigation, for Lightning apps and the Mobile Only app
The Salesforce mobile app is the perfect place to start. It delivers a ton of value to your users right out of the box. And if you take advantage of the customization features explained in this module, you can save your users time and make their lives a lot easier. (Warning: They may cry tears of joy. Make sure you have tissues handy.)
When you’re new to the Salesforce mobile app, it can be challenging to figure out exactly how to use these features to solve problems for your mobile users. So let’s learn how to customize the mobile app in the context of a real-world scenario.