|Salesforce Classic Mobile setup available in: both Salesforce Classic and Lightning Experience|
Mobile app available in: Performance, Unlimited, and Developer Editions for orgs created prior to Winter ’17
Mobile app available for an extra cost in: Professional and Enterprise Editions for orgs created prior to May 1, 2016
Mobile app not available for orgs created in Winter ’17 or later
|To view Salesforce Classic Mobile devices and users:||“View Setup and Configuration”|
|To manage Salesforce Classic Mobile custom views:||“Manage Mobile Configurations”|
You can create custom list views for Salesforce Classic Mobile users. Custom list views for Salesforce Classic Mobile, also called mobile views, are different from Salesforce custom views in these ways:
- Administrators set up mobile views for each mobile configuration. The views are available to all users assigned to the configuration, and administrators can’t restrict visibility to certain groups of users within the configuration. Each mobilized object in a mobile configuration can have up to 10 custom views.
- Users can’t filter mobile views by All Records or My Records. The views apply to all records stored locally on the device regardless of ownership; however, ownership filters can be applied using the additional fields in the search criteria.
- Mobile views don't support filter logic.
- Mobile views are limited to a two-column display.
- Users can sort mobile views in ascending or descending order by up to two fields.
For each mobile configuration, you can define up to 10 custom views per object. These views are then pushed to the devices of users assigned to the affected configurations. To create a custom view for Salesforce Classic Mobile:
- From Setup, enter Salesforce Classic Configurations in the Quick Find box, then select Salesforce Classic Configurations. Then click the name of a mobile configuration. You might need to create a mobile configuration if you haven't already.
- Scroll down to the Mobile Views related list.
- Choose an object type from the Select an object drop-down list, and then click New Mobile View. Only objects included in the mobile configuration's data set appear in the drop-down list. You can’t create mobile views for the user object.
- Enter the view name.
Because display space on mobile devices is limited, the maximum length of a mobile view name is 30 characters.
- In the Specify Filter Criteria section, enter conditions that the selected items must match; for example, Amount is greater than $100,000.
- Choose a field from the first drop-down list.
- Choose a filter operator.
- In the third field, enter the value to match.
Note the following about filter criteria values for mobile views:
- You can use the $User.ID merge field as a value in your filter criteria to reference the current user. You can't enter user names in your filter criteria.
- You can only enter special date values in your filter criteria, not actual dates.
- You can't use FISCAL special date values in the filter criteria.
- Select Match All if items in the mobile view should match all the criteria you entered. Select Match Any if items in the mobile view should match any of the criteria you entered. Mobile custom views do not support advanced filtering options.
- In the Select Fields to Display section, select the fields to use as display columns.
The default fields are automatically selected. You can choose up to two different columns of data fields to display in your mobile custom view.
- In the Define Sort Order section, optionally set a primary and secondary sort order for the view.
- Select a field in the Order By drop-down list. You can sort by fields that have been excluded from the object's mobile page layout.
- Set the sort order to Ascending or Descending.
- Click Save.