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            Control Access and Security for the Salesforce Mobile App

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            Control Access and Security for the Salesforce Mobile App

            By default, all users in your organization can log in to Salesforce for Android and iOS. However, you can control access to all versions of the Salesforce mobile app and configure security policies through a mix of settings and connected app attributes.

            Required Editions

            Setup for the Salesforce mobile app available in: both Salesforce Classic and Lightning Experience
            Setup available in Salesforce Classic in: all editions except Database.com
            Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To edit your Salesforce for Android and Salesforce for iOS settings: Customize Application
            To view your Salesforce for Android and Salesforce for iOS settings: View Setup and Configuration

            Settings

            You can turn on and turn off onboarding tips, feedback, and the importing of contacts from the Salesforce Settings page. These settings apply to your full org.

            From Setup, enter Settings in the Quick Find box, then select Salesforce Settings.

            Connected Apps

            You can control security and access for the Salesforce mobile app using settings components that are installed from the managed Salesforce connected apps package. You can view and edit the settings for each of the apps, including controlling user access with profiles, permissions, and IP range restrictions, from the Manage Connected Apps page.

            The Salesforce for Android and Salesforce for iOS components are automatically installed when one of your users installs the Salesforce mobile app from the App Store or Google Play on a mobile device and authenticates with your organization by logging in to the Salesforce mobile app. Alternatively, you can manually install Salesforce and Chatter Apps connected apps package so you can review and modify the default security and access settings before rolling out the Salesforce mobile app to your users.

            From Setup, enter Connected Apps in the Quick Find box, then select Manage Connected Apps. Click Edit for the app you want to modify.

            Connected App Attributes

            You can use connected app custom attributes to manage in-app security policies, such as disabling copying and pasting from the Salesforce mobile app. Several of the Salesforce mobile app custom attributes have a default value that automatically applies when a user logs in to Salesforce for Android or Salesforce for iOS. If the values are appropriate for your org, you’re all set.

            To change a default value, or configure an attribute that doesn’t have a default setting, go to Setup. Enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify. In the Custom Attributes section on the connected app page, click New and enter the attribute name and value.

            Important
            Important Remember to wrap attribute values in quotation marks.
            Attribute Key Attribute Value Platform Description
            DISABLE_ACTIVITY_TIMELINE
            • TRUE
            • FALSE
            		iOS
            • If set to TRUE, disables the mobile activity timeline on supported record types.
            • If set to FALSE, enables the mobile activity timeline for leads, opportunities, accounts, and contacts. On these record types, iOS users can view all of the tasks, events, and emails associated with a record in one convenient feed.
            DISABLE_EXTERNAL_PASTE
            • TRUE
            • FALSE
            		Android, iOS
            • If set to TRUE, disables copying and pasting within and outside of the Salesforce mobile app.
            • If set to FALSE (default if attribute value isn't defined), lets users copy and paste within and outside of the Salesforce mobile app.
            • The DISABLE_EXTERNAL_PASTE attribute doesn’t affect Share extensions on iOS.
            ENABLE_SHARE
            • TRUE
            • FALSE
            		Android, iOS
            • If set to TRUE (default if attribute value isn’t defined), lets users share a direct link to a page via the share icon.
            • If set to FALSE, removes the share icon from all shareable pages in the Salesforce mobile app.
            • Note that users can still select "share" in the iOS popup menu. The ENABLE_SHARE attribute only removes the share icon from the Salesforce mobile app. For information on controlling the "Share" menu on iOS, see Enhanced Mobile App Security.
            FORCE_EMAIL_CLIENT_TO

            The email app’s URI scheme.

            Can differ by platform. For example, here's an Android URI scheme example for Blue Mail, and an iOS URI scheme example for Gmail.

            Android:

            https://play.google.com/store​/apps/details?id​=me.bluemail.mail&hl

            iOS:

            googlegmail:///​co?to=

            		 Android, iOS

            If a user taps on an email action in the Salesforce mobile app, the user is directed to the email app specified in the attribute value.

            You can specify one email app only.

            The attribute value that you enter depends on the email app and the device platform.

            • For Android, use the URI listed in the Google Play Store for the desired email app.
            • For iOS, do an Internet search to locate the URI scheme for the desired email app. For example, search for iOS Mail URI scheme.
            • On 3D Touch® devices, a user is able to select from all available email clients when they touch and hold an email address on Visualforce pages and record pages.
            HIDE_SEARCH_ICON_FOR_LIGHTNING_APP
            • ”APP_NAME_1,APP_NAME_2”
            • The value is a string wrapped in quotes containing one or more lightning app developer names, separated by commas. Don’t include spaces. Example value: “gCRM_Relationship_360,GCRM_Global_CRM”
            		 Android, iOS

            With this custom attribute defined and set for an app developer name, users don’t see the global search icon in the top navigation of that app.

            Note that this attribute only hides the global search icon for the specified Lightning apps. It doesn’t hide the global search icon from the Salesforce mobile app itself (Chatter for iOS or Chatter for Android).
            SHOW_OPEN_IN
            • TRUE
            • FALSE
            		Android, iOS
            • If set to TRUE, lets users share a file from the Salesforce mobile app via a link to the file, or open a Salesforce file in a third-party app.
            • If set to FALSE, disables users from sharing a file from the Salesforce mobile app or opening a Salesforce file in a third-party app.
            SHOW_PRINT
            • TRUE
            • FALSE
            		iOS
            • If set to TRUE, lets users print from the Salesforce mobile app.
            • If set to FALSE, disables printing from the Salesforce mobile app.
            Tip
            Tip Connected app attribute changes take effect when users force quit the Salesforce mobile app or when they log in to a new session. To make sure that new or modified settings take effect for all users, we recommend that you revoke access to the Salesforce mobile app so everyone is required to log in again.

            We also recommend that you warn users about the changes you intend to make, especially if you’re going to restrict activities that were previously available. The Salesforce mobile app doesn’t show messages or indicators that connected app settings have changed.

             
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