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Financial Services Cloud in the Salesforce Mobile App
Boost user productivity by including Financial Services Cloud features in the Salesforce Mobile App.
Let mobile users access Financial Services Cloud features by setting up a home page, customizing actions and navigation menus, and adding Financial Service Cloud components to the Salesforce Mobile App.
- Set Up a Mobile Home Page
Boost users’ productivity on the go by setting up a Financial Services Cloud home page for the Salesforce mobile app. - Modify the Mobile Navigation Menu
Let users access Financial Services Cloud through the mobile navigation menu. - Add Actions to Custom Object Page Layouts
Enable clone, delete, and edit actions for Financial Services Cloud custom objects so that users can access them on record detail pages in Lightning Experience. - Mobile-Enabled Financial Services Cloud Components
Give Salesforce Mobile users access to the Financial Services Cloud components that they need to stay productive away from their desks. - Add Financial Services Cloud Components to Salesforce Mobile
Help users be more productive by adding Financial Services Cloud Lightning Components to the Salesforce mobile app.
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