Salesforce Mobile App

The Salesforce mobile app is Salesforce on the go! This enterprise mobile experience gives you access to the same information you see in the office, but organized for getting work done between customer meetings, while waiting for a flight, even when you’re in line for coffee. The mobile app includes many of your org’s customizations, so it’s tailored to your business needs. Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs.

Note

The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.

• Considerations for the Salesforce Mobile App
  Before you set up and use the Salesforce mobile app, learn about security, limitations, accessibility, and more to ensure a smooth mobile experience for your users.
• Set Up the Salesforce Mobile App
  Learn more about device requirements and access to get the most out of the Salesforce mobile app.
• Customize the Salesforce Mobile App
  The Salesforce mobile app is fully customizable to the needs of your users. Customize branding, navigation, and more to get the most of out of running Salesforce on mobile devices.
• Work Offline with the Salesforce Mobile App
  Your mobile users' productivity doesn't have to stop when there's no connectivity. When you enable caching and Offline Edit, users can keep working, unimpeded by a subway commute, FAA regulations, capricious cellular signals, or bunker-style buildings. Offline access is available for Salesforce for Android and iOS.
• Help Your Users Succeed with the Salesforce Mobile App
  As Salesforce admins, we know that you are the first line of help to your end users when they have questions about using all things Salesforce. Here are some resources to help your end users get the most out of the Salesforce mobile app and address some common situations that differ from the Salesforce full site experience.
• Simplify Daily Tasks with AI in the Salesforce Mobile App
  Einstein Generative AI features including Agentforce and Prompt Builder allow your users to streamline daily tasks and be ever more productive. Ask Agentforce to summarize records, draft emails, show related records, and execute all your custom agentic actions in a conversational and intuitive experience on the Salesforce mobile app.
• View Optimized Lightning Reports with Enhanced Reports
  In this improved reports experience for iOS and Android, you get a responsive user interface for quick and efficient consumption on mobile devices.
• Consolidate Your Data with Unified Analytics
  Unified Analytics is your home base for all your analytics on your iOS and Android devices. Go to the section for your operating system to get more details about Unified Analytics, such as navigation and finding items.
• Stay Informed With ‌Tableau Next Mobile Overview
  Tableau Next Mobile empowers users to engage with their data insights anytime, anywhere, fostering a culture of data-driven decision-making beyond the confines of the traditional office. Furthermore, Tableau Next Mobile enhances collaboration by allowing users to easily share insights with colleagues, which promotes a more connected and informed workforce, leading to more effective problem-solving and improved business outcomes.