FAQ: Salesforce Mobile App Page Loads

Here are some specific examples of how the mobile app is commonly used, and the expected behavior for page loads.

When you see different behavior, please try troubleshooting with the linked resources.

Use Case: Log in, but don’t see Salesforce data
FAQ: After I tap Log In, why does this page show instead of my Salesforce data?

• If you see an error, please see Login problems in Salesforce for Android and iOS
• If you see the Allow Access Page in Salesforce for Android and iOS page, this means your Username and Password were successfully accepted. This page now shows what kind of access the App needs to run Salesforce App effectively.

Use Case: Log in, and see unexpected Salesforce data
FAQ: After the App loads up, why does this particular page show?

• The Landing Page is the first page of Salesforce data that shows up after Login. Salesforce System Administrators can pick which info to use as the Landing Page, with these customizations:
• If your mobile app Menu has the Mobile Only app, the Landing Page shows the first item in Salesforce Navigation. (For more info about how to include or exclude Mobile Only, please see the FAQ about the Mobile Menu.)
• If your mobile app Menu does not have the Mobile Only app, the Landing Page can be set as the first Tab of a specific Lightning App this way:
  • A Salesforce System Administrator must Create a Mobile App Page with the Lightning App Builder (or enable an existing Lightning App page for Phone), then Set up a default app per profile in Lightning Experience.
  • A mobile User can optionally Customize a Lightning App Navigation Menu in the Salesforce Mobile App for their profile’s default app.

Use Case: Mobile Menu doesn't show the desired Apps
FAQ: Which Apps show up in Mobile Menu of Salesforce for iOS & Android?

• 'Mobile Only' App show up if the System Administrator sets this up: Customize the Mobile Only Default Navigation Menu in the Salesforce Mobile App.
• Other Lightning Apps show up if the System Administrators sets this up: Create a Mobile App Page with the Lightning App Builder (or enable an existing Lightning App page for Phone)
• Note: Lightning Apps with Console Navigation Style are not supported in the Salesforce Mobile App
  • Please see Who Can Access Lightning Console Apps? which clarifies that this is only available in Lightning Experience
  • Please see Make Lightning Console Applications accessible from Salesforce 1 to Upvote an Idea for future Feature Enhancement
• A mobile User can optionally Customize a Lightning App Navigation Menu in the Salesforce Mobile App for their profile’s default app.

Use Case: Page loads are slower than usual, or don’t load
FAQ: What causes pages loads to be slow, or fail?

• If this happens every time a specific page loads, even on strong connectivity, please see: Tips for Optimizing Page Layouts for the Salesforce Mobile App.
• If it happens with more than one type of page, please see: Troubleshoot Performance Issues in Salesforce for iOS and Android.

Use Case: View a Record
FAQ: Why do specific tabs, fields, or actions show?

• A Salesforce System Administrator can customize what shows on the Record overview and Details pages. Please see: Optimize page layouts for Salesforce mobile app.
• For a description of the items on Record Details and Related pages, please see: How Page Layouts Work in the Salesforce Mobile App.

Use Case: Tap Save, then see a rectangle or triangle (in green, red, or yellow)
FAQ: After I save, why does a temporary banner or small icon show up?

• When a new or edited record is saved, the app can show whether the save was successful.
• This appears as a rectangle that disappears (a ‘toast message’), or a small triangle that stays on the page (a ‘sash’).
• Please see: Create, Edit, and Delete Records in the Salesforce Mobile App While Online or Offline.

Use Case: Tap Save, see the mobile app screen refresh
FAQ: After I save, what page should show up?

• Typically the app shows the page that was used just before the edit screen or creation screen.
• For example: Views an Account detail and tap “New Contact” action button. On the Contact creation screen, tap Save. The App shows the Account detail.
• If the Landing Page shows up instead, a Salesforce System Administrator should checkmark the ‘Enable caching in Salesforce for Android and iOS’ setting. Please see the Tip at the bottom of this Document: Enable Offline Access and Offline Edit for the Salesforce Mobile App.

Use Case: View a page that should show new info
FAQ: Why doesn’t this page show the newest data updates that I can see at desktop?

• Caching allows the app to show a screen that was previously viewed.
• Caching is only a problem if newer data should show up instead of an older cached page.
• This can occasionally happen on any mobile apps when data at the source was changed, or an app version changed by Update (instead of delete and reinstall), or the device’s available memory or connectivity changed.
• To clear the app cache, please see Clear App Cache in Salesforce for Android and iOS and VIDEO: How to Clear Cached Data in the Salesforce for Android Mobile App.

Use Case: Load a page that wasn’t used in a while
FAQ: If it’s been a while since I logged in, pages sometimes don’t load - why?

• Sometimes, this is due to intentional settings by a Salesforce System Administrator to restrict data access to a specific timeframe. That timeframe can be based on when the mobile User logged in or last used the app. Please see: Manage Session Policies for a Connected App.
• If the Session Policies are not set up to block access during the time this issue is seen:
  • Please see the FAQ above about Caching.
  • If the issue keeps happening and your company uses My Domain, please double check proper Log In steps:
    1. Please have the mobile User tap “Log Out”
    2. Note: Avoid the ‘Use Custom Domain' link on the app login page
    3. Instead, please follow the steps in Switch Login Server in Salesforce Mobile Apps and Login to Salesforce for iOS and Android apps (video)
    4. Note: For the exact spelling and format of the connection, the Salesforce System Administrator can check Setup’s “My Domain” page