Modify the Mobile Navigation Menu

Let users access Financial Services Cloud through the mobile navigation menu.

Note Leverage person accounts to make the most of Financial Services Cloud on a mobile browser.

From Setup, enter Mobile in the Quick Find box, then select New Salesforce Mobile App QuickStart.
Click Launch Quick Start Wizard.
Click Let’s Get Started.
Drag items from Available Items to the Navigation Menu.
We recommend the sequence: Mobile Home, Today, Chatter, Tasks, Events, Dashboards, Reports, People, Groups, and Smart Search Items.
Note In Smart Search Items, users see recently viewed Salesforce objects. We recommend the sequence: Accounts, Contacts, Financial Accounts, Financial Goals, Financial Holdings, Assets and Liabilities, Leads, and Opportunities.
Click Save & Next.
Click Arrange Global Actions.
From the Layout dropdown, select Advisor Publisher Layout.

Note If you don’t see the Advisor Publisher Layout in the dropdown, configure your own publisher layout. For details, see Add Global Actions to Publisher Layouts.
Click Save & Next.
Click Create Compact Layout.
In the Compact Layout for Contacts, add the following fields: Name, Account Name, Phone, and Email.
Click Save & Next.
Review your configuration and click Next.
(Optional) Send invitations.
Click Next and Finish.

Product Area