Case Management on Mobile

Take Case Management to Go with the Salesforce Mobile App

Available in the Salesforce mobile app, which you can download from the App Store or Google Play, the Case Management app can be accessed on your mobile device.

In our work-anywhere world, wouldn't it be nice to take Case Management on the go? You can! Available in the Salesforce mobile app, which you can download from the App Store or Google Play, the Case Management app can be accessed on your mobile device. Simply log into the app with your Salesforce username and password. This means all the important work you do for your clients—scheduling calls, tracking client notes and assessments, you name it—can be done while you're out and about during your day, without being tied to your desk.

Note To get started with the Salesforce mobile app, take the Salesforce Mobile App Basics and Salesforce Mobile App Rollout trails in Trailhead. You can also learn about device and platform requirements in Requirements for the Salesforce Mobile App.

Learn What's Different On The Mobile App

Not every Lightning Experience feature is available in Case Management on the Salesforce mobile app. Learn what's different.

Differences in Case Management on the Salesforce mobile app:

• For each record, click Related or Details to see additional information.

• In Client Search, only First Name, Last Name, and Birthdate show in search results.

• Bulk Service Deliveries aren't available. Create Service Delivery records one by one.

• The Assessment chart isn't available. Refer to the Total Score field in the relevant Assessment records.

• The Client Notes custom component isn't available, and Client Notes don't allow tags by default. To tag a record, a Salesforce admin can add the Topics component to the Client Notes page layout.

• The Case Plan Wizard isn't available. To create Case Plans, enter information and related Goal and Action Items one by one. To view Case Plans, click each related Goal and Action Item.

• The Home tab isn't available. Click Menu to access the Tasks, Events, and Cases pages. You can also view all related Cases, including Incidents, on a Contact's related list.

• A Salesforce admin needs to add the Action Plans related list to the Intake page layout. Then each Action Plan is visible on the related list.

• Contact-related fields aren't available on Intakes. Go to Contacts to update those fields or create a related Contact record.

• The Track Attendance component on Service Sessions isn't available. Update the Attendance Status on individual Service Delivery records.