Productivity Features: What’s Different or Not Available in the Salesforce Mobile App

Salesforce Today

The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It’s not available in the Salesforce desktop site.

There are some issues when using Today.

• Access to Today is available only if you grant Calendar permission to the Salesforce mobile app.
• Chatter Free and Chatter External users aren’t able to access Today because these user license types don’t have access to contacts or person accounts.
• All of the Today cards update whenever you access Today from the navigation menu. But the cards aren’t automatically updated if you navigate to Today other ways (for example, by using the Back button). Cards also aren’t automatically updated when you take an action that affects the information shown in Today, such as creating a task. To update the Today page, pull to refresh.
• The set of actions that are available are the ones that are defined on the global publisher layout.
• Current Event and Agenda Cards:
  • Salesforce for Android and iOS selects only from Calendar Events that are stored locally on the mobile device. Salesforce events aren’t available. To change which calendars on your mobile device are used, tap the gear icon on the Today page.
  • If some or all of your calendar servers don’t automatically push data to your device, update your calendars to see the most current information in Today.
  • The 24-hour time format isn’t supported.
  • For multiday events, only the ending date and time are shown in the highlights area.
  • For recurring multiday events, the wrong date and time can sometimes be shown.
  • If your calendar doesn’t display invitee names because the list is too long, Today shows a count of “1 invitee” in the Current Event and Agenda cards on the main view and doesn’t show any invitees when you open the event.
  • For iCloud events, Today can’t find a matching Salesforce record for a meeting organizer because the iCloud API doesn’t return an email address.
  • Today uses the mobile device’s time zone setting, while Salesforce events respect the user’s Salesforce time zone setting. If there’s a difference between these settings when a user logs a local event from Today, the Time field in the new Salesforce event record reflects the user’s Salesforce time zone and doesn’t match the time of the local event.
  • On Android devices, a meeting organizer’s name might not display correctly if there isn’t a matching Salesforce record for the person.
  • If another user makes updates to a mobile calendar event record while you’re viewing the record in Today on an Android device, you don’t automatically see the changes. The record is refreshed the next time you select it from the Today main view.
  • Because of how the Android operating system identifies local events, if a user accesses Today on an Android device to log a local event in Salesforce, then views the same event in Today on a different Android device or an iOS device, it might look like the event wasn’t logged and it isn’t possible to access the corresponding Salesforce event from Today. The logged event status and link is correct on the original Android device, however.
• To Me Feed Card:
  • Only posts that are less than 72 hours old are included. If all posts in your To Me feed are older, you don’t see this card.
• News Card:
  • You see this card if News is enabled for your org.
  • If there aren’t any relevant account-related news items to show, you don’t see this card.

Activities (Events and Tasks)

• Activity Timeline is enabled by default on the supported record types: accounts, contacts, leads, and opportunities. If you use Einstein Activity Capture, captured emails and events don’t appear on the timeline. Filter and search aren’t supported on the app.
• You can choose to disable Activity Timeline on the app for all users by adding a connected app custom attribute. In Setup, enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify. In the Custom Attributes section on the connected app page, click New. Enter DISABLE_ACTIVITY_TIMELINE for the attribute key and “true” for the attribute value.
• Emails and events captured through Einstein Activity Capture can’t be accessed through the Salesforce mobile app.
• The Subject field doesn’t include a picklist of previously defined subjects when Show simpler New Task form on mobile is enabled in Activity Settings.
• Existing shared activities (created in Salesforce Classic and Lightning Experience) that use the Name field for contact associations can’t be edited in the Salesforce mobile app.
• The Activity Timeline displays a maximum of 8 activities in the "Upcoming & Overdue" section and 8 activities in the "Past" section in the Salesforce mobile app.

Events Calendar

• You can't create a calendar from standard or custom objects.
• You can’t create an event for another calendar application from a Salesforce event using the Export Event (formerly Add to Outlook) button. However, if you're set up to sync events using Einstein Activity Capture, events you create and edit from Lightning Experience or the Salesforce mobile app sync to Microsoft® or Google calendars automatically.
• When you create an event in the Salesforce mobile app, the start date defaults to today's date. Manually change the start date to your desired future date. Make this change even when you create an event by selecting a future date from the calendar.
• Invitee related lists (added in Salesforce Classic) display slightly different content. In the Salesforce mobile app, the invitee related list includes invitees only, whereas in the desktop site, it also includes the event owner. To reproduce the desktop site functionality, use an API query; see EventRelation.
• To give reps access to attendees, add the Attendees field to the Event page layout for events. Attendees can see other attendees’ responses from the Details tab in the Attendees field, but can’t see responses from the related tab.
• Meeting attendees can’t respond to event invitations from the Salesforce mobile app. Users can accept or decline only from their Microsoft® calendar or Google Calendar™. To send invitations to event attendees in Lightning Experience, there are some requirements. Learn More
• Reps can't share calendars with coworkers or view coworkers' calendars.
• Events reflect your Salesforce time zone and locale settings, not the time zone setting on your mobile device.
• If you view the event list while the time advances from 11:59 PM to midnight, the list isn’t automatically updated to display the next day’s date and time.
• Events that repeat have different names and behavior depending on where you create them. In Lightning Experience and the Salesforce mobile app, they’re called event series. In Salesforce Classic, they’re called recurring events. It’s best practice to edit repeating events in the user interface where they were created.

Tasks

• Task list views created in Lightning Experience aren’t available on the Salesforce mobile app. Instead, manage tasks using these lists: My Tasks, Completed Within Last 7 Days, Delegated, and Today. Some task lists available in Salesforce Classic, such as This Month and All Open, aren’t available in the Salesforce mobile app.
• The Today list shows tasks that are due today and up to 10 overdue tasks. Tasks that have been overdue for more than 30 days don’t show.
• In task lists, the order of the fields in the priority picklist determines the order in which tasks are sorted.
• Custom list views for Tasks aren’t available on the Service mobile app.
• The more tasks that you have, and the more relationships that your tasks have to other records, the longer it can take to view tasks or use other features.
• When more than 1,000 overdue tasks exist, task lists in the Salesforce mobile app don’t display any overdue tasks at all. Use reports to view your overdue tasks and close them, postpone them, or delete their due dates.
• The Assigned To field is limited to one assigned to user. You can’t assign tasks to multiple users by adding more than one value in the Assigned To field or by assigning the task to a group or queue.
• The Create Recurring Series of Tasks field isn’t supported on quick action layouts. Because only a portion of the recurring task interface appears in new task quick actions, users can’t save any new recurring tasks.
• You can’t create recurring tasks with a frequency of every weekday. We don’t recommend editing tasks with this frequency because the edit page doesn’t show the task’s recurrence settings. To create or edit tasks that repeat every weekday, use Salesforce Classic.
• If a task doesn’t include a subject, it appears in feeds as [No Subject].
• The All Activity History tab isn’t available.
• Reps can’t create a task with a reminder unless you turn off the Show simpler New Task form on mobile setting. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Deselect Show simpler New Task form on mobile.
• Task layouts contain a few unique elements that make tasks easier to work with. These elements don’t appear in a compact layout because you can’t change them, but users always see them:
  • The and icons represent the status of the IsClosed field to users with the Edit Task permission.
  • The icon represents a task marked high priority (including custom high priority).
  • If the due date exists and a user has permission to view it, all tasks show the due date.
  • Tasks include the primary contact and the related account or other record, when they exist.

  The fields in each list can vary depending on the settings in your Salesforce org.

  You control the layout of task records and tasks in the task list using compact layouts. You control related lists, as always, using the page layout editor. Adding the due date field to either layout doesn’t change the appearance of tasks—that field never appears twice.

  Below the built-in task elements, the Salesforce mobile app displays up to three other fields.

  • The default compact layout for tasks includes two fields: the name of a lead or contact, and an opportunity, account, or other record the task is related to.
  • In an Activities related list, a task’s fields depend on what record you’re viewing and how you’ve defined the layout for that object.

  For more information, see Compact Layouts.

Notes

• You can access all your notes from the Notes item in the navigation menu. The Salesforce Classic version of the desktop site doesn’t include a Notes tab. Instead, Salesforce Classic users access notes from the Files tab.
• You can’t share notes with other users or groups.
• In Salesforce for Android, you can’t add images to notes. You can view images that were added from the desktop site. You can, however, add images to notes using Salesforce for iOS, version 10.0 or later.
• Some rich text options that are available in the desktop site, such as applying a bold or italic font or indenting a paragraph, aren’t available. But you can view formatting that was added from the desktop site.
• Spelling errors aren’t highlighted while creating or editing notes.

Email and Email Templates

• The app doesn’t display emails in the improved layout that’s available in Lightning Experience.
• Inbox isn’t available.
• List email isn’t available. However, users can see completed list email activities in the Activity History related list.
• You can’t use Salesforce email templates.

Dialer

• Dialer features are available in Lightning Experience on the desktop only.

WDC

When using WDC features, you can’t:

• Share goals and metrics
• Link metrics to reports
• Refresh metrics that are linked to reports
• Link parent goals and subgoals
• Add goal images
• Create custom badges
• Offer or request feedback
• View custom metric fields
• Create, fill out, or dismiss performance summaries
• Manage performance summary cycles

Salesforce Meetings

• Salesforce Meetings features are available in Lightning Experience on desktop only.