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Sales Features: What’s Different or Not Available in the Salesforce Mobile App
Learn about differences between the Salesforce desktop and mobile apps.
Accounts
- You can’t view account hierarchies in the Salesforce mobile app.
- Automated Account Fields isn’t available in the Salesforce mobile app, so when users create an account, they don’t see suggested companies in the Account Name field.
- You can’t use the Salesforce mobile app to merge duplicate accounts.
- You can view attachments in the Salesforce mobile app, but you can’t edit them.
- The Team Member Access action isn’t available in the Salesforce mobile app.
- The Enable as Partner and Disable Partner Account actions aren’t available in the Salesforce mobile app.
Campaigns
- The Manage Members and Advanced Setup buttons aren’t available.
- In addition, bulk actions on campaign members aren’t supported.
- Campaign Hierarchy is available only as a related list. The View Hierarchy option in a link on the campaign detail page isn’t available. When you view a parent campaign, the Campaign Hierarchy related list shows only the child campaigns. The desktop Salesforce site displays both the parent and child campaigns.
- Sharing settings aren’t available on campaign detail pages.
- When viewing the Campaign Members related list, only the members’ Status appears. However, you can tap members to see more details about them.
Contacts
- Contacts to Multiple Accounts:
- Only the list item actions that are specific to the Account Contact Relationship object are available on the Related Accounts and Related Contacts related lists. Therefore, you see actions to view or remove the account-contact relationship, but not to edit or delete the contact or account record.
- From the Related Contacts related list, you can navigate to a contact record, but not an account record.
- You can’t view the contact hierarchy.
- Activity logs aren’t created when you use the
icon to send emails. - The Request Update, Manage External User, and Enable Customer User buttons aren’t available.
- You can’t add a contact to a campaign.
- You can’t merge contacts.
- You can’t use the Salesforce mobile app to edit or delete a person account in a contact list view or related list. To edit or delete a person account on a mobile device, navigate to the person account record.
Contracts
- Creating contact roles on contracts isn’t available.
Forecasts
- You can adjust your own forecasts but not your subordinates’ forecasts.
- Removing adjustments isn’t supported, but you can edit your own adjustments.
- Changing the forecasting currency isn’t supported.
- Selecting whether to show or hide quota information isn’t supported.
- Custom forecasts page layouts that you use in desktop aren’t available in the Salesforce mobile app.
- If you have Pipeline Inspection enabled, deal-level insights in the forecasts opportunity list aren’t available in the Salesforce mobile app.
Leads
- Lead conversion:
- You can create opportunities, but you can’t select existing ones.
- You can’t select lead sources across duplicate records. The lead source defaults to the duplicate contact.
- You can’t create related tasks during the conversion, but you can create tasks from the contact record.
- You can’t automatically notify owners of converted leads.
- Account details aren't auto-populated when creating an account.
- You can choose an existing account or create one. To create an account, tap the Account field on the record and select New.
- You can view Converted Leads only from the Recent Leads list view. Converted Leads don't appear in any other list views in Salesforce for Android and iOS.
- You can convert leads without company information to existing business accounts even if person accounts are enabled. In Lightning Experience, leads without company information must be converted to person accounts.
- The Find Duplicates and Unlock Record buttons aren’t available.
- You can’t merge leads.
- When you add a lead, the Campaign field isn’t available. You can add a value to this field in the desktop Salesforce site.
Opportunities
- The Subtotal field on an opportunity product isn’t available in the Salesforce mobile app.
- The Team Member Access action isn’t available in the Salesforce mobile app.
- The Split Amount field isn’t available, and other opportunity splits fields are read-only.
- You can use the Salesforce mobile app to relate a price book with an opportunity that doesn’t have one. To change an opportunity’s price book, use the desktop Salesforce site.
- In the Salesforce mobile app, you can edit one opportunity at a time. No multiline editor is available.
- Clone with Related isn’t available in the Salesforce mobile app.
- Creating product schedules on opportunities isn’t available. Users can edit or delete product schedules in the Salesforce mobile app that were created on the desktop site.
Orders
- You can’t add or edit multiple products at the same time.
- You can’t create reduction orders or select products to reduce.
Quotes
- Quote PDFs appear in the related list but aren’t viewable.
- You can’t add or edit multiple quote line items at the same time.
- You can’t perform these actions.
- Email quotes
- Create or delete PDFs
- Start sync or stop sync
- Create quotes from the Quotes home page. You create quotes from opportunities.
Enterprise Territory Management
- The Assigned Territories related list on accounts and leads is read only, even for users with the Manage Territories permission.
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