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            Data Available in the Salesforce Mobile App

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            Data Available in the Salesforce Mobile App

            The Salesforce mobile app uses your organization’s Salesforce edition, your user license type, and your assigned user profile and permission sets to determine the data that’s available to you. You see most of the objects, record types, fields, and page layouts that you do when working in the full Salesforce site. But not all Salesforce data is available in the app.

            Required Editions

            The Salesforce mobile app available in: all editions except Database.com

            These objects are available as items in the Salesforce mobile app navigation menu. You can create, view, and edit records for these objects unless noted otherwise.

            • Accounts
            • Assets
            • Campaigns
            • Cases
            • Contacts
            • Content Libraries (iOS only)
            • Contracts
            • D&B Company (view only)
            • Dashboards (view only)
            • Einstein Dashboards
            • Events
            • Files
            • Forecasts (iOS only)
            • Knowledge Articles (view only)
            • Leads
            • Live Chat Transcripts
            • Opportunities
            • Orders
            • Quotes (create from opportunities only)
            • Reports (view only)
            • Social Personas and Social Posts
            • Tasks
            • WDC Coaching, Goals, Thanks, Rewards, and Skills (Skills is available for Android only)
            • Work Orders
            • Custom objects that have a tab you can access
            • Salesforce Connect external objects that are searchable and have a tab you can access

            With some exceptions, all the standard and custom fields are available on these records. And you can work with most of the related lists for these objects.

            If Chatter is enabled, you can access feeds, groups, and people (user profiles). You can access user profiles even if Chatter is disabled.

            You can also use Salesforce Today to prepare for meetings, stay in touch with customers, quickly join conference calls, and generally manage your day.

             
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