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          Enable Mobile Home for iOS and Android

          Enable Mobile Home for iOS and Android

          Mobile Home is a set of configurable, dynamic cards that show personalized information for your users. When users open the Mobile Home page, they can see their reports, recent records, favorites, and more. Each card shows information that’s based on what users view in Salesforce. Your users can also easily rearrange, add, and remove cards to customize Mobile Home.

          Required Editions

          Setup for the Salesforce mobile app available in: both Salesforce Classic and Lightning Experience
          Setup available in Salesforce Classic in: all editions except Database.com
          Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
          User Permissions Needed
          To enable Mobile Home: Customize Application

          Want to see Mobile Home in action? Watch the Watch VideoMobile Home demo (3 minutes)

          Enable Mobile Home

          Mobile Home is a standard navigation item that can be added to any Lightning app. From Setup, in the Quick Find box, enter App Manager, and then select App Manager. Click the arrow next to the Lightning app you want to modify and select Edit. Then click Navigation Items. Find Mobile Home in the left column and add it to the right column. We recommend adding it as the first tab so that users can see it when they open the app. To ensure Mobile Home is visible to users, check that the Tab Setting for Mobile Home is set to Default On.

          As of February 28, 2022, users are able to instantly add the Mobile Home feature to their Lightning apps themselves. When a user navigates to the menu tab, they see a prompt to add Mobile Home to this Lightning App. Tapping on ‘Add to App’ adds Mobile Home as a navigation item on the tab bar. It can be reordered just like other areas in the app by tapping the Edit button on the current Lightning App.

          This navigation item only appears in the Salesforce mobile app and not for desktop users.

          Admins can disable user's access to Mobile Home enablement from Setup.

          1. In the Quick Find, enter Connected Apps then select Manage Connected Apps.
          2. Open Salesforce for iOS or Salesforce for Android.
          3. Navigate to Custom Attributes and select New.
          4. For Attribute key, enter ENABLE_MOBILE_HOME_PROMPT.
          5. For Attribute value, enter "FALSE" then select Save.
          Example
          Example
          Enable Mobile Home in Lightning App Builder.
          Tip
          Tip For bests results, use Mobile Home with the 234.000 version of the Salesforce mobile app or later.
          Note
          Note If you haven’t enabled any Lightning apps for mobile, you can use the Mobile Only navigation method instead.

          Mobile Home is automatically configured for each of your users based on how they use Salesforce. Users can also add and remove cards to create a more personalized home page on mobile.

          View events and tasks in mobile home

          Available Cards to Use

          These cards are available for Mobile Home.

          • Pinned Report: Overview of the user’s chosen report.
          • Recent: Recently viewed records or lists.
          • My Calendar: The current day’s events from the user’s native mobile calendar app.
          • Salesforce Events: Salesforce Events scheduled for the day.
          • Tasks: Upcoming tasks assigned to the user.
          • Favorites: Items that the user added to their Favorites.
          • Pinned List: A list of frequently used records and objects.
          Note
          Note Events in the My Calendar card are private to the user and aren’t automatically imported into Salesforce.
          Report card in Mobile Home.
          Favorites card in Mobile Home.

          Edit a Mobile Home Page

          Users can customize their Mobile Home page’s cards to show only their essential data.

          To edit the Mobile Home page, tap Edit to add, remove, and rearrange cards. From here, users can also change which report appears on the Pinned Report card or select specific calendars for the My Calendar card.

          Edit Mobile Home screen.

          Upgrade from Mobile Home Beta

          If you already use Mobile Home Beta, we recommend switching to the new generally available version. The new version uses standard navigation items as the official mechanism, which allows you to control who in your organization sees Mobile Home and to move it to any position in the menu. To upgrade, remove the Custom Attribute from your connected apps. From Setup, in the Quick Find box, enter Connected Apps, and then click Manage Connected Apps. Click the name of the connected app that you want to modify. Remove the ENABLE_MOBILE_HOME custom attribute in the Custom Attribute section. Then, use the enable steps at the beginning of this guide to use your apps with the upgraded version.

          Differences from Beta to GA

          iOSAndroid
          Global Action bar removed Favorites card added
            My Calendar card added
             
           
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