Loading
Scheduled maintenance for Salesforce HelpRead More
Salesforce Mobile App
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Explore the Customizable Mobile Home Page User Interface

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Mobile App

            Explore the Customizable Mobile Home Page User Interface

            The Customizable Mobile Home Page UI is simple to navigate, but these unassuming cards have lots of powerful features.

            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 create configurations: Customize Application

            Overview

            The first thing you notice about the Customizable Mobile Home Page is the clean design. There, you have easy access to cards containing the Salesforce data you need. There are cards for Pinned Reports, Tasks, Salesforce Events, My Calendar, Recent Records and Lists, Favorites, and Pinned Lists.

            Key Features

            • Search by tapping the magnifying glass icon in the upper right corner.
            • See notifications by tapping the bell icon.
            • Tap the lightning button to see suggestions.
            • Edit the home page by tapping the Edit button. From the edit home page screen, reorder, remove, or add cards, or select reports, lists, or calendars.
            • Edit a card by tapping its pencil icon.
            • Tap on a record to see more details.
            • With an Agentforce license, you can ask Agentforce anything about the Salesforce data to which it has access.
            • Quickly move between Home, Chatter, Groups, and Work. Use the Menu to access other objects, as configured in App Manager.

            Tablet Experience

            The user interface is optimized for tablets, too, so you can get the most out of Customizable Mobile Home Page, no matter what mobile device you use.

             
            Loading
            Salesforce Help | Article