Managing Your Day with Today in Salesforce for iOS and Android

The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It’s not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.

Today includes these cards, in this order:

Considerations When Using Today for iOS and Android

• 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 when 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 those 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:
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• News Card:
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  • If there aren’t any relevant account-related news items to show, you don’t see this card.