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 * Salesforce Mobile App
   * Considerations for the Salesforce Mobile App
     * Salesforce Mobile App Rollout Strategy
     * Data Available in the Salesforce Mobile App
     * What’s Different or Not Available in the Salesforce Mobile App
       * Data Access and Views: What’s Different or Not Available in the...
       * Sales Features: What’s Different or Not Available in the Salesforce...
       * Productivity Features: What’s Different or Not Available in the...
       * Data Quality and Enhancement: What’s Different or Not Available in...
       * Customer Service Features: What’s Different or Not Available in the...
       * Reports and Dashboards: What’s Different or Not Available in the...
       * Salesforce Files: What’s Different or Not Available in the...
       * Chatter: What’s Different or Not Available in the Salesforce Mobile...
       * Experience Cloud Sites: What’s Different or Not Available in the...
       * Navigation and Actions: What’s Different or Not Available in the...
       * Search: What’s Different or Not Available in the Salesforce Mobile App
       * Entering Data: What’s Different or Not Available in the Salesforce...
       * Approvals: What’s Different or Not Available in the Salesforce...
       * Offline Access: What’s Different or Not Available in the Salesforce...
       * Salesforce Customization: What’s Different or Not Available in the...
     * Salesforce Mobile App Considerations for Tablets
     * Salesforce Mobile App Accessibility Considerations
     * Salesforce Mobile App Language Considerations
   * Set Up the Salesforce Mobile App
     * Requirements for the Salesforce Mobile App
     * Control Access and Security for the Salesforce Mobile App
     * Salesforce Mobile App Notification Types
       * Enable Salesforce Mobile App Notifications
       * Disable Full Content Push Notifications
       * Considerations for Salesforce Mobile App Notifications
     * Message Customers in the Salesforce Mobile App (Beta)
       * Considerations and Limitations for Messaging in the Salesforce...
       * Set Up Messaging in the Salesforce Mobile App (Beta)
       * Message Customers in the Salesforce Mobile App (Beta)
   * Customize the Salesforce Mobile App
     * Customize a Lightning App Navigation Menu in the Salesforce Mobile App
     * Customize the Mobile Only Navigation Menu in the Salesforce Mobile App
       * Lightning Apps by Default
     * Create a Custom Launchpad for the Salesforce Mobile App
     * Customize Salesforce Mobile App Branding
     * Access Collections on the Salesforce Mobile App
   * Work Offline with the Salesforce Mobile App
     * Enable Offline Access and Offline Edit for the Salesforce Mobile App
     * What's Available Offline in the Salesforce Mobile App
     * Create, Edit, and Delete Records in the Salesforce Mobile App While...
     * Offline Access: What’s Different or Not Available in the Salesforce...
   * Help Your Users Succeed with the Salesforce Mobile App
     * Download and Log In to the Salesforce Mobile App
     * Salesforce Mobile App and Password Manager Apps
     * Salesforce Mobile App and Biometric ID
     * Open Links with One Tap
     * Configure Deep Linking for the Salesforce Mobile App
       * Salesforce App URL Scheme Format
       * Additional Query Parameters
     * The Enhanced Contacts Experience (Beta)
     * Enable Mobile Home for iOS and Android
     * Managing Your Day with Today in Salesforce for iOS and Android
   * Simplify Daily Tasks with Einstein Generative AI in the Salesforce...
     * Use Field Generation Templates for the Salesforce Mobile App
     * Considerations for Einstein Copilot in the Salesforce Mobile App
   * View Optimized Lightning Reports with Enhanced Reports
     * Set Up Enhanced Reports in the Salesforce Mobile App
     * Open Enhanced Reports on Mobile
     * View Enhanced Reports Formats on Mobile
     * Interact with Enhanced Reports on Mobile
     * Submit Enhanced Reports Feedback
     * Enhanced Reports Considerations and Limitations
   * Unify All Your Analytics on Unified Analytics
     * Navigate Unified Analytics on iOS
       * Find Your Assets in Unified Analytics
       * Manage Analytics Assets in Unified Analytics
       * Curate Your Analytics with Collections
       * Monitor CRM Analytics Dashboard Metrics in Unified Analytics
       * Get Additional Insights from a Dashboard Widget
       * Save CRM Analytics Dashboard Views
     * Navigate Unified Analytics on Android
       * Find Your Assets in Unified Analytics
       * Curate Your Analytics with Collections
       * Get Additional Insights from a Dashboard Widget
       * Save CRM Analytics Dashboard Views



Help Your Users Succeed with the Salesforce Mobile App

You are here:

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


HELP YOUR USERS SUCCEED WITH THE SALESFORCE MOBILE APP

As Salesforce admins, we know that you are the first line of help to your end
users when they have questions about using all things Salesforce. Here are some
resources to help your end users get the most out of the Salesforce mobile app
and address some common situations that differ from the Salesforce full site
experience.

 * Download and Log In to the Salesforce Mobile App
   Most users have access to the Salesforce mobile app by default. It's easy to
   get started.
 * Salesforce Mobile App and Password Manager Apps
   Good security practices require long, complex passwords. But typing long,
   complex passwords on small mobile keyboards is error prone and frustrating.
   If your org uses password management, your Salesforce for iOS users can use a
   password manager app to simplify the login process down to a few taps.
 * Salesforce Mobile App and Biometric ID
   Biometric ID is a secure and convenient way to access the Salesforce mobile
   app. On capable devices, you can unlock the app with touch or face
   authentication, instead of a PIN.
 * Open Links with One Tap
   When Salesforce mobile app users tap Lightning URL and Chatter notification
   links on their phones, they’re taken directly to the mobile app. Learn more
   about which URL types are supported.
 * Configure Deep Linking for the Salesforce Mobile App
   Use supported URL schemes for the Salesforce mobile application for Android
   and iOS to launch Salesforce from a third-party or web application. You can
   customize a URL scheme to perform a specific action when Salesforce launches.
   For example, if a user receives an email about a feed post, you can create a
   link for the user to tap to view the post in the Salesforce Mobile app.
 * The Enhanced Contacts Experience (Beta)
   Enhanced Contacts (beta) is an upgraded experience for interacting with
   contact lists and records, optimized for phone and tablet use and included
   with existing licenses.
 * 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.
 * Managing Your Day with Today in Salesforce for iOS and Android
   Today in Salesforce for iOS and Salesforce for Android shows key information
   for reps on the go. Admins can add the Today item to the navigation menu of
   Lightning apps and the Mobile Only app.

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