For users on the go, Salesforce has a mobile app that allows them to stay connected.
While it’s not the most comprehensive experience, if it’s set up correctly, it can get the job done. Here are some key considerations:
Page Layouts
When building page layouts, keep in mind the tab-key order. While the web version may have two columns in a section, the mobile version always shows only one. This often neglected feature dictates the order in which fields appear on the mobile device.
Lightning Pages
If you use lightning pages, create a separate page for mobile. Reduce the number of visible fields to the absolute minimum. This prevents unnecessary scrolling on the app.
Branding
The branding on the mobile is separate from the web, which is managed in the Salesforce Branding setting. While you don’t have many options, it’s important to keep the overall experience as close to the web as possible.
Navigation
Mobile has a separate navigation app, which is managed in the Salesforce Navigation setting. Be sure to only show objects that are actually useful for mobile users.
The takeaway
If you support the mobile app, be sure to use all available features to provide the best possible experience for your users.