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Salesforce1 User Guide

Salesforce1 User Guide

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Salesforce App Help
Salesforce Spring

salesforcedocs
Last updated January

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as are other names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

Welcome to the Salesforce Mobile App
Navigation Bar and Navigation Menu
App Launcher
All Items
Action Bar
Profile Menu
Share Icon

WELCOME TO THE SALESFORCE MOBILE APP

The Salesforce mobile app is like having the desktop version of Lightning Experience on your mobile device Experience a smooth
transition when switching from working at your desk to working on the go
How is the mobile app working for you Let us know Use the Feedback link in your profile menu Our product team is listening
Navigation Bar and Navigation Menu
The navigation bar at the bottom of the screen puts frequently used items within easy reach The first four items in the navigation
bar are the first four items from the navigation menu
App Launcher
Use the App Launcher to switch back and forth between Lightning apps and Mobile Only
All Items
All Items is an alphabetical list of all your mobile items and objects Access it from the navigation menu
Action Bar
The action bar puts actions right at the top of your screen
Profile Menu
Access your profile and account actions from the new profile icon at the top of the screen Use it to switch between different Salesforce
accounts and orgs access your favorites list update settings get help and give feedback
Share Icon

When you see the share icon on a Salesforce page you can send a direct Lightning URL to that page to a colleague All it takes is a

few taps Sharing is available for record pages list view pages object home pages and Lightning app pages

Navigation Bar and Navigation Menu
The navigation bar at the bottom of the screen puts frequently used items within easy reach The first four items in the navigation bar
are the first four items from the navigation menu
The items you see in the navigation menu depend on whether youre in the Mobile Only app or a Lightning app
The Mobile Only app is a set of default navigation items If you used the previous Salesforce mobile app these items are from your
previous navigation menu The items are controlled by your admin If you dont see Mobile Only your admin customized the mobile
app to use a Lightning app instead
Your admin can make a Lightning app available for desktop mobile or both When youre in a Lightning app thats available for
both the apps desktop navigation items sync to the mobile navigation menu If personalization is enabled for the app your changes
to the desktop navigation bar sync to the mobile navigation menu when you refresh the mobile app
If personalization is enabled you can also edit the order of most items in the navigation menu from the Salesforce mobile app Just
tap the Edit icon in the navigation menu then drag items to reorder them If you use the app on desktop youll see your changes
there too If you dont see the Edit icon that means personalization isnt enabled for the app
Note Items that are available only in the Salesforce mobile app such as Today cant be reordered

Welcome to the Salesforce Mobile App

App Launcher

You can switch back and forth between Lightning apps and Mobile Only using the App Launcher

SEE ALSO

All Items
App Launcher

App Launcher
Use the App Launcher to switch back and forth between Lightning apps and Mobile Only
Any changes you make to the order of the apps in your desktop App Launcher are reflected in your mobile App Launcher The only
difference is that on mobile Mobile Only is always at the top
If you dont have any Lightning apps its because your admin hasnt created any or enabled them for mobile

SEE ALSO

Navigation Bar and Navigation Menu

All Items
All Items is an alphabetical list of all your mobile items and objects Access it from the navigation menu

SEE ALSO

Navigation Bar and Navigation Menu

Action Bar
The action bar puts actions right at the top of your screen

If youre an iOS user your thumbs can still get in on the actions Press and hold the navigation bar to highlight and expand the action

bar
To scroll through the actions swipe back and forth
To select an action release your hold
To navigate away without making a selection drag your finger off the navigation bar and release

Profile Menu
Access your profile and account actions from the new profile icon at the top of the screen Use it to switch between different Salesforce
accounts and orgs access your favorites list update settings get help and give feedback

Share Icon

When you see the share icon on a Salesforce page you can send a direct Lightning URL to that page to a colleague All it takes is a few

taps Sharing is available for record pages list view pages object home pages and Lightning app pages

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