Salesforce Mobile App Customization

Salesforce Customization

After completing this unit, you’ll be able to customize Compact layout of Object,Object related Quick Action,Global actions.

What you’ll learn

  • After completing this unit, you’ll be able to: Name some of the benefits of using the Salesforce mobile app. Explain why it’s important to customize the mobile app. Find and download the app. Choose your working environment for the app..

Course Content

  • Introduction –> 7 lectures • 13min.
  • Object Specific Layout & Actions –> 5 lectures • 11min.
  • Compact Layout –> 2 lectures • 7min.
  • What is Mobile App Customization –> 1 lecture • 1min.
  • Assignment –> 0 lectures • 0min.

Salesforce Mobile App Customization

Requirements

  • Basic Knowledge of Salesforce and Salesforce Objects.

After completing this unit, you’ll be able to customize Compact layout of Object,Object related Quick Action,Global actions.

The Magic of Metadata: Perhaps you’re wondering how it’s possible that the Salesforce mobile app works instantly, right out of the box. The secret is your metadata.

Make the Mobile App Your Own

By customizing the Salesforce mobile app, you can mold it into a powerful tool that helps your users get work done fast. In this module, we cover three features you can use to customize the mobile app.

  • Quick actions
  • Compact layouts
  • Mobile navigation, for Lightning apps and the Mobile Only app

The Salesforce mobile app is the perfect place to start. It delivers a ton of value to your users right out of the box. And if you take advantage of the customization features explained in this module, you can save your users time and make their lives a lot easier. (Warning: They may cry tears of joy. Make sure you have tissues handy.)

When you’re new to the Salesforce mobile app, it can be challenging to figure out exactly how to use these features to solve problems for your mobile users. So let’s learn how to customize the mobile app in the context of a real-world scenario.

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