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Get to Know the New Mobile App

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how Lightning Experience improves the Salesforce mobile app.
  • Describe the navigational updates.
  • Explain how updates to custom record pages can help users.
Note

Note

We provide Lightning Experience for Salesforce mobile app to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. Lightning Experience for Salesforce mobile app isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. 

Every month, almost 2 million users run their business from their phone using the Salesforce mobile app. Now, that app is about to take productivity, personalization, and speed to the next level: Salesforce is bringing the power of Lightning to the Salesforce mobile app.

That means starting Winter ’20, Salesforce mobile users will have a new mobile experience, giving them faster access to their favorite Lightning apps, improved navigational experience, and deeper functionality on every page. The new mobile updates mean admins and developers will have greater ability to customize the app and create unique mobile experiences for any business use case.

Now let’s find out what all of this means for end users. 

The Salesforce Mobile Interface Unified with Lightning Experience

One of the first things end users might notice is that the Lightning Experience is now mirrored on mobile, making the Salesforce experience intuitive as they toggle from their laptop to mobile phone. This seamless user experience also means users don’t need extra training. And any  personalizations they make to their navigation in Lightning Experience will extend to the mobile app.

A desktop view of Lightning Experience alongside a mobile view, highlighting tabs on each view to show how they are now mirrored across the two form factors.

Navigate Salesforce Mobile Intuitively

There are three major navigational changes for the end user in the Salesforce mobile app that are designed to help them quickly access any app, object, or other item that they need.

  1. New mobile navigation bar: The new navigation bar added to the bottom of the Salesforce mobile app’s UI makes it easy for users to access their favorites, search, and get notifications for each app.
  2. App launcher on mobile: Lightning Experience on mobile means the user can access their Salesforce app launcher and toggle between Sales, Service, Marketing, or custom apps from their mobile device. They can also get to their profile where they can toggle between their own accounts.
  3. Personalization of navigation: Lightning Experience lets users customize their navigation bar on their desktop so that every user can create a more relevant experience. For instance, an account executive might order their tabs as accounts, opportunities, and leads, while a business development rep might put leads as their first tab. Items on the mobile navigation menu sync with the ordering from Lightning Experience on desktop.

Customize Lightning Record Pages on Salesforce Mobile

Lightning Experience on mobile means less work for admins. Let's find out how.

Currently, a record page in Lightning Experience is different from a record page in the mobile app. Why? Lightning Experience record pages are made up of Lightning components, while mobile record pages consist of a hard-coded layout. Salesforce is bringing the customizable Lightning page architecture to mobile so users interact with the same record pages in the mobile app and Lightning Experience on desktop.

What that means is admins will no longer have to create two different pages, one for mobile and one for desktop users—they can build a record page once, and the experience is the same for both desktop and mobile. However, admins can customize the experiences, hiding components if they don't make sense on desktop or mobile.

Action Bar in Action

Users love the action bar on the mobile app because it gives them quick access to do things such as create a Chatter post, edit a record, or log a case. The upgraded action bar has a new thumb-friendly feature that lets iOS users access all those actions by pressing down on the tab bar and dragging their thumb left and right. 

Voice Capabilities

Mobile is all about saving everyone time. In the new Salesforce mobile app, iOS users can quickly access their accounts, contacts, and any custom data records with voice commands using a Siri shortcut. How many taps does it take to get to their favorite account or dashboard now? With the voice shortcuts, a user can say, “Hey Siri, show me my dashboard.” And the Salesforce app will open to the dashboard page.

Also, Einstein Voice and Einstein Platform Services will shift the way users work on mobile. They will now be able to update opportunities and any records on any custom app using voice commands.