Customize the New Salesforce Mobile App with Lightning App Builder
2 likes3,756 views
The document discusses the new Lightning Experience on the Salesforce Mobile App. It provides an overview of the upgraded user experience with Lightning Apps and navigation. It describes how users can now customize mobile record pages and experiences using the Lightning App Builder without code. The presentation outlines the steps for rolling out the new mobile app, including enabling permissions, upgrading the mobile app, and announcing to users. Resources like Trailhead and the Mobile Week videos are provided to help administrators get started with customizing the new mobile experience.
Ad
More Related Content
What's hot (20)
Similar to Customize the New Salesforce Mobile App with Lightning App Builder (20)
Ad
More from Salesforce Admins (20)
Ad
Recently uploaded (20)
![Download Wondershare Filmora Crack [2025] With Latest](https://cdn.slidesharecdn.com/ss_thumbnails/neo4j-howkgsareshapingthefutureofgenerativeaiatawssummitlondonapril2024-240426125209-2d9db05d-250419-250428115407-a04afffa-thumbnail.jpg?width=560&fit=bounds)
Customize the New Salesforce Mobile App with Lightning App Builder
- 1. Customize the New Salesforce Mobile App with Lightning App Builder
- 2. Marc Baizman Sr. Director, Product Manager Salesforce Michael Gonzalez Sr. Admin Evangelist Salesforce @mbaizman Today’s Speakers
- 3. Forward-Looking Statement This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995
- 4. Connect with Us! @SalesforceAdmns #AwesomeAdmin admin.salesforce.com Salesforce Admins Salesforce Admins Salesforce Admins
- 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/newsalesforcemobileapp This webinar is being recorded!
- 6. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup Don’t wait until the end to ask your question! We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! Speakers will tackle more questions at the end, time- allowing
- 7. • Overview of the Lightning Experience on Mobile • Customization with Lightning App Builder • Mobile Setup and Rollout • Resources • Q&A Today’s Agenda
- 9. Upgraded User Experience Lightning Apps and Navigation Responsive Components Lightning Components in Record Pages Customize with Clicks, Not Code Lightning App Builder Introducing Lightning Experience on Mobile Bringing the Lightning Platform to the Salesforce Mobile App NEW
- 10. Out of the Box Experience This is an upgrade of the same app in the App Store and Google Play Current mobile navigation items automatically moved to the rightmost tab Favorites, Search, and Notifications easily accessible Current Mobile App Navigation New Mobile App Navigation
- 11. Unify the User Experience with Lightning Apps and Navigation One Navigation for All Platforms Converged desktop and mobile navigation User Profile Based Navigation Tailor navigation items based on the users’ role Personalize the Navigation Bar Add and reorder items to suit the way you work
- 12. Easily Customize Mobile Record Pages in App Builder Drag-and-Drop Customization Mobile Preview Record Page Assignment By device Component Visibility Rules By device Create powerful custom mobile experiences
- 13. Coming in the Winter ‘20 Release New Mobile QuickStart
- 14. DEMO Coming Winter ‘20 Release
- 15. Rollout Steps August September October Sandbox Release ● Upgrade Salesforce mobile ● Enable in Mobile QuickStart ● Run new Optimizer report ● Fix issues ● Test Production Release ● Update Salesforce Mobile ● Add Perm to Perm Set(s) ● Announce to users Pilot Release ● Upgrade Salesforce mobile ● Try out in Sandbox or DE edition org
- 16. Next Steps & Resources
- 17. 1. Login 2. Go to Setup 3. Add “Lightning on Mobile Permission” to a Permission Set 4. Upgrade to the most recent version of Salesforce mobile 5. Update a Lightning App 6. Done! Get Hands-On in a DE Org
- 19. Lightning Experience for Salesforce Mobile App trailhead.salesforce.com Mobile Week Join us next as we dive into this topic with a new short video everyday! admin.salesforce.com Resources to Get Started