It’s here, it’s here, it’s finally here! The much-talked-about major update to the Salesforce mobile app is finally here! You can tell I’m excited. This update takes the Salesforce Mobile App completely into Lightning, and so, opens up a world of capabilities and (quite frankly) a much-needed update to the UI (user interface).
This post will walk you through how to activate the new Salesforce Mobile App, and some cool customisations you can do to it, using point-and-click methods.
Note: you need to be on Salesforce Lightning to use this app. If you have not moved to Lightning yet, check out this booklet on moving to Lightning. So, your job is to convince whoever controls Salesforce (even if it’s yourself) that it is time to migrate!
Plus, Salesforce Mobile Web Experience (the current mobile application) is scheduled to be retired with the Summer ’20 release (around 06/01/2020). All the more reason to start your migration far in advance!
Get Started – Transition Assistant
Read these next few lines carefully when getting started. Downloading the app, or updating the current Salesforce mobile app, is not going to get you to where you would expect. You actually need to go to Salesforce Setup and check out the new wizard designed to walk you through the steps of upgrading the mobile platform.
As you would expect, the wizard is not available in Classic; instead, you will see an error message that looks like this:
The Transition Assistant is what you use to move to Lightning and is an important step in the transition process, so make sure to check it out.
Step 1: is a video that tells you about the new app and some of its features.
Step 2: will confirm you have the prerequisites completed, like this:
However, in some cases, you may see the Upgrade button:
If you see this, click this to enable the mobile configuration in the backend.
Step 3: instructs you to create a permission set for the brand new Salesforce Mobile App permission that has been added.
You will need a permission set because unless you are only using custom profiles, you will not be able to update standard profiles, eg. System Admin, Standard User.
Once you have assigned the permission set, and you have installed/updated the app – you are still not ready quite yet.
The next step, continuing on the same Wizard, is to enable your Lightning Record Pages and Apps to be mobile-ready.
By clicking the ‘Launch the Tool’ button on the Lightning Apps you will get a pop-up that lets you select which apps to make mobile-ready.
Alternatively, you can go to the App Manager, select edit on the App that you want to make mobile ready and handle it from there.
After enabling the Apps, you then need to enable your Lightning Record Pages.
By clicking the Launch the Tool button, you will again get a pop-up to allow you to select which Pages to update.
As another option, you can go to the Lightning Record Page itself through the Lightning App Builder and click on the Activation button, and then go to the Mobile tab.
After these steps are done, you and your users are ready!
Diving Into the Lightning Mobile App
Opening the Lightning Mobile App for the first time, you will see this screen:
Following the ‘Get Started’ screen, there is a series of walk-through pop-ups that tell you a bit about what you can do in the new app.
What’s New, What’s Different?
Now that you are all set up, you are probably wondering what’s different in the and what more you can now do after switching. So, what’s the big deal?
The difference is that now with Lightning running the app:
- Your users can have a seamless transition from their Desktop to their phone
- You have the ability to allow them to see exactly what they see on the Desktop (pending the component is mobile compatible).
- You can decide to show only certain components based on the form factor (phone, tablet, desktop) in use.
For example, the Opportunity Record page I have as a Desktop version now almost looks identical on the phone.
I can see the Path at the top, buttons, and even my tabs.
When configuring the Lightning Pages there are several places where the form factor (phone, tablet, desktop) comes into play, allowing you greater flexibility in the design and data you provide to your users.
- You could have different pages based on the form factor selected.
- You could customize the page to only show a component based on a form factor:
- You can choose templates based on which form factors they support:
- You can also visualize what the page will look like based on the form factor (phone, tablet, desktop) selected:
Overall, the options and customizations with the Lightning Mobile App are endless. With the mobile application now being run on the Lightning platform, we can say so long to the days of the mobile app not meeting the needs of our users, and hello to a more efficient and business worthy app!
Remember, Salesforce Mobile Web Experience (the current mobile application) is scheduled to be retired with the Summer ’20 release (around 06/01/2020). All the more reason to start your migration far in advance!