Welcome to “Five Things for Salesforce Admins”— a blog series where we dive into various Salesforce features and talk about five ways you may not have thought about using them before!
According to Wikipedia and Newzoo, 77% of people in the United States own a smartphone, and that number goes up to 82% in the United Kingdom. As a Salesforce Admin, you should be thinking about mobile and how you can enable your team using the new Salesforce Mobile app, coming in Winter ’20, to make them even more productive during their commute, in a meeting, or otherwise on-the-go. Here are five ways to think like a mobile app designer when customizing Salesforce for your company.
You don’t have unlimited screen space on a phone like you do on a desktop. People don’t want to scroll more than a screen or two if they don’t have to. Be judicious about what apps, objects, and fields you choose to show on mobile, with the understanding that the phone is not the desktop, and you may not need to show every single thing unless it makes sense for your team and your business process. You can also make good use of tabs to collect related information in one place.
If there are critical fields that you want to ensure mobile users read, add them to the highlights panel so they show up first on the screen. Don’t make your users hunt for important things!
You want to make sure that you enable your users to be productive on-the-go. If there are specific activities that work well in a mobile context, like quickly updating a record or getting directions to a customer address, then make sure to enable your mobile record pages to do that. If you have a specific component that you want to only appear on mobile, you can change the Visibility filter in the Lightning App Builder to only show on the Mobile form factor.
With Winter ’20, you’ll be able to enable your apps to appear in the new Salesforce Mobile app via the App Launcher, just like on the desktop. Think carefully about which apps you’d like to enable. It may not make sense to have everything turned on, in the same way that you might not want every single object and field to show on mobile either.
If you haven’t created any Quick Actions yet, let your mobile rollout be the inspiration to start making them. Quick Actions are a great way to efficiently update a record or list of records with a set of predefined values. When your users are on-the-go, Quick Actions can be extremely helpful, especially for repetitive things that they might be doing. Check out how to create them here.
These tips should help you think like a mobile app designer. What other tips do you have? Any great apps that you think are especially well-designed? Let us know on Twitter with hashtag #AwesomeAdmin or in the comments below.
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