Salesforce App Help

Salesforce, Spring ’20

@salesforcedocs
Last updated: March 30, 2020
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CONTENTS

Welcome to the New Salesforce Mobile App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Mobile Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
All Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
App Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Action Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Record Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Profile Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
WELCOME TO THE NEW SALESFORCE MOBILE APP

The new Salesforce mobile app is like having the desktop version of Lightning Experience on your mobile device. Experience a smooth
transition when switching from working at your desk to working on the go.
In the new mobile app, navigation is streamlined, pages look better and load faster, settings are easier to find, and access to Lightning
apps gives you more flexibility in how you work.
Have thoughts on the changes? Let us know! Use the Feedback link in your profile menu. Our product team is listening.

Navigation Bar
The streamlined navigation bar replaces the previous navigation menu. Use it to access the new navigation menu and your frequently
used objects.
Menu
The navigation menu is the rightmost item in the navigation bar. It’s a lot like the old navigation menu in that you can still find more
of your items, objects, and apps. But it also has some new tricks up its sleeve. The new App Launcher and All Items live here.
Mobile Only
When you first log in to the new Salesforce mobile app, you see the default set of navigation items, called Mobile Only. If you used
the previous Salesforce mobile app, these items are from your previous navigation menu. We moved them to the Mobile Only app
to make switching to the new Salesforce mobile app easier. The items and the order of the items that appear here are controlled by
your admin.
All Items
All Items is an alphabetical list of all your mobile items and objects. Access it from the menu.
App Launcher
The App Launcher from Lightning Experience desktop has arrived on mobile! Use it to switch back and forth between Lightning
apps and Mobile Only.
Action Bar
The action bar puts actions right at the top of your screen.
Record Pages
Record pages have a new look and feel, including a new back button, the action and navigation bars, and vertically stacked tabs.
The new share icon lets you easily share links to record pages with your colleagues. Your admin might have also enabled a path
component, which you can follow through a sales or support process.
Profile Menu
Access your profile and account actions from the new profile icon at the top of the screen. Use it to switch between different Salesforce
accounts and orgs, access your favorites list, update settings, get help, and give feedback.

Navigation Bar
The streamlined navigation bar replaces the previous navigation menu. Use it to access the new navigation menu and your frequently
used objects.

1
Welcome to the New Salesforce Mobile App Menu

If you’re in a Lightning app, the first four items of your mobile navigation bar are the same four navigation tabs from that Lightning app
on desktop. If you’re in the Mobile Only app, the first four items of your mobile navigation bar are the first four items in your navigation
menu.

SEE ALSO:
Mobile Only
Action Bar
Record Pages

Menu
The navigation menu is the rightmost item in the navigation bar. It’s a lot like the old navigation menu in that you can still find more of
your items, objects, and apps. But it also has some new tricks up its sleeve. The new App Launcher and All Items live here.
When you first log in to the new Salesforce mobile app, you see the default set of navigation items, called Mobile Only. If you used the
previous Salesforce mobile app, these items are from your previous navigation menu. The items and the order of the items that appear
here are still controlled by your admin.
If you’re in a Lightning app, you see the same navigation items in the same order that you see in that Lightning app on desktop. If you
have permission to personalize the desktop navigation bar in a Lightning app, your changes sync to the menu of the mobile version of
the Lightning app when you refresh the mobile app.

SEE ALSO:
Mobile Only
All Items
App Launcher

Mobile Only
When you first log in to the new Salesforce mobile app, you see the default set of navigation items, called Mobile Only. If you used the
previous Salesforce mobile app, these items are from your previous navigation menu. We moved them to the Mobile Only app to make
switching to the new Salesforce mobile app easier. The items and the order of the items that appear here are controlled by your admin.
You can keep using Mobile Only if you like. Or you can switch to a Lightning app, if your company uses them, using the mobile App
Launcher. Tap the App Launcher icon at the top of the menu to switch to a Lightning app.
When you use a Lightning app, the navigation tabs on the desktop version of the app sync to the mobile navigation menu. If you have
permission to personalize the desktop navigation tabs in the Lightning app, your changes sync to the mobile version of the Lightning
app when you refresh the mobile app.
You can switch back to Mobile Only via the App Launcher.
If you don’t see Mobile Only, your admin customized the mobile app to use a Lightning app instead.

SEE ALSO:
Navigation Bar
Menu
App Launcher

2
Welcome to the New Salesforce Mobile App All Items

All Items
All Items is an alphabetical list of all your mobile items and objects. Access it from the menu.

SEE ALSO:
Menu

App Launcher
The App Launcher from Lightning Experience desktop has arrived on mobile! Use it to switch back and forth between Lightning apps
and Mobile Only.
Any changes you make to the order of the apps in your desktop App Launcher are reflected in your mobile App Launcher. The only
difference is that on mobile, Mobile Only is always at the top.
If you don’t have any Lightning apps, it’s because your admin hasn’t created any or enabled them for mobile.

SEE ALSO:
Menu
Mobile Only

Action Bar
The action bar puts actions right at the top of your screen.
If you’re an iOS user, your thumbs can still get in on the actions! Press and hold the navigation bar to highlight and expand the action
bar.
• To scroll through the actions, swipe back and forth.
• To select an action, release your hold.
• To navigate away without making a selection, drag your finger off the navigation bar and release.

SEE ALSO:
Navigation Bar
Record Pages

Record Pages
Record pages have a new look and feel, including a new back button, the action and navigation bars, and vertically stacked tabs. The
new share icon lets you easily share links to record pages with your colleagues. Your admin might have also enabled a path component,
which you can follow through a sales or support process.

SEE ALSO:
Navigation Bar
Action Bar

3
Welcome to the New Salesforce Mobile App Profile Menu

Profile Menu
Access your profile and account actions from the new profile icon at the top of the screen. Use it to switch between different Salesforce
accounts and orgs, access your favorites list, update settings, get help, and give feedback.