Give Users Access to New Salesforce Mobile App for a Seamless Experience Across Desktop & Mobile
Lightning Experience for Salesforce Mobile App was rolled out with Winter ’20 release. This feature is one of the gems of the latest release.
Earlier, Salesforce Mobile App user experience was slightly different than the desktop version. Notable differences were:
- There was no ‘App Launcher’ to switch between the Apps
- The Object Tabs were not segregated as per the App which they belonged to
Now with this upgrade, you get exactly the same experience how you would get when working from your laptop or computer. This gives users a seamless experience across devices and boosts productivity.
It is a cinch to enable Lightning Experience for Salesforce Mobile App for your users. So let’s get started.
Enable Lightning Experience for Salesforce Mobile App
Login as an Administrator into your Salesforce org -> Navigate to Permission Sets in Setup -> Click ‘New’
(Click on images to enlarge)
Specify Permission Set ‘Label’ -> ‘API Name’ pops automatically -> Enter a short ‘Description’
Scroll down & click ‘System Permissions’
Sroll down to ‘New Salesforce Mobile App’ permission and tick the checkbox
Scroll back to the top of the page and click ‘Save’. Then click ‘Manage Assignments’
Click ‘Add Assignments’
Tick the checkbox besides a user or multiple users for whom the access to New Salesforce Mobile App needs to be enabled. Then click ‘Assign’
Now ask that particular user or users to log out and log back into Salesforce again. Once logged in, you will land on the Chatter page. Click on ‘Menu’ at the bottom right corner of the mobile screen.
Voila! Lightning Experience for Salesforce Mobile App is enabled. The user can now see ‘App Launcher’ to switch between the apps. It also shows which app the user is currently on and all the Tabs included in the app navigation.
So go ahead and delight your users with this new experience to work on Salesforce from their mobile devices. 🙂