Mobile

#SalesforceSpring23 – Enhanced Contacts in Salesforce Mobile App (Beta)

#1MinuteTip #SalesforceSpring23 Enhanced contacts (Beta) allows you to take your contact management to the next level.

With this beta feature turned on, your users can now:

  1. Readily view recent contacts and lists
  2. Access caller ID for Salesforce contacts
  3. Enjoy easier contact search,
  4. Use swipe actions
  5. Customize contact detail views
  6. Import and export contacts (in bulk or by themselves)
  7. Scan business cards
  8. and more…

Product Area: Mobile -> Salesforce Mobile App

Enhanced Contacts in Salesforce Mobile App
Enhanced Contacts in Salesforce Mobile App

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring23 – Optimized Enhanced Reports in Salesforce Mobile App

#1MinuteTip #SalesforceSpring23 A new, native reports interface tailored for phone and tablet will be auto-enabled for all customers (Enhanced Reports are available the week of February 13, 2023). Enhanced reports are built natively for mobile, resulting in to up to 6x faster load time

It offers interactive experience with faster sorting and manipulation and supports Charts, Viewing & Editing Filters, Conditional Formatting, & much more!

Product Area: Mobile -> Salesforce Mobile App

Enhanced Reports in Salesforce Mobile App
Image Source: Spring ’23 Release Overview Deck

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring23 – New Feature Panel for Salesforce Mobile App

#1MinuteTip #SalesforceSpring23 You can now easily learn about and enable or disable capabilities within the Salesforce Mobile App for iOS and Android. There is a new few feature panel that consolidates new features. Each feature details the behavior that is enabled and its current feature status.

Product Area: Mobile – Salesforce Mobile App

Salesforce Mobile App Feature Panel in Setup

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring22 – Salesforce on Tablet (Generally Available)

#1MinuteTip #SalesforceSpring22 Lightning on tablet, the new full-width tablet app experience, is now generally available in the Salesforce mobile app on iPad and Android tablets.

How: To turn on the full-width Lightning on tablet experience, from Setup, in the Quick Find box, enter Quickstart, and then select New Salesforce Mobile App Quickstart. Under Tablet App Experience, select Lightning on tablet (Recommended).

Salesforce on Tablet

References & Useful URLs