A mobile phone is usually the first place where we store our contacts. And this is followed by storing it in the address book in our email program be it Microsoft Outlook, Microsoft Office 365, GMail or something else.
For new users of Salesforce, it will be quite convenient if they can upload all the contacts from their address book to Salesforce rather than creating it one by one. And for all users of Salesforce, it will be quite convenient if they can create a contact record in Salesforce by copying the contact data from their mobile device.…
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
Coming in Winter ’20 release, now you will be able to promote an Object’s List View as a Tab in Salesforce App Navigation. One of the many nuggets from this release, now you can access your list views directly from an app’s navigation and save some clicks. For example a sales rep has a list view with high value opportunities which they need to access frequently. They can now access it directly from the Sales app navigation.
This feature can be used on standard and custom objects. Even better thing about this is, end users can do these customisations on their own. So no need to wait for busy & Awesome Admins to come to help you.
All said and done, let’s see actually how to do that. It’s facile to promote List View as a Tab.…