What does it mean to take your Salesforce org mobile?


Taking your Salesforce org mobile refers to enabling and optimizing the use of Salesforce on mobile devices such as smartphones and tablets. It involves configuring and customizing Salesforce to provide a seamless and user-friendly experience for mobile users. Here’s what it typically entails:

Mobile App Configuration: Salesforce offers a native mobile app called Salesforce Mobile App (previously Salesforce1). Administrators can configure the mobile app settings to define the functionality and access levels for mobile users. This includes selecting which objects, records, and features are available on the mobile app.

Responsive Design: To ensure optimal user experience, Salesforce orgs can be customized using responsive design techniques. This means adapting the layout and design of Salesforce pages to fit different screen sizes and orientations, providing an intuitive and visually appealing interface for mobile users.

Mobile-Optimized Page Layouts: Administrators can create specific page layouts tailored for mobile devices. These layouts may contain different fields, sections, or related lists compared to desktop versions, allowing mobile users to access and update relevant information efficiently.

Mobile Actions and Quick Actions: Mobile actions and quick actions provide shortcuts and streamlined processes on mobile devices. Administrators can create custom actions that allow users to quickly perform common tasks or access specific features, such as creating new records, updating fields, or launching custom processes.

Mobile Dashboards and Reports: Salesforce offers mobile-optimized dashboards and reports, allowing users to view and interact with key metrics and data on their mobile devices. Administrators can configure dashboards and reports to display relevant information and ensure readability on smaller screens.

Mobile Notifications and Alerts: Salesforce can be configured to send mobile notifications and alerts to users. These notifications can be based on record updates, approvals, reminders, or any other relevant events, keeping users informed and facilitating timely actions while on the go.

Offline Access: Salesforce supports offline access on mobile devices through the Salesforce Mobile App. Administrators can enable and configure offline access, allowing users to access and update records even when they are not connected to the internet. Once the connection is restored, changes made offline are synchronized with the Salesforce org.

By taking your Salesforce org mobile, you empower users to access critical information, collaborate, and perform essential tasks from anywhere at any time, enhancing productivity and efficiency. It enables sales teams, field service technicians, and other mobile professionals to stay connected and engaged with Salesforce while on the move.