Mobile Configuration is a multi-node Setup workflow. Plan a few days of configuration plus testing on real devices before rolling out broadly.
- Open Salesforce Mobile App Quickstart
Setup, Quick Find, Mobile App Quickstart. Confirm Salesforce Mobile is enabled and basic settings are correct.
- Build mobile-specific Lightning Pages
Lightning App Builder, create Phone-variant pages for record types where mobile users need a different layout than desktop.
- Configure Mobile Notifications
Setup, Mobile Notifications, set up notifications for critical-path events: approvals, case assignments, opportunity changes.
- Enable Offline behavior
Configure offline caching for the objects users frequently touch while disconnected. Test sync behavior carefully.
- Apply security settings
Setup, Session Settings, configure mobile-specific timeouts, passcode requirements, biometric authentication.
- Test on real devices
Install the Salesforce mobile app on iOS and Android. Test the full workflow as a real user; emulators miss real-world friction.
- Real-device testing catches issues emulators miss. Test the full workflow on iOS and Android before rolling out.
- Mobile Notifications respect user-level notification preferences. Configuring notifications globally doesn''t guarantee users see them.
- Offline sync conflicts need configurable resolution rules. Default rules may not match business needs.
- Mobile-specific Lightning Pages must still respect field-level security. Hiding fields on mobile via FLS works; hiding via mobile-only layout is less restrictive.