Salesforce Mobile App is the standard iOS / Android app — Setup configures what mobile users see, mobile-specific page layouts, push notifications, offline access, and branding. Different from Field Service Mobile App which has its own setup. Configurable per-org via Setup; downloadable from App Store / Play Store.
- Open Setup → Salesforce Mobile App
Setup gear → Quick Find: Salesforce Mobile App → Salesforce Mobile App.
- Configure Mobile-Only Navigation
Pick which tabs / apps appear in mobile. Often a subset of desktop — focus on what reps need on-the-go.
- Configure Mobile Page Layouts
Object Manager → object → Page Layouts. Mobile uses the layout assigned to the user's profile by default but you can configure mobile-only versions. Compact Layouts drive what shows in the mobile record-card view.
- Configure Push Notifications
Setup → Salesforce Mobile App → Notifications. Pick which org events trigger pushes (record assignment, Chatter mention, approval pending, etc.).
- Configure Offline Access
Setup → Salesforce Mobile App → Offline. Pick which objects + records are pre-cached for offline use.
- Configure Branding
Setup → Salesforce Mobile App → Branding. App icon, splash screen, primary color.
- Test on a real iOS / Android device
Mobile preview tools approximate; real device testing surfaces touch-target issues, performance problems, push delivery.
What tabs / apps appear in mobile.
Drive record-card view in mobile.
Per-event-type toggles.
Per-object pre-cache.
App icon / colors.
- Push notifications require the device's OS-level permission. Users who declined push at install get no notifications — Salesforce can't override OS denial.
- Offline data scope is per-user. Aggressive offline caching uses device storage and slows sync — balance offline coverage against device performance.
- Mobile page layouts inherit from desktop unless overridden. Desktop layouts with 50 fields render terribly on mobile — invest in mobile-specific Compact Layouts for the most-used objects.