IMO, the Salesforce Mobile App is the one thing that separates Salesforce from all other basic CRM systems - it is probably the ONLY reason you would use Contact Manager, Essentials, or Group Edition of Salesforce.
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The Data Access and Views page is probably the most helpful to understand what is going on. Actually go through every document on this page, except there is NO documentation similar for the new Salesforce Mobile App, which is completely ludicrous!.
- 10 Fields in Highlights Panel
- Back to the ridiculousness of only 4 fields in list views.
- No Attachments!
- No Mass Actions!
- It says you can't Merge Accounts, but you can't even Merge Accounts in Lightning anyway unless there is a duplicate found.
- If you want to convert Leads - check the restrictions.
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I don't know how long this has been around, but you can now require a pin on the mobile apps - so that means you can use fingerprint authentication if your phone supports it. This is goodHowever I can NOT get it working on Android for fingerprint AND it does not support Face login for Android at all. But make sure ALL users' phones support it, or they will be annoyed with a pin and won't use the app.
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TIP We recommend that your users populate their cache each time they log in to Salesforce so they have a meaningful set of available data when offline. |
To me, something as bizarre as this means that they KNOW it's not working. You only need offline WHEN you are offline, you rarely plan to be offline.
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