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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- Path is shit on Mobile... every time you even touch the page to scroll down it changes the path setting and you don't know what the value was until you leave the page without saving. Hide it.
- Add your key Related List as a mobile only component right at the top of the page and set it to mobile only. It's one less click to get to the info you need.
- Use Related Quick Links
- The fact that you can't see Activity is just plain useless! Add a Report Chart of types of Activities instead.
- Related Record Components will show on the page if they are not in a Tab (But the Optimisation report now says that every component should be in a tab or accordion). This is a nice way to show more details than the 10 in the Compact Layout, or different fields for different users. But hide any unnecessary Related Record Components.
Home Pages
- It's funny that dashboards on home pages actually look really good on the mobile app.
- As the App home page is the first button on the bottom left of the Mobile App, make it count. Add things there that are going to be useful for Mobile.
Favorites
- WTF! Favorites are the second item on the bottom of the menu but every single Favorite is available for desktop only. Why show them? This is ridiculous! Help docs say "To be available as a favorite in the Salesforce mobile app, an object must have a tab that you can access in the app. Otherwise, you'll be prompted to view the object and its records on the full Salesforce site". But I DO have records that have a tab in the mobile app, and they STILL do not open! Even adding an actual tab from the actual mobile app as a favorite does not work! Another place where the documentation is stuffed!
Roll Out
There is a whole Trailhead on Planning your Roll Out Strategy and talking about Micro Moments and how to craft your mobile App to best suit the needs of your users. Sure, but if you can't hide MOST of the things that they can see in the main app anyway, how can you craft something that's mobile specific. You're just going to frustrate your users.
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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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