Salesforce1 Mobile App Admin Guide
jSalesforce1 Mobile App Features: What’s Available in Each Version
Salesforce1 is available as a
downloadable app on iOS and Android devices and as a mobile browser app in supported
mobile browsers. In most cases, all of the Salesforce1 “flavors” include the
same features. But there are some differences between the experiences, often related to
differences in the mobile platforms on which Salesforce1 is
supported.
| Feature | Android Downloadable Apps | iOS Downloadable App | Mobile Browser App |
|---|---|---|---|
| Navigation and Actions | |||
| Access up to 200 list views per object |  |
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| See visual snapshots of business data on list view charts |
(tablets only) |
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| Sort and filter list views | |
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| Do actions like make phone calls, log calls, and send emails (Phone calls supported on iPhones and Android phones only) |
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| Use quick actions created for your organization | |
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| See Google Maps images in standard address fields | |
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| Search | |||
| Search for Salesforce records | |
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| Scope global searches to find records by object | |
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| See matching search results for all records, not just those that have been recently viewed | |
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| Sort search results | |
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| Get automatic spell checking and correction on search keywords | |
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| Use global search to find Chatter posts in the “All Company” feed | |
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| Use Spotlight Search to find Salesforce data without opening Salesforce1 | |
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| Relationship and Data Management | |||
| Add new records and update existing records | |
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| Prevent the creation of duplicate records | |
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| Stay up to date about important companies and industries with News | |
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| See company logos for accounts | |
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| Locate, associate, and view Twitter profiles for Salesforce accounts, contacts, and leads | |
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| Track relationships between accounts and contacts with Contacts to Multiple Accounts | |
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| Add contacts to Salesforce from mobile device contact lists | |
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| Convert qualified leads to contacts | |
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| Use Sales Path to follow sales processes and get deals closed | |
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| Work with account teams and opportunity teams | |
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| Add products, quotes, and multiple influential campaigns to opportunities | |
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| View forecast data | |
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| Work with data stored outside of Salesforce | |
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| Productivity (Salesforce Today, Notes, Events, Tasks, Email) | |||
| Use Today to prepare for and manage the day’s events, join conference calls, and log mobile calendar events in Salesforce | |
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| Add contacts to Salesforce from events in Today | |
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| Take rich text meeting notes and easily relate them to records | |
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| Add images to notes | |
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| Create tasks from Notes | |
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| Create tasks from Chatter posts | |
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| Track, close, or reopen tasks | |
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| Do quick task updates with a tap: edit comments or change a due date, status, or priority | |
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| Create and view Salesforce events | |
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| Send email from Salesforce using SalesforceIQ Inbox | |
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| Work.com | |||
| Use Work.com Coaching, Goals,
Rewards, and Skills (Skills available in Android only) |
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| Customer Service Tools | |||
| Work with cases and case emails | |
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| Use Social Customer Service to track cases and respond to Twitter Tweets in real time | |
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| View Salesforce Knowledge articles | |
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| Track purchased products with Assets | |
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| Streamline field service with Work Orders (including milestones, linked articles, and work order hierarchies) | |
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| View scheduled services and navigate to service locations with Field Service Lightning | |
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| Reports and Dashboards | |||
| View dashboards, dashboard components (including Visualforce dashboard components), and reports | |
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| View Lightning Experience reports, dashboards, and charts | |
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| Sort data in reports | |
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| Apply dashboard filters | |
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| Share snapshots of Enhanced Charts in the Chatter feed | |
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| Salesforce Files | |||
| Use Salesforce Files | |
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| Use Salesforce Files if Chatter is turned off | |
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| Browse and share files from external data sources, such as SharePoint, OneDrive for Business, Google Drive, and Box (Requires Files Connect) | |
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| Edit Microsoft Office 365 files | |
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| Access Content Libraries | |
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| Chatter (Feeds, Topics, Profiles, Groups) | |||
| Use Chatter feeds, people, and groups | |
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| Search in the main Chatter feed | |
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| Mute Chatter posts | |
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| View, edit, and follow feed entries organized by topic; add multiple topics to posts | |
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| Bundle multiple record updates into a single post | |
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| Attach photos or files to posts or comments, or use quick actions to post photos or files | |
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| Share Chatter posts | |
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| See previews of files posted to posts and comments | |
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| Double-tap to add or remove bookmarks for Chatter posts | |
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| Ask questions and get answers in the feed | |
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| Escalate questions in Chatter to cases | |
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| Edit user profile details | |
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| Change the user profile picture | |
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| Add group photos | |
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| Add records to groups | |
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| Collaborate with more privacy in unlisted Chatter groups | |
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| Post announcements in group feeds | |
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| Manage groups, including add group members | |
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| Use Salesforce1 if Chatter is turned off | |
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| Use quick actions in Salesforce1 if Chatter is turned off | |
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| Launch Salesforce1 from Chatter email notifications and digest links | |
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| Salesforce Communities | |||
| Access communities created using the Salesforce Tabs + Visualforce template | |
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| Business Logic and Process Automation | |||
| Submit records for approval | |
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| View the status of pending approvals and approve or reject approval requests | |
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| Resume or delete paused flow interviews | |
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| Notifications | |||
| Receive in-app notifications | |
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| Receive push notifications | |
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| Configure the push notifications that are sent | |
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| Offline | |||
| View cached data when working offline | |
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| Create, edit, and delete records for recently accessed objects when offline (Beta) | |
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| Access and Security | |||
| Log in faster using password manager apps right from the Salesforce1 login page | |
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| Configure connections to multiple instances from the login page | |
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| Switch between multiple Salesforce accounts or communities without leaving the app | |
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| Open most Salesforce URLs directly in Salesforce1 | |
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| Control app access with a security passcode | |
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| Use Connected App security settings to meet industry compliance regulations | |
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| Get enhanced security with Mobile Device Management (MDM) | |
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| Customizations and User/App Settings | |||
| View Visualforce pages | |
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| Access Lightning pages, and custom and third-party apps | |
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| See a customized selection and arrangement of actions in the action bar and list item actions | |
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| See custom branding | |
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| See field-level help | |
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