Salesforce App Admin Guide

Introduction
Get Your Organization Ready for Mobile: The Big Picture
Configure Your Organization for the Salesforce App
Unlock Salesforce with the Salesforce Mobile Wizard
Define Which Users Can Use the Salesforce App
Enable or Disable Notifications
Customize the Navigation Menu
Customize How Your Data Appears in the Salesforce App
Using Actions in the Salesforce App
Visualforce Pages and the Salesforce App
Work Offline with the Salesforce App
Make the Salesforce App Yours with Custom Branding
Learning More
Appendices
PDF

Unlock Salesforce with the Salesforce Mobile Wizard

The Salesforce Mobile Wizard provides an easy way to complete the essential setup tasks.
The wizard is the ideal tool to quickly get your users started in the Salesforce app. It provides a visual tour of key point-and-click settings, which enables you to configure these options that apply to all users in your organization.
  • Specify which items appear in the navigation menu
  • Organize global actions
  • Create a custom compact layout for contacts

The Salesforce Mobile Wizard gets you started with the basic setup tasks for the Salesforce app, but there is a lot more customization you can do to further enhance your users’ mobile experience.

If you’re new to Salesforce, or if you haven’t done much customization or configuration for the Salesforce app in your organization, we recommend that you step through the wizard. From Setup, enter Salesforce Mobile in the Quick Find box, select Salesforce Mobile Quick Start, and then click Launch Quick Start Wizard.

We recommend using Google Chrome for the Salesforce Mobile Wizard and the Salesforce Setup page. Microsoft Internet Explorer 9 or later and Mozilla Firefox are also supported.

Note

After you’ve finished the wizard, you’ll be directed to the Salesforce Mobile Quick Start setup page, which provides easy access to setup pages and documentation. For settings that are configured on a single page, the Quick Start page includes direct links to those pages. In cases where the settings are available on multiple pages in Setup, we’ve provided links to relevant documentation about the setting.