When you access dashboards in a mobile browser outside the Salesforce mobile app, keep these limitations in mind.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
- You can access dashboards in the Salesforce mobile app from record layouts, within a Lightning page tab, and via custom links and buttons. Viewing embedded dashboards on mobile browsers isn’t supported.
- Dashboards with multiple scrolling charts aren’t optimized for mobile browsers.
- Users can view saved dashboard views on mobile, but the menu for managing saved views isn’t accessible due to space constraints.
- When adding list selectors to dashboards, make them wide enough to render on mobile.
- Dashboard links that are set to open in a new window open the CRM Analytics mobile app.
- Widget dropdown menus aren’t supported, which means Explore, Share, Details, Annotate, Set Notification, and bulk actions, if configured, aren’t available.
- Sharing actions aren’t available.
- Record-level actions and bulk actions on tables aren’t supported.
- Global filters can’t be adjusted.
- Charts don’t include hover-over information (tooltips).
- Some filters, such as range selectors, aren’t optimized for mobile touch behavior.