Entering Data: What’s Different or Not Available in the Salesforce Mobile App

Learn the differences between the Salesforce desktop site and the Salesforce mobile app.

There are some differences between Lightning Experience desktop and the Salesforce mobile app when you’re adding new records or updating existing data.

Category Issue Creating Records Editing Records
Any Record Third-party keyboards aren’t supported. Checkmark icon indicating true Checkmark icon indicating true
  Inline editing isn’t available. Checkmark icon indicating true Checkmark icon indicating true
  Changing a record’s owner is available for accounts, campaigns, cases, contacts, leads, opportunities, work orders, and custom objects only.   Checkmark icon indicating true
  Combo boxes, which combine a picklist with a text field, aren’t available. Typically the text field is available but the picklist isn’t . Checkmark icon indicating true Checkmark icon indicating true
Accounts and Contacts The Copy Billing Address to Shipping Address and Copy Mailing Address to Other Address links aren’t available. Checkmark icon indicating true Checkmark icon indicating true
Events If two or more contacts are related to an event, the owner can’t edit them. If the event has just one related lead or contact, the owner can edit it but not add more.   Checkmark icon indicating true
  Events that aren’t related to a contact or object aren’t displayed. Checkmark icon indicating true Checkmark icon indicating true
  You can’t accept or decline an event you’ve been invited to.   Checkmark icon indicating true
  You can’t use Shared Activities to relate multiple contacts to an event. Checkmark icon indicating true Checkmark icon indicating true
  The Related To field remains editable when the Name field is set to Lead, but you receive an error if the Related To field contains data when you save the record. Checkmark icon indicating true Checkmark icon indicating true
  The Subject field doesn’t include a picklist of previously defined subjects. Checkmark icon indicating true Checkmark icon indicating true
  The Email and Phone fields for an associated contact aren’t displayed. Checkmark icon indicating true Checkmark icon indicating true
  You can’t add attachments. Checkmark icon indicating true Checkmark icon indicating true
  You can’t send notification emails. Checkmark icon indicating true Checkmark icon indicating true
  You can’t set event reminders. Checkmark icon indicating true Checkmark icon indicating true
Leads When you add a lead, the Campaign field and the Assign using active assignment rule checkbox aren’t available. You can add values to these fields in the desktop site. Checkmark icon indicating true  
Opportunities You can’t edit the Forecast Category field. The field is automatically populated, based on the value of the Stage Opportunities field, when you save the record. Opportunity owners can manually edit the value of this field in the desktop site. Checkmark icon indicating true Checkmark icon indicating true
Tasks If admins turn on the Show simpler New Task form on mobile setting in Setup, the Subject field doesn’t include a picklist of previously defined subjects. If the setting is turned off, the Subject picklist is included. Checkmark icon indicating true Checkmark icon indicating true
  The Related To field remains editable when the Name field is set to Lead, but you receive an error if the Related To field contains data when you save the record. Checkmark icon indicating true Checkmark icon indicating true
  The Email and Phone fields for an associated contact aren’t displayed. Checkmark icon indicating true Checkmark icon indicating true
  You can’t use Shared Activities to relate multiple contacts to a task. Checkmark icon indicating true Checkmark icon indicating true
 

You can’t create recurring tasks using a New Task quick action, but you can via the New Task button on task lists.

You can’t edit the recurrence details of a recurring task series.

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  You can’t add attachments. Checkmark icon indicating true Checkmark icon indicating true
  You can’t send notification emails. Checkmark icon indicating true Checkmark icon indicating true
  You can’t set task reminders. Checkmark icon indicating true Checkmark icon indicating true
Phone Number Fields The keypad that displays in phone number fields doesn’t include parentheses, hyphens, or periods, and doesn’t apply any phone number formatting when you save the record. To apply a specific phone number format, edit the record in the full site. Checkmark icon indicating true Checkmark icon indicating true
Success Message After creating a record from a related list in the Salesforce mobile app, the resulting success message doesn’t include a link to the new record (like in Lightning Experience). Checkmark icon indicating true  
Service Appointments By default, you can’t edit the status of a service appointment using the Salesforce mobile app.   Checkmark icon indicating true
Clone with Related Clone with Related isn’t available in the Salesforce mobile app.