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. |
|
|
| Inline editing isn’t available. |
|
|
|
| Changing a record’s owner is available for accounts, campaigns, cases, contacts, leads, opportunities, work orders, and custom objects only. |
|
||
| Combo boxes, which combine a picklist with a text field, aren’t available. Typically the text field is available but the picklist isn’t . |
|
|
|
| Accounts and Contacts | The Copy Billing Address to Shipping Address and Copy Mailing Address to Other Address links aren’t available. |
|
|
| 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. |
|
|
| Events that aren’t related to a contact or object aren’t displayed. |
|
|
|
| You can’t accept or decline an event you’ve been invited to. |
|
||
| You can’t use Shared Activities to relate multiple contacts to an event. |
|
|
|
| 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. |
|
|
|
| The Subject field doesn’t include a picklist of previously defined subjects. |
|
|
|
| The Email and Phone fields for an associated contact aren’t displayed. |
|
|
|
| You can’t add attachments. |
|
|
|
| You can’t send notification emails. |
|
|
|
| You can’t set event reminders. |
|
|
|
| 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. |
|
|
| 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. |
|
|
| 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. |
|
|
| 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. |
|
|
|
| The Email and Phone fields for an associated contact aren’t displayed. |
|
|
|
| You can’t use Shared Activities to relate multiple contacts to a task. |
|
|
|
|
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. |
|
|
|
| You can’t add attachments. |
|
|
|
| You can’t send notification emails. |
|
|
|
| You can’t set task reminders. |
|
|
|
| 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. |
|
|
| 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). |
|
|
| Service Appointments | By default, you can’t edit the status of a service appointment using the Salesforce mobile app. |
|
|
| Clone with Related | Clone with Related isn’t available in the Salesforce mobile app. |
