Data Access and Views: What’s Different or Not Available in the Salesforce Mobile App
Learn the differences between the Salesforce desktop site and the Salesforce mobile app.
Supported Objects and Data
These objects are available as items in the Salesforce mobile app navigation menu. You can create, view, and edit records for these objects unless noted otherwise.
- Accounts
- Assets
- Campaigns
- Cases
- Contacts
- Content Libraries (iOS only)
- Contracts
- D&B Company (view only)
- Dashboards (view only)
- Einstein Dashboards
- Events
- Files
- Forecasts (iOS only)
- Knowledge Articles (view only)
- Leads
- Live Chat Transcripts
- Opportunities
- Orders
- Quotes (create from opportunities only)
- Reports (view only)
- Social Personas and Social Posts
- Tasks
- WDC Coaching, Goals, Thanks, Rewards, and Skills (Skills is available for Android only)
- Work Orders
- Custom objects that have a tab you can access
- Salesforce Connect external objects that are searchable and have a tab you can access
The Salesforce mobile app doesn’t support the User object or provide access to user record detail pages. However, user fields are supported and appear on user profiles, in related lists, and so forth. See “Fields” for some issues with user fields.
The Salesforce mobile app doesn’t support:
- Standard or custom Salesforce apps. (Instead, the navigation menu gives users access to all objects that are available to them in the mobile app.)
- Salesforce Console or Agent Console.
- Advanced currency management.
Fields
Field differences between the Salesforce desktop site and the Salesforce mobile app.
Unsupported Fields
- Division fields
Auto-Number Fields
In Salesforce for iOS, if a page layout includes an auto-number field, the page occasionally scrolls to the top when you tap a field near the bottom of the layout.
Combo Boxes
Lookup Fields
- User-defined lookup filter fields aren't supported.
- You can’t create a record from a lookup field like you can in Lightning Experience. You can create an account from the Account Name lookup field on the Salesforce App Lead Conversion page. You can’t create records from other lookup fields on Mobile.
- Lookup fields in Salesforce Classic show record names regardless of sharing permissions. As a result, users can see the names of records that they can’t access. In Lightning Experience and the Salesforce mobile app, lookup fields respect sharing permissions and only show the name of records that the user can access. The one exception is owner lookup fields, which always display the name of the record's owner, regardless of sharing permissions.
Picklist Fields
- Controlling and dependent picklists are supported, but doesn’t display indicators on create and edit pages for these fields. To determine if a picklist field is dependent, and which picklist field controls it, switch to the full site.
- Disabled picklists aren’t grayed out like they are in the full site.
Phone Number Fields
Rich Text Area Fields
Support for rich text area fields varies by the version of the Salesforce mobile app and the type of device.
| App Version | View Rich Text Area Fields | Edit Rich Text Area Fields |
|---|---|---|
| Salesforce for Android | Yes | Yes |
| Salesforce for iOS | Yes | Yes |
User Fields
- While user detail pages aren’t available in the app, user fields are supported and appear on user profiles, in related lists, and so forth.
- There are some issues when these user fields appear in related lists or mobile cards.
- The Company Name field is blank if an internal user is viewing a mobile card or related list entry related to another internal user. If the referenced user is an external user, the company name appears correctly.
- The Active field is blank unless the user is inactive.
List Views
- Creating list views or editing existing list views isn’t supported.
- Editing a record’s field in a list view isn’t available. Instead, users can open the record then tap the Edit action.
- Selecting multiple records in list views isn’t supported.
- Mass actions, which allow you to apply an action to multiple records at the same time, aren’t available.
- List views aren’t automatically updated. To see a new record, refresh the list by pulling down on the page.
- Kanban and split view aren’t supported.
- Some filter functionality for list views is limited on the Salesforce mobile app, including:
- You can’t see or change existing list view filters, but to further narrow records, you can apply additional filters. These filters affect only your view in the mobile app and don’t impact list view data for other users.
- Each filter in the mobile app supports only one operator. These operators can’t be changed.
- Filters on checkbox, email, phone, picklist, text area, and URL field types use the equals operator. Filters on most other text field types use the contains operator.
- To filter a list view by an address, you filter on individual address components. Most address field filters use the contains operator, but Street field filters use the equals operator.
Record View and Record Highlights
Record differences between the Salesforce desktop site and the Salesforce mobile app.
- Record highlights show up to the first 7 fields on desktop and up to the first 10 fields in the Salesforce mobile app.
- You can’t collapse sections on the record detail page on the Salesforce mobile app.
Related Lists
- Related lists display the first four fields that aren’t defined in the Related List section on an object’s page layout. The number of fields shown can’t be increased.
- Related lists aren’t automatically updated. To see a new record, refresh the list by pulling down on the page.
- Some related lists aren’t available in the mobile app, including:
- Content Deliveries
- External Sharing
- Related Content
- List buttons aren't supported for some related lists, including:
- Open Activities
- Activity History
- Approval History
- Contact Roles
- Partners
- The Notes and Attachments related list isn’t fully supported. There are several
issues, including:
- Attachments added in the full Salesforce site aren’t guaranteed to open in the app, even if they appear in the related list. We recommend using Files instead. Documents that are uploaded to the Files tab in the full site are then viewable.
- You can’t add or delete notes or attachments from the related list. But you can
create a note and relate it to a record, using the Note (
) action in the action bar. This action isn’t available for all objects,
depending on how your administrator configures Notes. - Notes and attachments on child records don’t display on the parent record’s related list.
- Uploads using Files related lists aren’t supported.
- If a related list is sorted by a text area field, it doesn’t display any records.