Data Quality and Enhancement: What’s Different or Not Available in the Salesforce Mobile App

Data Quality and Enhancement: What’s Different or Not Available in the Salesforce Mobile App

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

Duplicate Management

  • The Salesforce mobile app doesn’t alert users to existing duplicate accounts, contacts, or leads.
  • The Salesforce mobile app does alert users when they’re about to create an account, contact, or lead that appears to duplicate an existing record.
  • Each possible duplicate is shown on a “duplicate card.” The app displays a maximum of 30 duplicates (10 per object), even if there are more.
  • A duplicate card displays three fields, which are derived from the search results format defined for your org, not from the associated matching rule.
  • If users tap a duplicate card that appears while they’re editing or creating a record, any information they entered before tapping the card is lost.
  • By default, duplicate rules run when users complete fields on a record, rather than when they save a record.
  • The Salesforce mobile app doesn’t support merging of records.

Data Assessment and Data Integration

  • Data Assessment for data in AppExchange packages isn’t available.
  • Account Data Assessment isn’t available.
  • You can see fields that were updated by data integration rules, but you can’t use Data Integration to manually update records.