Navigation and Actions: What’s Different or Not Available in the Salesforce Mobile App

Navigation and Actions: What’s Different or Not Available in the Salesforce Mobile App

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

Navigation

  • On mobile devices, the Salesforce mobile app is supported in portrait orientation only. In Spring ’23, an opt-in beta allows for use of the Salesforce Mobile App in landscape orientation, with numerous known issues.
  • When using Salesforce for Android and Salesforce for iOS on tablets, both portrait and landscape orientation are supported.
  • The mobile browser app interface does rotate into landscape orientation but isn’t guaranteed to work in this orientation.
  • The Lightning Experience utility bar isn’t available in the Salesforce mobile app.

Actions

  • Most actions, including quick actions, productivity actions, and standard and custom buttons, are displayed in the action bar in the Salesforce mobile app.
  • The Save & New action button isn’t available in the Salesforce mobile app.
  • The Delete action is available on record pages only, not record detail pages.
  • In most cases, a productivity action displays only if a record includes the information that the action is keyed to. For example, the Send Email action depends on the record including an email address. The View Website action requires the record to include a website URL. On accounts, the Call action appears even when there isn’t a phone number on the record.
  • By default, the Call productivity action in the mobile app action bar uses the global Log A Call action layout. If you create one Log a Call action on an object, users see that custom Log a Call action’s layout when they tap Call from the action bar for that object. If you create more than one Log a Call action for the same object, the Call action on that object doesn’t know which layout to use, so it uses the global Log a Call action layout.
  • There are a few differences between the Send Email quick action in Salesforce and the standard Email action in Case Feed:
    • Users can’t switch between the rich text editor and the plain text editor in a Send Email action.
    • Templates aren’t supported in the Send Email action.
    • Quick Text isn’t available in the Send Email action.
    • The Send Email action doesn’t support attachments.
    • Users can’t save messages as drafts when using the Send Email action.
    • Users can’t edit or view the From field in the Send Email action.
  • If feed tracking isn’t enabled on an object, only nonstandard actions appear in the Salesforce mobile app action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
  • If you’re using record types in your org, some quick actions might not be visible to your users. For more information, see Quick Actions and Record Types.
  • The Mobile Smart Actions element appears as a single action element in the page layout editor, but it expands to several actions when it displays in the Salesforce mobile app. If the Mobile Smart Actions element is in the Quick Actions in the Salesforce Classic Publisher section, and you then customize the action bar section, the actions in the app are derived from the action bar customizations you make. In this case, the Mobile Smart Actions element in the Quick Actions in the Salesforce Classic Publisher section becomes irrelevant.
  • To customize the actions in the Salesforce mobile app action bar for standard and custom objects, first override the predefined actions. You can then add or remove actions from the Salesforce Mobile and Lightning Experience Actions section.

    For instance, to move the Join Group, Edit Group, or Leave Group actions on groups in the Salesforce mobile app, override the predefined actions in the Groups page layout.

  • Using URL custom buttons to pass parameters to standard pages in Salesforce Classic—such as pre-populating fields when creating a record—doesn’t work in the Salesforce mobile app.
  • If you add a custom button to the Salesforce Mobile and Lightning Experience Actions section of a page layout, the icon for that custom button in the Salesforce mobile app action bar is a lightning bolt. If the Salesforce Mobile and Lightning Experience Actions section isn't customized, the icon of that custom button in the app action bar is a wrench.