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Access Collections on the Salesforce Mobile App

Collections enable you to curate your analytics in a customized way, and have a personalized set of CRM Analytics items, and reports and dashboards when you first open the application. Analytics can be added from different apps and folders, and they can exist in multiple collections. With collections, you’re able to quickly access data that’s relevant to your work or interests in one place.

Required Editions

Setup for the Salesforce mobile app available in: Lightning Experience
Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
A CRM Analytics license is required to view and access CRM Analytics items.
  1. Add a Collection to Home
    1. Tap Edit then tap Add Card.
    2. Tap Collection from the menu, and tap the collection you want.
    Sales Team collection card with Top Agents Leaderboard bar chart
  2. Open an Item in a Collection
    1. Scroll across the Collection card and tap the item you want to open. You can also tap Open Collection then locate and tap the item.
  3. Add Items to a Collection
    1. Tap Open Collection then tap Plus button.
    2. Tap the available items on the page or use the search bar to locate the items to add to the collection.
    3. Tap Done.
  4. Create a Collection
    1. Tap Edit then Plus button.
    2. Give the collection a name, optional description, and color.
      New collection details
    3. Tap Save.
    4. Tap Add Insights then select items for the collection.
      Empty collection screen