The Enhanced Contacts Experience (Beta)

Enhanced Contacts (beta) is an upgraded experience for interacting with contact lists and records, optimized for phone and tablet use and included with existing licenses.

Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.

Contacts is a highly trafficked and essential area within the Salesforce Mobile App. Enhanced Contacts (beta) is a native contacts experience, tailored for easier and faster access to contacts. The current contacts experience requires numerous taps, making it inconvenient, and lacks sought-after capabilities.

With Enhanced Contacts (beta), users can readily view recent contacts and lists, access caller ID for Salesforce contacts, enjoy easier contact search, use swipe actions, import and export contacts (in bulk or singularly), customize contact detail views, and more.

Requirements

The new Enhanced Contacts (beta) experience has been built to work on both phone and tablet interfaces on all currently supported iOS and Android devices. For more information, see Requirements for the Salesforce Mobile App.

Enable Enhanced Contacts

Admins can enable this beta feature for their org using the Mobile Feature Panel. From Setup, in the Quick Find box, enter Salesforce Mobile App, and then toggle Enhanced Contacts (Beta) to on. Mobile Feature Panel in Setup

One enabled in an org, end users can toggle Enhanced Contacts on from the existing Contacts interface in the app.

Toggle for Users to Turn On Beta

Any existing Lightning app that features the Contacts area is able to participate in Enhanced Contacts. Users can easily toggle between both contacts' experiences to try them out.

When Enhanced Contacts (beta) is on, the app uses the new contacts experience instead of the Lightning-based contacts experience. You can only use one contacts experience at a time.

To return to the existing Lighting-based contacts experience, navigate to the contacts home page and toggle off Enhanced Contacts (Beta).

Features of Enhanced Contacts (beta)

New, native contact home
- Readily view recent contacts and lists
Swipe actions for calling and emailing
Enhanced import support
- Bulk import
- Triage zone for failed imports
Single and bulk export
Customizable contact detail views
Caller ID lookup

Native Contact Home

Easily access recently viewed contacts and lists.

Swipe Actions

You can now swipe left on a contact to quickly email or call them without having to open the full contact record. After the phone or email option is tapped, another menu opens with the contacts' different phone numbers and email addresses.

Shows Swiping Left and new icons for calling and emailing

Import Support

In the older contacts experience, import must be done one-by-one. In Enhanced Contacts (beta), you can bulk import contacts (and continue to do so one-by-one).

When importing, there’s a triage zone for failed contacts, where you can return later to add the required fields and then complete the import.

Note If a contact failed to import and hasn’t been updated and saved, those contacts are deleted when you log out or import again.

Export Support

In the older experience, there’s no export capability. Single and bulk export capabilities have been added to allow users to export contacts to their device, both from within a list or while viewing a single contact.

Customizable Contact Detail Views

We introduced a native detail page that shows information based on the compact layout defined in the org. This page allows you to see the fields you care about the most.

Note If a field isn’t mobile compatible, it isn’t shown in the app.

Caller ID Lookup

You can now use Caller ID lookup from the Salesforce database. This feature gives automatic lookup of incoming calls without exporting contacts from Salesforce to your phone.

Beta Limitations

Importing Contacts - Required Fields
- On import, the app doesn’t respect page layout-required fields. Last Name is the only required field for an import.
Contact Duplication
- The Salesforce Mobile App doesn’t control duplication. For information on checking and editing your org’s duplication rules, see Standard Contact Duplicate Rule.
Samsung Caller ID
- Caller ID doesn’t work on Samsung devices.

How to Send Feedback

Within the app there’s a feedback card at the bottom of the Enhanced Contacts (beta) home page. Leave feedback by tapping on that and filling out the feedback form.

Feeback area in contacts home

Also, you can email mobilefeaturefeedback@salesforce.com with further feedback.