Salesforce1 for Android

Overview of the Mobile CRM App

Salesforce for mobile is a flexible customer-relationship-management tool that brings the power of your Salesforce environment to phones and tablets. It delivers live access to your Salesforce org — including custom objects and apps — so you can stay productive whether you're in the office or on the move. The app syncs core CRM functions with your device, helping you manage tasks, appointments, and notifications from anywhere.

Core Features and Benefits

The mobile client combines everyday CRM capabilities with mobile-specific conveniences to streamline work outside the desktop.

• Push alerts and schedule reminders keep you informed of time-sensitive activities.
• Compact list views and saved filters let you find records quickly.
• Calendar integration and task management support completing items on your agenda.
• Custom objects and tailored apps from your org are available through the in-app navigation.
• Administrators can turn features on or off and control which users can access the app.

Guided Mobile Setup

Getting a consistent mobile experience across your team is easier with the built-in setup helpers.

1. Enable the Quick Start launch option so the mobile setup assistant appears for administrators and new users.
2. Open the Salesforce Mobile setup section using the Quick Find box in Setup.
3. Use the Quick Start pages to jump to configuration screens and documentation designed specifically for mobile settings.

These steps provide a fast way to produce a basic, usable configuration for your organization; additional fine-tuning is available after the initial setup.

Mobile Configuration Assistant

The mobile setup assistant offers a visual walkthrough for common point-and-click settings so new users can adopt the app more quickly.

• It guides admins through selecting which items show in the navigation menu.
• It helps you arrange global actions and specify which quick actions appear on record pages.
• You can define compact contact layouts and other record previews for a cleaner mobile view.

Use the assistant to establish a standard baseline, then expand customizations to match your team’s workflows.

Access Control and Security

The mobile application supports multiple platforms and integrates with Salesforce security controls to protect your data.

• Administrators decide who may install and use the app and can adjust security policies to match corporate requirements.
• Managed connected app components are included with the Salesforce mobile package and are installed automatically when users add the app from an app store.
• As an alternative, you can deploy the Salesforce + Chatter connected apps package first, review its default access rules, and modify settings before rolling it out organization-wide.

These options let IT teams balance convenient mobile access with the governance their business requires.

Delivering a True Mobile Experience

For organizations already relying on Salesforce day-to-day, the mobile app helps extend productivity beyond the desktop.

The app surfaces essential functions so users can complete many routine tasks while away from a PC. Administrators have straightforward controls for tailoring the mobile experience, ensuring the app meets the needs of teams with simple or complex processes. In short, Salesforce for mobile provides a focused, configurable interface that adapts to how your people work.