Salesforce Platform · Lightning App Builder

Configure Mobile App Homepages

Set up what mobile users see when they open the Salesforce Mobile app: the homepage, the navigation menu and the quick actions they can reach on a phone.

5 tasks
Method

How MeshMesh does it

  1. Asks for a connection to the Salesforce org so it can run discovery and finalize a plan.
  2. Researches the documentation and explores the org. In one sample it found the apps and the Account page layouts, but stopped before writing a plan.
  3. Finds the root cause. In one sample, the "+" action button was missing on the Sales mobile app because the Seller-Focused Sales Mobile Experience feature replaces the standard action bar. MeshMesh then gave remediation options.
  4. Handles follow-up mobile setup, such as a Web Tab, the default mobile app setup and mobile action design.
  5. For a mobile demo, loads demo records and configures quick actions, compact layouts and a mobile navigation app. It then validates the setup end to end.
  6. Produces the supporting material. In the demo case this was a presentation deck and a Word document with presentation and demo scripts.

In the diagnosis sample the task is paused, and the evidence does not show every follow-up finished. The navigation work is covered in Configure Custom App Navigation Tabs. Quick actions are covered in Configure Quick Actions, and compact layouts in Configure Compact Layouts.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.