A Salesforce Administrator needs to provide field sales representatives with a customized navigation menu in the Salesforce Mobile App containing specific items tailored to field operations, while ensuring executive managers continue seeing a different set of navigation items in their mobile view. How should the administrator configure the navigation items for each group of users?
- Create distinct custom Lightning Apps enabled for Phone, configure the required navigation items for each app, and assign the apps to the respective user profiles.Answer
- BModify the Global Mobile Navigation menu in Mobile Setup and assign different tab items using Permission Sets for each user group.
- CUpdate the Mobile Only default navigation layout in Salesforce Mobile Settings and restrict tab visibility at the organization-wide default level.
- DEdit the global compact page layout for the Mobile App bar and assign permission set groups to control item display.
Answer
Create distinct custom Lightning Apps configured for the Phone form factor, define the navigation items per app, and assign them to the appropriate user profiles.
The Salesforce Mobile App uses Lightning App navigation items when users access Lightning Apps enabled for phone form factors. By creating distinct Lightning Apps with customized navigation tabs and assigning them via user profiles, administrators can deliver tailored mobile navigation experiences to different user groups.
Step-by-Step Solution
Key Concept
Salesforce Mobile App Navigation Customization via Lightning Apps