An executive leadership team requires a tailored mobile experience in the Salesforce Mobile App that highlights Dashboards, Chatter, and Approval Requests as primary menu items. The administrator must ensure these custom navigation options are available only to executive users while leaving the mobile experience for field representatives unchanged. Which administrative action meets this requirement?
- Create a dedicated custom Lightning App configured for Desktop and Phone form factors with the required navigation items, and assign app profile visibility exclusively to the executive profile.Answer
- BConfigure the global Mobile Navigation menu in Setup and assign permission sets to grant additive navigation menu items to individual executive users.
- CUpdate the default global Mobile Navigation menu to include executive tabs and restrict visibility using Field-Level Security on underlying objects.
- DEnable Chatter Feed Tracking on executive record types and assign a custom publisher layout to executive user accounts.
Answer
Create a dedicated custom Lightning App configured for Desktop and Phone form factors with the required navigation items, and assign app profile visibility exclusively to the executive profile.
The correct answer leverages Lightning App settings in App Manager. By creating a custom Lightning App configured for both Desktop and Phone form factors and assigning it exclusively to the executive profile, executives gain access to a tailored mobile navigation bar (including Dashboards, Chatter, and Approval Requests) without altering the mobile navigation experience for other profiles.
Step-by-Step Solution
Key Concept
Salesforce Mobile App Navigation Customization via Profile-based Lightning Apps