An administrator is customizing the Salesforce Mobile App experience for a team of field sales representatives. The administrator configures a custom Lightning App with tailored navigation tabs designed for mobile field workflows. However, when field sales representatives log into the Salesforce Mobile App on their mobile devices, they continue to see the legacy default 'Mobile Only' navigation menu items rather than the newly configured custom Lightning App navigation. Which action must the administrator take to ensure the field representatives see the custom Lightning App navigation items when using the Salesforce Mobile App?
- Verify that the custom Lightning App's supported form factors setting includes Phone (or Desktop and Phone) and that the field sales representatives' Profile is assigned to the Lightning App.Answer
- BAdd the custom Lightning App to the Mobile Navigation menu in Setup and assign access using an additive Permission Set without assigning the app to the Profile.
- CEnable Feed Tracking for the navigation items under Chatter Settings and update the Compact Layout assignment for the mobile record pages.
- DModify the Organization-Wide Defaults (OWD) for Mobile Navigation Objects to 'Public Read/Write' to allow role hierarchy inheritance of mobile tabs.
Answer
The administrator must verify that the custom Lightning App's supported form factors setting includes Phone (or Desktop and Phone) and ensure the field representatives' profile is granted access to the app.
The correct answer identifies that for custom navigation tabs to appear in the Salesforce Mobile App, the Lightning App must be configured with a form factor that includes 'Phone' (or 'Desktop and Phone') within the App Manager, and the users' profile must have access to that app. Once configured and assigned, mobile users can select the app from the App Launcher in the mobile app, displaying the tailored navigation items.
Step-by-Step Solution
Key Concept
Salesforce Mobile App Navigation and Lightning App Form Factors