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Zorluk: Çok zorSalesforce Mobile App Customization, Branding, and Navigation Options

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?

  1. 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.Cevap
  2. B
    Add 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.
  3. C
    Enable Feed Tracking for the navigation items under Chatter Settings and update the Compact Layout assignment for the mobile record pages.
  4. D
    Modify the Organization-Wide Defaults (OWD) for Mobile Navigation Objects to 'Public Read/Write' to allow role hierarchy inheritance of mobile tabs.

Cevap

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.

Adım Adım Çözüm

1
Identify why the custom Lightning App navigation tabs are not appearing in the Salesforce Mobile App.
Determine that Lightning Apps must be explicitly enabled for mobile form factors to function in the Salesforce Mobile App.
If a Lightning App is configured for 'Desktop' only, mobile users cannot switch to it in the mobile app launcher and fall back to the default 'Mobile Only' navigation.
2
Navigate to App Manager in Setup and edit the custom Lightning App options.
Set the Supported Form Factors to 'Desktop and Phone'.
This enables the app and its customized navigation bar items to render when accessed on mobile devices.
3
Verify user profile assignments for the Lightning App.
Ensure the target user profile has access to the Lightning App.
Users can only see and select Lightning Apps in the App Launcher (desktop or mobile) if their assigned profile or permission sets permit access.

Anahtar Kavram

Salesforce Mobile App Navigation and Lightning App Form Factors
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