Things to Consider While Developing A Salesforce Mobile App
- January 7, 2021
- 6 minutes
A mobile revolution among modern-day industries is pretty evident, and many are already excited about the same. Salesforce mobile application is indeed the utmost preference among contemporary enterprises to get started with. With such immense expectations, developers need to keep the following aspects in mind before developing a significant salesforce mobile app.
Make It For The Most Sophisticated Platform Challenges
It is suggested that the Salesforce mobile application be developed thoroughly functional even with devices involving the highest platform constraints. This is important as requirements are quite obvious to vary with the varying scenario. It’s good to keep those devices in mind running over popular operating systems like iOS/android involving nominal requirements. Anyone can easily find the Salesforce application for these devices straight through popular stores like Google Play.
Ensure that upon getting logged in with the Salesforce app, one gets immediately linked with the production org. However, one can get logged in with sandbox; that is the most effective way of doing smart customizations.
Keep Desktop Features In Mind As Well
Needless is to say that this is the era of mobile revolution for enterprises, and Salesforce apps for mobile is the flag bearer. However, it is equally important to distinguish these apps from that of the website versions for desktops. There are certain features offered by Salesforce one can’t find over the mobile app of it, or simply behave distinctly on mobiles.The developers should emphasize these things.
Keep Quick Actions in Mind
Special emphasis should be given regarding features like Quick Actions as it is emphasized by all those getting started with Salesforce mobile app development. It’s a smart and swift mode for the users to establish the desired workflow in the app. Proper testing should be done for actions like file sharing, preparing call logs, handling file shares, etc. Make sure users can prepare customized actions for their businesses and define the use case as well. As each action comes with an explicit page structure, the fields can only be confined to only that the users find relevant.
Ensure Compact Layouts Are Customisable
The users always emphasize customization of the compact layouts. Upon opening a record, the key highlights of the same should become evident over the header section of the Salesforce app. The distinguishing aspect of Compact layout is that one can set the desired fields to be visible over the header section through it.
Make sure it is possible to add as many as ten sections for every object over that section. In the case of page layouts, a user should allocate a distinct layout for every single profile. However, a compact layout is like the all-inclusive solution; it can be equally significant for all. Make sure one can easily create a fresh compact layout simply upon visiting the Setup section followed by Object Manager.
Customizing the navigation is important as users emphasize it before getting started with the Salesforce app. Make sure one can easily discover the navigation bar at the very bottom of the display. Here key navigation things should become available easily, making things easier for the user. Users should simply be able to visit the navigation section simply by clicking on Menu.
A whole range of applications and objects should be explored over here. Navigation experience can be different for a new user. Users should easily customize upon searching ‘Navigation’ within the Setup and should easily find it. The initial four sections within the list are the navigation section’s initial icons for the users in the navigation bar.
Special Emphasis OnSmart Search
It is crucial to take Smart Search Into account as well, which is about the objects that the user recently accessed. This is an important aspect every user checks before getting started with the Salesforce app, and even rate the app. Make sure to customize the navigation items by entering into the Setup; the changes become evident. The initial four items within the navigation menu are meant explicitly for mobile users.
Apart from the discussed above aspects, it is important to emphasize how to design the application for different display versions. All these measures can help users in making most of the Salesforce app.