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Customize the New Salesforce Mobile App with
Lightning App Builder
Marc Baizman
Sr. Director, Product
Manager
Salesforce
Michael Gonzalez
Sr. Admin Evangelist
Salesforce
@mbaizman
Today’s Speakers
Forward-Looking Statement
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments
and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any
possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and
motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-
salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial
results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for
the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor
Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Statement under the Private Securities Litigation Reform Act of 1995
Connect with Us!
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins
Salesforce Admins
Watch the Recording
The video will be posted to
YouTube & the webinar recap
page:
bit.ly/newsalesforcemobileapp
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
bit.ly/AdminWebinarGroup
Don’t wait until the end to ask your
question!
We have team members on hand to answer questions
in the webinar group.
Stick around for live Q&A at the end!
Speakers will tackle more questions at the end, time-
allowing
• Overview of the Lightning Experience on Mobile
• Customization with Lightning App Builder
• Mobile Setup and Rollout
• Resources
• Q&A
Today’s Agenda
Mobile Updates Overview
Upgraded User Experience
Lightning Apps and Navigation
Responsive Components
Lightning Components in Record
Pages
Customize with Clicks, Not Code
Lightning App Builder
Introducing
Lightning Experience on Mobile
Bringing the Lightning Platform to the Salesforce Mobile App
NEW
Out of the Box Experience
This is an upgrade of the same
app in the App Store and Google
Play
Current mobile navigation items
automatically moved to the
rightmost tab
Favorites, Search, and
Notifications easily accessible
Current Mobile App Navigation New Mobile App Navigation
Unify the User Experience with Lightning Apps
and Navigation
One Navigation for All Platforms
Converged desktop and mobile
navigation
User Profile Based Navigation
Tailor navigation items based on
the users’ role
Personalize the Navigation Bar
Add and reorder items to suit
the way you work
Easily Customize Mobile Record Pages in App Builder
Drag-and-Drop Customization
Mobile Preview
Record Page Assignment
By device
Component Visibility Rules
By device
Create powerful custom mobile experiences
Coming in the Winter ‘20 Release
New Mobile QuickStart
DEMO
Coming Winter ‘20 Release
Rollout Steps
August September October
Sandbox Release
● Upgrade Salesforce mobile
● Enable in Mobile QuickStart
● Run new Optimizer report
● Fix issues
● Test
Production Release
● Update Salesforce Mobile
● Add Perm to Perm Set(s)
● Announce to users
Pilot Release
● Upgrade Salesforce
mobile
● Try out in Sandbox or DE
edition org
Next Steps & Resources
1. Login
2. Go to Setup
3. Add “Lightning on
Mobile Permission” to
a Permission Set
4. Upgrade to the most
recent version of
Salesforce mobile
5. Update a Lightning App
6. Done!
Get Hands-On in a DE Org
Join the Pilot!
sfdc.co/2019mobilepilot
Lightning Experience for Salesforce Mobile App
trailhead.salesforce.com
Mobile Week
Join us next as we dive into this topic with
a new short video everyday!
admin.salesforce.com
Resources to Get Started
Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/
newsalesforcemobileapp
Wrapping Up
Survey
Please complete
GoToWebinar survey
Customize the New Salesforce Mobile App with Lightning App Builder

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Customize the New Salesforce Mobile App with Lightning App Builder

  • 1. Customize the New Salesforce Mobile App with Lightning App Builder
  • 2. Marc Baizman Sr. Director, Product Manager Salesforce Michael Gonzalez Sr. Admin Evangelist Salesforce @mbaizman Today’s Speakers
  • 3. Forward-Looking Statement This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995
  • 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/newsalesforcemobileapp This webinar is being recorded!
  • 6. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup Don’t wait until the end to ask your question! We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! Speakers will tackle more questions at the end, time- allowing
  • 7. • Overview of the Lightning Experience on Mobile • Customization with Lightning App Builder • Mobile Setup and Rollout • Resources • Q&A Today’s Agenda
  • 9. Upgraded User Experience Lightning Apps and Navigation Responsive Components Lightning Components in Record Pages Customize with Clicks, Not Code Lightning App Builder Introducing Lightning Experience on Mobile Bringing the Lightning Platform to the Salesforce Mobile App NEW
  • 10. Out of the Box Experience This is an upgrade of the same app in the App Store and Google Play Current mobile navigation items automatically moved to the rightmost tab Favorites, Search, and Notifications easily accessible Current Mobile App Navigation New Mobile App Navigation
  • 11. Unify the User Experience with Lightning Apps and Navigation One Navigation for All Platforms Converged desktop and mobile navigation User Profile Based Navigation Tailor navigation items based on the users’ role Personalize the Navigation Bar Add and reorder items to suit the way you work
  • 12. Easily Customize Mobile Record Pages in App Builder Drag-and-Drop Customization Mobile Preview Record Page Assignment By device Component Visibility Rules By device Create powerful custom mobile experiences
  • 13. Coming in the Winter ‘20 Release New Mobile QuickStart
  • 15. Rollout Steps August September October Sandbox Release ● Upgrade Salesforce mobile ● Enable in Mobile QuickStart ● Run new Optimizer report ● Fix issues ● Test Production Release ● Update Salesforce Mobile ● Add Perm to Perm Set(s) ● Announce to users Pilot Release ● Upgrade Salesforce mobile ● Try out in Sandbox or DE edition org
  • 16. Next Steps & Resources
  • 17. 1. Login 2. Go to Setup 3. Add “Lightning on Mobile Permission” to a Permission Set 4. Upgrade to the most recent version of Salesforce mobile 5. Update a Lightning App 6. Done! Get Hands-On in a DE Org
  • 19. Lightning Experience for Salesforce Mobile App trailhead.salesforce.com Mobile Week Join us next as we dive into this topic with a new short video everyday! admin.salesforce.com Resources to Get Started