To mobilize your Visualforce page, you have to add the Visualforce tab to a mobile configuration. Mobile configurations are sets of parameters that determine the data Salesforce transmits to users' mobile devices, and which users receive that data on their mobile devices. Organizations can create multiple mobile configurations to simultaneously suit the needs of different types of mobile users. For example, one mobile configuration might send leads and opportunities to the sales division, while another mobile configuration sends cases to customer support representatives.
To set up a mobile configuration:
For detailed information about mobile configurations, refer to the Salesforce Classic Mobile Implementation Guide. If you have already created a mobile configuration in your organization, you can skip to the tab customization step.
Before creating the mobile configuration, verify that your user account has been assigned a mobile license. To find out, simply edit your user record. If the Mobile User checkbox is already selected, you don't need to do anything else. If the Mobile User checkbox is not selected, select it, then enable the “Manage Mobile Configurations” permission in your profile or a permission set.
To create the mobile configuration:
You can add entire profiles or individual users to a mobile configuration.
The next step in setting up your mobile configuration is determining which objects and records automatically synchronize to the mobile device. If you're just testing your Visualforce Mobile pages, it's not necessary to define data sets. However, if you create links to Visualforce Mobile pages from an object's record detail page, you should mobilize that object so you can test the integration between the native records and the Visualforce Mobile pages. To find out how to create links from records to Visualforce Mobile pages, refer to the topic titled “Creating Mobile Links” in the Salesforce Classic Mobile Implementation Guide.
To add data sets:
When adding to an existing data set, the popup window displays any object with a relationship to the selected object. This includes child objects, and also parent objects with a master-detail or lookup relationship to the selected object.
You can mobilize an object without pushing any data to the device for that object. Selecting the Search Only option will make the object available to users but require them to search for records they want to synchronize to their mobile device.
You can optionally change the properties of standard and custom objects in the mobile application by restricting the permissions of mobile users or excluding unnecessary fields from an object's mobile page layout. Salesforce Classic Mobile inherits permissions and page layouts from Salesforce; however, there are occasions where you might want to further restrict what mobile users can do in the mobile application or which fields they see.
To edit mobile object properties:
Only objects you mobilized in the configuration's data set appear in the related list.
Unnecessary fields consume memory and make it harder for users to scroll through pages on the mobile device, so it's a good idea to exclude fields from an object's mobile page layout when possible.
The final step in setting up your mobile configuration is mobilizing the Visualforce pages you want to test in the mobile application. To customize your tabs:
If you mobilized standard or custom objects, don't forget to select those objects when customizing your tabs. Also, you must select the Dashboards tab in order for it to appear in the mobile application.