Adding Visualforce Tabs to Mobile Configurations

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.

Create the Mobile Configuration

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.

Note

Note

In Developer, Unlimited, and Performance Edition organizations, every Salesforce user has an assigned mobile license by default.

To create the mobile configuration:

  1. From Setup, enter Salesforce Classic in the Quick Find box, then select Salesforce Classic Configurations to access the mobile configurations list page.
  2. Click New Mobile Configuration.
  3. Enter a name for the mobile configuration.
  4. Select the Active checkbox. The mobile configuration does not work until you select this checkbox.
  5. Optionally, enter a description for the mobile configuration.
  6. Optionally, select the Mobilize Recent Items checkbox to mark recently used records in Salesforce for device synchronization.
  7. If you select the Mobilize Recent Items checkbox, select a value from the Maximum Number of Recent Items drop-down list.
  8. Select your username in the Available Members box, and click the Add arrow to add your user account to the mobile configuration.

    You can add entire profiles or individual users to a mobile configuration.

  9. To set the total data size limit, use the Don't sync if data size exceeds drop-down list to specify the amount of memory that is consistently available on the mobile devices of users who are assigned to this mobile configuration. If you're just testing your Visualforce Mobile pages, the default setting is an appropriate size.
  10. Click Save.

Define Data Sets

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:

  1. Open the detail page for your mobile configuration.
  2. In the Data Sets related list, click Edit.
  3. In the hierarchy, select Data Sets to create a parent data set, or select an existing data set to create a child data set.
  4. Click Add....
  5. In the popup window, select the object you want to mobilize.

    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.

  6. Click OK. The data set you created appears in the hierarchy.
  7. Optionally, use filters to restrict the records that a parent or child data set includes.

    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.

  8. Click Done when you are finished adding data sets.
Tip

Tip

The utility at the bottom of the Data Sets page lets you test your data set filters against individual user accounts. This is useful if you have complex filters and want to model how the filters will affect users. It's important to make sure the data sets are lean enough not to exceed the size limit you set when creating the mobile configuration.

Edit Mobile Object Properties

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:

  1. Open the detail page for your mobile configuration.
  2. In the Mobile Object Properties related list, click Edit next to an object name.

    Only objects you mobilized in the configuration's data set appear in the related list.

  3. In the Permissions section, select which permissions to remove from mobile users for this object. Use the Deny Create, Deny Edit, or Deny Delete checkboxes to prevent users from creating, editing, or deleting records in the mobile application.
  4. In the Excluded Fields section, select which fields to display on the mobile device for this object. To add or remove fields, select a field name, and click the Add or Remove arrow.

    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.

  5. Click Save.

Customize Mobile Tabs

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:

  1. Open the detail page for your mobile configuration.
  2. In the Mobile Tabs related list, click Customize Tabs to define mobile tabs for the first time. If you have already set up the mobile tabs, click Edit.
  3. In the Available Tabs list, select the Visualforce tabs you want to mobilize and click the Add arrow to add them to the mobile configuration. If your Visualforce tab does not appear in the Available Tabs list, edit the tab and mark it as mobile-ready.

    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.

  4. In the Selected Tabs list, choose tabs and click the Up and Down arrows to arrange the tabs in the order they should appear in the mobile application.
    Note

    Note

    iPhone users can customize the order of their tabs in the mobile client application. If the user customizes their tab order, any administrator changes to the tab order in the mobile configuration are ignored by the client application, and any newly mobilized tabs are added below the user's existing tabs.

  5. Click Save.
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