Mastering Salesforce Reports and Dashboards

Chapter 12. Mobile Analytics

Have you ever needed a quick reminder of a number from a key dashboard before starting a meeting? Have you been on the go at the airport or at a conference and thought to check your sales forecast report to better understand what might close before quarter end? Salesforce mobile app allows you to stay on top of your business while you are out and about by making it easy to access your system’s reports and dashboards.

As you’ll see in this chapter, the Salesforce mobile app allows Android and iOS smartphone and tablet users to run the reports and dashboards that have been created in their Salesforce instance. No setup is needed to start using the app, though your system administrator can control how Salesforce mobile appears to end users. You’ll learn about the settings related to reporting that are available, and read best practices to get the most out of the mobile user experience. To learn more about the many other things that the mobile app does and how to administer it, check out Salesforce Mobile App in Salesforce Help.

Installing the App

Salesforce mobile app is a free app that you can install on smartphones and tablets running Android 8.0 or later, or iOS 14.0 or later. You can find the app on your device’s App Store or Google Play. Figure 12-1 shows the app’s page on the Apple App Store on an iOS device. After installing, you’ll need to enter your login and password for Salesforce, and then key in a verification code that will be sent to your ...