User guide
Figure 5: Sample Mobile Conguration for Customer Support Representatives
Customizing Mobile Page Layouts
User Permissions Needed
"View Setup and Configuration"To view mobile configurations:
"Manage Mobile Configurations"To exclude fields from mobile page layouts:
The mobile client application inherits the user's page layouts from Salesforce. Administrators may want to exclude some fields
from each object's mobile page layout because unnecessary fields consume memory and make it harder for users to scroll
through pages on the mobile device.
Mobile page layouts are set up per mobile configuration.To exclude fields from the mobile page layout for a mobile configuration:
1.
Click Setup ➤ Mobile Administration ➤ Mobile Configurations.
2. Click the name of the mobile configuration you want to modify.
3. In the Fields Excluded Per Object related list, click Edit next to an object name.
Only objects you mobilized in the configuration's data set appear in the related list. You cannot exclude fields from the
user object's mobile page layout.
4. 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.
• Mobile administrators can view all available fields per object, regardless of field-level security.
• Certain fields are required in order for the mobile client application to communicate with Salesforce. Those fields do
not display in the Available Fields box because they are mandatory and cannot be excluded from mobile page layouts.
• Fields used in mobile custom views cannot be excluded from mobile page layouts.
5. Click Save when finished.
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Customizing Mobile Page Layouts