Mobile App Customization

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With Quick Items, you can

-You can create custom actions tailored to your own business processes and use cases. -Each action has its own unique page layout, so you can limit the fields to just the ones mobile users truly need. -You can prepopulate fields on the page layout to save mobile users some time.

Object-specific actions are different than global actions because they can

-update records -create records that are automatically associated with related information -you don't need to add object specific actions to the global publisher layout

What are smart search items?

A set of the user's recently accessed objects

Compact layouts

Control which fields appear in the header

When you customize mobile navigation items in Setup, your users will see your changes:

first four items in the navigation menu also appear in the navigation bar at the bottom of the screen

Don't remove a required field from the layout unless:

-The field has a default value. -You specify a predefined field value for the action. -The field already contains data. For example, if the action updates a record, the user entered the required information when they initially created the record.

The navigation items for a Lightning app are available on mobile:

in the navigation menu are also the first four items in the navigation bar at the bottom of the screen

When you create an object-specific action, it belongs where?

on the page layout for that object

Quick Items are essentially...

shortcuts


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