Salesforce Mobile Setup

Setups in Salesforce

1. My Domain must be set up.

2. The Salesforce user must have the GFERP Extension App permission set.

3. A User Setup record must be created for the Salesforce user and the appropriate mobile scan menu must be assigned to the user.

4. Navigate to the Salesforce Setup menu to add the Mobile Scan tab to the first of the mobile navigation menu.

   1. Search for Mobile Apps

   2. Click on Salesforce Navigation

   3. Move the Mobile Scan Menu Item to the right side.

5. Make sure the Mobile Scan tab is visible for the profile (under Object Settings) that is assigned to the user.

   

6. To test the Mobile Scan app, review Salesforce Mobile Simulator

Setups on the Mobile Device

1. Download and install the Salesforce Mobile app.

2. Click the app icon to log in to the Salesforce App.

3. Click the top right corner to specify whether you are logging into a Production instance or a Sandbox instance. You can also add new connections there.

4. Once you log in, you will see the Home page by default.

5. Click the Menu button in the bottom right corner.

Click the App Launcher on the top left corner.

Type to search for the Mobile Scan app.

Click the Mobile Scan to bring up the scan menu. Next time, when you log in, you should see the Mobile Scan menu by default.