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Mobile app home and navigation setup for mobile care staff

Key Takeaway

Mobile navigation comes from the Lightning app. Adding Mobile Home to "Navigation Items" isn't enough, because its "Tab Setting" must be "Default On" for users to see it.

Mobile staff using the Salesforce mobile app find their work in two places: the navigation menu and navigation bar, which come from the Lightning app they are using, and a home page made of cards. A good setup puts each user's most-used items and key information in front of them as soon as they open the app.

Navigation comes from the Lightning app

The navigation items a user sees in the Salesforce mobile app depend on which Lightning app they are using. Users tap "Menu" to open the navigation menu, which lists all the objects, apps, and items available to them. The thumb-friendly navigation bar sits at the bottom of the screen.

Users switch between Lightning apps enabled for mobile with the App Launcher. The default navigation uses the first Lightning app listed. If you change the App Launcher order on desktop, the change syncs to the mobile App Launcher after a quick refresh.

If an org hasn't enabled any Lightning apps for mobile, the Mobile Only navigation method can be used instead of Lightning app navigation.

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