Page layout optimization for the Salesforce Mobile App
Key Takeaway
Organize and minimize the fields on a page layout, and put the most important fields in the compact layout so mobile users see them without opening the record detail.
Page layouts control which fields, related lists and actions people see on a record in the Salesforce mobile app. A page layout with dozens of fields and many related lists can work on a computer screen but overwhelm someone on a phone. Optimizing a page layout for mobile means organizing and cutting fields and putting the key details where mobile users see them first.
What page layouts control in the Salesforce mobile app
In the Salesforce mobile app, page layouts control two areas. The first is the record detail and related information: the fields, Visualforce pages and related lists a user sees, based on the record type and the user's profile. The second is the actions that appear in the action bar and action menu on the object's record pages.
Related lists show up in the Salesforce mobile app as single-line cards that contain the name of the related list. Tapping a card displays its details.
You customize a page layout for mobile in the enhanced page layout editor. There you control the record detail page, configure actions, and choose which fields and related lists appear in the Salesforce mobile app.