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Accessing Salesforce mobile app in three ways

Device
Simulator
Chrome Browser

Salesforce App

  • Enterprise-class mobile apps give your users real-time access to the same information that they see in the office
  • But organized for getting work done in those precious free moments when they’re between customer meetings, waiting for a flight
  • How to get?
    • As an app for iOS from the App Store or an app for Android from Google Play
    • As mobile web experience that runs in supported mobile browsers.
      This option doesn’t require anything to be installed
  • On most devices, Salesforce is supported in portrait orientation only.
    For iOS on iPad tablets, where both portrait and landscape orientation are supported.

Tour of Salesforce App - Feed

  1. Search bar
  2. Sort and filter options
  3. Feeds drop-down menu
  4. Feed items

Tour of Salesforce App - Action Bar and Menu

  • Users can tap Action Menu icon from the action bar to open the action menu, which contains the full set of actions that are available for the object.

Tour of Salesforce App - App Navigation Menu

  • Users can tap tap it to access the navigation menu
  1. Search box
  2. Menu items—any items you place above the Smart Search Items element when you customize the navigation menu
  3. Smart Search Items
  4. Apps section

Tour of Salesforce App - Record Menu

  • At the top of each record page is the record highlights area.
    Displays the first four fields that are assigned to the compact layout for the object
  • The record view is made up of these pages:
  1. Record feed
  2. Record Details
  3. Related information

Other Salesforce Mobile Apps

    App Comments
    SalesforceA gives administrators mobile access to essential organization management tasks.
    Use it to edit, unlock, freeze, and deactivate user accounts, reset passwords, and assign permission sets.
    Mobile Classic On December 1, 2017 was removed from App Store and Google Play
    Einstein Analytics Get important analytics information and make data-driven decisions from any configured mobile device
    Authenticator Secure your account by using your mobile device for two-factor authentication. Verify your identity or block unrecognized activity with a one-tap response to a push notification.

Lightning Experience App Manager

Create a Lightning App

Create a Lightning App

Create a Lightning App - Contd.

Create a Lightning App - Contd.

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Create Quick Action

  • Quick Actions are things you want to do immediately from your mobile device.
  • Quick actions allow users to quickly create and modify records
  • These actions live in a special place called the Publisher.
  • You can customize the Publisher so that your most important actions are there at your fingertips.
  • The Publisher Layout determines which Quick Actions you see in the Action bar

Create Quick Action - Contd.

Create Quick Action - Contd..

Create Quick Action - Contd...

Lightning App Builder

  • Lets developers and business users build beautiful custom user interfaces that are designed to work perfectly on your desktop and mobile devices, all without writing a single line of code.
  • . Lightning Pages are built using Lightning components — compact, configurable, and reusable elements that you can drag and drop into regions of the page in the Lightning App Builder.

Build Lightning App

Build Lightning App

Build Lightning App - contd.

Build Lightning App - contd.

Build Lightning App - contd..

Build Lightning App - contd..

Build Lightning App - contd...

Build Lightning App - contd....

Build Lightning App - contd....

Build Lightning App - contd.....

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Add Quick Actions and Page Configuration

Add Quick Actions and Page Configuration - contd.

Activate and Configure Page - Page Settings

  • Activate the app to create tabs and adds them to the Salesforce mobile app navigation

Page Configuration - LX

Page Configuration - Mobile

Testing Mobile App

Testing Mobile App - contd.

Testing Mobile App - contd..

How Salesforce tests mobile apps

Salesforce mobile apps go through rigorous testing processes before our customers see them in the App Store or Google Play. Our mobile apps are tested by numerous engineering teams to ensure the highest quality possible. Tests we conduct include, but not limited to :
  • UI automated regression
  • Unit level testing
  • Manual regression
  • Performance
  • Security
  • Accessibility
  • Server side upgrades
  • Instance refreshes/Org migrations
  • Localization

How Salesforce tests mobile apps - contd.

While conducting the set of tests mentioned above, we are paying special attention to numerous metrics that may impact the performance and functional stability of our mobile apps:

  • App crashes
  • Low memory events
  • Background out of memory (BOOM)
  • Foreground out of memory (FOOM)
  • Performance under different network conditions (WiFi/LTE/3G/Edge)
  • App bugs introduced by new functionality
  • New OS versions
  • Automation pass stability and many more

Areas that we recommend our customers concentrate special attention on:

Focus on the main use cases for your users. It is critical to focus your testing on functionality that your users use the most

  • Advanced authentication
  • MDM deployment
  • Scenarios specific to your security policy
  • Custom Visualforce, Canvas, Flexi Pages
  • Custom Connected App settings
  • Integrations with non-salesforce systems/apps
  • Custom network restrictions (e.g. VPN/IP range limitations)

KB:000264799: Testing Mobile apps: salesforce recommended best practices

How to test Salesforce App with Chrome DevTools - Toggle Device Mode

  • Accurately simulate device input for touch events, geolocation, and device orientation
  • Toggle the Device Mode button to turn Device Mode on or off
  • When Device Mode is on, the icon is bluedevice mode on
  • When it's off, the icon is greydevice mode off
  • Device Mode is enabled by default

How to test Salesforce App with Chrome DevTools - Demo

  • Switch to Lightning Experience
  • Refresh the browser
  • You will see the Salesforce1 Flash Screen
  • Hereafter it is in Mobile App mode
  • You can use Selenium Tools for Web Testing for Test Automation

References