ADM-201 - Productivity and Collaboration - Section 5.2

Configure the Salesforce mobile app experience and productivity features such as email templates, quick actions, and list views.

Configure the Salesforce mobile app navigation, compact layouts, and quick actions so field users see the right data and can act on the go. Build email templates, quick actions, and list views that standardise common work and reduce the clicks an end user needs to complete a task.

Salesforce mobile appCompact layoutsQuick actionsEmail templatesList views

Practice question for this objective

Free sampleProductivity and Collaborationmedium

At Esperance Marine, reps open the Salesforce mobile app and cannot find the custom Vessel Inspection object, and they also want the items in the mobile navigation to appear in a specific order that matches their daily workflow. The reps all use a single Lightning app that the administrator maintains. What is the most appropriate way to control what the reps see and the order of items in the mobile app?

  • AReorder the tabs on each rep's profile under Tab Settings so the mobile app follows that order.
  • BEdit the Lightning app the reps use, add Vessel Inspection to its navigation items, and arrange the items in the required order. Correct
  • CConfigure the classic Salesforce mobile navigation menu in Setup and drag the items into order.
  • DCreate a compact layout for Vessel Inspection so the object appears in the mobile navigation.
The Salesforce mobile app navigation is driven by the navigation items of the assigned Lightning app. A Lightning app defines a set of ordered navigation items, and the mobile app renders those items for users assigned that app, so adding the custom object and reordering the items on the app is what changes both visibility and sequence in the mobile navigation.

Why A is wrong: Profile tab settings govern whether a tab is available and visible, but they do not set the ordered mobile navigation list, which is driven by the Lightning app's navigation items.

Why B is correct: In Lightning Experience the mobile navigation reflects the navigation items of the assigned Lightning app, so adding the object to that app and ordering the items controls both what the reps see and the sequence they see it in.

Why C is wrong: The standalone mobile navigation menu applied to the older mobile experience, and for a Lightning app the navigation now comes from the app's own navigation items, so editing a separate menu is the wrong lever here.

Why D is wrong: A compact layout only affects the fields on a record's highlights card and has nothing to do with whether an object appears in the navigation or in what order, so it does not solve the problem.

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