Learn MOAR with App Builder for Mobile in Winter ’20

October 9, 2019 0 By Kody Olson

(playful music) – Did you know that in Winter ’20, you have new ways to customize
the mobile experience for your users all in Lightning? That’s right. In Winter ’20, with Lightning on Mobile, you can customize record page experiences, app experiences and build
custom app pages for your users using Lightning App Builder
and Lightning on Mobile. So this is a great way
to drive mobile adoption and to give your users
really fine-tuned experiences from whatever device they’re on. So let’s take a look. In setup, we have a new area called the Salesforce
Mobile App Quickstart. This is really handy to
access all the videos, all of the Trailhead content
and the admin checklist to get your users enabled
for Lightning on Mobile. I’ve already done step three which is to create permission sets and assign them to users that I want to use this new mobile experience. Now I’m ready to enable
particular apps for mobile. So I click Go to App Manager, and the app I’m working with is Sunshine Chocolates’
custom Lightning app. So I go to the bottom here,
my Sunshine Chocolates’ app, and I’m going to edit this app because I want this app to be
available in the app launcher for my desktop and mobile users. So under app options, I can select where do I want this app to be supported? Desktop, phone or both? So I select desktop and phone for both. Awesome. Now I go back to my quick start and let’s just take a look
at the other setup items. We also have some steps
to update pages for mobile if we have custom
Lightning app builder pages that we’ve already created to make sure those are enabled for mobile. But just to show you what it looks like right out of the box when you
enable mobile for your users, this is a not customized opportunity page. I haven’t done anything to this page. It’s the default page in mobile in the new Lightning Mobile App, I have the app launcher with
my new Sunshine Chocolates access and when I go into
the same opportunity, this is the kind of out of the box Lightning on Mobile record page. So I’ve got path, I’ve got my details area where I can click in and see the details which is run by the page layout editor. I also have related so I can click in and see my related list. Great, but I want to
customize the experience. So in Lightning App Builder, I’m going to go to edit page, or on my opportunity page,
I’m going to go to edit page, and when I edit the page, I’m
going to start customizing that mobile experience ’cause one piece that’s not included in the
Lightning on Mobile experience is that activity timeline
or that activity feed and so I want to give my users another way to view activities on mobile. So I’m in Lightning App Builder. In the middle, I see my canvas. It’s previewed for desktop and I’m going to add
the standard component for report chart. I’ve got a great report chart that I’ve built for opportunities to show me activities for opportunities and it’s called my
opportunity activity report and I’m going to filter by opportunity ID so it’s only reflecting records for that particular opportunity and I’m going to go ahead and
save this page and activate it because this wasn’t a custom page before so now I’m creating a new custom page that I need to activate. When I assign it for org
default, I can define do I want this page to be enabled for desktop, phone or both? I want to have a one-stop shop to manage my opportunity
experience for now so I’m going to enable
this for desktop and phone and when I enable it
for desktop and phone, I’ve got that new custom page and if I go back to my desktop
view of the opportunity page, I’ll have the new report chart
that’s added to that page and it’s also been added
to the mobile experience. But let’s fine-tune this a little more. This was something that I added specifically for my mobile users. I don’t feel like my desktop
users need that report as much and so I’m going to make this page have a different experience
depending on device. So I go into component
visibility for that report chart and I can select device and phone, which means that this
component will only show when it’s being viewed on a phone. On the top left of Lightning App Builder, we can preview on the phone so we can see where
the component will fall on the phone page and I can
move it around if I want and rearrange components
on that opportunity page. So this gives me a good preview of what my mobile users will experience. Okay, so now I’ve added that filter. I’ve customized it for phone. Let’s go ahead and save and
take a look at the page. So now because I added that filter, when I’m viewing it on desktop, I don’t have that report chart because my users really love the activity timeline in desktop. They’re using that quite a bit, but when I open that same page in mobile, I can see that I now
have that chart available and I can refresh the
chart, I can click in and see details about the chart, and this is just one of
the ways that as an admin, you can create a custom experience on one Lightning App Builder
record page that’s different depending on what device
it’s being viewed on. I can’t wait to see
everything that you all do with Lightning on Mobile and the ways that you’re fine-tuning the experience for your users. If you want to learn more
about Lightning on Mobile, we’ve got a trail mix at
the bottom of the screen that you can go to to learn
more about how you can build Lightning on Mobile only pages, you can build mobile apps and really build more custom experiences
for your users with mobile. We also have a ton more features to cover in the Winter ’20 release so
make sure to visit the URL on the screen to learn more
about all the great features for admins in the Winter ’20 release and how you can roll
those out to your users. That’s all for today. Thanks for joining and
I’ll see you next time. (playful music)