(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)