Where Is Setup in Salesforce Mobile App?

Denise Wilkinson

If you’re new to Salesforce mobile app, one of the most common questions you may have is, “Where is the Setup option?” This is a valid question because the Setup option in Salesforce is where you can customize and configure your Salesforce account to meet your business needs. However, finding the Setup option in the Salesforce mobile app isn’t as straightforward as it is on a desktop browser.

Why Is It Hard to Find Setup in Salesforce Mobile App?

The reason why finding Setup in Salesforce mobile app can be tricky is that the app has a simplified interface designed for ease of use on smaller screens. Therefore, some features and options are hidden or moved around to make navigation less cluttered.

How to Find Setup in Salesforce Mobile App

To access Setup in Salesforce mobile app, follow these simple steps:

Step 1:

Open the Salesforce mobile app on your device.

Step 2:

Tap on the menu icon (three horizontal lines) located at the top left corner of your screen.

Step 3:

Scroll down to find “Settings” and tap on it.

Step 4:

Under Settings, tap on “Advanced.”

Step 5:

Finally, tap on “Salesforce” under Advanced settings.

  • You’ll now see various options related to your account settings such as Profile, Preferences, Passwords & Security, and more.
  • To access Setup from here, scroll down until you see “Administration.”
  • Tapping on Administration will reveal more options including “Setup.”

Tip: Pinning Setup for Quick Access

If you use the Setup option frequently or want quick access to it without having to navigate through several menus each time, you can pin it for easy access. To do this, follow these steps:

Step 1:

Open the Salesforce mobile app and navigate to Setup using the steps described above.

Step 2:

Tap on the three dots icon located at the top right corner of your screen.

Step 3:

Select “Pin to Navigation Menu.”

Step 4:

You can now access Setup directly from the main menu by tapping on the menu icon and selecting Setup.

In Conclusion

Finding Setup in Salesforce mobile app can be a bit challenging initially, but with these steps, you should have no problem accessing it. Remember that while some features may be hidden or moved around in the mobile app, they are still available, so don’t hesitate to explore and customize Salesforce to meet your business needs.