Salesforce Winter’25 Release Notes | Salesforce Mobile App – Salesforce Training Articles & Latest News

Access Linked Resources Anytime, Anywhere in Enhanced Reports on Salesforce Mobile

To keep users workflow uninterrupted and maintain productivity, hyperlinks can now be seen and opened in Enhanced Reports on the the Salesforce mobile app. Previously, users needed a desktop site to interact with an embedded link

Where: This change applies to Lightning Experience and the Salesforce mobile app for iOS and Android in Professional, Developer, Enterprise, and Unlimited editions

When: Hyperlinks in Enhanced Reports on mobile are available the week of October 14, 2024

Restart Offline Draft Syncs with One Tap

When a record is created, updated, or deleted in the Offline App, each data change is recorded as a draft. When the mobile device is back online, those drafts are uploaded and data on the server is downloaded. Sometimes, like when the network connection is weak, that upload can get stuck and fail to complete. Instead of doing multiple troubleshooting steps to stop and start the sync again, a button can be clicked to force the sync after any network issues are resolved to restart the upload

Where: This change applies to the Salesforce Mobile App Plus for iOS and Android on phone and tablets in all editions, except Database.com.

Who: Mobile Offline is available in orgs with the Salesforce Mobile App Plus license and to users within that org who have the Mobile Offline for Salesforce Mobile App Plus user permission

Access Record Attachments in the Offline App with Files Priming (Beta)

When created or updated a briefcase to select records to prime for the Offline App (Salesforce Mobile App Plus), now files attached to the selected records can also be included. When opting to prime file attachments for offline use, mobile workforce users can access important attachments even in low-connectivity settings. For example, configure a briefcase to prime attached images for offline use so that technicians can view the images during site visits or service appointments

Where: This change applies to Salesforce Mobile App Plus versions 252.000 and later for iOS and Android on phone and tablets in all editions, except Database.com

Who: Mobile Offline is available in orgs with the Salesforce Mobile App Plus license and to users within that org who have the Mobile Offline for Salesforce Mobile App Plus user permission

How: From Setup , in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder . Update the briefcase associated with the Offline App, or create a briefcase. In the settings of an object rule, select Enable file attachments

Note Files Priming is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory . Use of this beta service is at the Customer’s sole discretion

Messaging in the Salesforce Mobile App Is Now Generally Available

Customer service is modernized to allow agents message customers from the Salesforce mobile app. Messaging in the Salesforce Mobile App was in beta in Summer ’24 and is now generally available

Where: This change applies to all enhanced messaging channels and Messaging for In-App and Web

Who: Users with a Messaging User permission set license and the Message on Mobile user permission can message customers in the Salesforce app

Why: Gone are the days of requiring agents to sign in to the agent console to message customers. Some customers work in face-to-face environments like real estate or rideshare where a computer isn’t available, want to be available all the time, even when they’re away from a computer or work in highly regulated industries where they need to use an approved device to have 1:1 engagements with their clients in a compliant way

How: To accept or send messages, agents sign in to the Salesforce app and make themselves available in the Omni widget

Send Messaging Components and Transfer Messaging Sessions with Messaging for Mobile

To elevate agent messaging in the Salesforce mobile app and achieve parity with the desktop site, messaging sessions of any component type can be transferred from the mobile messaging console to another agent, bot, or queue. Previously, agents could only send messages and voice notes on mobile

Where: This change applies to all enhanced messaging channels and Messaging for In-App and Web

Who: Users with a Messaging User permission set license can message customers in the Salesforce app

How: To access the transfer session and send components actions, click the plus sign in the mobile conversation window

Salesforce Winter’25 Release Notes | Salesforce Mobile App

Salesforce Winter’25 Release Notes | Development – Apex

Salesforce Winter’25 Release Notes | General Mobile Updates

Antonis Melakis

Salesforce Winter'25 Release Notes | General Mobile Updates

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