If you’re looking for more advanced configuration for project management in Salesforce, we offer affordable Salesforce development services for project management. The Quick Access menu will detect and show information based on the current page. If you’re still experiencing issues, see this Salesforce help document.
#Salesforce quick access menu android
Download the Salesforce mobile app ( Android | iOS ), sign in, and check out the mobile-optimized Milestones PM+! In the image above, notice how Today, Chatter, and Calendar have been configured in the quick-access-item at the bottom of the device’s screen. TIP: The top four selections will be the quick-access items on the app’s bottom navigation (see below, with MPM+ Lightning on top of selected list above), so order accordingly. * Some features shown are available with Milestones PM+ Premium Edition and not included with the free version.įrom setup, quick find "salesforce navigation" ( Platform tools, Apps > Mobile Apps > Salesforce > Salesforce Navigation).įind MPM+ Lightning in the Available list, add to the Selected list, and save. I am the admin, and I have it check in the personal information section, But I still cant see it.
#Salesforce quick access menu full
You will find the full list of fields for an Object under Fields & Relationships. Click on Object Manager on the left-hand side of your screen and select the Object (Contacts, Accounts, etc.) you will be importing into. I have look several places to find out the possible reasons. To check these fields, click on the gear from the top right-hand corner of your screen to open a dropdown menu, and then click on Setup. To make it even easier for users to get their Milestones PM+ data, simply add a shortcut to the default navigation Mobile Only menu. I am having trouble viewing the Quick Access Menu. The latest version of Milestones PM+ has been optimized for the new Salesforce mobile app experience, allowing users to access project and task management on the go. How-to Guide: Easily customize the Salesforce mobile app's default navigation menu (featuring Milestones PM+) A quick navigation menu that can appear on any Salesforce page by entering Ctrl+Shift+Space.
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