Installing and Configuring the Salesforce Mobile App
You can install the Salesforce mobile app on users’ mobile phones to enable entry of expenses and timecards:
| Object Name | Description | Mobile Platform Information |
|---|---|---|
| Expense | Allows you to manage expenses on the go. Tap Expenses in the navigation menu. | Mobile Expenses in the Salesforce mobile app is currently supported on mobile phones using iOS 12.1.4 and later, and mobile phones using Android 7.0 and later. There may, however, be small differences in the user experience between operating systems or handsets.
iPad and tablet devices are not currently supported. |
| Timecard | Allows you to enter and submit timecards using a mobile device and submit them for approval. Tap PSA Mobile Time in the navigation menu. | PSA Mobile Time is supported on the same devices as the Salesforce mobile app. For more information, see the Salesforce App Admin Guide, available from the Salesforce website. |
For information on how to install and use the Salesforce mobile app, including details of the devices supported, see the Salesforce App Admin Guide, available from the Salesforce website.
Expenses
If you are already using the desktop version of PSA, you must upgrade to PSA Spring 2019 or later for your users to be able to use the Salesforce mobile app to manage expenses via a mobile phone. For instructions on how to set up PSA so that you can create expenses from the Salesforce mobile app, see Configuring Mobile Expenses in the Salesforce Mobile App.
Timecards
To use the Salesforce mobile app to manage timecards via a mobile device, you must have PSA Mobile Time V1.5 or later installed. For instructions on how to set up PSA so that you can enter timecards from the Salesforce mobile app, see the Administrator Guide in the PSA Mobile Time Help, available from the FinancialForce Community.