How do you configure the Salesforce Mobile App for a sales team?

Mobile configuration for sales teams involves:

1. Mobile Navigation: Configure the navigation menu in Setup > Salesforce Mobile App > Navigation. Add objects (Accounts, Opportunities, Leads), apps, and utilities in the order reps will use them most.
2. Compact Layouts: Define the 4–5 fields shown in record headers and list item previews on mobile. Configured per object and assigned to record types. For Opportunities, surface Stage, Amount, and Close Date.
3. Global Quick Actions: New Task, Log a Call, New Event, and New Opportunity quick actions should be in the global publisher layout so reps can capture information on the go without opening a full record.
4. Object-Specific Quick Actions: Custom actions (e.g., Update Stage, Schedule Follow-up) can be surfaced on the action bar of specific objects.
5. Mobile-Specific Lightning Pages: Use Lightning App Builder to create phone-form-factor pages that show the most relevant components without the clutter of the desktop layout.
6. Offline: Enable offline access for key objects so reps can view and edit records without connectivity.