How to Enable Salesforce Touch and What Does it Cost

At this point you should be on the Winter 13 release of and you can start checking out one of the most anticipated new features –, or "Salesforce Touch" as it is referred to in help. I say most anticipated because it was announced last year at Dreamforce ’11.

The number one question I’ve been hearing from our clients – "How do I get it and how much does it cost?"

Answer: it’s free, available on all editions, and you enable it with a click of the mouse.

You turn on the interface in Setup > Mobile Administration > Salesforce Touch > Settings.

Enable Salesforce Touch Menu

Enable Salesforce Touch Checkbox

One important thing to note – you can’t enable it unless you also have Chatter enabled (I’m sure there were a couple of groans out there on that bit of trivia).

After you enable it, you’ll see a new checkbox on the User record accessible from Setup > My Personal Information > Personal Information

Touch User Checkbox

Uncheck that box and users will not be directed to the new user interface but will access Salesforce straight from a browser, just like they always have from a tablet or mobile device.

Other things to know (at least in it’s current iteration):

  • There is no Home Tab (and therefore no "Recent Items") – you see Chatter when you first login
  • It does not support Custom Applications – it only supports the native Sales app
  • You can access Custom Objects (if included in the Sales app tab set)
  • You can’t access Dashboards – yes, you read that right
  • You can’t post a file or link to Chatter
  • And the big one: the current release only supports the iPad – NOT the iPhone

Also once you’re in there is a FAQ and it’s worth flipping through it to understand the interface and features.

UPDATE – Spring ’13 Release

The product continues to evolve and some of the initial liitations have been addressed. Please see the Spring 13 Release Notes for more detail, but here is a quick rundown of the Touch enhancements in this release:

  • Chatter no longer has to be enabled to use Salesforce Touch
  • You are no longer limited to just the out-of-the-box "Sales App" (all custom and standard apps are supported)
  • Cases, Leads and Person Accounts are now available
  • Dashboard and Visualforce tabs are now supported
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