Activate mobile in your policies

All policies assigned to your app users must have the Mobile Is Active option enabled.

Note

You must enable the Mobile Features setting in the HCM package before you can enable it for policies. See Enable mobile in the HCM package.

  1. In Salesforce Lightning Experience, click the App Launcher and find the Policies item.

    In Salesforce Classic, click the Policies tab.

  2. In the Policies list, click the policy you want to edit.

  3. Click Edit. Scroll down to the Mobile Features section, and select the Mobile Is Active checkbox.

    Screenshot: Mobile Is Active checkbox

  4. Click Save.

  5. When you have enabled this setting and saved the policy, a setup link is displayed on the Policy page, under Mobile Features. Copy the Team Member Mobile App Link URL:

    Screenshot: mobile app setup link

    You can distribute this link to your users to enable them to download and configure the app on their devices.

Note Editing the policy applies the change to all users with the policy. To enable the app for a subset of users, consider creating a new policy that has the mobile app enabled.