Simpplr native mobile app setup instructions and required permissions

Enablement and adding domains

Before downloading the native Simpplr mobile app, make sure your org has added the proper org domain(s) to enable it. App managers can enable domains for the mobile app by:

  1. Going to Manage > Application > Setup > Mobile app.
  2. Filling in appropriate email domains for the app. Optionally, choose to enable Additional security. This will require users to enter a passcode (or biometric equivalent determined by the device) each time the native mobile app is accessed. This is supplementary to existing login/SSO authentication requirements. (If mobile security is enabled, and a user does not have a passcode enabled on their device, they will not be able to access the app).

App managers can add multiple domains for mobile usage as well. In the same menu, enter each applicable domain for your org. Users with an email address tied to these domains will be able to access the mobile app.
mobile app multiple domains.png

It's important to note that if your org ever changes its Salesforce URL (setting up a vanity URL for instance) or Simpplr URL (changing the company domain), you will need to add the new domain(s) to this list. Examples of each of these URLs are shown below.
Simpplr url.png

Simpplr URL


Salesforce url.png

Salesforce URL

 

Simpplr uses deep links for the mobile app. The links are simpplr.link and links.simpplr.com. We recommend having your IT team whitelist these domains in order to keep your users on the mobile app for the best experience. Otherwise users may be directed to a browser tab when navigating through the app. 

Simpplr provides support for Android devices running OS versions starting from Android 8 and for iOS devices running OS versions from iOS 15 onwards.

Set up your Mobile app

  1. From the App store or Google Play, download Simpplr
  2. Once you've downloaded the app, enter your work email address (the same credentials used to log in to the desktop version). Then click Verify.
    mobile_login_1.png
  3. Log in with your username and password. Or if you have an SSO in place (like GSuite in the example below), use the option under Or log in using:
    mobile_login_2.png
  4. Then you'll be asked to allow your phone access to certain data. The permissions screen is created by Salesforce and cannot be customized. Read through the list and click Allow.
    mobile_login_3.png

    The information below describes in greater detail what the app is asking:

    • The Simpplr mobile app needs access the identity URL service. This is the gateway to the Salesforce Identity Service that can be accessed using the OAuth 2.0 user-agent or web server flows. In these flows, when a connected app with the id scope is successfully authorized, it receives an identity URL along with the access token. The connected app can then send a GET request with the access token to the identity URL. In response, Salesforce returns details about the queried user and org.
    • Because Simpplr is a custom Visualforce application, the mobile app needs ability to access custom applications.
    • The app needs to be able to content resources from Salesforce, as well as the Salesforce Lighting application.
    • As the app accesses some of the information like the content detail page, search, etc., via web-based custom APIs within the Simpplr app in Salesforce, it needs the access to data via web permission.
    • To be able to manage site membership, content related activities (like, share, view etc.) the mobile app needs permission to access and manage your data (Salesforce data).
    • The app must be able to do all these actions even when you are not logged into the Web interface of Salesforce.

    All of these permissions are related to your organization's Simpplr instance (Salesforce), not your mobile device. 

     

  5. Finally, you'll be asked to allow Simpplr to send you notifications to your device.
    mobile_login_4.png
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Comments

3 comments
  • Is there any where to see analytics on mobile app adoption for us to monitor adoption? 

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  • Hi Muneeb. To see mobile analytics, you'll need to reach out to your CSM so they can pull that data from internal Simpplr sources. Unfortunately mobile analytics aren't currently available for self-serve. 

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  • Hello,

    Some of our users are having issues downloading the Simpplr mobile app. It authenticates successfully but times out after the "Allow" permissions prompt. I downloaded the app over a year ago, and I'm not having any problems. It seems to be happening with people who are trying to download it for the first time. (We will likely open a ticket with you guys if we can't fix things from our end.)

    Also, I went out to the App store, and the Simpplr app logo is the newer (black) version, and it's called "Simpplr - Simply flourish" -- is that your new tagline? 

    Also, maybe you could update these instructions with the new visual/tagline? 

    Thanks,
    Michelle Barnes

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