Add Quick Actions and Configure the Page.
- Click Activation....
- On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you. Leave all other defaults as is.
- On the Mobile Navigation tab, click the Add page to app button and then drag the Field Sales App icon and place it below the Today icon.
- Click Save to activate.
Full Answer
What can I do with the Salesforce mobile app?
The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.
How to create tabs in the Salesforce mobile app?
Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app navigation. Click Activation.... On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you.
How do I contact Salesforce connected app support?
During this time, customers can’t create, view, and manage their cases within the Help portal.Please contact 1-800-NO-SOFTWARE for immediate assistance. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect.
What is Salesforce App Launcher?
Salesforce App Launcher is nothing but it acts as a portal for every user to access Salesforce Apps and Connected Apps Using Single-Sign-On. In Salesforce.com App Launcher consists of set of standard and connected applications with logos in one place. To use this App Launcher we have to assign permissions to the user profiles.
How do I enable sales console in Salesforce?
To have the console for sales enabled for your Salesforce org, contact Salesforce.Customize highlight panels for all objects and turn them on.By default, your org has the “Sales Console User” permission set license. ... Assign the Salesforce Console User Permission Set to Sales Console Users.Optionally, for sales reps:More items...
How do I open the console app in Salesforce?
Each console is a custom app that users select from the Lightning Platform app menu. The number of console apps you can create is based on your Salesforce org's custom app limits. From Setup, enter Apps in the Quick Find box, then select Apps, then click Next. Click New, select Console , and click Next.
How do I customize sales console in Salesforce?
2:4140:25Lightning Sales Console - Create the Ultimate Productivity WorkspaceYouTubeStart of suggested clipEnd of suggested clipAnd other stuff to save you time configuring it. So these are all available for you and as weMoreAnd other stuff to save you time configuring it. So these are all available for you and as we mentioned developer edition orgs you can create custom console apps as well if you choose.
What are Salesforce console apps?
Salesforce Console apps are a tab-based workspace suited for fast-paced work environments. Manage multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records.
What is lightning console apps in Salesforce?
The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. Use keyboard shortcuts to work efficiently in Lightning console apps.
What is lightning console apps?
Lightning console apps allow users to quickly find the information they need, and make edits while viewing multiple records on one screen .
How do I change app options in Salesforce?
As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order.
What are custom apps in Salesforce?
A custom app consists of a label, a description, and an ordered list of items, which often includes tabs. You can also add custom logos and branding to your custom apps. In Salesforce Classic, custom apps are listed in the Lightning Platform app menu, which is a dropdown list displayed at the top of every page.
How do I change the sales console?
Salesforce.com – Editing Page Layouts in Sales ConsoleTo get here, go to the trusty gear icon as before, select “Edit Page”. ... Once there, you have the options to edit a few things: ... Click the compact layout being viewed (red arrow above) to go directly to that area.More items...•
What is the difference between a console app in Salesforce?
1 Answer. A custom app in salesforce is a collection of tabs, objects, etc. that function together to solve a particular problem. Console apps in Salesforce are a tab-based workspace suitable for fast-paced work environments.
What is the difference between console app and custom app in Salesforce?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
What is difference between service console and service app in Salesforce?
Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.
Personalize consumer touchpoints
Deliver personalized communications at scale with real-time offers — including coupons and new product innovations.
Grow consumer relationships
Construct a comprehensive, cross-channel loyalty strategy, and incentivize a variety of behaviors.
Expand your Media Audience and Acquire Customers with Salesforce CRM
Studio, Broadcast, Print, Sport and Entertainment companies are using Salesforce media CRM to receive better data regarding their markets and customers. Optimize the consumer experience to provide a one-to-one personalized brand journey at every touch point with CRM For Media from Salesforce.
Expand your Media Audience and Acquire Customers with Salesforce CRM
Studio, Broadcast, Print, Sport and Entertainment companies are using Salesforce media CRM to receive better data regarding their markets and customers. Optimize the consumer experience to provide a one-to-one personalized brand journey at every touch point with CRM For Media from Salesforce.
Streamline Your Sales and Operations
Paula Zhu, a distributor for Acme Partner, and Vance Park, account manager at Badger Parts, have just completed their weekly meeting. Paula told Vance that Badger Parts can start expecting product orders right away. So, Vance must activate the new sales agreement.
Create Orders
Cindy has already integrated the external ERP (enterprise resource planning) systems that Badger Parts uses with Manufacturing Cloud. This brings the power of back-office data directly into sales agreements so account managers like Vance can do actuals calculations.
Recalculate Orders
With his new orders set up, Vance is now ready to test out the Recalculate Actuals feature. He wants to quickly check the actual versus planned quantities on the Agreement Terms of the sales agreement. He can do that with the simple click of a button!
The Next Steps
Badger Parts now has a sales agreement in place with Acme Partner, and Vance is eager to explore sales agreements a bit more.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
