Slaesforce FAQ

how to use salesforce in mobile

by Dr. Otha Bogan DVM Published 2 years ago Updated 1 year ago
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There are two ways to administer the phones and tablets that run the Salesforce app:

  • Use the connected app policies to secure the Salesforce app and manage access. This option is sufficient for most...
  • Implement the Salesforce app with a mobile device management (MDM) solution.

Full Answer

Does Salesforce have a mobile app?

The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome. The mobile app is included with every Salesforce license. Yup, you heard us correctly—it’s free.

How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...

How to log a call in Salesforce mobile?

  • Smart content
  • Lead nurturing
  • Re-engagement

How to create an app in Salesforce?

To create a connected Salesforce app, follow these steps:

  • Log in to Salesforce with your developper account
  • In the drop-down list of the account (in the upper-right corner), select Setup
  • In the left-hand pane, search for: App Manager and open it
  • Click on “New connected App”

See more

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Can I use Salesforce in mobile?

Salesforce is available for iOS and Android devices that meet minimum platform requirements.

How can Salesforce be accessed from mobile device?

The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™. If you're unable to download Salesforce for iOS or Android to your device, your org's security policies may be blocking installation of the app.

How do I setup a mobile in Salesforce?

To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go to “Mobile Administration” –> “Salesforce1” –> “Salesforce1 Settings” and check the box to “Enable the Saleforce1 Mobile Browser App”.

Does Salesforce work on Android?

Salesforce performs automated and manual testing of the Salesforce mobile app for iOS and Android on a select set of mobile devices. This is the current list of devices. Customers aren't blocked from using the Salesforce mobile app on untested devices that meet current platform requirements.

What is the name of the Salesforce Mobile App?

CRM Mobile App for iPhone or Android - Salesforce App - Salesforce.com.

What is app launcher in Salesforce?

The App Launcher is how users switch between apps. It displays tiles that link to a user's available Salesforce, connected (third-party), and on-premises apps. You can determine which apps are available to which users and the order in which the apps appear.

How do I enable Salesforce on Android?

Use a Permission Set to give multiple Users access to download Salesforce for iOS and AndroidAt Full Site Setup, go to an existing Permission Set, or Create Permission Sets.Update the Permission Set to include API Enabled: > Click on the System Permissions section. ... Add the Connected Apps: ... Assign the Permission Set:

Who can use the Salesforce Mobile App?

The Salesforce mobile app is available for most Salesforce editions and user license types. The app is supported on various mobile platforms, both phone and tablets, with some minimum operating system requirements. By default, all users in your organization can log in to Salesforce for Android and iOS.

What is Mobile Home Salesforce?

Mobile Home is a set of configurable, dynamic cards that show personalized information for your users. When users open the Mobile Home page, they can see their reports, recent records, favorites, and more. Each card shows information that's based on what users view in Salesforce.

Is Salesforce lightning available in mobile?

Using the new Salesforce mobile Lightning experience, SharinPix gets the same integration on Salesforce for the desktop (using a browser) and Salesforce for the mobile (using the Salesforce mobile App). This is available on iOS iPhones and iPads as well as on Android Phones and Tablets.

What is Salesforce for Android?

You can customize and build any app and instantly deploy that functionality through the Salesforce app. You can experience all of Salesforce on your mobile device. Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.

How do I install Salesforce app on Android?

1:372:49Install & Setup Salesforce Mobile App Emulator for Android - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow i'll drag the apk. File over to my emulator. Okay now i can see the salesforce app let's goMoreNow i'll drag the apk. File over to my emulator. Okay now i can see the salesforce app let's go ahead and open it. Once it opens it brings up the end user license agreement i'll hit agree.

Who customizes Salesforce mobile app?

Ready to work side by side with D’Angelo as he customizes the Salesforce mobile app? Of course you are! So let’s get you up and running with the mobile app.

What is Salesforce app?

The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome.

Why are customizations available in Salesforce?

And most of your customizations are automatically available in the Salesforce mobile app because it reads those definitions and displays your data accordingly.

What is customizing Salesforce?

By customizing the Salesforce mobile app, you can mold it into a powerful tool that helps your users get work done fast. In this module, we cover three features you can use to customize the mobile app.

Is Salesforce a good app?

The Salesforce mobile app is the perfect place to start. It delivers a ton of value to your users right out of the box. And if you take advantage of the customization features explained in this module, you can save your users time and make their lives a lot easier. (Warning: They may cry tears of joy. Make sure you have tissues handy.)

Is Salesforce free for mobile?

The mobile app is included with every Salesforce license. Yup, you heard us correctly—it’s free. Procrastinating on your mobile rollout is basically like setting piles of money on fire.

Does Salesforce do everything?

The Salesforce mobile app does a lot, but it doesn’t do everything—be aware that there are some differences from the desktop Salesforce site. Make it a priority to learn about the Salesforce features that aren’t in the Salesforce mobile app, that have functional gaps, or that work differently in the mobile app.

Why is Salesforce mobile app important?

With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop. But the app is organized to help you get stuff done in those short, free moments when you're out and about, like waiting for a flight, ...

How does Salesforce save time?

Actions in the Salesforce mobile app save time by letting you quickly and easily create records, log calls, and do other common tasks, from just about anywhere in the app. Let's follow along with Alice as she gets her work done with actions.

What is a TP in Salesforce?

What’s a TP? It’s a practice environment you use for completing hands-on challenges here on Trailhead. Find your TP username and password by following the instructions in this article . Learn more about Trailhead Playground orgs in the Salesforce Platform Basics module.

How to access favorites in Salesforce?

In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out.

How to add a web address to Salesforce?

If the account is in an environment other than production, tap (iOS) or (Android) on the login page. Then select the correct environment from the list or add the web address for an environment that isn’t already set up, just like you learned about earlier in “Log In to Salesforce.”

What do you see on a mobile app?

The actions that you see depend on where you are in the mobile app . For example, on an account, you might see actions for creating a contact or case related to the account, while on a case record you might see actions that let you create a child case or send a case update via email.

Does Alice have a Lightning app?

Alice’s org has also enabled Lightning apps for mobile. So she goes to the mobile App Launcher, which is always available from the navigation menu. The App Launcher has all of her Lightning apps that her admin made available for mobile, in the same order as on her desktop.

Increase productivity

Get more done with a Lightning-powered app that knows where you left off.

Work smarter with AI

Talk to Salesforce with Einstein Voice Assistant*, and make informed decisions with Einstein Analytics.

Build faster with low code

Create tailored mobile experiences quickly and easily with clicks, not code.

Salesforce App from Salesforce

Salesforce apps extend your data and processes to mobile, helping you take action from anywhere, stay up-to-date, manage leads and opportunities, collaborate with coworkers, and close more deals, faster. Salesforce offers hundreds of useful pre-built apps to address nearly every business management need.

Salesforce Mobile App for iOS or Android

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

Salesforce Mobile App for iOS or Android

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

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