Slaesforce FAQ

how to use salesforce mobile connect

by Eldon Berge Published 2 years ago Updated 1 year ago
image

Switch Accounts, Access Your Favorites, Give Feedback, and Get Help in the Profile Menu.

  • From the navigation menu, tap your profile icon to open the profile menu.
  • Tap Change Account .
  • Tap Add new account .
  • 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 ...
  • Enter your username and password.
  • Tap Log In .

Full Answer

Can I use Salesforce on my mobile device?

If you have an Android or iOS device that meets the minimum requirements, you can use the downloadable Salesforce mobile app available from the App Store or Google Play. When you log into the Salesforce mobile app, you’re automatically connected to your production org.

How do I download the Salesforce mobile app?

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. Check with your Salesforce admin.

Are all of your customizations available in the Salesforce mobile app?

And most of your customizations are automatically available in the Salesforce mobile app because it reads those definitions and displays your data accordingly. But wait a minute. If all of your Salesforce customizations are already available in the mobile app, then why bother customizing it?

How do I Switch accounts in the new Salesforce mobile app?

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. Let’s talk more about switching accounts.

image

What is Mobile Connect in Salesforce?

What is MobileConnect? MobileConnect allows you to create SMS/MMS messages within the Salesforce Marketing Cloud's Mobile Studio. MobileConnect doesn't actually send messages directly to the subscriber's mobile phone, however.

What is MobilePush?

What is MobilePush? MobilePush allows Marketing Cloud users to send push notifications to their customers. That's not all! MobilePush also offers silent notifications, in-app messaging, Bluetooth Beacons and Geo-location. My favourite part about MobilePush is that, once set up correctly, it is incredibly user friendly.

Which all three fields are important when you import a contact in MobileConnect?

Under Attributes, she enters the three required fields for MobileConnect: Contact Key, Phone, and Locale.

What is mobile studio in Salesforce?

Salesforce Mobile Studio helps you to reach customers on any device by personalizing your mobile messaging with SMS marketing, push notifications, and group messages.

What is OneSignal used for?

OneSignal is a service that enables push notifications, abstracting details such as the platform the device is running on. With the OneSignal plugin, OutSystems applications can send and receive push notifications. The image below shows a push notification in an Android smartphone.

What is a WAP Push message?

WAP Push is a type of SMS that is used to access a WAP site or page in a known, simple and easy way without having to enter the address (URL) of the page in the browser of our mobile phone. It works in a similar way to the melody, tone, etc. download system. via SMS.

How many population we can create per account in Sfmc?

You can create two different populations: one population for the drivers, and another for the riders, since separate marketing efforts and data structures are required for each group or population.

How do I check my subscriber in Sfmc?

The subscriber status in Marketing Cloud is indicated by the shirt colour of the icon to the left of the subscriber's email address. The available statuses in Marketing Cloud are: Active, Unsubscribed, Bounced and Held.

What is data view in Salesforce?

Data views are system-generated tables, known as data extensions (DEs), in Salesforce Marketing Cloud (SFMC). They contain different information about subscribers and events such as email/SMS sends, email opens, or links clicked.

What all the mobile studio features available?

Mobile Push: Push Messages on Mobile App Manage segmented audiences of mobile contacts. ... Send inbox messages. Use Geo-fence and beacon messaging for location-based campaigns. View customer engagement with analytics. ... Integrate push notifications into customer journeys using Journey Builder.

How do I use mobile studio in marketing cloud?

Marketing Cloud Mobile StudioGroupConnect. Use GroupConnect to send messages to contacts via messaging apps. ... MobileConnect. Create, send, receive, and track SMS and MMS text messages using MobileConnect. ... MobilePush. Marketing Cloud MobilePush lets you create and send notifications to encourage use of your app.

What is Salesforce journey builder?

Salesforce Journey Builder is a feature of the company's Marketing Cloud that manages the customer life cycle: the progression of steps a customer goes through when considering, purchasing, using and maintaining loyalty to a brand.

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 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.

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.

Is mobile usage high?

Mobile usage is at an all-time high— in fact, most of us spend as much time on our devices as we do in front of our computers. Mobile technology has transformed the way we live, learn, travel, shop, and stay connected. And the enterprise world is no exception. People want their business tools to be mobile and easy to access.

Can you log into Salesforce sandbox?

When you log into the Salesforce mobile app, you’re automatically connected to your production org. But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9