Get Started with the Salesforce Mobile App
- Learning Objectives. Identify the flavors of the Salesforce mobile app available to you. ...
- Welcome to Salesforce on the Go. ...
- Get Access to the Salesforce Mobile App. ...
- Log In to Salesforce. ...
- Get Around in the Salesforce Mobile App. ...
- Get More Done with Actions. ...
- Switch Accounts, Access Your Favorites, Give Feedback, and Get Help in the Profile Menu. ...
...
For iOS devices:
- On the login page, tap. .
- To add the new environment, tap + .
- Tap Done .
- Select the new environment, then log in.
What are the best apps to integrate with Salesforce?
What are the Best Apps to Integrate with Salesforce
- Marketo. Marketo is a marketing automation tool that helps companies to manage leads, gain access to sales insights, understand revenue cycle and also engage in social marketing.
- WordPress. WordPress is an important content management system which is used by a number of businesses to host and run their websites.
- SAP Business Suite. ...
- Microsoft Dynamics. ...
How to create your first app in Salesforce?
- To create application in lightning, Click File | New | Lightning Application.
- Enter the name, and click Ok. E.g. appName.app resource. You may set name accordingly.
- Now use c:helloWorld to refer the component helloWorld.cmp using the default namespace c. If your organization has a registered namespace, you can use it to reference. ...
How to log a call in Salesforce mobile?
- Smart content
- Lead nurturing
- Re-engagement
What is the best SMS app for Salesforce?
“SMS Magic” is the best & the most advanced business texting app for Salesforce, with the simplest config & use. This is the top rated business texting app with around 721 Reviews (Average Rating 4.8) on the Salesforce App exchange. Let’s see what we can do with this app:- Conversational 1-on-1 texting from standard / custom objects.
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Can I use Salesforce on my phone?
Salesforce is available for iOS and Android devices that meet minimum platform requirements.
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”.
What features are available for Salesforce mobile app?
With the Salesforce Mobile App, you always have all the vital information you need right at your fingertips.Collaborate instantly. ... Pull up sales figures with a tap. ... Organize your day. ... See urgent messages. ... Find everything faster. ... Close deals faster.
What is Salesforce mobile app in Salesforce?
The Salesforce mobile app is Salesforce on the go! This enterprise mobile experience gives you access to the same information you see in the office, but organized for getting work done between customer meetings, while waiting for a flight, even when you're in line for coffee.
What is the use of Salesforce app?
Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.
How does Salesforce connected app work?
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. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps.
How do I use Salesforce on my iPhone?
0:001:18Salesforce for iOS and Android Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipWith the Salesforce mobile app you can run your business from your phone faster. And smarter stay onMoreWith the Salesforce mobile app you can run your business from your phone faster. And smarter stay on top of your day easily log tasks right from your notes.
Is Salesforce mobile Ready?
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.
What is a lightning app Salesforce?
What Is a Lightning App? An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
Is Salesforce mobile app free?
Not to mention that it's: Free to Download – Using Salesforce's new mobile app is free because it is included with every Salesforce License. Cross Platform – Whether your users rock an iOS or Android device, they can download it from the respective app stores.
Is Salesforce mobile free?
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.
Which two ways can users access Salesforce from their mobile device?
The correct options for the question “In which two ways can users access Salesforce from their mobile devices” are options (b) & (d). As you could access Salesforce either through a web browser or through Salesforce mobile application.
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.
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.
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.
