Slaesforce FAQ

how to view salesforce for mobile on a computer

by Toni Kessler DDS Published 2 years ago Updated 1 year ago
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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”. [button type=”success” size=”lg” link=”http://bit.ly/1EoVmkT”]Make Your Company Mobile!

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Full Answer

How do I log in to the Salesforce mobile app?

Start the app by tapping the Salesforce icon on your home screen. You see the login page. Enter your username and password. Tap Log In.

How do I view Salesforce Classic on my mobile device?

Go to your mobile browser and login to Salesforce. If you are a Salesforce Mobile user and are redirected to the Salesforce app upon login, select the ‘go to full site’ option from the menu so that you are viewing Salesforce Classic in your mobile browser.

What are the benefits of the Salesforce mobile app?

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.

How do I view all views in Salesforce mobile?

Have that user log in to Salesforce mobile and Eureka! Now that view is available to see under “Recent Views.” Currently there is no menu option in Salesforce mobile to simply look at all the various views that are available and then select the one you desire.

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How do I access Salesforce mobile?

The login screen is configured to access your org's production Salesforce site, using the login.salesforce.com address....NoteStart the app by tapping the Salesforce icon on your home screen. You see the login page.Enter your username and password.Tap Log In .

How do I Setup Salesforce mobile access?

Firstly, Here's how you enable Salesforce 1 -- - Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings. - On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box >> Click Save.

How do I turn on mobile view in Salesforce lightning?

Enable Lightning Experience for Salesforce Mobile AppSpecify Permission Set 'Label' -> 'API Name' pops automatically -> Enter a short 'Description'Scroll down & click 'System Permissions'Click 'Edit'Sroll down to 'New Salesforce Mobile App' permission and tick the checkbox.More items...•

How do I test Salesforce1 on my desktop?

Experience Salesforce1 on desktopLogin to your salesforce org using the web browser from your desktop.Change the URL in the address bar to change the view to the Salesforce1 simulator. To do this just add “/one/one. app” to the salesforce domain that you have logged in.

How can users access Salesforce from their mobile devices?

1 Answer. 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.

How can I give access to mobile?

Change app permissionsOn your phone, open the Settings app.Tap Apps.Tap the app you want to change. If you can't find it, tap See all apps. ... Tap Permissions. If you allowed or denied any permissions for the app, you'll find them here.To change a permission setting, tap it, then choose Allow or Don't allow.

How do I enable mobile home in Salesforce?

Enable Mobile HomeIn the Quick Find, enter Connected Apps then select Manage Connected Apps.Open Salesforce for iOS or Salesforce for Android.Navigate to Custom Attributes and select New.For Attribute key, enter ENABLE_MOBILE_HOME_PROMPT.For Attribute value, enter "FALSE" then select Save.

Does Salesforce lightning work on mobile?

Salesforce App is the only UI supported by Salesforce for iPhones and Android devices. Salesforce for iOS can be downloaded from the App Store, and Salesforce for Android can be downloaded from Google Play. Please see additional details about Requirements for the Salesforce Mobile App.

Does Salesforce have a mobile app?

Salesforce is available for iOS and Android devices that meet minimum platform requirements. See Requirements for the Salesforce Mobile App for details. You can download and install Salesforce from the App Store or Google Play.

Does Salesforce have a desktop app?

Run Salesforce in distraction-free window, manage multiple Salesforce accounts easily and more with the unofficial Salesforce desktop app for Mac and PC on WebCatalog.

What is Salesforce1 app?

Salesforce1 is a platform that enables application development and data exchange through application programming interfaces (APIs) and prebuilt programming code components.

How do I install Salesforce1?

Salesforce mobile application can be downloaded from iTunes and Google Play....Enter your Salesforce login Username and Password to login to your Salesforce account.Now verification code will be sent to your email.Enter your verification code.Click on Allow button to enable access to your Salesforce mobile App.

Go Totally Mobile on Salesforce – Well, Almost

It might seem like a dream come true to have a deployed support team in the field, armed with iPad in hand, ready to service all those cases rolling in. But, without the laptop, those truly mobile professionals just might not see what they should be seeing in the Salesforce mobile platform.

The Solution: How To Missing Salesforce Views on Mobile

Create a view and make it publicly available for your user from the desktop or laptop browser interface.

The Lesson Learned about Salesforce Mobile Views

Currently there is no menu option in Salesforce mobile to simply look at all the various views that are available and then select the one you desire.

What is Salesforce Inbox app?

The Salesforce Inbox mobile app instantly connects your Sales Cloud CRM data to your inbox so you can sell smarter. Now, create new leads, contacts, and opportunities right from your email.

What is Salesforce Authenticator?

Secure your apps and data with two-factor authentication. Salesforce Authenticator delivers enterprise-class security with a smooth user experience. With Salesforce Authenticator, it’s even easier for employees to access business-critical apps from anywhere. Employees can approve logins and other actions, including automatic verification from trusted locations, in just one tap.

What is sales cloud?

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. The Sales Cloud mobile app is the best way to make more sales and stay connected to crucial data no matter where you are.

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 Salesforce1 app?

The Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 gives you access to all the same information that you can access on your computer, but it is designed to operate on mobile devices.

How to set up notifications on my computer?

To set up notifications, navigate on your computer to “Setup” –> “Mobile Administration” –> “Notifications” –> “Settings”. Once there, select the boxes to enable in-app notifications and push notification.

What is the phone number for Starrforce?

If you would like information on the services we offer, call us at (888) 391-4493 x101. Posted in Salesforce Best Practices, Salesforce Licensing.

Can you customize your menu on mobile?

Your navigation options for mobile are the same as the options on your computer, however on mobile, users cannot customize their own menus.

Is Salesforce1 easier to use?

This is recommended because the Salesforce1 interface is easier to use and is specifically designed for mobile devices, whereas opening Salesforce on a mobile web-browser can result in distorted views and is hard to navigate. To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go ...

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