Скачать или смотреть Get Started with the Salesforce Mobile App | Salesforce Using Mobile Navigation

Get Started with the Salesforce Mobile App

Learning Objectives
After completing this unit, you'll be able to:

Identify the flavors of the Salesforce mobile app available to you.
Log in to your Salesforce org from the mobile app.
Switch between different Salesforce orgs from the mobile app.
Navigate around the Salesforce mobile app and work with your data.
Welcome to Salesforce on the Go
Sometimes being a go-getter means, well, getting up and going! 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, waiting for your next customer meeting—even when you're in line for a coffee.

Get Access to the Salesforce Mobile App
Alice B. Closing is a new field sales representative who just picked up her brand new shiny mobile device from her IT department. Unfortunately, they didn’t install the Salesforce mobile app for her. Let’s learn about the options for accessing Salesforce from a 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. Check with your Salesforce admin.
Alice just finished installing Salesforce on her phone, so let's see how to log in.
Log In to Salesforce
Logging in to the Salesforce mobile app is as easy as pie. You need just a couple of key ingredients.

Our field sales rep, Alice B. Closing, knows how to log in to the full Salesforce site when she's working on her desktop. Now she’s finished installing the mobile app on her phone, and it’s her first time logging in. Let’s see how it works.

The three key ingredients for logging in are:
Your standard Salesforce username
Your (super secret) Salesforce password
The web address (or URL) to your org's Salesforce site
The last ingredient is an important one. The login screen is configured to access your org's production Salesforce site, using the login.salesforce.com address. But if you want to log in from a custom address such as your org's single sign-on page, or if you want to connect to your sandbox to do some testing, you need to know the correct web address for the environment.

ABOUT OUR CHANNEL
Our channel is about Sales and Technology. We cover lots of cool stuff such as Negotiation skills, Technology like Salesforce, and salesforce skill evaluation and enhancement

Check out our channel here:
   / @salesandtechnologyconsultants  
Don’t forget to subscribe!

CHECK OUT OUR OTHER VIDEOS
   • Swisher Follow Up Friday #4: PPO Questions...  
   • Swisher Follow Up Friday #2: Relationship  

Join me for more Salesforce Training and Certification Preparation:
www.SalesforceCertification.DEALS (Full Certification Prep Trail Walkthroughs)
www.SalesAndTechnology.com/courses (Additional Courses available)
www.SuperUserAcademy.com/liveqacall (Live Q&A Sessions)
Check out my blog/podcast/videos with www.SalesforceZen.com (Coming Soon)

FIND US AT
https://salesandtechnology.com/

GET IN TOUCH
Contact us on https://salesandtechnology.com/

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Twitter:   / dominicx  
Facebook:   / salesandtechnology  
Instagram:   / the_dominicx  
Linkedin:   / dominiccarubba  
Linkedin Group:   / 12270873