Using Salesforce on Mobile - SalesForce1 Mobile App

contents

Below we list the best resources about the SalesForce1 Mobile App, and other ways to run SalesForce products on mobile phones, collected by a team of expert editors.

Jump to our curated resources list

The Salesforce1 mobile app helps users get real-time access to their CRM system. The app is available for iOS and Android phones and as a mobile browser app for Windows-operated phones.

Salesforce1 organizes the information in a way that best helps users working on the go. They can work between customer meetings, waiting in line, or commuting somewhere. The app includes many of the customizations their organization uses and enables them to review details, update data, and create new records from their phones.

Salesforce1 provides all the tool a user need to close sales and manage their day when outside the office, from completing basic actions, to collaborating with colleagues, finding information, and managing relationships and data.

A user working in Salesforce1 will have access to:

  • A Chatter feed to have conversations around data
  • The Today app, where users can review account and contact information before meetings, join conference calls, and log notes about events
  • Notes, tasks, their Salesforce calendar, dashboards and apps, and their company's custom apps
  • 26 “Objects” (a Salesforce term for a database table) such as Accounts, Assets, and Campaigns
  • Help for Salesforce1

In many fields and objects, users can make edits directly from the mobile platform. However, users should note that some objects are view only in the Salesforce1 app.

Perspectives on Using Salesforce on Mobile (SalesForce1 Mobile App)

Further Reading

  • Salesforce Editions and PricingResources about editions, pricing, and licences of Salesforce Sales Cloud.
  • Salesforce Alternatives and CompetitorsResources about alternative products to Salesforce for sales teams.
  • Basic Salesforce ConceptsResources about basic Salesforce concepts, such as contacts, lists and filtering, collaboration, search, and more.
    • Salesforce ContactsResources about contacts in Salesforce - representing people the sales team is in touch with in connection to a sale, and their contact details.
    • Salesforce Lists and FilteringResources about working with lists in Salesforce and filtering options for searches, lists and reports.
    • Salesforce Reports and DashboardsResources about how to create and edit reports and dashboards in Salesforce, which help visualize sales metrics and results.
    • Salesforce ChatterResources about Chatter, a Salesforce tool that enables collaboration, team chat and file sharing.
    • Salesforce Apps and AppExchangeResources about AppExchange, the official platform for add-ons and extensions to Salesforce products.
    • Salesforce Notes and AttachmentsResources about notes and attachments in Salesforce. In Salesforce Notes provide the ability to enter text not covered in other fields. Attachments are external documents that are attached to a Salesforce record.
    • Salesforce SearchResources on Salesforce search, which provides the ability to find information within Salesforce more quickly. Some objects and fields are identified as searchable and thus can be included in search results.
    • Salesforce Topics and TagsResources about Salesforce Topics and Tags. Topics are basically hastags in Salesforce to enhance search results and are more common in chatter posts. Tags are an older type of identification/keyword and are related to record grouping.
    • Salesforce Collaboration and FeedsResources about Collaboration and Feeds in Salesforce. Salesforce Chatter is the collaboration tool within Salesforce, working much like public social media platforms. Salesforce feeds allow users to receive updates on monitored data through their Chatter feed.
  • Salesforce Concepts and Functionality for SalesResources about Salesforce concepts and functionality for sales, such as accounts, collaborative forecasts, lead scoring, and more.
    • Salesforce AccountsResources about accounts in Salesforce - representing an organization the sales team is in touch with in connection to a sale.
    • Salesforce OpportunitiesResources about opportunities in Salesforce - representing a sale that is in progress, the stage of the sale, and related contacts, leads and team members.
    • Salesforce Collaborative ForecastsResources on collaborative forecasts in Salesforce, which allow sales team to share knowledge about the likelihood of closing opportunities and the potential size deals in the pipeline.
    • Salesforce Email IntegrationResources on integrating email software like Outlook and Google Apps with Salesforce using third-party tools.
    • Integrating Salesforce with Outlook - Salesforce Exchange SyncResources on Salesforce's built-in Outlook integration.
    • Lead Scoring in SalesforceResources on how to score leads in Salesforce - identify which leads are more valuable than others using readily available metrics.
    • Salesforce Content DeliveriesResources on Content Management, Content Deliveries and Libraries, which allow you to manage documents, PPT presentations and other sales-related content within Salesforce.
    • Salesforce HTML Email TemplatesResources on defining email templates and sending emails automatically from Salesforce (without third party tools).
    • Salesforce Bulk Mail MergeResources about the process of generating form letters and other Microsoft Word documents that are personalized for the recipient, who is often a contact or lead.
    • Salesforce Territories ManagementResources about Salesforce Territory Management, an account sharing system that, based on the account characteristics, permits access to accounts.
    • Salesforce Quotes and Contract ManagementResources about Salesforce Quotes, a record showing proposed prices for any product or service and the Salesforce Contract Management, the process by which an organization strengthens and taps into the value of its contract portfolio.
    • Lead Routing in SalesforceResources about managing and routing incoming leads in Salesforce to direct them to a designated Salesforce user or queue.
    • Salesforce AnalyticsResources about Salesforce tools with analytics capabilities (such as Salesforce Wave), and the practice of analyzing Salesforce results using various APIs and tools.
    • Account-based Sales in SalesforceResources about account-based sales in Salesforce. The account-based sales model focuses all demand generation efforts (targeted marketing, email, sales leads) on the same slice of the market over a specified time period.
  • Salesforce ImplementationResources about implementing Salesforce within marketing teams, including getting started guides, best practices, and more.
  • Salesforce CustomizationResources about the practice of customizing different Salesforce features and functionalities, including how to guides, best practices, and more.
    • Salesforce Record TypesResources about Salesforce record types, which allow Salesforce users to offer different business processes, picklist values, and page layouts.
    • Salesforce Custom LinksResources about Salesforce custom links, which are links or buttons Saleforce users can add in order to streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems.
    • Salesforce Page LayoutsResources about Salesforce page layouts, which control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
    • Salesforce Field Level SecurityResources about Saleforce field-level security settings, which allow Salesforce users to restrict access to view and edit specific fields.
    • Salesforce Custom Objects, Tabs and ListsResources about Salesforce custom objects, tabs, and lists. Custom objects allow Salesforce users to store information unique to their organization, while Salesforce custom tabs and lists provide a view of custom object data or a way to filer by a particular set of data.
    • Salesforce Formulas and Formula FieldsResources about formulas used in Salesforce development, and formula field types, which are objects that store data and are calculated at run-time much like formulas in a spreadsheet.
    • Salesforce Validation RulesResources about creating and using validation rules in Salesforce. Validation rules validate data entered into Salesforce and lower user errors.
    • Multiple Business Processes in SalesforceResources about creating and using multiple business processes in Salesforce. Create separate business processes for functions such as sales, lead and support. These can then be associated with a record type and assigned to user groups by function.
    • Automating Business Processes in SalesforceResources about automating business processes in Salesforce to alert users to record changes without manual intervention.
    • Salesforce Visual WorkflowsResources about creating and using a Visual workflow in Salesforce. A Visual Workflow automates business processes by creating a flow, which asks for user input and performs actions in Salesforce based on those inputs.
    • Salesforce Approval ProcessesResources about Salesforce Approval Processes which ensure user transactions are approved before they are committed.
    • Salesforce Lookup Filters on Relationship FieldsResources on using Lookup Filters on Relationship Fields in Salesforce. Salesforce lookup filters provide for filtered data, relationship fields define object to object relationships in Salesforce.
  • Salesforce DevelopmentResources about developing custom functionality for Salesforce, and the Salesforce developer sandbox.
    • Salesforce Apex Coding LanguageResources about the Salesforce Apex Coding Language, an object oriented language created to customize a Salesforce implementation.
    • Salesforce APIResources about Salesforce Application Programming Interface (API). An API allows an application to pass or share data by providing a format that the application understands.
    • Salesforce ArchitectureResources about Salesforce Architecture, the components that make up Salesforce and how to use them to optimize your Salesforce implementation.
    • Salesforce ConnectResources on Salesforce Connect, an app Cloud integration service to link Salesforce to external applications.
    • Salesforce Custom AppsResources about Salesforce Custom Applications, apps created in-house or by a third-party to extend Salesforce functionality to meet business needs.
    • Salesforce Data Loader and Backup SolutionsResources about external tools that help load data into and out of Salesforce and perform backup and recovery.
  • Using Salesforce on Mobile - SalesForce1 Mobile AppResources about the SalesForce1 Mobile App, and other ways to run SalesForce products on mobile phones.
  • Salesforce Certifications,Training and EducationResources about training courses, certifications and books that can educate you on the Salesforce platform.
  • Salesforce Conferences, Events and CommunityResources about conferences, events and other community happenings around Salesforce products, including the DreamForce Conference.

  • No labels