In this lecture I demonstrate how to access Accounts in Salesforce1. List views in Salesforce1 are also demonstrated. The Account object tabs for Feed, Details and Related are also demonstrated. We cover the object-specific actions available in Salesforce1 when dealing with accounts.
Other Sales related objects that we cover are Contacts and Opportunities. We cover the Feed, Details, and Related tabs for each of these objects. We also cover the object-specific actions and how they are performed for these objects as well.
I also show Sales Analytics features available in Salesforce1 for various Sales Dashboards and Reports.
n this lecture I demonstrate how to access Cases in Salesforce1. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce1. I demonstrate creating a new case and following it in Chatter from my phone.
I also cover ho...
In this lecture, I get you started with the proper Salesforce1 configuration sequences and tasks.
This lecture discusses how to set up users' access to Salesforce1 from their user account.
