Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Touring the Salesforce Mobile User Interface, Navigation, and Global Actions

Salesforce Classic New User Training • 6m 41s

Up Next in Salesforce Classic New User Training

  • Performing Common Marketing Actions i...

    In this lecture I demonstrate how to access Lead records, as well as follow them in Chatter. I show you how to access the Lead's Feed, Details, and Related tabs. I also cover the object specific actions that can be performed on a Lead Record, such as logging a call, adding a new task, posting to ...

  • Performing Common Sales Functions in ...

    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...

  • Performing Common Service Functions i...

    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...