n this lecture we tour the Salesforce1 interface. The Search functionality of Salesforce1 is shown. The Navigation menu is explored, along with Global Actions. I demonstrate performing a Chatter post in Salesforce1. I also show how to add a photo to a Chatter post, using the camera in your phone. Watch for my cameo appearance.
I also show you how to manage push notifications. I also cover how to adjust your settings for caching records for offline use and accessing alerts. I even show you how to create a poll in Salesforce1.
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 ...
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...
n this lecture I demonstrate how to access Cases in Salesforce Mobile. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce Mobile. I demonstrate creating a new case and following it in Chatter from my phone.
I a...