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 Chatter, and also how to edit a lead record.
I demonstrate how various field types function on mobile, such as dropdown fields, etc.
I go through the process of making a call from a lead record and how the app can dial the phone number for you and log the call once you hang up from the call.
I also demonstrate how to access Campaigns in Salesforce1. I also cover the object-specific actions for Campaigns in Salesforce1. I demonstrate how to change owners on a campaign, as well as accessing the Feed, Details, and Related tabs for a campaign.
We access Campaign Members for a campaign and accessing individual campaign member cards.
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 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...
I demonstrate various advanced techniques you can utilize in Salesforce. Items covered include:
Hover Links
Related List Links
Inline Editing
List View Editing
Selecting Multiple Rows in List Views
Mass Editing from List Views
Printable Views from List Views and Detail Records
Chatter Fee...
