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 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...
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...
