Friday, 1 May 2020

Salesforce CRM

Introduction

The Salesforce app enables you to experience all of the Salesforce Platform from any mobile device. The app bring together Chatter, CRM, and business logic so you can connect to all of your data. In this chapter ... access their custom list views, receive notifications for posts and approvals that need their attention, get an immediate view of their day in the new "Today" app, or choose from a variety of mobile-optimized App Exchange apps to install. The app is fully customization, allowing you to extend your custom apps to mobile using tools that you’re already familiar with. 

This guide walks you through the process of getting your company ready for mobile, from configuring your organization’s settings to rolling out the app and customizing it with your own branding. You’ll learn how to quickly configure the items that appear in the navigation menu using the Salesforce Mobile Wizard. You’ll also learn how to optimize page layouts, work with compact layouts, set up mobile notifications, and customize actions so your users can get important work done quickly from their mobile devices. 

The Salesforce App Admin Guide is an essential resource for Salesforce administrators who want to roll out enterprise mobile to their organizations. This guide introduces you to all of the declarative (point-and-click) tools needed to create a personalized mobile experience. If, after reading this book, you want to venture into the world of developing for the app, take a look at the Salesforce App Developer Guide. Using a Developer Edition organization and a set of sample data and exercises, you can create custom actions, work with Visual force pages, and learn about canvas apps and mobile UI design.