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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Overview of the Salesforce1 mobile application


Salesforce1 is a mobile application for users to create, update, and delete records from anywhere. It also allows users to view reports and dashboards and access Chatter functionality through it.

Features of the Salesforce1 mobile application

Salesforce1 comes with various features. The following are a few actions that a user can perform through it: read, create, update, and delete records, including changing the owner of records. Using this application, you can create and edit records offline as well and also perform the following:

  • Send push notifications

  • Submit a record for approval

  • Access a list view and related list

  • Access all your custom objects and apps through the navigation menu

  • Access Visualforce pages and components in the navigation menu

  • Access Salesforce files

  • Access reports, dashboards, and Lightning charts

  • Get insights into accounts and opportunities through a news app

Installing the Salesforce1 mobile application

You can download the Salesforce1...

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