Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Mastering Salesforce CRM Administration

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

Arrow left icon
Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
Arrow right icon
View More author details
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...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at ₹800/month. Cancel anytime