Desktop and Mobile Administration, 3%

Describe the capabilities of the Salesforce Mobile App. Describe the installation and synchronization options of Salesforce Lightning for Outlook.

Desktop and Mobile Administration Introduction

  • “Going Mobile” is available on the Setup Home page
    • Also available via Setup > Quick Find > Salesforce Mobile Quick Start

Mobile Quick Start Wizard

  • Involves a series of setup steps: Navigation, Actions, Compact Layout, Review, Invite
  • New name: Salesforce Mobile replaces old name Salesforce 1
  • A “Salesforce 1 Emulator” plug in is available for chrome, which allows admins to emulate a mobile device and see how the mobile app would actually function

Global Actions

  • Access Global Actions via Setup > Quick Find > “Global Actions” > Global Actions
  • Global Actions are commonly used on Mobile devices

Object Specific Quick Actions

  • These are set up in the Object Manager, on the “Buttons, Links, and Actions” section for each object
    • Actions can have predefined values set up - a big part of their “magic”

Configuring Actions on Page Layouts

  • There are often multiple actions with the same label (multiple “Log a Call,” for example) - need to reference API names to see which packages these come from, which is which, etc.

Salesforce Mobile Apps

  • SalesforceA: admins only, different from standard Salesforce mobile app

Salesforce Lightning for Outlook Installation and Synchronization

  • Access via: Setup > Quick Find > “Outlook” > Outlook Integration and Sync
  • Can give users the ability to create cases from Outlook, for example
  • Help Article Overview
  • Things such as Contacts, Events, Tasks can sync Outlook to Salesforce, or Salesforce to Outlook, or both.
    • Can decide which system “wins”
    • Lets users access Salesforce records from Outlook