Salesforce is a popular customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service operations. What sets Salesforce apart from other CRM tools is its intuitive and customizable mobile application that allows users to access the platform’s features on the go.
If you’re new to Salesforce, you may wonder what the app is about and how it can help improve your workflow. In this guide, we’ll dive into the basics of the Salesforce in app guidance and share some valuable tips on how to make the most out of it.
What is the Salesforce App?
The Salesforce app is a mobile application that provides users with all the essential features of the Salesforce platform. It is available for iOS and Android devices, making accessing your Salesforce data and managing tasks from anywhere accessible.
The customizable nature of this tool also allows businesses to tailor the guidance to their specific needs, making it a valuable asset for organizations of all sizes and industries. With Salesforce InApp Guidance, businesses can unlock the full potential of the Salesforce app and achieve higher efficiency and success.
With the Salesforce app, you can:
- View and edit CRM records
- Access real-time sales data and performance metrics
- Collaborate with team members
- Push notifications for important tasks and updates
Tips for Enhancing Workflow with the Salesforce App
Knowing what is workflow in Salesforce is essential. Let’s look at some tips to help you enhance your Salesforce workflow and boost productivity.
Customize Your Home Screen
The home screen of the Salesforce app is your dashboard, where you can see all the critical information and tasks at a glance. You can customize it to display the metrics and records that are most relevant to you, such as open opportunities or top deals.
To personalize your home screen:
- Tap on the gear icon in the top right corner of the home screen
- Select ‘Edit Home’ from the menu
- Use the drag-and-drop feature to rearrange or remove components, or click ‘Add More’ to add new ones.
Utilize In App Guidance
Salesforce offers in app guidance – a feature that provides step-by-step instructions and tips for using different features within the app. This is especially helpful if you’re new to Salesforce, as it can help you quickly learn how to navigate the app and perform tasks efficiently.
To access in app guidance, tap on the question mark icon at the bottom right corner of the screen then a list of available guides will appear – click on one to start using it.
Take Advantage of Voice Commands
Did you know you can use voice commands to perform simple tasks in the Salesforce app? This can be a huge time-saver, especially when you’re on the go and don’t have your hands free.
To activate voice commands:
- Tap on the microphone icon at the top right corner of the screen
- Speak out a command, such as ‘Create a new contact’ or ‘Log a call with John. ‘
- The app will act for you
Use Offline Mode
The Salesforce app also has an offline mode, meaning you can continue to access and update records even when you don’t have an internet connection. This is particularly useful if you’re traveling or have limited access to Wi-Fi.
To use offline mode:
- Tap on the gear icon in the top right corner of the home screen
- Select ‘Offline Mode’ from the menu
- Toggle the switch to enable it
Enable Push Notifications for Important Tasks
The Salesforce app allows you to receive push notifications for important tasks, such as a new lead assignment or a follow-up reminder. This ensures you don’t miss any crucial updates and can take immediate action if needed.
To enable push notifications:
- Tap on the gear icon in the top right corner of the home screen
- Select ‘Notifications’ from the menu
- Toggle the switch for each type of notification you want to receive
Exploring Further into Salesforce In App Guidance
The Salesforce in app guidance is designed for more than just helping new users navigate the app. It’s a tool that provides an interactive learning experience directly within the app interface. Here’s how it could further enhance your workflow:
Continuous Learning and Updates
Salesforce is continuously innovating and updating its platform. Therefore, the Salesforce in app guidance becomes an indispensable tool for keeping users up-to-date with new features and improvements. It delivers timely tips and tutorials, helping you utilize the latest features to their full potential.
Tailored Guidance for Specific Roles
Salesforce in app guidance offers role-based guides, meaning it delivers tailored content based on your role in the company. Whether you’re a sales manager, a marketer, or a customer service representative, you’ll receive specific tips and instructions that can significantly enhance your workflow in Salesforce.
Real-time Task Execution
With in app guidance, you don’t just read or watch – you perform the task. This hands-on approach enables you to execute tasks efficiently while learning – improving your work speed and reducing the chances of errors.
Contextual Learning
Salesforce’s in app guidance provides contextual assistance. It offers help based on where you are in the app, aligning guidance with the task at hand. This makes the learning process effortless and increases your productivity.
The Salesforce app’s in app guidance is an invaluable tool that empowers users to maximize the platform’s benefits, driving optimized workflows and increased productivity. Take full advantage of this feature to reap the most of your Salesforce app experience.
Knowing the Salesforce in App Guidance
The Salesforce app is much more than just a mobile version of the CRM platform. It’s a powerful tool that can enhance your workflow and boost productivity, whether in the office or on the go. By customizing your home screen, utilizing Salesforce in app guidance and voice commands, and taking advantage of offline mode and push notifications, you can make the most out of your Salesforce app experience.
With continuous learning and tailored guidance offered through in app guidance, you can stay updated and improve your skills for efficient task execution. So why wait? Get the Salesforce app today and take your productivity to the next level!