1. Learning Objectives
Congratulations on coming this far! We’re almost at the end. We’re now looking at the desktop and mobile integration tools for Salesforce. And we’ll look at Salesforce One, the Salesforce mobile apps, and email integration into Salesforce. And finally, take a look at the App Exchange. So our learning objectives for this module are to describe the capabilities of Salesforce, Salesforce Mobile, and the installation and synchronization options for Salesforce. For Outlook, we’re going to identify the use cases for App Exchange applications. So this is what you’re going to learn about COVID in this module. If you do have any questions, of course, be sure to post them in the comments. Otherwise, I’ll see you in the first video.
2. Salesforce1
Take a look at Salesforce One, which is Salesforce’s mobile app. So you can see your salesforce data on a tablet or mobile device. So let’s take a look at what this is. So Salesforce One works on Android and Apple devices, but I’ve got an Apple iPad, so I’m just showing you how to install it there. First, just search for Salesforce One in the Pasture, and you’ll see the iPad app pop up. And as you can see from the App Store, you can basically preview your Salesforce data within it. So you can view forecast information and collaborate using Chatter within the Salesforce One app on your tablet or mobile phone. All of your apps are accessible via the main CRM/Salesforce navigation menu. So essentially, you can get into your accounts, opportunities, and contacts, as well as your Chatter feed and Reports and Dashboards, which is kind of cool. Also, and here we go, you can view your dashboards and click through to see the detail on the reports, which is pretty cool.
Then you got to view your records even when you were offline. So you can see here that this is an opportunity record, and we’re basically part way through the opportunity stages. So you can see we’re currently at the value proposition stage, and this is Salesforce Path, which allows you to visualize how far you’ve gotten through steps within a record. So in this case, the opportunity stage and specific fields are displayed at each of these stages, and once you’ve marked this stage as complete, it will move on to the proposal stage. But then also, you’ve got all the fields that you would naturally see on the Salesforce website when you’re logged into the tool. So there are a couple of screenshots, but once you’ve installed it, just open it up, and basically we’ll ask you to log in. Now I’ve already logged into my Salesforce One app, and you can see here that I’m actually in the Chatter feed, so it’s displaying some of the things that I posted on my Chatter feed, some videos, some presentations, an image, and things like that, but you can actually log into multiple Salesforce orgs. So on the very top left-hand corner, you can see it says Frances Pander.
But if I open it up, you can see that I have two other organizations. So you can see there’s org 62, which is the salesforce.org that Salesforce uses, and then there’s another called EU Nine, and I’ve got slightly different profile pictures, so I can tell which one I’m in at any given time. And then I can also access the community from here as well. So I created a salesforce community within my account so that I could switch between the internal RecordsCRM tool and my community. So I can answer chatter posts and moderate chatter posts and things like that. So here is the left-hand NAV. And as you can see, it’s got a load of the tabs that you would kind of naturally see within Salesforce.
You have a search bar at the top, the chatterfeed that I’m currently in, and the people tab that you can access through the Salesforce tool. Also included are the Chatter Groups Events and the Today app, which is a neat little app that allows you to see everything in one place and integrates your calendar on your phone or tablet with all of the data within Salesforce, which is pretty cool. And then there are also the standard kinds of objects that you’ve set up in this menu. So I can click onto the Opportunities tab, essentially, and view my opportunities as we saw in the screenshots earlier on. And you can see here that this one’s at the qualifying stage. And I have some key fields related to the qualification stage as well as some guidance that I can enter for this stage. And this is really coming from the Lightning UI. And this is where a lot of the sales force is going to move to. Once you’ve moved from the classic UI to the Lightning UI, you’ll see a lot more of this. But it’s not just the standard objects. I’ve got some custom objects; I’ve got a lessons object there; I’ve got private records objects; and I’ve even got a lightning app that I’ve created as a tab within my Salesforce one.
And you can see here that I have a Lightning app with some related accounts on the right hand side. And I can swipe to perform different actions. So call or write a message within it. But if I go back to my chatter.org account, I just want to talk about Salesforce actions. So along the bottom, you can see some buttons, and these are global actions. These are actions that can be performed, basically, pretty much anywhere in Salesforce. And you can see here that I can post a message to Chatter. And I’ve got my own global action that I’ve created called Create New Registration. I’ve also got an ad lesson that I’ve created as well as a global action. I’ve got a file action, which is a standard global action within Salesforce. And if I click on “Show More,” you can see all the other actions that I can perform.
And you can customise this by saying, “Hey, these actions are available to you or not,” or you can create your own custom actions, like I have, but these are global actions. But if I dive through to my opportunity, if I go back to that opportunity that I was on, you’ve got some buttons along the bottom, but there’s a slightly different list. These are object actions because they are unique to the object you are on. So I can log a call for the opportunity, and I can create a new task for the opportunity. I can create a new event for this opportunity. And also, I can post on this opportunity, but if I click “Show More,” you’ll see that there are loads more actions that I can perform here as well. And again, I can decide if I want to show these or not, but I can quickly create an opportunity by using one of these actions. So I’m going to quickly create an opportunity. So all I’m going to do is set a close date of July 16 July.
I’m going to set an amount, and I’m going to say the next step is to talk to the customer, and I’m going to click Save. And this is a quick way that I can create a record within Salesforce One against that account. And I can see I’ve kind of prepopulated some of the fields on it by default based on the account information because I created this as a quick action from my account record. That’s pretty much it for Salesforce One, as well as an overview of what the app does. Now let’s take a look at how you can set it up within salesforce.org. So here I am in my setup, and if I search for Salesforce One, you’ll find that you’ll get a number of different options in here to kind of set the branding of your Salesforce One app as well as some core settings, as well as managing the navigation on your app. So if I dive into the Salesforce One settings, you can see there’s this global switch to turn on and off the app to allow your users to download the app. We’ve also got this branding option, so I can change the colors and the landing page as well as the logo that appears within the app. And I’ve got the navigation, so I can decide what the navigation items are that appear in my app. So, for the exam, you just need to understand what Salesforce One is.
And so that’s an application that you can install on your tablet or on your mobile phone, on either Android or Apple devices. And it allows you to communicate with your sales force. Organds interact with records by viewing them and performing actions on them. So potentially, you’ve got global actions, these actions that you can create that work across all your records within Salesforce, or you’ve got object-specific actions that only work on the specific records that you’re looking at. So, for example, as I showed you, if I’m on the account record, I can create an opportunity from there, but I can’t create an opportunity elsewhere unless, for example, I create a global action to do that, or I create an object action on a different object. So if you do have any questions about Salesforce One, be sure to put them in the comments. Otherwise, I’ll see you in the next video.
3. SalesforceA
So now I’m going to show you the Salesforce administration app. And this was a great app when it came out because it basically allows you to do high-level administration of your salesforce.org directly from your tablet or mobile device. So let’s take a look at it. So here is the app. So this is the home page of the app, or the overview. It basically shows you your instance number. As you can see, the instance I’m currently in is NA 8. And basically, your salesforce.org is put on a specific instance around the world based on the geography of where you set it up originally. So NA-8 is North America 8? So it’s an instance that exists in North America, and I can basically see the system status of NA 8. And you can see at this moment that it’s all working perfectly well.
So if your user suddenly calls you and says, “What’s going on?” I can’t log in. You can use this app to identify any issues with your instance. So you can see if it’s an issue because they’re stupid and can’t log in or if it’s a problem with the instance, and Salesforce is working on it to fix the issues. Then we’ve got our recently viewed users that have been pulled from our Salesforce or recently viewed list. But then here, you can very quickly disable or deactivate users. So if you do get a phone call from your manager saying, “Hey, we need to disable this user,” you can do this directly from your mobile phone. So, for example, I can dive into Joe’s blog here, and I can basically reset the user’s password, edit the details, but I can also freeze or deactivate that user’s account, which is really, really handy. Next in the app, we basically got our users list, so I can quickly see all of my Salesforce.org users. I can also see the ones that are currently locked out or frozen, so I can unfreeze them and make them active if need be.
Then we got Resources, which is a great way of jumping into the release notes for the current release of salesforce.org. So you can see what’s new in what’s coming out in the next release or the current release, whichever one you’re on. Next, we have Salesforce Answers, which is a great place to submit your questions and get answers to the top issues around Salesforce. Obviously, Jeff Mayo, a fellow MVP, is answering that question, which is awesome, and also Adam, a bit further down. But yeah, you just ask the question at the top, and literally within about 20 minutes, you can get an answer. It’s a really quick and awesome way to get answers. Then we got Salesforce Trust, which is the main site, so you can see how Salesforce systems are performing at the moment. And you can see at the moment that all the instances across the world have all gotten the green light, so they’re all performing as they should.
What’s useful about this page is that it also includes a maintenance window, which allows you to see what’s going on with specific organizations. So you can see that something like CS 86, which is actually a developer.org instance, is going down for maintenance at 12:00 a.m. for a live agent system. Maintenance and Live Agent are both tools within the service cloud, which is pretty cool. Then there’s Trailhead, which is a great place to learn very small, specific modules on specific Salesforce components. Then we have Admin news and events at Admin.Salesforce.com, which is a great site for new information, videos, and summaries on releases, as well as a weekly podcast that they do, which is quite cool. Then we got the salesforce optimizer and the readiness check. So, if you want to switch to the Lightning Experience, you can use the readiness check to see if your organisation is ready and what changes you may need to make, as well as the salesforce optimizer to see where you can optimise your sales force, improve its performance, or make other improvements.
So that’s essentially it. In the more section, you can request and send feedback about the app if you want to improve it, as well as some kind of setting error logs and such, or if you want to log out and log back in as someone else. But essentially, that is the Salesforce A app. So again, for the exam, you just need to understand what the Salesforce A app is and how it can be used alongside the Salesforce One app. But if you do have any questions on this, be sure to post them in the comments section and I’ll answer them; otherwise, I’ll see you in the next video.
