Are you a Salesforce user looking to access your account on-the-go? Look no further than the Salesforce1 Mobile App!
This powerful tool allows you to access all of your Salesforce data and functionality from the palm of your hand. But before you can start using it, you need to enable it on your device. In this tutorial, we’ll walk through the steps to enable Salesforce1 Mobile App.
Step 1: Check Your System Requirements
Before you get started, make sure that your device meets the necessary system requirements for running Salesforce1 Mobile App. You can check these requirements on the Salesforce website or in your device’s app store.
Step 2: Download and Install the App
Once you’ve confirmed that your device is compatible with Salesforce1 Mobile App, it’s time to download and install it from your app store. Simply search for “Salesforce1” in the app store and download the app.
Step 3: Enable the App in Your Salesforce Account
After installing the app, you need to enable it in your Salesforce account. To do this, follow these steps:
- Log in to your Salesforce account.
- Click on “Setup” in the top right corner.
- Select “Mobile Administration” under “App Setup. “
- Select “Salesforce1 Navigation.
- Select “Enable Salesforce1. “
- Select which objects and features you want to make available in Salesforce1.
- Click “Save” to enable Salesforce1 for your account.
Step 4: Customize Your Mobile Layouts
Now that you’ve enabled Salesforce1 Mobile App for your account, it’s time to customize the mobile layouts for each object. This will ensure that the information and functionality you need is easily accessible on your mobile device.
To customize your mobile layouts, follow these steps:
- Log in to your Salesforce account.”
- Select “Mobile Navigation.”
- Select the object you want to customize.
- Drag and drop fields and related lists to create a custom layout for your mobile device.
- Click “Save” to save your changes.
Step 5: Start Using Salesforce1 Mobile App!
With Salesforce1 Mobile App enabled and customized for your account, you’re ready to start using it! Log in to the app with your Salesforce credentials and start accessing all of your data and functionality on-the-go.
Enabling Salesforce1 Mobile App is a simple process that can greatly enhance your productivity as a Salesforce user. By following these steps, you’ll be able to access all of your data and functionality from anywhere, at any time.
So what are you waiting for? Download the app, enable it in your account, customize your layouts, and start using Salesforce1 Mobile App today!