Entering a presentation via the Salesforce Mobile Application
An agent may find it quick and easy to record their Offer presentation while on the road with the Salesforce Mobile App.
Install App
To complete ensure you have installed the Salesforce App on your phone. The app can be downloaded for the Play Store (Android) or App Store (iPhone). Once installed a user will need to log in with their username and password. The system will send a text/email verification code to complete authentications.Now you all set to utilize Salesforce Mobile to complete many of the daily tasks while on the road (During the implementation of Salesforce Lightning, the standard layout of Salesforce will change to be in line with Lighting as such please be aware the Mobile views may change a bit in this process)
By default when a user logins into the mobile application, the feed is displayed (we will discuss the feed later, for now, it more an introduction of what you will see when you first log in).
- Navigate to the Top Left corner of the screen, where there are 3 vertical lines (menu icon).
- A menu expands with a list of object to select from. These correlate to tabs on the desktop version. Select "Opportunities"
- You will see a search bar at the top, a list of Views(Filter List) selections, and then a list of recent records.
- If you have recently viewed the opportunity, then you can quickly open the record to record your offer presentation, if not search for the address in the search bar. As you begin typing the name of the record (i.e. the address), the system will begin to provide selections to choose from.
- Select the desired record to open. This will display the details regarding the opportunity and a series of icons at the bottom (Object Quick Actions). You should notice the second action is "New Presentation", select this option
- The New presentation page will display a few fields to complete. Type, Agent and Presentation Date. Type is the only field with no defaults and is required, the drop menu is a list of presentation which correlates with the agent KPI's (Additional Details). The date will display TODAY and the Agent will default to the Agent indicated on the Opportunity record. Note: be sure to update the date if the presentation occurred on a date other than the date the presentation is being entered.
- Select the Save button at the top right and your presentation has been recorded.
Video Demo of the steps indicated above
Other Mobile Concepts:
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