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Salesforce for Beginners - Second Edition

You're reading from Salesforce for Beginners - Second Edition

Product type Book

Published in Oct 2022

Publisher Packt

ISBN-13 9781803239101

Pages 532 pages

Edition 2nd Edition

Languages

Concepts

Authors (2):

Sharif Shaalan

Timothy Royer

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Table of Contents (24) Chapters

Preface

1. Getting Started with Salesforce and CRM

2. Understanding Salesforce Activities

3. Creating and Managing Leads

4. Business Development with Accounts and Contacts

5. Driving the Sales Cycle with Opportunities

6. Achieving Business Goals Using Campaigns

7. Enhancing Customer Service with Cases

8. Business Analysis Using Reports and Dashboards

9. Setup and Configuration

10. An Overview of Sharing and Visibility

11. User Management and Data Security

12. Managing Projects with Sandboxes and Change Sets

13. Using Data Modeling to Configure Objects for Your Business

14. Lightning Experience Customization

15. Extending Functionality with Third-Party Applications and Salesforce Mobile

16. Salesforce Flow

17. Approval Processes

18. Assignment Rules

19. Data Integrity with Formulas and Validations

20. Testing and Debugging

21. Assessment

22. Other Books You May Enjoy

23. Index

Configuring Salesforce Mobile using a QuickStart

In further extending functionality, Salesforce provides a ‘QuickStart’ to help you set up the mobile app for your users. QuickStart includes a few intuitive configuration sections. So, let’s take a look at how to navigate to these sections.

Business use case

As the admin for XYZ Widgets, your users have requested the ability to use Salesforce on their mobile devices. You need to get this up and running quickly for a quick win. This should be very straightforward since Salesforce provides a mobile app out of the box. You go to the mobile app QuickStart to set this up.

Mobile app QuickStart

First, we navigate to the Setup section of Salesforce, as shown in the following screenshot:

Graphical user interface Description automatically generated

Figure 15.16: Finding the QuickStart on the Setup page

Once in the Setup section, click on New Salesforce Mobile App QuickStart, as you can see in the preceding screenshot.

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Authors (2)

Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor

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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.

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