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You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Tools
Salesforce
Concepts
CRM
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Authors (2):
Sharif Shaalan
Sharif Shaalan
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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
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
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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.
Read more about Timothy Royer

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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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Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101
© 2022 Packt Publishing Limited All Rights Reserved

Authors (2)

author image
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
Read more about Sharif Shaalan

author image
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.
Read more about Timothy Royer

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