Salesforce Mobile Checklist
Salesforce Mobile Checklist
General Items
- Review training materials for mobile usage
- Join Salesforce mobile user community for tips
- Schedule regular check-ins to assess mobile usage effectiveness
- Gather feedback from users regarding mobile experience
Preparation
- Ensure Salesforce Mobile app is installed
- Verify user credentials for access
- Check mobile device compatibility
- Update the app to the latest version
- Enable mobile data or Wi-Fi connection
Configuration
- Log into Salesforce Mobile app
- Configure mobile settings according to user preferences
- Set up notifications for important updates
- Enable offline access if needed
- Customize home screen layout for quick access
Usage
- Familiarize with key features (Chatter, Records, Dashboards)
- Practice creating and editing records on mobile
- Test functionality of search and filters
- Utilize mobile-specific features (voice input, camera integration)
- Access reports and dashboards on the go
Security
- Enable two-factor authentication
- Regularly update passwords
- Review permissions for mobile access
- Log out after use on shared devices
- Monitor for unusual activity in account
Generated from Panda Checklist
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