Salesforce Mobile App Basics Flashcards
use what, if you’re not able to download the sf app?
mobile browser app
The login screen is configured to access your _____ ____ Salesforce site, using the login.salesforce.com address
org’s production
Where can you find the mobile app launcher?
in the navigation bar
If you want to change the order of the navigation on the mobile app, where can you make the change?
On the desktop
Users need which of the following information to log in to the Salesforce mobile app?
username, password and web address for the org site
Users can access the mobile App Launcher:
navigation menu
Three ways to search for information in the mobile app
Global Search, feed search and spotlight search
Find a record across objects, such as a person who could be either a contact or lead. From the search results page, you can narrow your search to see results for a single object.
Global Search
Search for Chatter posts, comments, mentions, and files.
Feed Search
Find records without even opening the Salesforce mobile app.
Spotlight Search
T/F
Tasks and events aren’t available in search results in the Salesforce mobile app.
True
Use your iOS device’s built-in _____Search feature to find Salesforce records without even opening the app
Spotlight
What are examples of objects that can be found using global search in the Salesforce mobile app?
account, contacts and opportunities
What are examples of Chatter items that can be searched in the Salesforce mobile app?
post, comments and files
