May 18, 2024

How to Use Salesforce Mobile App

Salesforce logo

Using the Salesforce mobile app can significantly enhance your productivity, allowing you to access your customer relationship management (CRM) data from anywhere. This "how to" guide will walk you through the steps to effectively use the Salesforce mobile app.

Step 1: Download and Install the App

First, download the Salesforce mobile app from the Apple App Store or Google Play Store, depending on your device's operating system. Once downloaded, install the app and open it.

Step 2: Log In to Your Account

Upon opening the app for the first time, you'll be prompted to log in. Enter your Salesforce credentials — your username and password. Optionally, if your organization uses single-sign-on (SSO), choose the SSO option and follow the prompts to log in.

Step 3: Navigate the Home Screen

After logging in, you'll be taken to the home screen, serving as your command center. Here you can view your upcoming events, tasks, recent records, and any custom components your Salesforce admin has added. Get familiar with the navigation bar at the bottom, which allows quick access to key items such as tasks, notifications, and more.

Step 4: Access and Manage Data

To access your CRM data, tap the 'Menu' icon on the bottom right. You'll see a list of all standard and custom objects you have permission to view. Select an object, like 'Opportunities' or 'Contacts', to view and manage records. You can add, edit, or delete records as your permissions allow.

Step 5: Use the Global Search

For quickly finding a specific record, use the global search function at the top of the menu. Just type in a keyword, and Salesforce will retrieve relevant results across different objects.

Step 6: Collaborate with Chatter

Stay connected with your team using the Chatter feature on the go. You can access Chatter from the navigation bar to post updates, share files, and collaborate on projects in real-time.

Step 7: Customize Your Experience

The Salesforce mobile app allows personal customization. Manage your display settings and choose which objects or shortcuts appear on your navigation menu. You can adjust these by going to the 'Settings' option within the app.

Step 8: Work with Salesforce Reports

Tap on the 'Reports' tab to view and interact with your Salesforce reports. You can apply filters and view dashboard snapshots, making it easier to stay updated with real-time data analytics.

Step 9: Log Out Safely

Once you're done with your tasks, ensure to log out of the Salesforce mobile app to protect your data. Navigate to 'Settings' and find the option to sign out.

By following these steps, you'll be able to effectively use the Salesforce mobile app to continue your business operations while away from your desk. The app's convenience and user-friendly interface make it a powerful tool for anyone who uses Salesforce in their daily workflow.