Skill Shot: Use Salesforce on Your Phone

Format: Free, live, instructor-led session

Audience: Primarily for sales representatives and field sales professionals

Duration: 45 minutes

Session Overview

Learn how to use the Salesforce mobile app to access important customer information and manage everyday sales activities while you’re away from your desk. This practical session will show sales representatives how to stay connected, update records, and keep Salesforce current while working in the field.

What You’ll Learn

• Navigate the Salesforce mobile app.

• Access accounts, contacts, leads, and opportunities.

• Quickly find important customer information.

• Review opportunity details before a customer meeting.

• Log calls and customer interactions from your phone.

• Create and manage follow-up tasks.

• Update Salesforce records while on the go.

• Capture notes and important customer information.

• Apply practical tips for using Salesforce more effectively on a mobile device.

Hands-On Practice

Participants will use the Salesforce mobile app to find a customer record, review relevant information, log a customer interaction, and create a follow-up task.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Salesforce Mobile for Sales Representatives

Class Code: SFT-SR-111