Salesforce Mobile for Sales Representatives

Course Overview

Learn how to use Salesforce on your mobile device to access customer information, manage sales activities, and stay productive while working away from your desk. This hands-on workshop focuses on using the Salesforce mobile app to review records, update opportunities, log customer interactions, and manage follow-up activities in the field.

What You’ll Learn

• Understand the key features of the Salesforce mobile app.

• Navigate Salesforce using a mobile device.

• Access and update accounts, contacts, leads, and opportunities.

• Review customer information before meetings and calls.

• Update opportunity records while working in the field.

• Log calls, meetings, and other customer interactions.

• Create, manage, and complete follow-up tasks.

• Capture notes and important customer information on the go.

• Review activity history and upcoming commitments.

• Use Salesforce mobile to maintain accurate and timely records.

• Apply best practices for mobile sales productivity.

• Identify situations where mobile access can simplify daily sales activities.

What’s Included

• Three hours of live, instructor-led training.

• Hands-on exercises using the Salesforce mobile app.

• Realistic field-sales scenarios.

• Opportunities to apply the concepts directly in Salesforce.

• Time for questions and instructor feedback.

Who Should Attend?

This course is designed for sales representatives, account executives, business development representatives, field sales professionals, and other Salesforce users who need to access and update customer information while working away from their desks.

Prerequisites

Participants should have a basic understanding of Salesforce navigation and familiarity with accounts, contacts, leads, opportunities, and activities.

Participants should also have access to a compatible mobile device and the Salesforce mobile app.

Course Details

• Class Code: SFT-SR-111

• Duration: 3 hours

• Format: Live, instructor-led workshop

• Practice Environment: Participants may use either a dedicated Salesforce practice environment or their own Salesforce environment.

• Course Focus: Salesforce mobile navigation, customer information, opportunity management, activity management, and field-sales productivity.

Important: The instructor will deliver the workshop using a dedicated Salesforce practice environment. If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, reports, dashboards, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise or demonstration will work identically in your organization’s environment.

If your Salesforce environment is highly customized, you may wish to consider private training tailored specifically to your organization’s configuration, sales process, and mobile-sales practices.

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on needs and location, private training may be virtual, in person, or on-site.

Course Provider

This course is developed and delivered by The Salesforce Trainers, a team of experienced sales and Salesforce professionals specializing in Salesforce adoption, sales leadership, training, and change management.