Salesforce Mobile Lite - PowerPoint PPT Presentation

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Salesforce Mobile Lite

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Works on iPhone, BlackBerry, and Windows Mobile devices ... Install on iPhone. Get the app from the App Store or through iTunes ... – PowerPoint PPT presentation

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Title: Salesforce Mobile Lite


1
Salesforce Mobile Lite
  • Joshua Schneyer,
  • Senior Consultant, salesforce.com

2
Introducing Free Mobile Lite!
  • What is Mobile Lite?
  • Pre-configured for dashboards, common standard
    tabs recently used items
  • Remote search lets you fetch additional items
  • Edit functionality limited to Activities (Task
    Event)
  • Works on iPhone, BlackBerry, and Windows Mobile
    devices
  • Available to all Professional, Enterprise, and
    Unlimited customers

3
Two Great Mobile Options
4
Make Sure Your Device Is Supported
Salesforce supports the major device
platforms Visit http//www.salesforce.com/products
/mobile/devices/
5
Enable Mobile Lite

Admin checks Enable Mobile Lite perm This is
required for Mobile Lite to work
6
Install on BlackBerry Windows Mobile
User accesses http//mobile.salesforce.com
Admin emails the link or user types it into the
device browser Clicking this hyperlink
instantly starts the download process
7
Install on iPhone
Get the app from the App Store or through
iTunes Easy download process only takes a few
minutes
or
8
Initial User Login
User logs in to Salesforce from device Entering
Username and Password completes the process
9
Youre Ready to Go!
Salesforce data is now available on your
device Additional records can be retrieved using
the Search feature
10
Getting Started
  • Need More Info?
  • Attend a weekly Mobile webinar
  • View recorded training videos
  • Watch for a follow up email
  • Interested in the Full Version?
  • Contact your Account Executive directly, or
  • Call 1-800-NO-SOFTWARE
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