Accessing Salesforce and the 360 SMS App On the Go

Can you access business systems only on the office desktop?

This is severely limiting because now, you and your teams are tied to the office.

What if you and your teams have to travel for business purposes like meetings, conferences, etc.?

Without remote access to your Salesforce system, it’s tough to reply to incoming inquiries on the fly, communicate with audiences, handle conversations, access data of customers, and perform other tasks in Salesforce.?

Besides, you may lose many business opportunities when you are out of your office if you can’t access your systems remotely.

So, in this piece we’ll cover:?

• How you can install the Salesforce1 mobile app and bring Salesforce and the 360 SMS app to your fingertips.
• Some surefire ways to enhance your Salesforce mobile experiences.

What is the Salesforce1 Mobile App?

The Salesforce1 mobile app is the best way to access Salesforce and the 360 SMS app on your mobile phone and work from anywhere, anytime.

You can access all your stored information in Salesforce easily on your phone, which you would usually access on the office desktop.

How to Install Salesforce1 Mobile App?

The Salesforce1 Mobile app is an easy-to-implement solution, and you can install it on your own in a jiffy. And in the case of any inconvenience or issues, you can always turn to our experts for assistance.

• If you've already installed the 360 SMS app on your Salesforce CRM, you can access your Salesforce license by installing the Salesforce 1 app on your mobile phone.
• Salesforce mobile app works for iOS and Android-both. iOS phone or iPad users can download the app using the App Store, and Android users can download the app from the Google Play store.
• If you're unable to download the Salesforce1 mobile app, consult with your Salesforce admin. This could be due to blocked installation on account of the security policy of your company’s Org.
• After the app installation, you can log in by filling out your username and password.
• And voila! Once you’re logged in, you can access Salesforce data and the 360 SMS app on your mobile.

Tips to Improve Salesforce Mobile Experience

Tip 1) Enable The Salesforce1 Mobile Browser App for a User-Friendly Interface

The Salesforce1 interface is an intuitive and mobile-optimized interface that delivers a seamless experience to its users.?

But, without enabling the Salesforce1 mobile browser app and configuring it well, users may face complex navigation and distorted views of their Salesforce Orgs.?

After enabling the Salesforce1 mobile browser app, you are directly redirected to the Salesforce1 interface as you log in to Salesforce from a mobile web browser.?

Here’s How to Enable the Salesforce1 Mobile Browser App

• Log in to Salesforce on your desktop
• Click Setup ? Administration Setup ? Mobile Administration ? Salesforce ? Salesforce Settings ? Mobile browser app settings ? Enable the Salesforce1 Mobile Browser App check box ? Save.

Tip 2) Enable Salesforce1 Notifications

For receiving in-app and push notifications on your hand-held device and in the Salesforce1 notification center, turn on Salesforce1 notifications.?

This would help you stay notified about incoming texts and other activities.

How to turn on In-app and Push Notifications

• Navigate to Setup ? Mobile Administration ? Notifications ? Settings?
• On the Setting page, checkboxes to enable in-app and push notifications.

Tip 3) Tailor Your Mobile Navigation Menu

Intricacies while using the app can make you lose interest in using the app further.?

Complex navigation would only add to your confusion.

So, let’s customize the menu to simplify navigation.

Here’s How to Customize your Mobile Navigation Menu

• Navigate to Mobile Administration Settings ? Mobile Navigation?
• After navigating to the Mobile Navigation page, you can add, remove, and rearrange your menu items as per your choice.?

That’s it! You’re all set.

Surprising Outcomes witnessed by Salesforce1 Mobile App Users

So you’ve installed and configured the Salesforce 1 Mobile App? It wasn’t all for nothing. Here are some encouraging results reported by our own clients that started using the Salesforce1 mobile app.?

-The high availability of employees led to a 30% increase in the overall business productivity.

-Field agent efficiency increased by 50%, and customer acquisition rate jumped by 40% for our clients as agents could now respond from anywhere.

So going mobile opened our client up to a whole new universe of opportunities for your business as you can respond and manage your business activities in Salesforce from anywhere.?

Wrapping Up

With this easy and downloadable solution, you can run your business smoothly and effectively, irrespective of your location. This works especially well for businesses with field agents that need access to Salesforce systems, custom capabilities, and insights on the fly.

A mobile solution also increases service levels and lets available team members respond to opportunities right away without being tied down to a clunky desktop workstation.