Expanded

Administering the Salesforce Desktop and Mobile Applications

Turbo-charge your sales team with the Salesforce mobile app and Outlook email integration. This course will teach you how to enable and configure both the mobile and desktop Salesforce applications.
Course info
Level
Advanced
Updated
Apr 30, 2021
Duration
33m
Table of contents
Description
Course info
Level
Advanced
Updated
Apr 30, 2021
Duration
33m
Description

Managing your Salesforce app configurations can be a challenge. In this course, “Administering the Salesforce Desktop and Mobile Applications,” you’ll learn to deploy and configure the Salesforce/Outlook integration, as well as the Salesforce mobile app for Android/iOS. First, you’ll explore where the app configuration details live, and what they can control in your Admin tools. Next, you’ll discover how to make changes to the mobile app’s branding elements, notification settings, and tool access. Finally, you’ll learn how to enable and administer the Salesforce/MS Outlook integration. When you’re finished with this course, you’ll have the skills and knowledge of a Salesforce administrator needed to configure and manage Salesforce Outlook integration and mobile apps.

About the author
About the author

Otto has over ten years of experience in digital marketing process and technology implementations. His career has spanned from supporting small and micro businesses to get started with e-mail marketing, founding and running a web development company, and consulting on enterprise implementations of Marketing Automation Platforms.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi, everyone. My name is Otto Warner, and welcome to my course, Administering the Salesforce Desktop and Mobile Applications. I'm a digital marketing consultant with over a decade of experience implementing and integrating sales and marketing technologies. And if you're unfamiliar with how to set up and administer the Salesforce mobile app or the Salesforce Outlook integration, this course will give you an overview on how to get started with both. In this course, we'll show you the steps involved within Salesforce to enable, configure, and administer both the Salesforce mobile application, as well as the Outlook integration for your organization. Some of the major topics that we'll cover include how to manage branding elements, navigation, notifications, and other settings in the Salesforce mobile app, how to enable the Salesforce Outlook integration, how to manage the settings and configuration for both Outlook integration, as well as the Outlook Lightning Sync, and a brief primer on some of the configuration requirements that are necessary within your Exchange Server from Microsoft in order to enable that Outlook integration. By the end of this course, you'll be familiar with all mobile application settings and configuration options, as well as understand how to enable and make the Outlook integration and Lightning Sync available to your organization's users within Outlook. We suggest logging into your own Salesforce instance and following along with this course to help familiarize yourself with the platform. I hope you'll join me and learning more about Salesforce administration in the Administrating Salesforce Desktop and Mobile Applications course, here on Pluralsight.