Salesforce Mobile Best Practices for User Training

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Salesforce MobileBest Practices for User Training

• Joshua Schneyer,
• Senior Consultant, salesforce.com

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Salesforce Mobile Training Is Key To Success!

• Mobile applications have more moving parts than
  their desk-bound counterparts
• Mobile devices behave differently than desktops
• Navigation
• UI controls
• A modicum of training can easily smooth over
  these differences

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Salesforce Mobile Training Methods

• Existing Salesforce Mobile documentation
• User guides
• Tip sheets
• Customer created documentation
• Step by step screenshots
• Webinars
• Live action
• Just SHOW them
• Salesforce Mobile online demos
• BlackBerry Installation
• BlackBerry Usage
• More coming soon..
• Require Training
• Verify attendance before giving installation info

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Salesforce Mobile Training Curriculum

• Overview of application
• System architecture
• Synchronization Updates (what to expect)
• Installation
• Critical to get your deployment off the ground
  smoothly
• Navigation
• How do you get around inside the application?
• Menus
• Detail vs. edit modes (e.g. detail mode will not
  show null fields)
• Related lists are accessed via menu, not at the
  bottom of page
• Searching
• Reinforce DEVICE INSTINCTS
• ADDRESS YOUR BUSINESS USE CASES
• What you expect your field users to gain from the
  application
• Logging calls
• Assigning tasks
• Updating deals
• Placing orders

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Salesforce Mobile Device Training Resources

• BlackBerry
• Salesforce.com provides a simulator
• BBScreenStream (free)
• Windows Mobile
• Simulator available from Microsoft (can be a
  little tricky)
• SOTI (35)

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Salesforce Mobile Overview

• Salesforce Mobile client is installed on your
  device
• Important records are stored locally
• Remote search for additional records
• All data is automatically synchronized

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Automatic Synchronization

• Upstream
• Immediate (w/ connectivity)
• Anything created or modified on the device
• Automatic retry if disconnected
• Downstream
• 20 minute Polling Cycle
• Updates to existing records
• Addition of new records deletion of stale
  records
• Mobile Configuration changes
• BlackBerry slows its cycle during inactivity to
  save battery