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