Many fundraisers are not restricted to working in the office. People with roles like major gifts and bequests often spent a lot of their time out on the road and meeting face to face with supporters.
Fortunately, one of the most powerful capabilities the Salesforce platform delivers is the ability to work from almost anywhere.
By now you should be familiar with the fact that Salesforce can be used from almost any web browser, but what if you want to leave the office with nothing but your mobile phone or tablet and still have access to Salesforce data and capabilities?
This is precisely what the Salesforce Mobile app was design for. This module will explain to you how to install and download the mobile app on your mobile device, how to connect it to your Salesforce org and how to perform certain basic functions.
Once again, one of the real benefits of salesforce is flexibility. Your organization will get the most out of the Salesforce mobile app if some extra effort is invested in configuring it to meet your specific needs. For information about how to do this, please contact your administrator and refer to the training resources in Trailhead.
Let’s get started!