Winter15 salesforce1 7.0_features

Salesforce1 Mobile AppWinter ’15 Top Features

Salesforce1 Mobile App Overview

Your Custom Apps

Your CRM

Your AppExchange Apps

Mobile-First UI

Notifications Platform

Action Bar Actions

Top Winter ’15 Salesforce1 Mobile App Features

Productivity Apps

Detailed Events View

Today Enhancements

All New Tasks

Dashboards

Offline Dashboards

Interactive Dashboards

Dashboard Sharing

Sales Features

Lead Convert

Add Products to Opportunities

Opportunity Team Card

Import Contacts

Updated UI

Action Bar

Row-Level Actions

Record Navigation

Brand New Mobile-First UI

Action Bar

Row-Level Actions

Record Navigation

Updated UI

Action Bar

New Action Bar to take action from anywhere

Make any business process mobile

Move business forward with fewer taps

Look and Feel

* Requires version 7.0 of the downloadable app.

Updated UIUpdated UI

Row-Level Actions

A favorite consumer app feature

Take action on a record right from the list view

Be exponentially more efficient

Updated UIUpdated UI

* Requires version 7.0 of the downloadable app.

Record Navigation

Labels enable fast switching between feed, details and related

More intuitive and descriptive

Navigate any object more efficiently

Updated UI

Detailed Events View

Today Enhancements

All New Tasks

Your Favorite Apps Made Better

Look and FeelProductivity

Apps

Detailed Events View

Add new events to Salesforce on the go

View past and future events with date picker

Connect with prospects and customers faster

* Action bar in this screenshot requires version 7.0 of the downloadable app.

Productivity

Apps

Today Enhancements

Your entire day right in the palm of your hand

See tasks and recent records all on one screen

A smarter way to manage your day

GeneralProductivity

Apps

Tasks

Completely new task experience

Optimized for usability and rapid task management

Manage tasks faster with new row-level actions

GeneralProductivity

Apps

Supercharge Selling with New Productivity Features

Lead Convert

Add Products to Opportunities

Opportunity Team Card

Import Contacts

Sales

Features

Lead Convert

Sales

Productivity

Easily convert qualified leads into contacts with one tap

Quickly create opportunities once leads are converted

Build pipeline faster on any device

NOTE: Beta feature available to all users once preference is turned on in SETTINGS.

Some limitations: cannot attach lead to an opportunity.

Sales

Features

Add Products to Opportunities

Add products to associated opportunities

Be more productive in the field

Do more with opportunities from anywhere

Sales

Features

Opportunity Team Card

View your team members right from the opportunity object

Call or email an opportunity team member with one tap

Get a more complete view of your opportunity

Sales

Features

Import Contacts from Your Address Book

Automatically create Salesforce contacts with one tap

Say goodbye to manual data entry and typos

Spend more time selling

* Requires version 7.0 of the downloadable app.

Sales

Features

Do More with Dashboards

Interactive Dashboards

Offline Dashboards

Dashboard Sharing

Dashboards

Interactive Dashboards

Drill down to the specific data you want to see

Slice and dice any dashboard and report for different views

Gain new business insights and act on them in real time

Dashboards

Offline Dashboards

View 5 most recently used dashboards while offline

Get an actionable view of your business wherever you are

Dashboards

Dashboard Sharing

Share dashboards to the Chatter feed while on the go

Collaborate in real time

Take action on business insights

Dashboards

Check out these additional Salesforce1 resources!

Release Preview Salesforce1 Mobile App Rollout Guide

Success Community

salesforce.com/newfeatures salesforce.com/salesforce1/roll

outguide

success.salesforce.com

Thank you