Learn How to Use the Salesforce1 Mobile App

Everything you need to know about using Salesforce on your mobile device as an end user.

Find yourself lost, overwhelmed and confused trying to access your Salesforce database from your mobile device, wondering how to:

  • Quickly access your database?
  • Effortlessly find & use list views of specific customers, prospects or deals that you need to easily access on a regular basis?
  • Proficiently search for clients?
  • Efficiently create new Salesforce records?
  • Painlessly update existing deals?
  • Quickly track calls, meetings & follow ups with your customers & prospects, from your mobile device?
  • Conveniently view customer history before a face-to-face meeting, to refresh your memory on prior interactions with that customer?
  • Brilliantly use Chatter from your mobile device to collaborate with your team?
    • Efficiently use the Salesforce1 mobile app to track and manage your customers & prospects.
    • Effortlessly find your open items and activity history associated with your customers, from your mobile device.
    • Painlessly track your calls, tasks & other follow up items to speak intelligently and work efficiently with your customers.
    • Joyously eliminate wasted hours searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
    • Proudly become a Salesforce Rockstar, focusing on closing more deals and following up with your customers instead of pulling your hair out trying to understand Salesforce.

    This class is a must for you if you are using Salesforce and need to quickly get up to speed on how to use the Salesforce1 mobile app to:

    • Graciously track the organizations & companies that you work with.
    • Skillfully find those customers & deals that require attention.
    • Effortlessly track your progress as you work with your customers.
    • Easily collaborate with your colleagues regarding customers & deals, without having to jump between Salesforce and email.
    • Proficiently use your mobile device to access your entire database of accounts in Salesforce so that you're never caught off guard and always ready to close more deals.

    ✔️ Step-by-Step Instructional Videos

    ✔️ Easy to Digest, Bite-Size Chunks of Learning

    ✔️ Practical, no-nonsense guidance on how to use Salesforce

    ✔️ Community Access & Support

    ✔️ 100% Online & Mobile Friendly

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    Frequently Asked Questions

    When does the course start and finish?
    The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
    How long do I have access to the course?
    How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
    What if I am unhappy with the course?
    We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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    Course Curriculum

      Leads on Salesforce1
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      Contacts on Salesforce1
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      Accounts on Salesforce1
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      Opportunities on Salesforce1
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      Additional Resources
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    Your Instructor

    David Giller
    David Giller
    I am a Salesforce trainer, consultant, blogger, author, Salesforce User Group Leader and CEO at Brainiate.
    On paper, I'm an attorney - although I'm currently retired from practicing law.
    Today, I help organizations to "make Salesforce easy" by training employees, identifying areas to improve the existing Salesforce configuration, and sharing best practices to help organizations get the most out of the Salesforce platform.

    "Explaining how to find & merge duplicates is a game changer! Teaching Salesforce users how to use this feature is powerful!"

    - Darrell Gallegos

    "I am impressed with Brainiate Academy and the content focusing on the Salesforce1 mobile app. The specific feature of the training that made it most useful for my experience is your use of user stories to demo the HOW along with the WHY. Your use of the screens to show what users will see is extremely helpful. Well done!"

    - Matthew Anders

    "Easily accessible content that was well-structured. Thank you, David!"

    - Daniel Flanigan

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