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Tip of the Week – Spring ’16 brings offline mobile access to your Salesforce data

Tip of the Week – Spring ’16 brings offline mobile access to your Salesforce data

Your sales team is busy, flying this way and that across the globe to meet with prospective clients and close deals. Because of their tight schedules, they use their time in the air to review notes and prepare for upcoming meetings. Many flights these days have wifi, but not all, and it’s always expensive. Your team needs access to their Salesforce data on the fly, no matter where they are or how many cell phone bars they have. The team at Salesforce is one step ahead of you!

The Salesforce Spring ’16 release come with offline access for Salesforce1 for the Sales Cloud! All your users need do is download and log into Salesforce1 to enable offline access (through you can always disable it later). The app will automatically cache records they’ve recently viewed on both the app and on their computer so that the data they need is always accessible. Check out the release highlights for more gems, and the help doc for additional details on offline access. Happy travels!

-Jared and the Salesforce Guys

Tip of the Week – Spring ’16 brings Lightning to more Salesforce users

Tip of the Week – Spring ’16 brings Lightning to more Salesforce users

The Spring ’16 release notes are finally dropping, and that means exciting new features for Salesforce users! Let me take this moment to remind you that reading the release notes made this year’s New Year’s top 10 tips, and for very good reason! If you’ve been looking forward to the Salesforce Lightning Experience, you’ll especially want to spend some time reviewing the latest, as there’s news that may take you one step closer to the cool new UI!

Spring ’16 includes Lightning Experience support to Salesforce customers using Person Accounts! You may remember the checklist we shared with you before to help identify if Lightning was ready for you, and if Person Accounts was your blocker, it may be time to reevaluate whether you’re ready to make the dive. Check out the release notes today, and don’t forget to contact your Salesforce consultant with any questions!

-Jared and the Salesforce Guys