Salesforce Mobile App Rollout: Become a Mobile Expert and Evangelist

Table of Contents

Educate Yourself About the Salesforce App

The first item on your to-do list is stuffing your brain with mobile knowledge! So unleash your inner geek!

Work with your executive sponsor and stakeholders to identify a group of mobile super users.

Don’t go alone. Bring a manager who understands your vision and can support your claims about how users will benefit from mobility.
Keep it brief. Executives are busy, so get to the juicy part fast. Avoid a long opening and jump right into the benefits, use cases, and demo.
Focus on business value. When presenting your use cases, try to align your message with things executives care about: growing the business, retaining existing customers, increasing customer satisfaction, and beating competitors. How will the Salesforce app make users more productive? How will it help the company sell more, or sell faster?

When you’re getting familiar with the Salesforce app, you should:
- A. Ask the reference librarian at your public library.
- B. Complete the Salesforce Mobile App Customization module.
- C. Become a mobile data encryption expert.
- D. Learn how to build an iOS app.
The best time to involve an executive sponsor and stakeholders is:
- A. At the start of the project, and throughout the duration.
- B. When you’re ready to go live.
- C. After the launch.
- D. Never, most projects don’t need executive buy-in.
Three best practices for a demo include:
- A. Make sure your org is empty of data, test everything beforehand, and no need to practice.
- B. Practice, illustrate your use case with real user stories, and do static screenshots rather than a live demo
- C. Practice, illustrate your use cases with real user stories, and make sure you have sample data in your org.
- D. Use screenshots, create presentation slides, and present in-person only.
What’s a good approach for pitching to executives?
- A. Start with a lengthy opening that provides a lot of stats and supporting details.
- B. Highlight the business value of your use cases.
- C. Bring a manager who will support your claims about the benefits of using the Salesforce app.
- D. A and B
- E. B and C