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Question 263 - Certified Platform App Builder discussion

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A sales manager has noticed that reps continue to input contacts directly in their phone instead of adding them to Salesforce.

What should an app builder recommend to ensure the data makes it into Salesforce?

A.
Enable in-app notifications every time a contact is created.
Answers
A.
Enable in-app notifications every time a contact is created.
B.
Allow Salesforce to import Contacts from mobile device Contact lists.
Answers
B.
Allow Salesforce to import Contacts from mobile device Contact lists.
C.
Enable offline create, edit, and delete in Salesforce for Android and iOS.
Answers
C.
Enable offline create, edit, and delete in Salesforce for Android and iOS.
D.
Allow users to relate a contact to multiple accounts.
Answers
D.
Allow users to relate a contact to multiple accounts.
Suggested answer: C

Explanation:

To ensure sales reps input contacts into Salesforce rather than their personal devices:

C . Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.

Steps to enable offline capabilities:

Navigate to Setup Mobile Administration Salesforce Mobile App Offline Settings.

Configure offline settings to allow for creating, editing, and deleting records.

Ensure that the Contact object is available for offline access.

This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.

For implementation details, refer to Salesforce Mobile App Offline.

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asked 23/09/2024
Anirban Ganguly
48 questions
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