One of the things I love about the Salesforce Platform is that it never ceases to amaze me. Just when you think there is nothing new to discover this incredible platform humbles you yet again.
Take for instance a little setting in the Salesforce1 Settings called "Allow Salesforce1 to import Contacts from mobile device Contact lists".
When checked this setting allows you to add a contact from your smartphone address book directly to Salesforce. BOOM. Think about how useful that functionality is for your users and clients. After all we live on our phones. Our phones are our technology window on the world. Previous to this we would have had to have opened Outlook or used some third party tool to access this functionality. Now it is native. In addition I have a lot clients that don't want to turn on Contact Sync because the reality is that users address books are notoriously full of junk contacts. This native Salesforce functionality allows users to quickly and easily add new contacts to Salesforce one at a time without leaving the Salesforce1 app.
So how does it all work? There are two pieces to the puzzle.
Starting with version 7.0 of the Salesforce1 downloadable apps, users can import contacts from their mobile device contact lists directly into Salesforce.
From Setup in the full Salesforce site, click Mobile Administration > Salesforce1 > Settings, then select or deselect Allow Salesforce1 to import Contacts from mobile device Contact lists.
Within the downloadable Salesforce1 App
> Users can go into Salesforce1 and navigate to the Contact Tab.
> Select the New button
> Select the "Import from Device" button
> Your Contact list from the device opens and select a Contact
> Matching fields from the device's contact list are mapped to matching Salesforce fields.
> Finish creating the Contact like any other normal Contact
Fields that are mapped from your phone to the Salesforce record are:
First and Last name
Company Phone
Mobile Phone
Home Phone
Email Address
Billing Address
Here is a link to the Salesforce KB.
https://help.salesforce.com/HTViewSolution?id=000211836&language=en_US
Have fun.
About the Author
Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance organizations and other professional services firms deploy and customize Salesforce.com, implement best practices and generate an ROI. Andrew has been CTO for a Top 100 Independent Insurance Agency, and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.
Learn more at www.psadvisory.com
Take for instance a little setting in the Salesforce1 Settings called "Allow Salesforce1 to import Contacts from mobile device Contact lists".
When checked this setting allows you to add a contact from your smartphone address book directly to Salesforce. BOOM. Think about how useful that functionality is for your users and clients. After all we live on our phones. Our phones are our technology window on the world. Previous to this we would have had to have opened Outlook or used some third party tool to access this functionality. Now it is native. In addition I have a lot clients that don't want to turn on Contact Sync because the reality is that users address books are notoriously full of junk contacts. This native Salesforce functionality allows users to quickly and easily add new contacts to Salesforce one at a time without leaving the Salesforce1 app.
So how does it all work? There are two pieces to the puzzle.
Starting with version 7.0 of the Salesforce1 downloadable apps, users can import contacts from their mobile device contact lists directly into Salesforce.
From Setup in the full Salesforce site, click Mobile Administration > Salesforce1 > Settings, then select or deselect Allow Salesforce1 to import Contacts from mobile device Contact lists.
Within the downloadable Salesforce1 App
> Users can go into Salesforce1 and navigate to the Contact Tab.
> Select the New button
> Select the "Import from Device" button
> Your Contact list from the device opens and select a Contact
> Matching fields from the device's contact list are mapped to matching Salesforce fields.
> Finish creating the Contact like any other normal Contact
Fields that are mapped from your phone to the Salesforce record are:
First and Last name
Company Phone
Mobile Phone
Home Phone
Email Address
Billing Address
Here is a link to the Salesforce KB.
https://help.salesforce.com/HTViewSolution?id=000211836&language=en_US
Have fun.
About the Author
Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance organizations and other professional services firms deploy and customize Salesforce.com, implement best practices and generate an ROI. Andrew has been CTO for a Top 100 Independent Insurance Agency, and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.
Learn more at www.psadvisory.com
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