Your Salesforce users use many different apps to communicate, collaborate, manage their data and processes in addition to Salesforce. Because of this, it can be difficult for them to optimize their collaboration and productivity while having to flip between various systems. That is why we have combined the power of Salesforce with real-time alerts, chat, and suggested actions to create a new way for your users to experience Salesforce.
The Salesforce Anywhere App will supercharge your CRM experience by providing users with the ability to get real-time alerts, collaborate in context with chat, and take action powered by AI. And the best part is, the beta is available for all Salesforce Admins to enable today!
Here are three ways the Salesforce Anywhere app improves Salesforce users’ experience:
1) Stay up to speed from anywhere with real-time alerts. Any admin or user can subscribe to Alerts based on their preferences. Admins can subscribe to alerts for their users or allow Salesforce users to subscribe to them on their own. For example, a sales rep could choose to receive an alert every time one of their deals has a status change.
2) Collaborate in context with real-time chat. Salesforce users can chat in context of their business and share Salesforce records and files to a group, team, or individual. Easily access your chat feed and see all of your chats in once place or chat on a specific record.
3) Take action with AI suggested actions. Take action in context of your alerts or chats with AI suggested actions.
Go to setup in your org and search “Salesforce Anywhere” in the quick find. You should see something like this. If you don’t see this page – it has not been enabled for your org yet. If that’s the case be sure the fill out the request form here.
By default all users have access to the Salesforce Anywhere app on mobile once you enable Anywhere in your org. But for users to leverage Anywhere on Lightning, you need to enable Salesforce Anywhere manually. You can do that with a permission set. Click the “set permissions” button (the second one) to give access to the lightning user permission.
As a best practice- think about rolling out Salesforce Anywhere to your team leaders, internal advocates, and power users who can help you roll it out to their team members and share best practices. You can read more about finding and creating your internal advocates in this post.
Choose the right users and assign them the permission in Lightning.
Here is an email you can send to your users to let them know that this has been turned on.
Hi,
You have been enabled to start using the Salesforce Anywhere App. The three main new features you should be aware of are as follows:
Any questions? Please join the Salesforce Anywhere Trailblazer Community group.
You can also check out the help documentation for further resources.
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