Desktop and Mobile

Open Section Resources

This is not an exhaustive list; additional resources are referenced within objectives below.
ObjectiveResourcesKey Facts
Describe the capabilities of Salesforce1.Salesforce1 Mobile App Sales Cloud Demo
[Should / 1m /]

[Should / 3m /]

Salesforce Mobile Product Comparison
[Should / Medium /]
Salesforce1 provides a way to access Salesforce from mobile touch-enabled devices. It can either be accessed via mobile web browser or from an installed application on the mobile device.

The system administrator can configure a variety of settings to influence the Salesforce1 user experience.

SalesforceA is a mobile application that allows for some Salesforce administrative functions to be performed from a mobile device.

Note: Salesforce1 was previously branded Salesforce Touch.

To view the remainder of this content, you must purchase the Certified Administrator Study Guide.  Please Login or purchase the study guide.

42 Responses to “Desktop and Mobile”

  1. rajasubr October 8, 2017 at 5:38 pm #

    Hi John,

    This Link is not working. Please correct it.

    Salesforce for Outlook System Requirements

  2. Naved August 21, 2017 at 2:04 pm #


    Trailhead “Get started with Salesforce for Outlook” does not exist anymore.

  3. February 20, 2017 at 11:08 pm #

    The link for “Salesforce Mobile Product Comparison” is not working. Shows DOCUMENTATION_NOT_FOUND message.

  4. batatawada January 31, 2017 at 3:56 pm #

    Cannot find the option to enable Mobile Lite in my developer org . Am I missing something ?

    • JohnCoppedge February 15, 2017 at 11:57 pm #

      Mobile classic was discontinued so it may not be available in your org- I’ve removed that objective as I don’t think it will be relevant moving forward.

  5. Snowden82 January 26, 2017 at 8:47 pm #

    Consider adding something about “My Unresolved” Items when syncing with Outlook. I could not find anything about them in the materials. Thank you!

  6. January 22, 2017 at 3:24 pm #

    Salesforce Mobile Product Comparison – document not founf

  7. adjoam December 17, 2016 at 11:40 am #

    hi john how much do you think we need to know about mobile & mobile lite for winter 17?

    Mobile Product Comparison

    Salesforce Classic Mobile App to Retire in December 2017

  8. adjoam December 16, 2016 at 8:57 pm #

    this webinar on salesforceA may be helpful:

  9. mimou225 May 1, 2016 at 8:56 pm #

    I find this unit from trailhead very usefull since it’s an item in the Admin certification

  10. Munira Majmundar February 23, 2016 at 6:24 pm #

    Mobile Lite vs. Salesforce Mobile

    Found a nice comparison table:

  11. February 21, 2016 at 11:57 pm #

    Hi john,
    i m not able to hear video;: ———Salesforce1 Mobile App Sales Cloud Demo

    • February 22, 2016 at 12:28 am #

      another video with same problem:–How to set up Salesforce for Outlook

  12. November 17, 2015 at 2:26 pm #

    Following video is also removed : Learning about Sync Directions

  13. Ezekiel Apte August 12, 2015 at 11:36 am #

    A small video of SalesforceA: from SalesforceReleases

  14. bsnavle June 19, 2015 at 9:39 pm #

    Hi john – I am not able to add mobile devices.
    (N) Mobile Administration> Salesforce Classic> Users and Devices – Here I do not see any option to add device. Can you please help me out.

    • JohnCoppedge August 17, 2015 at 7:31 pm #

      You have to configure access first, then activate the mobile device (it will then show up in the list, you don’t add it from setup).

  15. Rena Bennett-Dellwo April 30, 2015 at 4:46 pm #

    I remember that Salesforce for Outlook provided the ability to save all or none of the attachments associated with an email. I thought I’d seen/heard that users can now select the specific attachments they want to save. Please confirm this. Thanks!

    • Rena Bennett-Dellwo April 30, 2015 at 11:12 pm #

      Answered my own question. It’s available now (as of Winter ’15 or maybe Spring ’15).

  16. Amrish Kaushik January 25, 2015 at 7:34 pm #

    Here is another Success TV video regarding Salesforce for Outlook.

  17. Amanda Hanusey January 7, 2015 at 5:26 am #

    Hi. The Salesforce1 Mobile App Sales Cloud Demo video is not working, after hitting play it comes up “This video is private”.

  18. x x December 11, 2014 at 10:10 am #

    Hi John,

    I had troubles finding a download link for Salesforce for Outlook, I found it after while, but it may help others.

    Every helppage says, that when in Salesforce in the Setup do either one of the following:
    * If you clicked Setup, select Desktop Integration | Salesforce for Outlook.
    * If you clicked My Settings, click Desktop Add-Ons | Salesforce for Outlook.

    Only the second path works and leads to a download link.

    Would you know why the first one doesn’t? There’s actually no “Desktop Integration”, but “Desktop Administration” and it doesn’t contain a “Salesforce for Outlook” item.

    Thanks and regards,

  19. Larisa Brisson September 26, 2014 at 11:00 pm #

    Sorry but I am a bit confused. Can anyone confirm that Salesforce1, Mobile Lite and Salesforce Classic are all still available and being supported by

    • JohnCoppedge October 14, 2014 at 1:21 am #

      Salesforce1 is the latest version. Salesforce Classic is the old version of Salesforce Mobile; Mobile Lite is a subset of classic. I believe all 3 are still supported, but Salesforce1 is clearly where the platform is headed.

  20. Kaira Bergstra January 13, 2014 at 2:01 am #

    Confused: The Salesforce1 video doesn’t talk about mobile, and is half an hour long, not 15 mins.


    • JohnCoppedge January 14, 2014 at 12:40 am #

      Bummer, looks like this section was changed or removed. You can find it with premier training but I don’t think it generally available anymore. Thanks for pointing this out.

  21. Siva October 30, 2013 at 11:50 am #


    Grammatical error in

    >> Mobile Lite has licensing restrictions, while the full version of Mobile may carry an license additional fee.

    Can be changed to something like,

    Mobile Lite has licensing restrictions, while the full version of Mobile may carry an additional license fee.

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