Second post in an occasional series about the Salesforce1 app
Every eager user wants to start by downloading an app and getting connected.
As an eager user, after I downloaded the Salesforce1 app, I tried to connect. I found that connecting was more challenging than I expected. The following tips should save you some time after you download Salesforce1
But first, the “your mileage may vary” statement: Here’s the environment I’m working with right now:
iPhone 5, iOS 6.1.4
iPad, iOS 6.1.3
By default, Salesforce1 is set up to connect to your production environment – not a place where you want to start experimenting! Here are the instructions for connecting to your sandbox. Note: This Help is the help for Salesforce1.
If you do set up a new connection, take 2 seconds to check what you entered before saving. There’s no way to go back and modify or even see what’s in a connection. As far as I can figure out, the only way to remove a connection is to delete the app.
Logging in is more likely to succeed if you wait a few seconds after the final character you put in is masked before you touch the big, blue “Log in to Salesforce” button.
Whether you need this next tip depends on your security settings. Make sure your mobile number is in your RemedyForce profile in this format +1 XXXXXXXXX so you can receive text messages with an authorization code.
Question: If you are working with the Salesforce1 app, what tips do you have for getting connected? Please share your observations, comments, and suggestions.
Disclaimer: This blog is my own observations. I am not writing on behalf of my employer, nor is this blog endorsed by my employer.