Activar la conversión de prospectos en la aplicación móvil Salesforce
En Salesforce para iOS y Android, los usuarios pueden convertir prospectos de casi la misma forma que el sitio completo de Salesforce. Haga que esta opción esté disponible para representantes de ventas en algunos pasos.
Ediciones necesarias
Disponible en: Lightning Experience y Salesforce Classic
Disponible en: Starter Edition, Essentials Edition, Group Edition, Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition, Pro Suite Edition y Developer Edition con Ventas
Permisos de usuario necesarios
Para activar la conversión de prospectos en la aplicación móvil Salesforce:
Personalizar aplicación
Desde Configuración de Lightning Experience, ingrese Configuración de prospectos en el cuadro Búsqueda rápida. A continuación, haga clic en Configuración de prospectos.
Haga clic en Modificar.
Seleccione Activar conversiones para Salesforce Mobile.
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