Connected Portal

Connected Portal

Connected Portal Intro

Mobileforce Connected Portal enables you to quickly create a branded, personalized digital and mobile experience for your external users, that includes relevant CRM data, content from your libraries and tailored self-service workflows that empowers ...

Styling WebUI for Connected Portal

Since Connected Portals are often accessed by a customer, it is sometimes valuable to have the UI/UX/look and feel of the Connected Portal reflect the UI/UX/look and feel of the customer organization. Even more so, a customer app which is entirely b...

Navigating Mobile Apps for Connected Portal

Once you have installed the Mobileforce Mobile app on your mobile device, you can launch the Mobileforce mobile app.

Use your Mobileforce or CRM credentials to log in to the application.

Note: If you need help l...

User Profile in Connected Portal

Logged in Users in Mobileforce, have user settings which provide basic user information that is inherited from the CRM User who has gained access to Mobileforce Apps such as CPQ and FSM via OAuth authentication/access from the CRM. The user settings ...