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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
1
TUTORIALLite Version
Nomalys for Salesforce is a unique
mobile app to manage your customer
information from your Salesforce CRM
on smartphones and tablets.
OUR SOLUTIONPRESENTATION
Follow our tutorial
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DOWNLOAD THE APP
1. Type the name of the app on your mobile store: Salesforce Visual Mapping
Application available on:
2. Download it on your mobile device
(smartphone & tablet)
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AppStore (iOS) Google Play Store (Android)
1. Enter your Salesforce credentials
(user name and password)
3. Wait a few seconds during the automatic connection to your
Salesforce CRM
2. Enter the verification code received by email or Text Message (optional)
CONNECT QUICKLY4
ACCESS YOUR SHORTCUTS
2. Click on the shortcut you need to browse
1. Access your Shortcuts by clicking on this icon when you are on the
mind-map view
Good to know: At your first connection, shortcuts are standards. We can quickly customize them.
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1. You get a 360° view of all your information related to
your Customer Account(Contacts, Opportunities,
Tasks, etc…)
2. Navigate through your
information by opening Objects (bubbles):
Tasks, Opportunities, Contacts, Events, etc…
Good to know: The folder you are browsing is also available offline.
NAVIGATE INTO YOUR ACCOUNT6
2. Access all the information contained in Salesforce
3. Make phone calls, send emails and geolocate addresses
straight from the app
INTERACT WITH YOUR CUSTOMERS7
1. Open a bubble
1. Add any kind of information in your Bookmark list by clicking on the star on the top right…
2. …you will be able to quickly access all the folders in your Bookmark list, even offline
BOOKMARK YOUR INFORMATION8
4. Changes will be
effective only on the app
and only for you
1. Click on the icon to
customize the display of the fields in your
app
Good to know: Empty fields in your Salesforce are not displayed on the app.
CUSTOMIZE YOUR DISPLAY9
2. Change the display order
3. Display or hide fields in
your app
SEARCH EASILY10
3. … or Refine your search using the FILTER
(Global, Only Accounts,
Only Contacts)
1. You cansearch for an Account or a
Contact at anytime by simplyclicking on the
magnifying glass
2. Type the name of an Account
or a Contact and then click on the folder you want to browse…
ADDITIONAL FEATURESPremium Version
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Nomalys for Salesforce is a unique and efficient mobile app to manage
your customer information from your Salesforce CRM.
The app can be downloaded and tested in its Lite Version (standard - free
) which provides a uniform and automatic setup for all Salesforce users in
the world.
Check out below some features of the Premium Version (customizable -
$29 per user per month).
GEOLOCATE YOUR ACCOUNTSCatch business opportunities on the go
View on a map all yourcustomers, prospects,
suppliers to increase yourefficiency on the go
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Good to know: PINS can be personalized to differentiate colors customers, prospects, partners...
Click on a pin to load the Account you need to work on
SPLIT OBJECTSFocus at a glance on your most relevant information
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Split objects and asign a different color based on a
condition.Ex: Opportunities split by stage -
Closed in grey, In Progress in green
LOAD FOLDERSwitch from an Account to a Subsidiary in 1 click
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Access an Account…Ex: Trasys FR
…load the folder of itssubsidiary
Ex: Trasys TechnologyNL
EDIT & ADD INFORMATIONCatch information on the go & Keep up to date your colleagues
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Setup customized formsto update and complete
your Salesforce CRM.Ex: Fill a Meeting Report,
Edit an opportunity, Add a new contact, etc.
NOTES & PHOTOSCatch information on the go & Keep up to date your colleagues
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Write a note
Take a photo
MULTI DATA SOURCESManage your customer information from several data sources
through one mobile app
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Check out our list of compatible softwares
GO FURTHER18
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
Visit website Watch demo
Feel free to rate the app on your application store!