The meeting follow-up wizards, built with Guide Designer for Salesforce, accelerate and automate many routine tasks that are performed after meetings. These include recording notes, creating contacts, and assigning follow-on tasks. The Guide Designer wizards add additional integration between Salesforce and your smart phone.
After the wizards are installed within your Salesforce pages, you are ready to run them. Two of the wizards run from within your mobile phone. The third runs from a Salesforce page.
Running Wizards on your Smart Phone
Two of the follow-up wizard discussions present guides that run on mobile phone. A Guide Designer Wizard is not an app; that is, you do not have to download something from iTunes or Google Play. Instead, the wizards are web applications that run in your smart phone's browser.
As you will see, running a wizard on your smart phone lets you add information about a contact, opportunity, lead, or any other of your Salesforce objects much closer to the time when you met with or talked to someone. You do not have to start your laptop and perhaps find a Wi-Fi hotspot. Instead, you can interact with Salesforce using a wizard that helps you enter information and does it in a way that fits into the small size of your smart phone's screen.
When wizards are defined, they are defined in a way that makes each step (that is, each screen) appear in a way best suited for your phone. If your site has created wizards, you can go display just your wizards. These wizards usually let you create new objects. For example, a guide could help you create a new lead.
When you login into Salesforce, it displays your Salesforce home page. If you scroll down, you will see a Guide Designer Wizards section. This section contains the wizards that you can execute from your home page. Directly underneath the list of Wizards, you will find a New Window button. Tapping on this button displays the wizards on their own page. You may want save that page as an icon on your phone's home screen.
Contact Wizards
After talking with a contact, you can update Salesforce in two ways. If you are using Salesforce on a PC or Mac, use the Sales Call Follow-up wizard to enter new tasks, notes, contacts, and opportunities. You can also set follow-up tasks for yourself and others. To run this wizard, go to the contact's page in Salesforce and select this guide from the Guides section. (The Guides section was added to your contact pages when your administrator installed the wizards.) For more information, see Running a Wizard from the Contact Page. If you are using a smart phone, you can use the After Meeting Wizard.
The Mobile Phone Setup Wizard added a vCard button to your Salesforce contact pages. After pressing this button, the Guide Designer wizard creates a vCard file that your browser can download. Opening this file adds a contact to your contact manager (for example, Microsoft Outlook). It will also add a link that, when clicked, displays the guides that you can use for this contact. For more information, see Contacts on Your Cell Phone.
Smart Phone Calendar Entry
The Mobile Phone Setup Wizard add an Email Invitations button to your Salesforce Calendar Event pages. After pressing this button, a wizard displays a page for customizing an invitation and perhaps sending it to more people. The invitation contains an iCalendar file, which when the recipient clicks on it, adds the event to the recipient's calendar.
