AdvoLogix Help

Salesforce Mobile Application

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The Salesforce mobile application allows users to navigate and interact with their AdvoLogix data using a smartphone or a tablet device. This application is useful for mobile users who frequently work outside of the office. The app can be accessed from most tablets and smartphone devices, as long as they are connected to the internet through a WiFi connection or a cellular network.

What data is accessible through the app?

With few exceptions, the primary data elements of AdvoLogix are supported on the Salesforce mobile application. Full access to the primary data elements and in most cases their related sublist data. For example, open a Matter and quickly find information related to the selected Matter.

What can I do with the mobile app?

Given the appropriate user permissions the mobile application provides the capability to create, update or view AdvoLogix information. The data shown may be controlled by various organization parameters, such as user profiles and additional platform licensing outside the scope of AdvoLogix.

What can I do with the mobile app?

Feature Highlights

  • The Today Application
  • Collaborate via Chatter
  • Upload and View Files
  • Work with Matters
  • Use the Matter Calendar (shown above)
  • Track Time with the Timer or Multi Timer

Can I start using the Salesforce mobile app right now?

Yes!  Your AdvoLogix administrator can help you get started by ensuring you have access to the mobile application.

For more information, follow these helpful links: 

Help Resources    Requirements     Get the App     Can't Log In?     Find Help Within the App

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