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Salesforce.com: Salesforce Summer '08Salesforce Mobile Implementation Guide© Copyright 2000-2008 salesforce.com, inc. All rights reserved. Salesf

records from Salesforce owned by the user, and then sends that data to the device. Modifications to any records already storedon the device are also se

Chapter 2Planning a Mobile DeploymentThe process of enabling Salesforce Mobile on a user’s device is more than justproviding access to a website.The w

Evaluating Your Organization's Mobile ReadinessReviewing the Device InventoryIf your organization has existing mobile devices, review the invento

user authentication, and Internet session timeouts—must be configured so that outbound communication to the mobile serveris allowed. Below are the corr

Identifying User Requirements for MobilityDuring a mobile deployment, many customers want to know why users cannot receive all of their Salesforce dat

Chapter 3Salesforce Mobile AdministrationAfter planning the mobile deployment, Salesforce administrators can beginconfiguring the Mobile Administration

Managing Mobile CongurationsUser Permissions Needed"View Setup and Configuration"To view mobile configurations:"Manage Mobile Configurati

2. Enter Basic Information3. Assign Users and Profiles4. Set Total Data Size Limit5. Complete Your Mobile ConfigurationEnable Users for Salesforce Mobil

7. If you select the Mobilize Recent Items checkbox, select a value from the Maximum Number of Recent Itemsdrop-down list. Set a low number if your us

Dening Data SetsUser Permissions Needed"View Setup and Configuration"To view mobile data sets:"Manage Mobile Configurations"To crea

• Leads• Opportunities• Products• Solutions• Tasks• UsersFor child data sets, the popup window only lists objects that relate to the selected parent d

if the settings are Last Modified Date and Descending, Salesforce transfers the most recently modified records tomobile devices and removes the same num

DescriptionMerge Fieldpicklists. The valid operators for this merge field are Equals,Not Equal To, Greater Than or Equal, Less Than or Equal,Contains,

Figure 3: Sample Mobile Conguration for Sales EngineersAccount ExecutiveThis account executive mobile configuration is account-based, which means the

Figure 5: Sample Mobile Conguration for Customer Support RepresentativesCustomizing Mobile Page LayoutsUser Permissions Needed"View Setup and Co

Creating Mobile List ViewsUser Permissions Needed"View Setup and Configuration"To view mobile devices and users:"Manage Mobile Configurat

Testing Mobile CongurationsUser Permissions Needed"View Setup and Configuration"To view mobile data sets:"Manage Mobile Configurations&q

If the total data size is below the limit, the selected user can safely be assigned to the mobile configuration. However,keep in mind that the test res

• To view details about a specific user, click the username.• To view details about a mobile configuration, click the mobile configuration name.• The but

DescriptionFieldtroubleshooting synchronization errors resulting from anexceeded data limit.The unique PIN of the user's mobile device.Device Add

Table of ContentsChapter 1: Introduction to Salesforce Mobile...3The Mobil

DescriptionFieldIndicates whether any synchronization errors exist betweenthe device and Salesforce. The Status field is only visibleStatuswhen an erro

DescriptionResultThe mobile server has sent the message to the device.Salesforce cannot detect if the message was received by thedevice.Message succes

Deleting Mobile DevicesUser Permissions Needed"View Setup and Configuration"To view mobile devices and users:"Manage Mobile Configuration

Chapter 4Installing the Mobile Client ApplicationAfter planning and mobile administration are complete, you can deploy SalesforceMobile to your users.

Installing Salesforce MobileYou can install Salesforce Mobile on your mobile device after you receive an email from your Salesforce administrator with

If your phone has a touch screen:a. Tap the Click here to download the loader link.b. Verify that the Open file after download checkbox is selected in

iPhone InstallationSalesforce Mobile is available for download from Apple's App Store. To use the App Store, your iPhone or iPod touch mustbe con

5. Set the Salesforce directory and its contents to Read Only.6. Open a command prompt and change the directory to Program Files\Common Files\Research

3. Accept the license agreement, then click Next.4. Optionally, select the directory where the Salesforce Mobile files should be installed, then click

IndexBBlackBerrySalesforce Mobile installation 32BlackBerry Desktop Manager 35BlackBerry Enterprise Server 5Application Push 34requirements 10BlackBer

iiTable of Contents

Chapter 1Introduction to Salesforce MobileUse Salesforce Mobile to help your mobile teams succeed by keeping them intouch with the latest data, whenev

The Mobile EnvironmentThe Salesforce Mobile server brokers the exchange of data between Salesforce and wireless devices running the mobile clientappli

• BlackBerry 7510• BlackBerry 7520• BlackBerry 8100• BlackBerry 8300• BlackBerry 8700• BlackBerry 8703• BlackBerry 8707• BlackBerry 8800• BlackBerry P

BlackBerryBlackBerry smartphones communicate with the Salesforce Mobile server through one of two BlackBerry data channels:BlackBerry Internet Service

• Related Lists: If you mobilize a related object—in other words, add a child data set to a parent data set—the objectautomatically becomes a related