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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part XIII

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or Sales"orce. The docment !ocses on

How Sales"orce wor# with $obile Spported %evices.&oin or pro!essional

training program and learn !rom e'perts.

History:ersion Description Change A!thor P!"#ishDate$%& Initia# Dra't Chandra Pra(ash Shar)a *th+ar ,$&,$%& Re-iew.& A)it Shar)a /th+ar ,$&,

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Contents*ontents.......................................................................................................................... +

Sales"orce *lassic ..........................................................................................................

Spported %evices ...................................................................................................

....................................................................................................................................

*apabilities and imitations $obile *lient pplication..............................................

How to Set *on!igration "or $obile in Sales"orce ...................................................../

0sers and %evices........................................................................................................1

Settings........................................................................................................................1

2oti!ications...................................................................................................................)3

*hatter $obile...............................................................................................................)3

Sales"orce Toch........................................................................................................... ))

$obile %ashboards........................................................................................................))

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De'a!#t Fie#d a#!es : Sales"orce *lassic spports de!alt !ield vales onl( !or

Pic#list and mltiselect pic#list. %e!alt !ield vales !or other t(pes o! !ields, sch as

chec#bo'es and nmeric !ields, do not appear in Sales"orce *lassic.

Re#ated Lists :I! (o mobili7e a related ob8ect in other words, add a child data set to

a parent data set the ob8ect atomaticall( becomes a related list on the mobile device.

Dash"oards and Reports :%ashboards are available in the Blac#Berr( and iPhone

client applications. ;eports are available in the Blac#Berr( client applications. ;eports

are sent to the device in E'cel !ormat and displa( in a basic tab.

Custom List Views :BlackBerry users can create custom views in the mobile client application. BlackBerry and users

Can access custom views created by SalesForce administrators in the Mobile Administration Console.

Phone Integration :ll mobile sers can log phone calls initiated !rom Sales"orce

*lassic. Blac#Berr( sers can captre inbond calls !rom the Blac#Berr( *all og.

E)ai# Integration :Blac#Berr( sers can log emails sent !rom Sales"orce *lassic,

emails sent !rom the device4s native address boo# and contact manager, and incoming

emails.

Address 3oo( Integration :Blac#Berr( sers can e'port Sales"orce contacts and

acconts to the native address boo# application on the device. The( can also import

entries in the native address boo# to Sales"orce.

Ca#endar Integration :Blac#Berr( sers can import Sales"orce events to the

Blac#Berr( calendar and e'port Blac#Berr( events to Sales"orce.

is!a#Force 2a"s and 4e" 2a"s :iPhone and Blac#Berr( sers can access

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Step , :5

"ill ll the Basic in!ormation !ields, ssign ser pro!ile and set data si7e limit then clic#

on save btton.

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6ote :5"or Enable mobile ser Set!p= +anage 7sers= 7ser There is list o! ser

choose an( ser and clic# on Editlin# btton, then new page open on this page (o

can !ind Sa#esForce C#assic 7serchec# bo' chec#ed this option then Save this page.

Step 8 :5then go to down on this page and !ind Data Setsthen clic# on Edit btton.becase, I am not show all tab on mobile screen some speci!ic tab want to show on

mobile screen !or managing *stom 6b8ect .

Step 9 :5Select ;oot node !or adding cstom ob8ect and clic# on sb node !or adding !ields

ob8ects. Then clic# on %one btton.

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Step * :5"or managing !ields clic# on mobile ob8ect properties, i! don4t want to some !ields not

2ecessar( to add on mobile application (o can remove this t(pe !ields. Select one

an( ob8ect name and clic# on Edit lin# btton.

Step :5

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i! want to bloc# ser !or Edit, %elete, *reate (o can do it. then (o don4t want to !ields

on (or mobile phone add in E'clded "ields then clic# on Save btton.

Step ; :5Then manage $obile tab, !ind $obile Tabs and clic# on *stomi7e Tabs.

Then Select (or Tabs which want to need on mobile phone in available tabs and clic#

on dd. clic# on save btton.

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6oti'ications

This is new "eatres in $obile dministration.

It llow sers to receive noti!ications in *hatter $obile. 8st go to setting and enable

this 2oti!ications !eatres .

*lic# on Set!p= +o"i#eAd)inistration= 6oti'ications= Setting

*lic# on Setting Then chec#ed Ena"#e p!sh noti'icationchec# bo'

and clic# on Save btton.

Chatter +o"i#e

B( sing *hatter $obile in Sales"orce (o can get app setting !or mobile chatter.

*hatter $obile downloadable app settings are now located in *onnected pps.

Set!p= +o"i#e Ad)inistration= Chatter +o"i#e

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Sa#esForce 2o!ch

$odi!( the settings !or Sales"orce Toch, a version o! Sales"orce !or mobile toch

screen devices.

it available onl( !or iPad and iPhone.

Set!p= +o"i#e Ad)inistration= Sa#esForce 2o!ch= Settings

+o"i#e Dash"oards

Sales"orce.com $obile %ashboards iPad application is available !rom pple4s pp

Store. To se it, this option mst be enabled.

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6ote :5It available !or iPad application.

Set!p= +o"i#e Ad)inistration= +o"i#e Dash"oards= Settings

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