Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part XIII

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 G ide !or Sales"orce. The doc ment !oc ses on How Sales"orce wor# with $obile S pported %evices. &oin o r pro!essional training program and learn !rom e'perts.

Description:

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

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Contents
*ontents.......................................................................................................................... + Sales"orce *lassic .......................................................................................................... , S pported %evices ................................................................................................... , .................................................................................................................................... , *apabilities and -imitations $obile *lient .pplication.............................................., How to Set *on!ig ration "or $obile in Sales"orce ...................................................../ 0sers and %evices........................................................................................................ 1 Settings........................................................................................................................ 1 2oti!ications................................................................................................................... )3 *hatter $obile............................................................................................................... )3 Sales"orce To ch........................................................................................................... )) $obile %ashboards........................................................................................................ ))

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Sa#esForce C#assic
Sales"orce *lassic is a client application !or Smartphone4s, Ipad provided b( sales!orce.com that allows sers access to their data !rom Smartphone4s. The Sales"orce *lassic client application e'changes data with Sales"orce over wireless carrier networ#s, and stores a local cop( o! the sers data in its own database on the mobile device. The data sent to the device is determined b( a mobile configuration. $obile con!ig rations are sets o! parameters that de!ine a relevant s bset o! the ser4s Sales"orce records.

S!pported De-ices

Capa"i#ities and Li)itations +o"i#e C#ient App#ication

Sales"orce ser download the *lassic client application !or s pported mobile device, and the( se the client inter!ace to wor# with their locall( stored Sales"orce data. 5hile the local data is pdated wirelessl(, it is important to note that Sales"orce *lassic does not maintain an open Internet connection, cannot e'ec te &avaScript, and comm nicates with Sales"orce as(nchrono sl( thro gh the S6.P .PI. "or these reasons, not all o! the !eat res in Sales"orce are s pported in the mobile client application. Capa"i#ities and #i)itations o' the )o"i#e app#ication: A-ai#a"#e O"0ects: 5ith Sales"orce *lassic, (o can mobili7e acco nts, assets, contacts, content, port nities, leads, tas#s, events, price boo#s, prod cts, cases, sol tions, notes, and c stom ob8ects. 9o cannot mobili7e s-controls, ash ps, merge !ields, image !ields, or c stom lin#s. The !ollowing do not e'ec te in the mobile client application b t will r n server-side a!ter a record is saved and s bmitted to Sales"orce. wor#!low r les, validation r les, !orm la !ields, and .pe' triggers. Per)issions1 Record 2ypes1 and Page Layo!ts: 0ser permissions, record t(pes, and page la(o ts are inherited !rom Sales"orce.

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De'a!#t Fie#d a#!es : Sales"orce *lassic s pports de!a lt !ield val es onl( !or Pic#list and m ltiselect pic#list. %e!a lt !ield val es !or other t(pes o! !ields, s ch as chec#bo'es and n meric !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 a tomaticall( 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 capt re inbo nd 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 acco nts 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 <is al"orce tabs and web tabs in the mobile client application i! the tabs have been mobili7ed b( a Sales"orce administrator.

How to Set Con'ig!ration For +o"i#e in Sa#esForce

Set!p = +o"i#e Ad)inistration = Sa#esForce C#assic = Con'ig!rations

Step & :5

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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 b tton. www.bispsol tions.com Page > www.bisptrainigs.com www.h(periong r .com

6ote :5 "or Enable mobile ser Set!p = +anage 7sers = 7ser There is list o! ser choose an( ser and clic# on Edit lin# b tton, then new page open on this page (o can !ind Sa#esForce C#assic 7ser chec# bo' chec#ed this option then Save this page.

Step 8 :5
then go to down on this page and !ind Data Sets then clic# on Edit b tton. beca se, 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 :5
Select ;oot node !or adding c stom ob8ect and clic# on s b node !or adding !ields ob8ects. Then clic# on %one b tton.

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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# b tton.

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 (o r mobile phone add in E'cl ded "ields then clic# on Save b tton.

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

Then Select (o r Tabs which want to need on mobile phone in available tabs and clic# on .dd. clic# on save b tton.

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7sers and De-ices

B( sing 7ser and De-ices (o can see mobile login histor( li#e that %evice .ddress, Stat s, %evice 6S, *lient <ersion, -ast ;egistration %ate, 0ser t(pe. Erase Data :5 9o can also Erase %ata select partic lar ser and erase all mobile ploaded data. Set +o"i#e Session 2i)eo!t :5 B( sing this b tton (o can set mobile time o t session. De#ete De-ice :5 9o can %elete %evice b( sing %elete %evice b tton.

Settings
B( sing Sales"orce *lassic Setting (o can Enable Sales"orce -ite and Permanentl( -in# ser to $obile %evice. 8 st clic# on Edit b tton.

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6oti'ications
This is new "eat res in $obile .dministration. It .llow sers to receive noti!ications in *hatter $obile. 8 st go to setting and enable this 2oti!ications !eat res . *lic# on Set!p = +o"i#e Ad)inistration = 6oti'ications = Setting

*lic# on Setting Then chec#ed Ena"#e p!sh noti'ication chec# bo' and clic# on Save b tton.

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 www.bispsol tions.com Page )3 www.bisptrainigs.com www.h(periong r .com

Sa#esForce 2o!ch
$odi!( the settings !or Sales"orce To ch, a version o! Sales"orce !or mobile to ch 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 m st be enabled. www.bispsol tions.com Page )) www.bisptrainigs.com www.h(periong r .com

6ote :5 It available !or iPad application. Set!p = +o"i#e Ad)inistration = +o"i#e Dash"oards = Settings

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