Salesforce CRM Mobile Implementation Guide

Salesforce.com: Salesforce Spring '08
Salesforce Mobile Implementation Guide
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Table of Contents
Chapter 1: Introduction to Salesforce Mobile...............................................................................3The Mobile Environment..............................................................................................................................................4Salesforce Mobile Supported Devices...........................................................................................................................4Wireless Connection Modes.........................................................................................................................................5The Mobile Client Application: Capabilities and Limitations......................................................................................6Device Synchronization.................................................................................................................................................7
Chapter 2: Planning a Mobile Deployment...................................................................................8Evaluating Your Organization's Mobile Readiness........................................................................................................9Mobile Business Process Review.................................................................................................................................10Salesforce Mobile Resources........................................................................................................................................11
Chapter 3: Salesforce Mobile Administration.............................................................................12Managing Mobile Configurations...............................................................................................................................13Creating Mobile Configurations.................................................................................................................................13Defining Data Sets......................................................................................................................................................15Customizing Mobile Page Layouts..............................................................................................................................20Testing Mobile Configurations....................................................................................................................................20Sending Emails to Mobile Users.................................................................................................................................21Managing Mobile Devices...........................................................................................................................................22
Chapter 4: Installing the Mobile Client Application...................................................................26Installing Salesforce Mobile........................................................................................................................................27BlackBerry Enterprise Server Application Push..........................................................................................................29BlackBerry Desktop Manager Application Loader.....................................................................................................30
Index......................................................................................................................................................31
iTable of Contents
iiChapter 1
Introduction to Salesforce Mobile
In this chapter ... Use Salesforce Mobile to help your mobile teams succeed by keeping them intouch with the latest data, whenever and wherever they need it, directly from.The Mobile Environment mobile devices such as a BlackBerry®, TreoT, or Pocket PC®. With Salesforce.Salesforce Mobile Supported Devices Mobile, field professionals are prompted to log information directly i... [download for more]