User guide

Evaluating Your Organization's Mobile Readiness
Reviewing the Device Inventory
If your organization has existing mobile devices, review the inventory and verify that they are listed as supported devices.
To find out if the devices meet the model and memory requirements for Salesforce Mobile:
•
On a BlackBerry smartphone, click Options ➤ About to determine the model and operating system version. The first
line of information lists the model. The version number of the operating system is typically a few lines below the model
number. To find the amount of total memory and available memory, click Options ➤ Status. The information is located
in the File Free and File Total fields.
•
On a Windows Mobile Pocket PC, tap Start ➤ Settings ➤ System ➤ About. The available memory appears on the
Version tab, and the model number displays on the Phone tab in the Software Version field.
•
On a Palm Treo, tap App ➤ Info to view the amount of free space on the device. To find the model, tap Options ➤
Phone Info in the Phone application. The model is listed in the Software field.
When possible, use the latest devices. Because they have more memory and faster processors, they provide a better mobile
experience. Also, make sure users are familiar with the devices.
BlackBerry Enterprise Server Requirements
If your organization uses a BlackBerry Enterprise Server to control device traffic, verify that the server meets the following
requirements. Failing to configure your BlackBerry Enterprise Server for Salesforce Mobile will cause problems when users
attempt to install the mobile client application and download data from Salesforce. For more information about adjusting your
BlackBerry Enterprise Server settings, visit the Research in Motion website.
BlackBerry Enterprise Server IT Policy Settings
Salesforce Mobile requires that certain BlackBerry Enterprise Server IT policy settings be set properly for the application to
load and function correctly. The following settings apply to the IT policies in the BlackBerry Enterprise Server security policy
group:
ValueSecurity Policy Group Setting
Set to False so the Salesforce Mobile client application can be
installed on the BlackBerry smartphone.
Disallow Third Party Application Downloads
Set to True.Allow Third Party Apps to Use Persistent Store
Set to True to allow outbound communication to the
Salesforce Mobile server.
Allow External Connections
MDS Enabled
If you disabled BlackBerry Internet Service from your BlackBerry Enterprise Server, or if your wireless carrier does not offer
BlackBerry Internet Service, Mobile Data Service must be running on the BlackBerry Enterprise Server and enabled for every
Salesforce Mobile user.
Outbound Communication Restrictions
The BlackBerry Enterprise Server must allow free and open communication to the mobile server so the mobile client application
can exchange data with Salesforce. Any block on Internet traffic—such as firewalls, proxies, content management systems,
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Evaluating Your Organization's Mobile Readiness