User guide

user authentication, and Internet session timeouts—must be configured so that outbound communication to the mobile server
is allowed. Below are the correct settings for outbound communication:
PortIP Address BlockDNS Name
80204.14.232.0/21http://tp.mobile.salesforce.com
Note: We recommend white-listing the DNS name instead of the IP address. If the IP address changes in the future,
your users may experience problems with Salesforce Mobile.
Mobile Business Process Review
When your organization implemented Salesforce, you likely evaluated your business processes and set up the application to
increase productivity and meet your business objectives. Implementing Salesforce Mobile also requires analysis and planning.
Not all of your users need mobile access to Salesforce, and your mobile users likely have different requirements for visibility
into their Salesforce data. During the mobile business process review, you will identify which users will be enabled for Salesforce
Mobile, what they need to accomplish in the field, and what initial data they will receive on their mobile devices. You will use
this information to create your mobile configurations.
Mobile configurations are sets of parameters that determine the data Salesforce transmits to users' mobile devices, and which
users receive that data on their mobile devices. Organizations can create multiple mobile configurations to suit the needs of
different types of mobile users. For example, one mobile configuration might send leads and opportunities to the sales division,
while another mobile configuration might send cases to customer support representatives. For more information, see Managing
Mobile Configurations on page 14.
Evaluating and Dening Groups of Mobile Users
Evaluate the functional groups in your Salesforce organization and decide which users have a clear need to access their Salesforce
data in the field. Target these groups during the initial phase of your mobile deployment, then roll out the mobile solution to
other groups who might benefit from the ability to use Salesforce from a wireless device.
Different functional groups—such as account executives, sales managers, service managers, and administrators—typically have
different mobile requirements, so you will likely create a mobile configuration for each functional group in your organization.
You can assign individual users and profiles to each mobile configuration. If you assign a profile to a mobile configuration,
the mobile configuration applies to all Salesforce Mobile users with that profile unless a specific user is assigned to another
mobile configuration.
Analyzing Users' Mobile Objectives
Understanding what your users want to accomplish in Salesforce Mobile will help you decide which objects needs to be
mobilized. To begin defining your mobile configurations, examine use cases for different functional groups. Users might want
to:
• Log calls and emails
• Look up and edit records
• Review activity history
• Create opportunities and add products
• Assign tasks and events
• Use custom objects
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Mobile Business Process Review