User guide

Identifying User Requirements for Mobility
During a mobile deployment, many customers want to know why users cannot receive all of their Salesforce data on a mobile
device. Mobile devices by nature have memory and performance constraints, and they cannot physically store massive amounts
of data. Additionally, mobile users have different needs than traditional Salesforce users. An account executive in the field
probably does not want to navigate through 300 opportunities on the small screen of a handheld device; she might prefer to
see just opportunities she owns that are scheduled to close this month, and then use the search feature for the opportunities
that were not automatically sent to her device.
Identify the relevant records for each group of mobile users. For example, you might be able to limit opportunities by amount,
tasks by activity date, or accounts by ownership. A well-designed mobile configuration delivers most of the data a user requires
while staying within the memory limitations of the mobile device.
Note: To view examples of mobile configurations, see Sample Data Sets on page 20.
Salesforce Mobile Resources
Numerous resources are available to assist you with the planning of a successful Salesforce Mobile deployment.
Where to Get Help
Refer to the Salesforce Mobile website for links to valuable resources, such as:
• Salesforce Professional Services
• Mobile Certified Salesforce partners
• Salesforce Mobile training classes
• Salesforce Mobile online demos
Product Documentation
Review Salesforce Mobile documentation to become more familiar with the product:
• Salesforce Mobile User Guide for BlackBerry
• Tip Sheet: Salesforce Mobile for BlackBerry
• Salesforce Mobile User Guide for Windows Mobile
• Tip Sheet: Salesforce Mobile for Windows Mobile
• Salesforce Mobile User Guide for iPhone
• Salesforce Mobile User Guide for Palm Treo
Device Documentation
Visit the following websites for more information about your mobile devices:
• Research in Motion for BlackBerry Smartphones
• Microsoft for Windows Mobile Pocket PC
• Apple for iPhones and the iPod touch
• Palm for Palm Treo smartphones
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Salesforce Mobile Resources