User guide

2. Enter Basic Information

3. Assign Users and Proﬁles

4. Set Total Data Size Limit

5. Complete Your Mobile Conﬁguration

Enable Users for Salesforce Mobile

Before creating your mobile conﬁgurations, plan which proﬁles and users you want to assign to each conﬁguration. Each

mobile conﬁguration only affects the mobile devices of users assigned to the conﬁguration. Users who are not assigned to a

mobile conﬁguration cannot access Salesforce from a mobile device.

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.

Tip: For ease of administration, we recommend that you assign mobile conﬁgurations to proﬁles; however, you may

have situations in which you need to assign a conﬁguration directly to individual users.

For each user you want to assign to a mobile conﬁguration:

1. Edit the user's record. For information, see "Editing Users" in the Salesforce online help.

2. Select the Mobile User checkbox. Users must have this checkbox selected to use Salesforce on a mobile device. This

checkbox is enabled by default for Unlimited Edition users. To prevent users from activating Salesforce on their mobile

devices before you are ready to deploy mobile in your organization, disable the checkbox for all your users.

If you deselect this checkbox for a user who is already assigned to a mobile conﬁguration, Salesforce removes that user

from the mobile conﬁguration. For information on the Mobile User checkbox, see "User Fields" in the Salesforce online

help.

For each custom proﬁle to which mobile users are assigned, edit the proﬁle to include the API Enabled permission. For

instructions, see "Creating and Editing Proﬁles" in the Salesforce online help. Mobile users need access to the API so that

their wireless devices can communicate with Salesforce. The API Enabled permission is enabled by default on standard

proﬁles.

Enter Basic Information

Click Setup ➤ Mobile Administration ➤ Mobile Conﬁgurations to access the mobile conﬁgurations list page.

2. Click New Mobile Conﬁguration.

3. Enter a name for the mobile conﬁguration.

4. Select the Active checkbox if you want to activate the mobile conﬁguration immediately after creating it. The mobile

conﬁguration does not work until you select this checkbox.

If you deactivate an active mobile conﬁguration, Salesforce saves all requests from devices of the users assigned to the

mobile conﬁguration for up to one week. If you reactivate the mobile conﬁguration, Salesforce executes those requests in

the order received.

5. Optionally, enter a description for the mobile conﬁguration.

6. Optionally, select the Mobilize Recent Items checkbox to mark recently used records in Salesforce for device

synchronization.

Selecting this option ensures that mobile users assigned to the conﬁguration will not have to search for and download items

they recently accessed on the Salesforce website, even if those records do not meet the conﬁguration's ﬁlter criteria. Only

records belonging to mobilized objects can be marked for device synchronization; for example, if you do not mobilize the

account object in a conﬁguration, users assigned to that conﬁguration cannot automatically receive recent accounts on their

devices.

Creating Mobile Conﬁgurations