User guide
DescriptionMerge Field
picklists. The valid operators for this merge field are Equals,
Not Equal To, Greater Than or Equal, Less Than or Equal,
Contains, Does Not Contain, and Starts With.
Sample Data Sets
Many administrators create mobile configurations based on the functional groups in their organization because users in the
same group usually have similar mobile requirements for data. Below are sample data sets for common Salesforce groups. Your
mobile users have unique needs, but you can use the examples as a reference to help you get started with mobile configurations.
Sales Manager
Sales managers usually need to see records they own and also the records of their subordinates. They also tend to closely
monitor large deals in the pipeline.
This mobile configuration allows sales managers to see:
• The opportunities they own.
• The opportunities owned by users who report to them in the role hierarchy.
• All opportunities scheduled to close in the current quarter with an amount greater than $100,000.
• All accounts related to the opportunities.
• A subset of their contact and activity records.
Figure 2: Sample Mobile Conguration for Sales Managers
Sales Engineer
The sales engineer mobile configuration retrieves opportunities owned by the other members of the user's sales team, but does
not include the user's records. The configuration is opportunity-based because all accounts and contacts sent to the device are
related to the opportunities. The sales engineers would see activity history related to the opportunities on the device and also
their own activities.
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Defining Data Sets