User guide
Figure 3: Sample Mobile Conguration for Sales Engineers
Account Executive
This account executive mobile configuration is account-based, which means the device pulls down the user's accounts and
opportunities related to those accounts. The opportunities are filtered so that only open opportunities scheduled to close in
the current quarter appear on the device.The Task and Event child data sets retrieve all activities related to those opportunities,
not just the user's activities. Only open tasks and events from a two-month window are sent to the device. The Task and Event
parent data sets pull down just the user's activities and restrict the activities to open tasks and events scheduled for the next
30 days. The Contact data set delivers the user's contact records, but limits the record count to the 500 most recently active
contacts.
Figure 4: Sample Mobile Conguration for Account Executives
Customer Support Representative
Customer support representatives are focused primarily on cases and solutions. This mobile configuration delivers all open
cases to the user's device, along with related accounts, contacts, case comments, case history, tasks, and events. The Case
Solution child data set sends all solutions related to the cases, and the Solution data set lets the user search for solutions from
the Solutions tab on the device. The support representatives also have access to a subset of their activity records.
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Defining Data Sets