User guide

Table of Contents
Chapter 1: Introduction to Salesforce Mobile...............................................................................3
The Mobile Environment..............................................................................................................................................4
Salesforce Mobile Supported Devices...........................................................................................................................4
Wireless Connection Modes.........................................................................................................................................5
The Mobile Client Application: Capabilities and Limitations......................................................................................6
Device Synchronization.................................................................................................................................................7
Chapter 2: Planning a Mobile Deployment...................................................................................9
Evaluating Your Organization's Mobile Readiness......................................................................................................10
Mobile Business Process Review.................................................................................................................................11
Salesforce Mobile Resources........................................................................................................................................12
Chapter 3: Salesforce Mobile Administration.............................................................................13
Managing Mobile Configurations...............................................................................................................................14
Creating Mobile Configurations.................................................................................................................................14
Defining Data Sets......................................................................................................................................................17
Customizing Mobile Page Layouts..............................................................................................................................22
Creating Mobile List Views........................................................................................................................................23
Testing Mobile Configurations....................................................................................................................................24
Sending Emails to Mobile Users.................................................................................................................................25
Managing Mobile Devices...........................................................................................................................................25
Chapter 4: Installing the Mobile Client Application...................................................................31
Installing Salesforce Mobile........................................................................................................................................32
BlackBerry Enterprise Server Application Push..........................................................................................................34
BlackBerry Desktop Manager Application Loader.....................................................................................................35
Index......................................................................................................................................................37
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Table of Contents