User guide

• Related Lists: If you mobilize a related object—in other words, add a child data set to a parent data set—the object

automatically becomes a related list on the mobile device.

• Dashboards and Reports: While dashboards are not available in the mobile client application, users can access reports on

BlackBerry and Windows Mobile devices. Reports are sent to the device in Excel format and display in a basic table. The

report viewer in the mobile application does not support sorting, summaries, subtotals, or grouping.

• Custom List Views: BlackBerry and Palm users can create custom views in the mobile client application. However,

Windows Mobile users cannot create custom views.

• Phone Integration: All mobile users can log phone calls initiated from Salesforce Mobile. BlackBerry users can capture

inbound calls from the BlackBerry Call Log.

• Email Integration: BlackBerry users can log emails sent from Salesforce Mobile, emails sent from the device's native

address book and contact manager, and incoming emails. Windows Mobile users can log emails sent from Salesforce

Mobile and incoming emails. Palm Treo users can only log emails sent from Salesforce Mobile.

• Address Book Integration: BlackBerry and Windows Mobile users can export Salesforce contacts and accounts to the

native address book application on the device. They can also import entries in the native address book to Salesforce. Palm

Treo users cannot import or export address book entries.

• Calendar Integration: BlackBerry users can import Salesforce events to the BlackBerry calendar and export BlackBerry

events to Salesforce. Palm Treo and Windows Mobile calendars do not integrate with Salesforce Mobile.

The total device memory required by the mobile client application is equal to the base application footprint plus the amount

of user data sent during the initial installation. The base application footprint is approximately 500 KB. The initial data push

is deﬁned by the user's mobile conﬁguration and can vary greatly depending on the user’s mobile requirements. User data

volumes range from as little as 50 KB to 100 KB to as much as several megabytes. Typically, the total application

footprint—application plus data—falls in the 600 KB to 5 MB range. Deploying to users with mobile conﬁgurations that

generate greater amounts of data require additional free memory.

Salesforce Mobile for iPhone: Capabilities and Limitations

Salesforce Mobile for iPhone is a new client application created by salesforce.com, and it is available for download through

Apple's App Store. The following list outlines the capabilities and limitations of the mobile application for iPhone:

• Available Objects: With Salesforce Mobile for iPhone, you can mobilize accounts, cases, contacts, events, leads,

opportunities, products, solutions, tasks, and custom objects.

• Permissions, Record Types, and Page Layouts: Users can view Salesforce records on the iPhone, but they cannot create,

edit, or delete records. Record types and page layouts are inherited from Salesforce.

• Related Lists: In the mobile application, a record's related lists are based on the lookup ﬁelds in the object, not on the

object's page layout. For example, you can remove the Accounts related list from the Contact page layout, but the Accounts

related list still displays in contact records in Salesforce Mobile because contact records contain a lookup ﬁeld to Account.

• List Views: Standard and custom list views are not available in Salesforce Mobile for iPhone.

• Dashboards and Reports: Dashboards and reports are not available in Salesforce Mobile for iPhone.

• Integration with Phone, Mail, and Safari: Salesforce Mobile integrates with several native iPhone applications: Mail,

Phone, and Safari. From a Salesforce record, users can make calls, send email, and map an address.

Device Synchronization

The space limitations and usability restrictions of wireless devices make it necessary to send a subset of a user's Salesforce data

to the device. The data selected is determined by the mobile conﬁguration assigned to each user in the Mobile Administration

Console. Mobile conﬁgurations are sets of ﬁlter parameters that determine the data Salesforce transmits to users' mobile

devices, and which users receive that data on their mobile devices. You can edit the conﬁgurations at any time to change the

data your users receive.

Once every 24 hours, Salesforce Mobile requests a full update of a user's data set. The ﬁlters contained in the mobile

conﬁguration are executed to rebuild the data set, and the resulting data records are sent to the device. The mobile client

application checks for data changes every 20 minutes. During this incremental update, the server retrieves any newly-created

Device Synchronization