To deploy Salesforce Mobile to your organization, first create one or more mobile configurations. Mobile configurations are sets of parameters that determine the data Salesforce transmits to users' mobile devices, and which users receive that data on their mobile devices. Organizations can create multiple mobile configurations to simultaneously suit the needs of different types of mobile users. For example, one mobile configuration might send leads and opportunities to the sales division, while another mobile configuration sends cases to customer support representatives.
Assign Mobile Device
To manage your Salesforce Mobile configurations, click Setup | Mobile Administration | Mobile Configurations.
Each mobile user can have only one assigned mobile device in Salesforce. First 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 whom 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.
Assign Mobile Configuration
Edit the user's record to 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 whom is already assigned to a mobile configuration, Salesforce removes that user from the mobile configuration.
For each custom profile to which mobile users are assigned, edit the profile to include the API Enabled permission. 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.
To manage your Salesforce Mobile configurations, click Setup | Mobile Administration | Mobile Configurations.
- Click New Mobile Configuration, to create Mobile Configuration.
- Enter a name for the mobile configuration.
- 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.
- Optionally, enter a description for the mobile configuration.
- 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.
- If you select the Mobilize Recent Items checkbox, select a value from the Maximum Number of Recent Items drop-down list. Set a low number if your users have minimal free space on their mobile devices.
- To assign users and profiles to a mobile configuration:
- In the Search drop-down list, select the type of member to add: users or profiles. This drop-down list is not available if you have not enabled the Mobile User checkbox on any user records, or if all users are already assigned to a mobile configuration; in that case, you can only assign profiles to this mobile configuration.
- If you do not immediately see the member you want to add, enter keywords in the search box and click Find.
- Select users and profiles from the Available Members box, and click the Add arrow to add them to the mobile configuration.
- You can assign each user and profile to only one mobile configuration. The Available Members box only displays users whom have the Mobile User checkbox enabled.
- If there are users or profiles in the Assigned Members box you do not want to assign to this mobile configuration, select those users and click the Remove arrow.
- Removing a user from an active mobile configuration deletes the Salesforce-related data on the user's mobile device but does not delete the client application.
- Set Total Data Size Limit:
- Different types of mobile devices offer different memory capacities, and some devices experience serious problems if all of the flash memory is used.To avoid overloading mobile devices, optionally specify a total data size limit for each mobile configuration. The total data size limit prevents from sending too much data to the mobile devices of users assigned to the mobile configuration.
- Click Save when you are done. Note that your mobile configuration is not active until you select the Active checkbox.