After creating mobile configurations and defining data sets, mobile-enabled users in your organization can download the Salesforce Mobile client application to their devices and begin using Salesforce wirelessly. The most effective way to notify users about the availability of the mobile application and provide installation instructions is by sending mass email.
Here is a brief description of the steps:
- Create an email template informing users about the initial installation. Optionally, create a separate email template for upgrade notifications. In both templates, be sure to include the URL that launches the download: http://mobile.salesforce.com/setup. The link is the same for the initial download and for subsequent upgrades. Users can click the link in the email on their device, or they can open their phone's Web browser and navigate to the URL.
- Create a custom view on the Mass Email page showing only mobile users.
- Send mass email to your mobile users using the custom view that you created.
It is essential for the success of your mobile deployment to set up the email templates and email your mobile users. If you skip this step, users will not know about the mobile product and therefore will not be able to use it.