Device Requirements
The mobile application requires Windows Mobile Standard or Professional editions in versions 6.0, 6.1, or 6.5. Windows Mobile 6 Professional devices have a touch-screen interface, while Windows Mobile 6 Standard devices do not. Windows Mobile 5 Pocket PC users should contact their carriers for a software upgrade to Windows Mobile 6 Professional. At a minimum, 5 MB of free memory should be available on the device.
The mobile client application is supported on these Windows Mobile 6 Professional devices:
- AT&T Tilt
- PPC6800 (HTC Mogul)
The mobile client application is supported on these Windows Mobile 6 Standard devices:
- MOTO Q 9
- BlackJack II
The mobile application can run on BlackBerry, iPhone, and Windows Mobile operating systems, and it's supported by virtually all wireless carriers—if the device can establish a data connection to the Internet, it can typically run the mobile application. Recently-released mobile devices may not be immediately supported because every device goes through the official certification and quality assurance process. For the most current information on supported devices, contact salesforce.com.
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Open your Web browser and navigate to the following URL: mobile.salesforce.com. If you received a Salesforce Mobile email message from your Salesforce administrator, you can also click the download link in the message.
- The installation process for Windows Mobile requires that you use Internet Explorer as the browser.
- Download the installer.
- If your phone has a touch screen:
- Tap the Download the application link.
- Verify that the Open file after download checkbox is selected in the Download dialog.
- Select Yes.
- If your phone does not have a touch screen:
- Select Download, then select Yes.
- After the application downloads, select Done.
- If your phone has a touch screen:
- Return to the phone's home page.
- From the Start menu, select Salesforce Mobile or Mobile Lite from the list of installed programs.
- Read the license agreement and select I Accept.
- Enter your Salesforce username and password.
- Select Activate.
- After your username and password are confirmed by Salesforce, the data downloads, and the icon pulses to show activity.
- The initial data download may last a few minutes. Future updates to the data occur automatically.
- Mobile Lite activation may show an error if you have complex page layouts or a large number of custom fields.
- After your records have been downloaded to the device, the login screen appears. The mobile application remembers your username and only prompts you for your password. Enter your password, and select Login.