Opportunity-Product, Case-Solution, Contact Roles for Mobile

Experience the power of on-the-go related lists to create quotes, find cases, and more

Mobile users can now take advantage of the related list functionality in new and powerful ways to save time in the field and speed workflow. For example, with the opportunity-product feature, you can create quotes for customers on the spot; case-solution makes it easy to look up specific cases and hone in on the most effective option; and contact roles provides better insight into related contacts. Field sales reps can associate a price book with an opportunity and add products, see solutions related to cases, and review contact roles for accounts, opportunities, and cases. These objects can easily be added to the dataset of a mobile configuration in the Mobile Admin Console.

Note: Automatically visible to all users. No setup required.

(Available in Developer, Professional, Enterprise, and Unlimited editions)

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