Getting Started with Salesforce Mobile

Salesforce Mobile is a powerful technology that enables mobile access to your key Salesforce and mobile certified AppExchange applications. By providing mobile access to your field users, you can greatly enhance their productivity and efficiency.

Carefully evaluate and plan your Salesforce Mobile deployment! Keep in mind that any mobile applications must be deployed over wireless networks to small, handheld devices with memory and performance constraints.

Defining Your Mobile Strategy

Asking the following three questions will help guide you to mobile success: When? Why? and How?

When: Are You Ready to Deploy Mobile Applications?

To confirm your organization’s readiness for mobile solutions, complete the following tasks:

Devices

  • Select and deploy handheld devices that Salesforce Mobile supports.
  • When possible, use the latest devices. Since they have more memory and faster processors, they make a better mobile experience.
  • Make sure users are familiar with the devices and comfortable with mobile email.
  • Supported Devices Include*:
    • - Blackberry 7000 and 8000 series models, with Blackberry OS of 4.0 or higher
    • - Palm OS Treo 600, 650, 680, 700p
    • - Select Pocket PC devices running Windows Mobile 5 or 6 - (contact your mobile expert)

*Note: The functionality of supported devices will vary depending on your particular device. Please consult a Salesforce Mobile expert to confirm device support..
Mobile Backberry Demo
Mobile Treo Demo
Mobile Windows Demo
Mobile Windows Demo

Training
To get ready for deploying a mobile solution, consider the following Salesforce training options:

  • Mobile Admin Bootcamp: A One-day class on how to technically administer and deploy Salesforce Mobile.
  • Mobile Success Coach: A half-day combination of Web-based training and one-on-one consulting to get you started quickly with Salesforce Mobile. To register or for more information, email successcoach@salesforce.com.
  • Custom Training: On-site training that caters to your specific needs.

Why: Have You Defined Your Mobile Objectives?

You’ve put a lot of thought into customizing Salesforce to meet your business needs. Why should your mobile solution be any different? To determine your organization’s need for mobile solutions, complete the following tasks:

  • Identify clear and simple mobile use cases that will provide benefit and drive adoption.
  • Define which tasks and processes you to support your mobile users, such as:
    • - Record lookup
    • - Edit / create accounts, contacts, opportunities, leads, tasks, etc.
    • - Log emails and phone calls
    • - Assign and follow up on tasks
    • - Enter and review activity information
  • Join a Live Demo!  
  • Full Introductory Overview
    Wednesdays, at 11:00 AM pacific (2:00 PM Eastern)

  • -Get all the basics of Salesforce Mobile

    -Key customer examples and top field uses

    -Get the latest on supported devices and platforms

    -Live device product demos with your use case examples

    -Mobile Administration Console overview

    -Open forum for questions and answers to your Mobile objectives 

    Instructions:
    1. Go to: https://www1.gotomeeting.com/join/729118097; Or www.gotomeeting.com then enter Meeting ID: 729-118-097  
    2. Call: 866 342 2541 or Intl 706 643 5414, Meeting number: 4155364564#
  • Salesforce Mobile Administrators
    1st & 3rd Thursday each month, at 11:00 AM pacific (2:00 PM Eastern)

    -Mobile Architecture Overview

    -Device and Network Requirements

    -Using the Mobile Administration Console (MAC)

    a. Building Mobile Configurations
    b. Defining Mobile Datasets (which is downloaded to devices)
    c. Custom Mobile Views
    d. Streamlining Mobile Page Layouts
  • -Deploying & Training Users

    -How to migrate from the legacy Mobile console

  • Instructions:
    1. Go to: https://www.gotomeeting.com/join/354466548
    2. Enter meeting ID number: 354-466-548, if prompted; No password required
    3. Call 866-342-2541 or International 706-643-5414 Meeting number: 0866102274#


    How: Get the Help You Need to be Successful

    Salesforce Mobile is an extremely powerful technology, but it has many moving parts. Getting expert help and reviewing customer best practices during implementation is recommended.

    Expert Advice
    Salesforce.com's Successforce Consulting team and our certified partners have years of experience in building and deploying successful mobile solutions. These consultants and partners provide custom and prepackaged offerings that can help you with every aspect of your deployment, including:


    Customer Success Stories*
    Many customers have successfully implemented Salesforce Mobile for their users. Learn from their stories and best practices.