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Posts from the category “Mobile CRM”. Click here for all posts in Successforce Blog.

Offline Edition Mail Merge

Mail Merge can be used to retrieve data (e.g., opportunity line items) from Salesforce Offline Edition. The data can then be viewed and edited in Microsoft Word (or compatible program). More information about using Mail Merge with Offline Edition is available at:

http://salesforce.sitestream.com/assets/exe/OfflineEdition/OfflineMailMerge/

Offline Edition Mail Merge

Mail Merge can be used to retrieve data (e.g., opportunity line items) from Salesforce Offline Edition. The data can then be viewed and edited in Microsoft Word (or compatible program). More information about using Mail Merge with Offline Edition is available at:

http://salesforce.sitestream.com/assets/exe/OfflineEdition/OfflineMailMerge/

AppExchange Mobile Admin Training

Ae_mobile_logo
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20 minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries. From there you can add users and you’ll be on your way to leveraging the power of AppExchange Mobile.

AppExchange Mobile Admin Training

Ae_mobile_logo
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20 minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries. From there you can add users and you’ll be on your way to leveraging the power of AppExchange Mobile.

Salesforce BlackBerry Wallpaper

To celebrate the launch of AppExchange Mobile one of our designers created this desktop background image for your blackberry.

Sfdc_8700_wallpaper_cube2_1

The easiest way to upload it is to email yourself the link below, open it on your blackberry, save the image to your picture folder, and set it as your home screen image.

http://www.blackberrycool.com/wallpaper/1945564646443eb4ee02725.jpg

Salesforce BlackBerry Wallpaper

To celebrate the launch of AppExchange Mobile one of our designers created this desktop background image for your blackberry.

Sfdc_8700_wallpaper_cube2_1

The easiest way to upload it is to email yourself the link below, open it on your blackberry, save the image to your picture folder, and set it as your home screen image.

http://www.blackberrycool.com/wallpaper/1945564646443eb4ee02725.jpg

Keep Offline Edition Always Synched!

Offline salesforce.com offers an Offline Edition of its application for use by mobile salespeople. It provides access to Accounts, Contacts, Opportunities, and Activity history, within a familiar salesforce.com interface, and bidirectionally synchs with salesforce.com's classic "online edition".

There is the catch: You have to synch it, both before you go on the road, and when you get back!

Here is how you can ensure you never work with stale data again! Be a hero, and recommend this to all your Offline users: Schedule the synching using Microsoft Windows Scheduler. For example, schedule offline to popup every day at 3pm, to remind you to click the synch button.

Continue reading »

Keep Offline Edition Always Synched!

Offline salesforce.com offers an Offline Edition of its application for use by mobile salespeople. It provides access to Accounts, Contacts, Opportunities, and Activity history, within a familiar salesforce.com interface, and bidirectionally synchs with salesforce.com's classic "online edition".

There is the catch: You have to synch it, both before you go on the road, and when you get back!

Here is how you can ensure you never work with stale data again! Be a hero, and recommend this to all your Offline users: Schedule the synching using Microsoft Windows Scheduler. For example, schedule offline to popup every day at 3pm, to remind you to click the synch button.

Continue reading »