Salesforce Features
Mobile
Custom Mobile List Views
Faster Access to Data on the Go
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Provide data more quickly and easily to mobile users
- Customize views for the unique data sets your users access most frequently
Different mobile device users have different data needs: Some may want easy access to case updates, while others may want quick access to their top opportunities or daily tasks. With custom mobile list views, Spring ’08 enables administrators to deliver the flexibility and search speeds that their mobile users want. Users will gain productivity on the road by getting easy access to their most valued information quickly and efficiently.
Mobile for Person Accounts
Mobile Access to Individual “Person” Accounts
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Create, access, and modify person accounts on your mobile device
- Provide better business-to-individual service while on the road
Road warriors live by their mobile devices. With Spring ’08, Salesforce Mobile supports “person” accounts for better service for your individual clients not affiliated with an account in Salesforce. Users can look up, modify, and create new person accounts and related data right from their mobile devices.
Advanced Fetching
Mobile Search Made Simple
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Get to the information you need on the road more quickly
- Deliver a fast and easy Salesforce search for your mobile users
Performing related list searches via mobile devices is much easier with Winter ’08. After looking up one record, users can easily and quickly search for records relating to their initial search results. The new advanced fetching feature in Winter ’08 caches previous results to make searching for new information faster than ever.
Unified Mobile Console
A Fully Integrated Admin Console for Simple and Easy Mobile Management
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Set up users and devices more quickly
- Simplify layouts for intuitive access to the right data
- Deliver the best mobile experience for every user group
Winter ’08 introduces an integrated mobile administrative console. With the console and many new administrative features, you can create mobile configurations, estimate data, and manage mobile devices all from within Salesforce.
New Salesforce Mobile User Interface
Faster Access to Your Salesforce Data
Unlimited Edition; Available in Professional and Enterprise Editions for an Additional Fee
• Get to the information you need more quickly
• Take your Salesforce reports to go
• Enjoy improved performance and usability for several clients
Getting information on the go is easier than ever before with Summer ’07. The latest enhancements to Salesforce Mobile—including user interface improvements—make you more productive on the road. With access to reports and enhanced search capabilities, Salesforce Mobile users have more ways than ever to gain customer insight quickly.
Mobile Enhancements
The Power of On-Demand, Anywhere
- Access Salesforce from popular new mobile devices
- Enjoy improved performance and usability for several clients
- Streamline mobile deployments with packaged sample profiles
Spring ’07 brings a wealth of enhancements to the Apex Mobile service. New devices have been tested and certified as “Apex Mobile ready.” The mobile administration console and RIM BlackBerry clients have been improved to deliver greater reliability and performance. The Palm Treo and Windows Mobile clients have been enhanced to provide a better user experience; and the deployment process has been simplified with the packaging of sample profiles.
This feature is
available in Professional, Enterprise and Unlimited Editions.
These enhancements are enabled by default for Apex Mobile customers.
Note: A free, 30-day trial of Apex Mobile is available in the AppExchange.
Apex Mobile
The Power of On-Demand, Anywhere
- Access Salesforce via Windows Mobile 5.0 devices
- Experience a user interface that’s optimized for mobile use
- Easily deploy and administer new mobile users and devices
Winter ’07 introduces support for Windows Mobile 5.0, in addition to BlackBerry and Palm operating systems. Users with Windows Mobile devices can now enjoy full access to Salesforce, including live data access, search and email, and phone integration. For BlackBerry and Treo devices, the calendar interface is more user-friendly, and users have the ability to reassign their leads and other data to colleagues. Other significant enhancements make deployment and administration of your mobile rollout much easier.
This feature is available in Professional, Enterprise, and Unlimited Editions.
Desktop Solution Administration
Take Control of the On-Demand Desktop
- Streamline the rollout of Salesforce desktop applications
- Exercise granular control over access and usage
- Ease the administrative workload by avoiding multiple versions
The administration of Salesforce desktop solutions—such as Microsoft Outlook Edition, Microsoft Office Edition, and Offline Edition—takes a significant leap forward with Winter ’07. New desktop solution administration tools allow you to take control of how desktop solutions are deployed to end users and to set and enforce proactive upgrade policies.
This feature is available in Enterprise and Unlimited Editions.
With Apex Mobile customers can keep their workforce connected and current, whether those
workers are on the road, in the office, or at a prospect or customer
site.