Salesforce Mobile Blog
Salesforce Mobile Blog - June 2009
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Upgrade NOW to Salesforce Mobile for iPhone v4.0.2!
Jun 12, 2009What's new in iPhone v4.0.2?
Apple will release iPhone operating system v3.0 on June 17, 2009, and this new OS is radically different from the previous version (v2.x). Salesforce CRM Mobile users MUST UPGRADE to v4.0.2, in order to use the app with the new operating system. For the best user experience, upgrade Salesforce Mobile now.
This upgrade is recommended for all users. It works on all recent versions of the iPhone OS.
How do I install it on my iPhone or iPod touch?
The new client is now available on App Store. Tap the App Store icon on your iPhone and search for Salesforce Mobile.
Where do I go to learn more?
Read the Salesforce Mobile User Guide for iPhone for more information about how to use the client application on iPhone and iPod touch.
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June Salesforce Mobile Events
Jun 5, 2009Featured Webinar
Thursday June 25th - Saleforce Mobile Configuration Best Practices
We ran this session shortly after Dreamforce last year and it was quite popular, so we've decided to run it again this month.
We'll be running through the nuts and bolts of Salesforce Mobile configurations and showing you some tips and tricks for building effective mobile datasets.
In order to keep this under an hour, we'll need to jump right in so please check out either of the regularly scheduled Salesforce Mobile webinars in advance to get a handle on the basics- 11:00 AM Pacific / 2:00 PM Eastern
- REGISTER NOW & ADD TO YOUR CALENDAR: https://www1.gotomeeting.com/register/427968993
Regularly Scheduled Events
Introductory Overview Webinars
We'll cover all the basics of Salesforce Mobile including key customer examples and top field uses. See live device demos with your use case examples. Get the latest on supported devices and platforms and see what the Mobile Administration Console looks like. We'll also have an open forum for questions and answers regarding your Mobile objectives.
Occurs EVERY WEDNESDAY
- 11:00 AM Pacific / 2:00 PM Eastern - 1hr.
- Dial In: United Sates (866) 342-2541 International +1 (706) 643-5414
- Conference Code: 415-536-4564#
- Web Session: https://www1.gotomeeting.com/join/729118097
Mobile Administrator Training Webinars
This session is focused on how mobile administrators will actually configure, deploy & manage Salesforce Mobile.
We'll cover best practices, system architecture, device & network requirements, building mobile configurations (data set criteria, mobile views & mobile layouts) and deploying users.
This is a GREAT session for customers who would like to migrate from our legacy mobile console.
Occurs 1ST & 3RD THURSDAYS
- 11:00 AM Pacific / 2:00 PM Eastern - 1hr.
- Dial In: United Sates (866) 342-2541 International +1 (706) 643-5414
- Conference Code: 086-610-2274#
- Web Session: https://www.gotomeeting.com/join/354466548
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New and easier link to download the Salesforce CRM Mobile client!
Jun 4, 2009What is the new URL?
The URL to download the client is now shorter and easier to type! This is the new URL: http://mobile.salesforce.com
The clients that can be downloaded from here are:
- the BlackBerry client, and
- the Windows Mobile client.
The iPhone client can be downloaded from App Store.What is the old URL? Is it still active?
The old URL is http://mobile.salesforce.com/setup and it is still valid. Both the new and old one work.
Note: the link to Legacy Mobile Console is now: http://mobile.salesforce.com/axm/sso -
Salesforce Mobile for iPhone client v4.0.1 is available on App Store!
Jun 1, 2009What are the fixes in iPhone v4.0.1?
Upgrades - This release fixes a bug some users were experiencing after upgrading to v4.0. Installing v4.0.1 will require you to re-activate (re-enter your user name and password). Note: Any pending saves or edits in Salesforce Mobile that haven’t been synced will be lost. If you are not sure, you can start a sync by opening Salesforce Mobile and waiting a minute or two. The sync will happen automatically if you have a network connection.
How do I install it on my iPhone or iPod touch?
The new client is now available on App Store. Tap the App Store icon on your iPhone and search for Salesforce Mobile.
Where do I go to learn more?
Read the Salesforce Mobile User Guide for iPhone for more information about how to use the client application on iPhone and iPod touch.
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Salesforce CRM Mobile v4.0 for iPhone is now available for download!
Jun 1, 2009With Summer '09, the iPhone client iterates to v4.0 and provides a better user experience for finding events, viewing lists of records, accessing actions on detail pages. The v4.0 client is available now from the App Store on your iPhone or iPod touch.
What’s New in iPhone v4.0?
- List Views:
- Custom List Views: Custom filters created in the Mobile Admin Console are now available on the iPhone. Just tap on the list view name near the top of the list view, and select a different view.
- Event List Views: A date indexed view and a calendar-like interface allow you to quickly find the event of interest.
- Clone: Save your thumbs! With the new clone button you can quickly create identical records and save yourself a bunch of typing. Clone is available as a button at the top of most types of objects.
- Convert Lead: Accomplish more away from the office – convert a lead as soon as you hang up the phone. The iPhone now offers lead conversion on a single form, which you can access from a button on the lead record.
- More Objects: Contact Roles, Opportunity-Products, and Case-Solutions are now available. Add these objects to the dataset of your mobile configuration in the Mobile Admin Console.
- Log Out: If you are concerned about data security, you can now lock Salesforce Mobile before you walk into a customer meeting. Just go to the App Info tab and tap on the Log Out button.
- Tighter integration with Visualforce and Web tabs: Create custom mobile links on object: you can link from an Account to a Yahoo news site with the latest news about a company, or link to a custom Visualforce page to show all related contacts and their images.
How do I install it on my iPhone or iPod touch?
The new client is now available on App Store. Tap the App Store icon on your iPhone and search for Salesforce Mobile.
Where do I go to learn more?
Read the Salesforce Mobile User Guide for iPhone for more information about how to use the client application on iPhone and iPod touch.
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