Salesforce Mobile Blog - iPhone

• Salesforce CRM Mobile v4.1 for iPhone is now available on AppStore!

  Jason McDowall Oct 7, 2009

       
  
  

  What’s New in iPhone v4.1?

  This version (v4.1) improves the general performance of the application and adds two important features: support for Content and greater data transport security.  This update requires OS version 3.0 or higher.
  
  

  • Content: take your documents on the go! If you are using Content in Salesforce, you can preview presentations, sales literature and other documents, open them up, and send them to prospects from your iPhone.
  • Data security: data transfers have always been secured by AES 256 bit encryption.  And now the data transfers also use SSL, the industry standard protocol to initiate a secure connection.

  
  When is it available?
  Now!
  
  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 Mobile for iPhone v4.0.3 is now available on App Store!

  Pierpaolo Bergamo Sep 4, 2009

  What's new in iPhone v4.0.3?

  • Performance improvement: the general performance of the application has been improved through a number of bug fixes.
    
  • New application icon: the new application icon features the company logo with a cloud image to reflect the company's leadership position in cloud computing. This is the new icon:
    

  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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• Upgrade NOW to Salesforce Mobile for iPhone v4.0.2!

  Pierpaolo Bergamo Jun 12, 2009

  What'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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• Salesforce Mobile for iPhone client v4.0.1 is available on App Store!

  Pierpaolo Bergamo Jun 1, 2009

  What 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!

  Pierpaolo Bergamo Jun 1, 2009

  With 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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• Upcoming Release Alert: iPhone client v4.0 will be released soon!

  Pierpaolo Bergamo May 19, 2009

  Upcoming Release for iPhone

  As part of the Salesforce Summer '09 release, the iPhone v4.0 client will be available soon in the App Store. Here are a few highlights:

  • Custom List Views
  • Full Support for Case/Solution and Product/Price Book
  • Clone Records
    

  Stay tuned for the full list of features in v4.0!

  When will the client be available in the App Store?
  

  The client will be released in a few weeks. As soon as the client is available, there will be an announcement on this blog. You will also see a notification on your device about the new version on the Updates screen in the App Store.
  

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• Salesforce Mobile for iPhone client v3.0.2 is available on App Store!

  Pierpaolo Bergamo Apr 20, 2009

  What are the fixes in iPhone v3.0.2?

  • New Multiday Event - When creating a new multi-day event in prior versions of the application, the record created on the server had a different date than the one the user entered in the mobile client. This is fixed in v3.0.2.
  • Dates Prior to 12/13/1932 - When records were created or edited, all date fields containing a date prior to 12/13/1932 were submitted to the server as 12/13/1932. The latest version works as expected. 

  
  

  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 CRM Mobile User Guide for iPhone for more information about how to use the client application on iPhone and iPod touch.
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• Mobile Lite: Use Mobile for free!

  Pierpaolo Bergamo Apr 7, 2009

  What is Mobile Lite?

  • Mobile Lite is a scaled-down version of Mobile now included with every Enterprise and Professional Edition subscription!
  • Enjoy instant, anywhere access to your Salesforce customer data on your favorite mobile device! Mobile Lite gives you read-only access to the most important objects, the ability to edit, create, and delete activities, and access to your dashboards.
  • Works on the iPhone, BlackBerry® and Windows Mobile® devices.

  
  

  

  Mobile Lite offers:

  • Access to dashboards, accounts, contacts, opportunities, leads, cases, solutions, and assets
  • Activity management (tasks and events) so you can log calls and emails on the go

  Note: Not all the features are available on all the platforms

  
  

  How do I get started?

  It's easy! Follow these steps:

  • Ask your Salesforce administrator to enable Mobile Lite for your organization. It might already be enabled!
  • Download the Salesforce Mobile client to your smartphone, open the application, and enter your Salesforce username and password!

  
  You might receive the following message while activating:

  • "Your Salesforce user license is not set up for Mobile or Mobile Lite is not enabled. Please contact your Salesforce administrator"

  If you see the message, ask your Salesforce administrator to enable Mobile Lite.

  
  

  I am a user. How do I download the Salesforce Mobile client?

  • iPhone/iPod touch: Tap the App Store icon on your home screen and search for Salesforce Mobile. Install the app, open it, and enter your Salesforce username and password!
  • BlackBerry:
    
    • Visit the following URL from your smartphone: http://mobile.salesforce.com/setup. Click Yes when prompted to allow the connection to Salesforce Mobile. Open the app and enter your Salesforce username and password.
              OR
    
    • If you have BlackBerry App World on your smartphone, open it and search for Salesforce Mobile. Install the app. Click Yes when prompted to allow the connection to the Salesforce Mobile. Open the app and enter your Salesforce username and password.
  • Windows Mobile: Visit the following URL from your smartphone: http://mobile.salesforce.com/setup. Install the app, open it, then type your Salesforce username and password.

  
  
  

  I am a Salesforce Administrator. How do I enable Mobile Lite for the users in my organization?

  1. Click Setup | Mobile Administration | Mobile Settings
  2. Click Edit.
  3. Select the Enable Mobile Lite option.
  4. Click Save.

  
  

  
  

  
  

  Where do I find more information?

  • For a demo and more information, please visit: http://www.salesforce.com/mobile/lite.
  • Register for a free Mobile Lite webinar:

  April 14th 8:00 AM PST - https://www1.gotomeeting.com/register/254826120
  April 28th 11:00 AM PST - https://www1.gotomeeting.com/register/783523312

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• Salesforce Mobile for iPhone client v3.0.1 is available on App Store!

  Pierpaolo Bergamo Mar 15, 2009

  What are the fixes in iPhone v3.0.1?

  • Offline Creation of Records and Related Records - In prior versions of the application, the synchronization process may not have worked properly when users created child records of a temporary record while offline. The latest version of the client does not allow users to create child records of a temporary record. Users must wait until the device synchronizes with Salesforce and the record is saved.
  • Search Results and Logging a Call - When logging a call from a record in the Search Results page, the client did not populate the fields automatically. The latest version works as expected. 

  
  

  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 CRM Mobile User Guide for iPhone for more information about how to use the client application on iPhone and iPod touch.
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• Dashboards and Visualforce Mobile on iPhone v3!

  Pierpaolo Bergamo Jan 26, 2009

  
  

  What's new in Salesforce CRM Mobile v3 for iPhone?

  

   

  The Spring '09 release brings also the third major release in 6 months for the iPhone client! In v2 we brought you edit. Now we bring Dashboards to your iPhone!

   

   

   

   

  Let's review the top features released with v3:
  

  • Dashboards - Get instant access to the real-time graphs and charts you need to run your business.  Talk to your Salesforce admin about adding this tab to your mobile configuration!
  • All & My Record Views - To help sort through long lists of records, you can now select between two standard list views: All Records and My Records. This is the first step in bringing custom list views to the iPhone.
  • Change Record Owner and Log Calls - You can now Change the Owner of records and create Call Logs with the tap of a button.  Call Logs can be saved as Tasks or Events.
  • Visualforce Mobile and Web Tabs on your iPhone - Enable custom pages, forms, and functionality – including GPS - within Salesforce Mobile. Talk to your Salesforce admin about adding these tabs.

  
  

  How do I install it?

  • The new client v3.0.0 is now available on App Store. Tap on the App Store icon on your iPhone and search for 'Salesforce Mobile'

  
  

  Does it work on my iPod touch?

  • Yes! iPod touch has been supported since the first release of the client.

  
  

  Where do I go to learn more?

  • To learn how to set up and use the new features, see the "Mobile Enhancements" chapter of the Spring '09 Release Notes.
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