Salesforce Mobile Blog
Salesforce Mobile Blog - Mobile Configuration
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Migrate from the Mobile Legacy Console to the New MAC now
May 20, 2009With the Summer ’09 release, we are continuing our innovation in the Mobile Admin Console (MAC) to bring mobile users enhanced features and performance. If you received an email alert from Salesforce.com informing you that users at your company are using the legacy Sendia console, you will need to migrate them to the MAC after the Summer ’09 release.
What is the change?
We will no longer support our customers on the legacy Sendia console after July 15th, 2009. A final reminder will be sent in July. After this date, the legacy console will be disabled.
What action should I take?
You should migrate all legacy console users to the new MAC to take advantage of the many benefits available on the new infrastructure. Benefits include improved support, enhanced options for data set management, improved features to deploy Visualforce applications, and better user and device management.
How do I successfully migrate my users?
1. Read the Legacy Console to MAC Migration Guide.
2. Attend a special webinar to walk through the steps necessary to successfully migrate your users:
Featured Webinar
Legacy Console Migration
Wed, May 27, 2009 11:00 AM - 12:00 PM PDT
Wed, Jun 10, 2009 9:00 AM - 10:00 AM PDT
What happens if I don’t migrate my users in time?
If you are unable to migrate your users by July 15th, 2009, Salesforce.com will automatically disable legacy console users and they will be prompted to re-activate their Salesforce mobile client. If these users have the ‘Mobile User’ option selected on their User record or the Org has Mobile Lite enabled, they will be automatically migrated to the new MAC. If they are not assigned to a Mobile Configuration, they will inherit the default Mobile Configuration which provides access to the standard salesforce.com objects and provides a limited set of data on the device.
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End of Life for Legacy Mobile Console
Oct 30, 2008With the release of Winter '09, we have delivered a very significant upgrade to Salesforce Mobile. At the core of this release is the latest version of the Mobile Administration Console (MAC) which now offers significant ease of use and functional improvements over the orginal Sendia Console and significant infrastructure upgrades that set up the next wave of innovation - the ability to deploy Web and Visualforce tabs to the mobile device. Please review the full list of exciting features in Winter '09.
A very important part of the new Salesforce Mobile release is the upgraded security infrastructure that provides the foundation for Mobile Web Tabs and allows Salesforce Mobile to interoperate with advanced security schemes which customers are adopting. This new security infrastructure will be part of the recently released BlackBerry client version 11. As a consequence, Mobile Clients version 11 and later will not work with the old legacy console and will require customers to be deployed on the MAC.
End of Life
Future Mobile Client releases, from version 11 onwards will expect the new security infrastructure only available to customers who are deployed on the Mobile Admin Console. This new security infrastructure is invisible to customers and requires no action on your part, the Winter '09 Server and Mobile Client Version 11 onwards will automatically negotiate the security protocols.
We are therefore announcing End-of-Life for the legacy console. We will continue to support our customers on the legacy console through Summer '09 (Middle of 2009). After the release of Summer '09, the legacy console will be disabled.
What does this mean to me?
If you have users on the legacy console we have sent you an email alerting you to this fact. We want you to successfully migrate to the new MAC so that you can take advantage of the many benefits available on the new infrastructure, better support, enhanced options for data set management, enhanced features to deploy Visualforce applications, better user and device management and adoption management.
How many customers are affected?
With each new release of the MAC over the past 2 years, more and more customers have already chosen to migrate to the new functionality and take advantage of the easier, integrated administration for Salesforce Mobile. In fact over 90% of our Salesforce Mobile customers have already migrated to the new MAC.
Do I have to migrate to the new MAC right now?
No, you don't. But you do need to make sure your users do not upgrade to Version 11 of the Salesforce Mobile client, since this client requires the new security infrastructure that is only supported on the new MAC. Users on the legacy console who upgrade to Version 11 of the Salesforce Mobile Client will receive an error when they try to activate and be presented with a link to re-install the Version 10 release.
We will continue to support Salesforce Mobile version 10 and the Legacy Console through the Summer '09 release in the middle of 2009.
Ok, I am convinced its time to move to the new MAC, how do I do it?
You may begin to migrate your users at any time and you may do so gradually, one team at a time or all at once. There are a few easy steps to migrate a user from the legacy console to the MAC.
1. Enable the user for Mobile by checking the 'Mobile User' checkbox on the user record.
2. Create a Mobile Configuration to define the data set and mobile properties for a group of users.
3. Assign the users to Mobile Configurations.
4. Issue a 'Delete Device' and then 'Delete User' from the legacy console have the user re-activate their Mobile Client. When they do so, they will automatically be activated on the MAC.
Yes, its that easy. You can migrate one or many users in this way.A migration guide is now available online!
How can I get help?
Please review the Salesforce Mobile Blog for best practices and the latest Salesforce Mobile information.
Please review the getting started information and demos online.
Please file a case with our support organization, we have fully briefed our internal customer support and Customer Success organizations to help advise you on how to make a smooth and easy transition to the enhanced MAC. -
Its just that easy
Feb 20, 2008'Salesforce.com has made giant strides in making it easy to rollout a Mobile solution to your users... and you may think we are sitting back enjoying our success. Nothing could be further from the truth. For all our overworked Salesforce Administrators who are too busy to add one more project to their long list, Salesforce Mobile recently introduced the 'Zero Administrator option'.
Just go ahead and enable mobile for the user on their user record...
And thrust a BlackBerry or Windows Mobile device into the users hand and have them go to Mobile.salesforce.com/setup from their mobile browser. This URL will download the Salesforce Mobile Client, prompt them to login and they are up and running in minutes.
But, but, but... what about mobile data sets, what about mobile configurations... well we have created a special configuration to help get your users started. This configuration provides access to the following objects:
- Account
- Contact
- Task
- Event
- Opportunity
- Case (BlackBerry)
- Solution (BlackBerry)
- Lead
The default mobile configuration also downloads some data (but not too much), all tasks due in the next 7 days and all events due in the next 7 days, and of course any related Contacts, Accounts, Opportunities, Cases and Leads.
Since it is now easier than ever to search Salesforce.com from Salesforce Mobile, users can just search and open records to gradually populate their mobile device with the data they need most.
Remember, if you are an Unlimited Edition customer, you already have Salesforce Mobile licenses and for Professional or Enterprise Edition customers, its easy to add Salesforce Mobile licenses to your existing Salesforce Org.
The fun doesn't stop there. In the Summer '08 release, we will automatically mobilize the users recent items list right from Salesforce.com, so that their device has the very data that they most recently accessed online. See 'Mobilize Recent Items'.
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Salesforce Mobile - the only on demand mobile platform
Feb 20, 2008It doesn't take much research into Mobile platforms to realize that Salesforce.com has built something quite unique. Many Mobile platforms require that specific client versions be created to support specific business processes. That is all very well, but Salesforce.com customers are very used to just adding a field here or creating a custom object there and continually improving their business process. This luxury is one of the key differentiators for Salesforce.com and a big reason customers choose to go with Salesforce.com for their CRM implementation.
Unfortunately, many Mobile platforms just can't deliver the same flexibility that customers have come to expect from their CRM platform. Yes, we have spoiled you, haven't we? The good news is that Salesforce Mobile is built to fit perfectly with the Salesforce.com platform in every way. This means that modifying your CRM business processes DOES NOT require you to build a new Mobile Client and deploy this new software to hundreds of users. Salesforce Mobile is capable of automatically recognizing when you add a new field, or custom object and can automatically deploy those changes to the Salesforce Mobile Client without any Client code changes. It's pretty amazing if you think about it.
Our last two releases of Salesforce Mobile has fully integrated the Mobile Administration Console directly into your Salesforce Setup, so you can point-and-click your way to mobilizing new objects, new fields and new business processes without writing any code at all.
Did you know that all Unlimited Edition licenses include Salesforce Mobile Licenses for all users? And, customers on Enterprise Edition or Professional Edition can easily add this capability for some or all of their users.
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