Blackberry Classic - Manual (Page 13)

• Manage Views : Lets you manage custom views on your device. Custom views give you the ability to quickly filter and sort the
Salesforce data on your device.
• Place a Call : Dials the phone number associated with the selected record.
• Send Email : Lets you send a message to the email address associated with the selected record.
• Log a Call : Displays the Log a Call page, which lets you create a completed task or event associated with the selected record.
• Open Activities : Displays the Open Activities related list for the selected record.
• Activity History : Opens the Activity History related list for the selected record.
• Messages : Opens the email application on your BlackBerry smartphone.
• Preferences : Opens the Preferences page so you can adjust the settings for each object.
• System Info : Opens the System Information page, where you can see view information about Salesforce Classic and perform
maintenance tasks.
• Log Out: Logs you out of the mobile application.
• Support: Lists the contact information for your Salesforce administrator, if available.
• About: Displays the About Salesforce Classic page, where you can find the version number and build number of the client application
installed on the device.
Your Mobile Data
Running Salesforce on a BlackBerry smartphone is much different than using the application on your computer. Wireless devices have
a minimal amount of memory, a small screen, and do not maintain a constant network connection. To work with these limitations, a
subset of your Salesforce data is stored in a local database on your phone. This ensures you have access to your most important records
and lets you work offline when no network connection is available. Your Salesforce administrator defines which
tabs , objects , and records
are available to you in Salesforce Classic.
Note: With Mobile Lite, your data set is not defined by your administrator. Instead, you have access to a few standard objects,
and the only records that automatically synchronize to your device are ones that you have recently accessed in Salesforce.
IN THIS SECTION:
Mobile Tabs
Mobile Objects
Mobile Records
Mobile Tabs
The following types of tabs are available in the mobile application:
• Standard and custom object tabs
• Dashboard tab
• Reports tab
• Web and Visualforce tabs
By default, object tabs in the mobile application reflect Salesforce—if an object's tab is hidden in Salesforce, it is hidden in Salesforce
Classic as well.
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Your Mobile Data Getting Started