beautypg.com

Working with records, Managing records, Viewing records – Blackberry Classic User Manual

Page 17: Chapter 3: working with records, Open, Opens the selected record, Chapter 3 working with records

background image

CHAPTER 3 Working with Records

Important:

As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue to use the app,

but Salesforce no longer provides support in the form of bug fixes or enhancements for any issues you may encounter. Talk to
your Salesforce administrator about migrating to the Salesforce1 app, the new Salesforce mobile experience.

Salesforce Classic lets you work with the Salesforce data on your BlackBerry smartphone. You can view, edit, create, and delete records.
You can also search Salesforce for specific records and add them to your device. Because Salesforce Classic is integrated with the BlackBerry
smartphone, you can even export Salesforce records to BlackBerry applications, or import BlackBerry items to Salesforce.

Managing Records

Searching for Records

Using BlackBerry Features with Salesforce Classic

IN THIS SECTION:

1.

Managing Records

2.

Searching for Records

3.

Using BlackBerry Features with Salesforce Classic

Managing Records

Selecting an object's tab displays a list of all mobilized records for the object. With the required permissions, you can perform many
different actions on records in the list view.

IN THIS SECTION:

Viewing Records

Opening Records from Email Messages

Viewing Related Lists

Editing Records

Creating Records

Deleting Records

Cloning Records

Changing the Record Owner

Using Notes

Viewing Records

To view a record:

1. Highlight a record in the list view.

11