Blackberry Classic - Manual (Page 19)

Searching for Related Items
You can optionally perform a search for a record's related items. To retrieve the related records:
1. Open a record, then open the menu and select a related list.
2. Click Search server for more.
The mobile application retrieves any related records from Salesforce and displays the search results.
3. To download a related item to your device, simply open the item. From the Search Results view, highlight the item and press ENTER
or select Open from menu.
4. Press Escape to return to the search results and download additional related items.
The mobile application can't automatically download all the related items because a large amount of records could force the device
to exceed the total data limit set by your Salesforce administrator.
Editing Records
To edit an existing record:
1. Highlight the record in the list view that you want to change. You can also open the detail page.
2. Open the menu and select Edit.
3. Make your changes to the record.
4. Select Save from the menu. If you want to cancel your changes without saving, select Cancel instead of Save.
Creating Records
To add a new record:
1. Open the list view for an object or highlight the tab.
2. Open the menu and select New.
3. Enter details in the empty fields making sure to enter information in the required fields.
4. Select Save from the menu.
When you create a new record in Salesforce Classic, it is saved on the device, marked as a temporary record, and sent to the server.
The icon of the temporary record will appear slightly transparent, and the record cannot be edited or used in reference fields until
it has been added to the Salesforce database. After your device receives notification that the record was accepted by Salesforce, it
is usable like other records.
Deleting Records
To delete a record:
1. Open the record or highlight the record in the list view.
2. Open the menu and select Delete.
3. Click Yes in the confirmation window.
Warning: Deleting a record in Salesforce Classic also deletes the record from Salesforce.
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Editing Records Working with Records