Sending email, Logging emails, Mapping an address – Blackberry Classic User Manual
Page 24: Send email
Sending Email
Salesforce Classic is integrated with the native BlackBerry email application, making it easy to send emails to your Salesforce contacts or
leads. You can optionally log the email immediately after you send it, which creates a new task or event. To send an email from a record:
1. Highlight a contact or lead record in the list view, or open the record.
2. Open the menu, and select Send Email.
If the Send Email option is not visible in the menu, it means that record in Salesforce Classic does not include an email address field.
Contact your administrator if you need the
field for that object added to your mobile configuration.
3. Compose your message.
4. Open the menu, and then select Send.
, which is an optional step. Click Yes to log the email; click No to skip the logging
process.
IN THIS SECTION:
Logging Emails
By default, Salesforce Classic prompts you to log an email after sending it. Logging emails in the application is an effective way to keep
track of your tasks while you are in the field.
•
After sending an email from Salesforce Classic, click Yes when the application prompts you to log the email. The
control whether or not you are prompted to log the email.
•
Logging an email launches a new task or event. The
Subject
field defaults to the subject line of your email, and the body of your
message is stored in the
Comments
field. The storage capacity for the text of logged emails is approximately 10,000 characters. If
the email is larger than that, you can cancel the import or truncate the message. If you truncate the message in Salesforce, the
original message in the BlackBerry email application is not affected.
•
When you are done entering details about the email, open the menu and select Save to log the completed activity to Salesforce.
You can see the activity by viewing the activity history associated with the record.
Mapping an Address
Salesforce Classic can help you find the location of a contact, account, or lead. To map an address:
1. Select a contact, lead, or account.
2. Make sure your phone is connected to the network, then open the menu and select Map. A popup displays when mapping an
account's address so you can select either Billing Address or Shipping Address.
The browser launches Google Maps and displays the address.
3. To close the browser and return to the mobile application, press Escape on the BlackBerry smartphone.
Note:
The Map option is not available if your administrator excluded the address fields from your mobile configuration.
18
Sending Email
Working with Records