Editing object preferences, Task preferences, Preferences – Blackberry Classic User Manual
Page 43: Edit the object preferences, You can enable activity alerts by, Editing the object preferences
Editing Object Preferences
You can change some of the properties for your objects in Salesforce Classic. You can configure the sorting options for all objects, while
some objects also offer additional settings such as display options, alert notifications, and logging options.
To change the configuration for an object:
1. Highlight any tab, open the menu, and select Preferences.
2. Highlight the
Select
drop-down list and choose Change Option from the menu to choose the object whose preferences you
want to change.
3. Edit the settings on the Options page.
4. Open the menu and select Save.
IN THIS SECTION:
Opportunity, Price Book, Product, Solution, and Custom Object Preferences
Task Preferences
The task options let you change the order of tasks in the list view, enable alerts on your device so you are reminded about upcoming
tasks, and determine which application’s tasks are available from the tasks page in Salesforce Classic.
•
Sort Order
: Select
Ascending
to display your tasks in ascending order, starting with the most recent. Select
Descending
to display your tasks in descending order, ending with the most recent. Note that your administrator probably did not mobilize all
of your Salesforce tasks. You might only see tasks for the next two weeks, for example.
•
Enable Alerts
: Select
Yes
to enable reminders for upcoming tasks. Select
No
to disable task alerts.
•
Display Pop-Ups for Alerts
: If you enabled alerts, select
Yes
to display an alert notification for your daily tasks. Select
No
if you prefer to be alerted without a popup window. You can change the reminder method using the
Alert Type
field.
•
Alert Type
: If you enabled task reminders, you can change the way the BlackBerry alerts you about your daily tasks. The alert
options are
Silent
,
Vibrate
,
Tune
, and
Vibrate and Tune
.
•
Alert Time
: Set the time you want to be alerted about your daily tasks. All task reminders for the day display at once. Select any
hour between 6:00 A.M. and 10:00 P.M.
•
Task App Selection
: Select
Salesforce Classic Tasks
to access your Salesforce tasks from the Tasks tab. Select
RIM Tasks
if you want the Tasks tab in Salesforce Classic to launch the BlackBerry Tasks application. You can no longer view your
Salesforce task records from the Tasks tab if you change the option to
RIM Tasks
.
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Editing Object Preferences
Customizing Salesforce Classic