Blackberry Classic - Manual (Page 45)

Lead Preferences
The lead options let you change the order of the records in your leads list, change the format of your leads’ names in the list view, control
how you are prompted to log information to Salesforce after making a call or sending an email from a lead record, and enable alerts on
your device so that you are reminded about new leads.
• Sort Order : Select Ascending to display your leads in alphabetical order, from A to Z. Select Descending to display your
leads in reverse alphabetical order, from Z to A.
• Display As : Select the format for lead names in list view. You can choose between Firstname Lastname and Lastname,
Firstname .
• Log After Email : Select Yes if you want Salesforce Classic to automatically create a new task or event after sending an email
from a lead record. Select Ask Me if the application should display a popup window so you can specify whether you want to log
the email. Select No if you never want to be prompted to log email for leads.
• Log After Call : Select Yes if you want Salesforce Classic to automatically create a new task or event after placing a call from
a lead record. Select Ask Me if the application should display a popup window so you can specify whether you want to log the
call. Select No if you never want to be prompted to log calls for leads.
• Notify on New Leads : Select Yes if you want Salesforce Classic to notify you when a new lead record has been sent to
your device. Select No if you do not want to be alerted about new leads.
• Display Pop-Ups for Alerts : If you enabled alerts, set to Yes to display an alert notification for your new leads. Set to
No if you prefer to be alerted without a popup window. You can change the reminder method.
• Alert Type : If you enabled lead notifications, you can change the way the BlackBerry alerts you about new leads. The alert
options are Silent , Vibrate , Tune , and Vibrate and Tune .
• Assign with Active Assignment Rule : Select Yes to configure Salesforce Classic to automatically assign new leads
based on the assignment rules set up in Salesforce. Select Ask Me to force the application to prompt you about using the active
assignment rule for a new lead. Select No if you do not want to use assignment rules.
Opportunity, Price Book, Product, Solution, and Custom Object Preferences
The sort option on the Options page lets you change the order of the records in your list view.
• Sort Order : Select Ascending to display your records in ascending order. Select Descending to display your records in
descending order.
Case Preferences
Case preferences let you change the sort order and the set assignment rule.
• Sort Order : Select Ascending to display your cases in ascending order. Select Descending to display your cases in
descending order.
• Assign with Active Assignment Rule : Select Yes to configure Salesforce Classic to automatically assign new cases
based on the assignment rules set up in Salesforce. Select Ask Me to force the application to prompt you about using the active
assignment rule for a new case. Select No if you don’t want to use assignment rules.
Call and Email Preferences
The call and email options let you decide how you want to log completed activities.
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Lead Preferences Customizing Salesforce Classic