What is salesforce classic, Chapter 1: what is salesforce classic, Chapter 1 what is salesforce classic – Blackberry Classic User Manual
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CHAPTER 1
What is Salesforce Classic?
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 gives you mobile access to your Salesforce data, tasks and calendar, and integrates the data with your email. With
Salesforce Classic installed on your BlackBerry
®
smartphone, you can stay connected to your data when you are not sitting at your desk
and even when your device is not connected to the wireless network.
Salesforce Classic downloads relevant data for standard Salesforce objects—such as accounts, contacts, opportunities, tasks, events, and
leads—and for custom objects. You can edit existing data records, create new ones, and delete records you no longer need. Additional
Salesforce Classic features let you search for specific Salesforce records and add them to your device, review activity history, and log
phone calls and emails directly to Salesforce. Any updates you make to data from your device will be transferred to Salesforce.
Your Salesforce Classic data is defined by a mobile configuration created by your administrator. He or she identifies which objects, records,
and specific fields are relevant to your daily work needs. This allows a subset of all your Salesforce data to be delivered to your device.
Remember, you can also search for and retrieve individual records that are not automatically downloaded to your device.
IN THIS SECTION:
1.
What is the free, restricted version of Salesforce Classic?
2.
3.
Salesforce Classic Requirements
4.
5.
What is the free, restricted version of Salesforce Classic?
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.
Any Salesforce user who doesn't have a mobile license can download a free, restricted version of Salesforce Classic, which they can use
to view, create, edit, and delete only accounts, assets, contacts, leads, opportunities, events, tasks, cases, and solutions. They can also
access their dashboards.
With the free version, you can view, create, edit, and delete only accounts, assets, contacts, leads, opportunities, events, tasks, cases, and
solutions. You can also access your dashboards.
In the free version of Salesforce Classic, only records you recently accessed in Salesforce automatically synchronize to your device.
However, you can search for and download records that are not automatically delivered to your device. Items you download from
Salesforce become a permanent part of your mobile data set. In addition to recently accessed records, the default configuration
synchronizes activities closed in the past five days and open activities due in the next 30 days.
Note:
Assets aren’t available as a tab in the Salesforce Classic app but display as a related list for accounts, cases, and contacts.
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