Blackberry Classic Manuale Utente

Salesforce Classic User Guidefor BlackBerryVersion 33.0, Spring ’15 @salesforcedocsLast updated: March 27, 2015

CHAPTER 2 Getting StartedImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue to use the a

11. The first time you launch the Salesforce Classic app on your device, you must activate the app for your device by logging in anddownloading data.

Accessing the ApplicationThe icon for Salesforce Classic sits on the home page of your BlackBerry smartphone or inside your Applications folder.1. Hig

•Manage Views: Lets you manage custom views on your device. Custom views give you the ability to quickly filter and sort theSalesforce data on your de

Your administrator must enable reports, dashboards, Visualforce tabs, and web tabs for the mobile application. If you cannot access tabsin Salesforce

•Highlight the tab, and then press ENTER.•With a trackball device, highlight the tab, and then click the trackball.•With a trackwheel device, highligh

3. Select a view from the drop-down list. The following types of views are available:•Standard Views: The standard views are All Records and My Record

CHAPTER 3 Working with RecordsImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue to use

2. Open the record:•Press ENTER.•With a trackball device, click the trackball.•With a trackwheel device, click the trackwheel to open the menu, and th

Searching for Related ItemsYou can optionally perform a search for a record's related items. To retrieve the related records:1. Open a record, th

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Cloning RecordsThe Clone option quickly creates a new record with the same information as the existing record. To clone a record:1. Highlight the reco

Local Search:•Triggered from the Search box.•Searches all objects with tabs that have been mobilized and marked as searchable.•Searches name fields, e

Advanced SearchThe Advanced Search option in the main menu lets you search online for records and restrict your search based on data in a single field

Using BlackBerry Features with Salesforce ClassicSalesforce Classic integrates with several native BlackBerry applications, including email, phone, th

Sending EmailSalesforce Classic is integrated with the native BlackBerry email application, making it easy to send emails to your Salesforce contacts

Importing RecordsThe integration between Salesforce Classic and your BlackBerry smartphone makes it possible to import records from BlackBerryapplicat

Subject••Location•Duration•Start•All Day Event•Description•Private3. Enter additional information about the event, if necessary. For example, you can

Exporting Salesforce Accounts and Contacts to the BlackBerry Address BookSalesforce Classic can quickly export your Salesforce accounts and contacts t

3. Click OK to close the confirmation window.The event is available in the BlackBerry calendar.22Exporting RecordsWorking with Records

CHAPTER 4 Working with Standard ObjectsImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continu

CONTENTSChapter 1: What is Salesforce Classic? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1What is the free, restricted

Viewing EventsActivity AlertsOpen ActivitiesActivity HistoryViewing Tasks•To view your tasks:–With a trackball device, highlight the Tasks tab, and th

–The Monthly icon ( ) displays all of your calendar events for the month.–The Next icon ( ) jumps to the next day, week, or month, depending on the cu

IN THIS SECTION:Displaying Cases and SolutionsCase Assignment RulesSolving CasesCase Comments and HistoryDisplaying Cases and SolutionsThe related lis

3. Highlight one of the solutions in the list, and then click Select in the menu.4. Click Yes to confirm that you want to remove the solution from the

3. Click Yes in the confirmation window to acknowledge you want to delete existing products from the opportunity.4. Select the new price book to assoc

CHAPTER 5 Working with Dashboards and ReportsDashboards and reports are powerful tools in Salesforce that let you view snapshots of your data. Both fe

2. Wait a few minutes to give the mobile application time to receive the updated information from Salesforce. You can leave thedashboard and perform o

Any custom reports matching the search string are delivered to your device. Note that the Search Results view is not available onthe reports home page

•From a report, select Refresh Report from the menu. The device requests an update from the server, closes the report, and displaysthe reports home pa

CHAPTER 6 Using Salesforce CRM Content in SalesforceClassicImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer suppor

Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Sending Email . . . . . . .

3. Open the menu and click Close Browser when you're finished previewing the content, or click the Send button to deliver thecontent.Delivering C

CHAPTER 7 Customizing Salesforce ClassicImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can contin

In the Sort Field picklist, select the field by which you want to sort the view.••In the Order picklist, select Ascending or Descending.•Complete t

Editing Object PreferencesYou can change some of the properties for your objects in Salesforce Classic. You can configure the sorting options for all

Event PreferencesThe event options let you change the order of the events in the list view, enable alerts on your device so that you’re reminded about

Lead PreferencesThe 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,

•Log Call as: Select Task to configure Salesforce Classic to automatically log completed calls as tasks. Select Event toautomatically log complete

CHAPTER 8 Managing the ApplicationImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue to

The System Information MenuThe menu on the System Information page contains options that let you perform routine maintenance tasks and manage the appl

Note: If your device is running version 9.0 or earlier, you must first remove the old version of the client application beforecontinuing with the ins

Editing Object Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Task Preferences . . . . .

1. Navigate to the System Information page.2. Open the menu, and then select Deactivate User.3. Click Yes in the confirmation window.Your data is remo

CHAPTER 9 Frequently Asked QuestionsImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue t

•Connection: Mobile devices do not maintain a constant network connection. With a client application, you can work offlineand still have uninterrupted

I can’t install Salesforce Classic due to lack of space on my device. What can I do?If you do not have enough memory on your BlackBerry smartphone to

When you lock your BlackBerry smartphone, it begins encrypting data. The initial encryption may take quite some time. While theBlackBerry is encryptin

INDEXAAccountslogging calls 17mapping an address 18placing calls 17preferences 38sending email 18Activitiesalerts 25logging calls 17logging emails 18,

Editing (continued)price books for products 27records 13Emailimporting from BlackBerry to Salesforce 20logging 18opening records from 12preferences 39

Products (continued)changing price books 27preferences 39RRecent items 9Recordschanging ownership 14cloning 14converting leads 23creating 13data set 8

CHAPTER 1 What is Salesforce Classic?Important: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue

About This GuideImportant: As of Summer ’14, the Salesforce Classic for BlackBerry app is no longer supported. You can continue to use the app,but Sa

•BlackBerry 8800 Series•BlackBerry 8900 Series (Javelin)•BlackBerry 9000 Series (Bold)•BlackBerry 9300 Series (Curve 3G)•BlackBerry 9500 Series (Storm