Nefos Mobile User Manual and Configuration Guide
Contents
1. 4 September 2013 gt DNS Daily NeMo Scrum Mo Di Mi Do Fr Sa So ZRH White Room 26 27 28 29 30 31 1 Dienstag 17 Sep 2013 e gt s from 10 00 to 10 15 2 3 4 5 6 7 8 repeats weekdays S ES Calendar petya dimitrova nef 13 14 15 Invitation from Danat Pomeran gt 21 22 Accepted Edgar Ebel No Reply 30 2 3 S Petya Dimitrova tomasz maciejk DNS Daily NeMo Scrum 17 09 2013 10 00 10 15 Alert 10 minutes before gt 10 minutes before Maybe Decline Accept You can reject or accept the event invitation from this page You can also tap on the menu button on A gt the top right corner EN and view the information available in Salesforce for the attendees of this 245 NE OS The Cloud Consulting Company event or create an new Salesforce event from this event in the iOS calendar e g for capturi report mi Sunrise 3G Cancel Subject DNS Daily Ne D Assigned To Petya Dimitrova gt Cancel Start Date Time 11 10 2013 10 00 End Date Time 11 10 2013 10 15 You can define an Event by taping on Create Event After choosing an event attendee the following window CPPortuny Aecount 4 opens dh Contact Lead Ebel Edgar gt The information in the new window is copied from the mE Type None iOS Device Calendar entry d Show Time As None gt 9 Location ZRH White Room2. Enter PIN view disappears On any other launch the App will ask you to provide the once defined PIN code In case of 5 wrong retries all offline data will be deleted and the App will be reset Tooltips When you login to Nefos Mobile you will see Help Tooltips with hints or explanation for your next steps by working with Nefos Mobile You can hide the Tooltips by clicking on them If you have hidden the tooltips and you wish to see them again go to Settings Tooltips and turn on Show help tooltips again see section 2 NE OS The Cloud Consulting Company Aly aa 1 2 Starting Salesforce sync If you are launching the App for the first time or you are not logged in into your Salesforce environment yet the App will ask you to login to Salesforce After the login the initial synchronization with Salesforce will be performed and your data will be stored offline in the Nefos Mobile App Select your Salesforce Login Host Production or Sandbox C Login Production Login Host Login Host Production User Name Password Log in to Salesforce Remember User Name Forgot your password Copyright 2000 2013 salesforce com inc All rights reserved Provide your user name and password Login Production Login Host salesforce User Name Password Log in to Salesforce Remember User Name Forgot your password Copyright 2000 2013 salesforce com inc All rights reserved NE OS
3. The Cloud Consulting Company The Nefos Mobile for Salesforce is requesting permission to page appears Please tap th button The Salesforce page disappears and the app starts the sync with Salesforce C Login Production Login Host SdlCS OICC petya dimitrova nemouat com Not you Nefos Mobile for Salesforce is requesting permission to Access your basic information Access and manage your data Provide access to your data via the Web Access and manage your Chatter feed Provide access to custom applications Perform requests on your behalf at any time Only click Allow for applications you trust You may revoke access at any time by visiting your Settings page EE EZB Note You have already granted access to this application 5 times which is the limit Approving this request will automatically revoke your oldest approval You may prevent this by denying this request or by manually revoking an approval on your Settings page As soon as the sync is finished the objects configured in the Salesforce environment will be displayed in the Main Menu on the left In order to trigger sync again upload your local modifications to Salesforce and download latest data from Salesforce at some later point of time please pull down the menu on the left side of the App Nefos Mobile Nefos Mobile Syncing Settings Last Updated 11 Oktober 2013 09 58 Release
4. 1 8 Link to standard Salesforce Apps Both the Dashboard and Chatter buttons open the corresponding standard Salesforce apps if they are installed on the device If they are not installed both buttons will open the corresponding online web page of your Salesforce environment 1 8 1 Dashboard When you go to the Dashboard App you can sync the app with Salesforce to get the latest versions of the dashboards in your organization that you viewed recently and those you are following To do this go to the home view and tap Additionally you can see when you last refreshed by tapping EJ Here you can go also to Help and you can read more detailed information about how to use the Dashboard app If you lose network access when signed in you still have offline access to some dashboards and reports you recently viewed on the device 1 8 2 Chatter With the Chatter App you can connect with co workers and share information from your iPad You can update your status post to Chatter feeds attach photos and Salesforce files mention people in post and comments and much more For detailed information about the Chatter App features go to the Chatter and tap EI go to Settings and choose Help 2362 NE OS The Cloud Consulting Company 2 Nefos Mobile Settings You can review your Nefos Mobile settings when you scroll down in the Main View Go to Settings to review or change them Settings Account pdd web de
5. Letters Daily Ll Other Bookmarks Mehmet Birgi v Setup Help amp Training Home Chatter Files Leads Accounts Contacts Opportunities Reports Dashboards Products Forecasts Expand All Collapse All Q Quick Find All Remote Sites Help for this Page Below is the list of Web addresses that your organization can invoke from salesforce com To add another Web address click New Remote Site Force com Home View All Remote Sites Create New View 3 Administer ACEC DEF GATIK KLIMINIOIP QRIITIUVIWX Y Z Ote FAN Manage Users New Remote Site gt Manage Apps Action Remote Site Name t Namespace Prefix Remote Site URt Active Created By Created Date Last Modified By Last Modified Date Company Profile Edit Del eu2 https eu2 salesforce com w Pomeranets Danat 25 04 2013 13 42 Birgi Mehmet 01 10 2013 11 24 3 Security Controls Sharing Settings Field Accessibility Password Policies Session Settings Network Access Login Access Policies Certificate and Key Management Single Sign On Settings Auth Providers Identity Provider View Setup Audit Trail ABC DEF GHIIJKULMNOPQORSTUVWX Y Z Other All lachments Settings Domain Management New gt Communication Templates K Translation Workbench gt Data Management gt Mobile Administration 21 NE OS The Cloud Consulting Company 4 Enter a name for the remote site and paste the URL you copied in step 2 to the field R te Site URL
6. Libraries Check the checkbox and sync Leads to download this library H X Library H Accounts L artn a fi 4 Contacts E E Select all Opportunities s Cases w Tasks Events To download only specific file from a Library folder in the Nefos Mobile app you need to tap on the library that contains the file check the checkbox in front of the document name and then synchronize with Salesforce once again by pulling down the menu on the left side 11 13 Not Charging mu No SIM Libraries Library T IMG 0065 S 06 09 2013 11 00 E 0 24 MB H Accounts PNG IMG 0065 BS Contacts A T 8 06 09 2013 11 11 R Select all E 0 24 MB 9 Opportunities PNG 5 Cases Select all w Tasks Events When the synchronization is finished you can open the file by taping on it Not Charging mm Libraries Library b d Leads IMG 0065 f 06 09 2013 11 00 IE Gi 0 24 MB H Accounts nod IMG 0065 da LLL Select all B 06 09 2013 11 11 4 eec a E 0 24 MB y Opportunities PNG SS Cases Select all w Tasks Events ei eee NE OS The Cloud Consulting Company 1 7 2 Accounts Nearby When you tap on Accounts Nearby in the main menu you can see all Accounts near you A window opens and displays all accounts around your position The Accounts can be marked with different colours dependent from their account type e g accounts with account type Partner are marked in purple acco
7. Tap here to Log out Logout Now See here the last sync date with c your organization Last sync date 11 10 2013 09 59 Nefos Mobile Edition Enterprise Edition Accounts Nearby Define and map the zoom 4 Search distance around me 14 0 km distance around you for the feature Account Nearby Map zoom distance 8 0 km Here you can set the search distance around the current position we search for Accounts with geolocation information You can also set the zoom distance around the current positi Nefos Mobile Features Turn the Switch to Off if you want to hide the Features Libraries Accounts Nearby or Device Calendar in the Nefos Mobile Main Menu Library Accounts Nearby Device Calendar Turn the switch to Off to hide the features in the menu Integrated A Turn the Switch to Off if you want to hide the Apps Dashboard x Dashboards or Chatter in the gan x Nefos Mobile Main Menu Turn the switch to Off to hide the Apps in the menu Tap here to show the help Tooltips tooltips again Bir kandhi tention eae st in touch Contact us for support Email us for support or feedback Nefos Mobile website Check your Nefos Mobile Version Check your Nefos Mobile Application ID Turn the Switch to Off if want to change from Full sync to Delta Sync Application information Version 2 3 166 Application ID XliszzWTOHZLpLp Total synced records 247 Always perform full sync OFF 17 NE US
8. NO 000004 NeMo Object Edit Save Save amp New Cancel Information Required Information Name lum jJ NeMo ObjectID NO 000004 Order 2 Owner _nefos Dev Show in menu 4 Sync Filter Synchronize 4 Editable v Icon company toit pdf Createable 4 Deletable 4 Save Save amp New Cancel Go to the Nefos Mobile Config app in Salesforce go to the tab Nefos Mobile Fields go to a Nefos Mobile Field click on Edit and enter an Icon B dy NE OS Ty The Cloud Consulting Company f 4 NeMo Field Edit Help for this Page NeMo Field Edit Save Save amp New Cancel Information Required Information NEMO Field ID NF 000144 Main field NEMO Object NO 000004 Show in list view e Name Website Editable 7 Filterable e web pdf Sortable Synchronize v Save Save amp New Cancel Screenshots of the available Nefos Mobile icons you can use are available at Appendix 1 4 8 Using the Bulk Configurator The Nefos Bulk Configurator allows you to create the initial configuration for the standard objects and fields and also custom objects and fields in your environment Click on the NeMo Bulk Configurator Tab to open the Bulk Configurator Page Developing Nefos Mobile Configuration latest version Developer Master v Setup Help Nefos Mobile Config Y Lo BREED aen Te NeMo Objects NeMo Fields eye Objects and Fields Standard Objects Standard Fields
9. T Hint The first sync will be a full sync so the App gets all the data configured for syncing After a full sync finished successfully the next sync will be a Delta Sync If you wish to always do a full sync you can turn on Always perform full sync see picture above If the configuration in Salesforce changes the next sync will be a full sync so the app gets the new configured data The Full Sync requires more time than the Delta Sync because the app syncs all the data with Salesforce The Delta Sync only syncs the new modified records from Salesforce and the offline modified and created data from the app to Salesforce You can reset the App in the iOS Settings App on your iPad or iPhone Go to your iPad or iPhone Settings No SIM 14 18 Not Charging mm Mittwoch a C E F v Messages Calendar Reminders Contacts Game Center P mi mmo u Lm Newsstand iTunes Settings Photo Booth FaceTime aw Safari Photos Music Navigate in the Main Menu to the Nefos Mobile App and turn the Reset App switch to ON The encrypted local data and the Nefos Mobile App pin code will reset on the next app launch 18 NE OS M The Cloud Consulting Company No SIM gt 14 22 Not Charging mm Settings Nefos Mobile o Messages Reset 6 FaceTime Reset App ore Maps um Application Information e pan Version 2 1 158 le iTunes amp App Stores d Music Videos y Photos amp Cam
10. any fields to be displayed in the List View and you have selected only a Main Field you can see only the Main Field in the List View in the Nefos Mobile app see picture above If you have selected in your configuration a Main Field and an additional field you will see the following In Salesforce In Nefos Mobile NeMo Field Edit Save Save amp New Cancel Information NEMO Field ID NF 000050 Main field NEMO Object NO 000000 gt Name Status ditabe 7 Order 7 Filterable v Icon status pdf Sortable Section 0 Synchronize If you configured a field as not editable you will see the field greyed out in the Nefos Mobile app In Salesforce In Nefos Mobile Cancel Edit Ana Smith Save NeMo Field Edit Save Save amp New Cancel Last Narn Smith Information Fret Name dens NEMO Field ID NF 000211 Main field da TR Vice President NEMO Object NO 000000 Show in list view we IER a 77 eem raseh Tenaga icon Sortable phone pdf J Ema info amp salestorce com i Contacted gt Section 0 Synchronize R NE OS The Cloud Consulting Company If you configured a field as filterable you will be able to select it as a filter in the Nefos Mobile app We currently support picklist and lookup fields as filter fields In Salesforce In Nefos Mobile NeMo Field Edit Save Save amp New Cancel Information NEMO Field ID NF 000050 Main field NEMO Object NO 000000 Show in list view Cancel Change Filter Name Stat
11. new Nefos Mobile Object page Enter the required information Name Section and Order The new fields are grouped by their section number in the detail view of an object With the Order number the fields are ordered within the same section NeMo Field Edit Help for this Page New NeMo Field NeMo Field Edit Save Save amp New Cancel Information Required Information NEMO Object rm Qu Main field Name Show in list view Order Editable Icon Filterable Section Sortable Synchronize v Save Save amp New Cancel On the field edit page you can also configure which field we use as the Main field in the List view and which fields to display bellow the main field in the list view You can only have one main field in the 23945 NE OS The Cloud Consulting Company fr T List View If you choose more than one field we display the first field ordered by Section a rder see the section 4 4 In Salesforce In Nefos Mobile NeMo Field Edit Save Save amp New Cancel Information NEMO Field ID NF 000088 NEMO Object NO 000000 Show in list view H Name Name Editable 4 Order 0 Filterable Icon star pdf Sortable 4 Section 0 Synchronize In addition to the Main field you can display up to 3 fields in the list view If you choose more fields the Nefos Mobile app will display only the first three fields ordered by their Section and Order see the section 4 4 If you didn t select
12. on the Sort button in order to sort the list view by the corresponding field You can sort by any field that is configured as sortable in the Nefos Mobile configuration in Salesforce and is shown in the list view fr T If you sort by a field of type date e g Opportunity Close Date you will see a column on the right of NE OS The Cloud Consulting Company the List View please see the picture below with the red square displaying the year and month If you tap on one entry in this column the list will scroll to that year and month If you want to see the total number of records in your list you need to tap the Symbol visible at the bottom of the column on the right y Opportunities 2011 04 n Closed Won H Accounts S 2011 04 01 E 2011 06 4 Contacts Global Media 500K O Closed Won 2013 08 aa 2011 04 01 Products cma Cases Global Media 40K Tasks 9 2011 06 02 Events Global Media 100K 2013 11 E Q Negotiation Review ES Visit Reports N ANELA e Campaigns eU 1o Uo Multimedia 150K 2014 10 Campaign Members O Prospecting Ej 2013 08 06 m 2014 11 Libraries Avacon 250K O Qualification 2015 08 e m pe Accounts Nearby S 2013 08 15 Device Calendar m Oliver R ber Q Dashboards Prospecting gih S 2013 09 30 If you sort by a field of type text e g Account Name you will see in the column on the right the first lett
13. salesforce com Warm Website Section 1 Order 10 Employees MN Section 2 Order 20 Annual Section 2 Order 21 Revenue 205755 NE OS The Cloud Consultin 4 6 Setting a Sync Filter When you don t need to synchronize all the records fr g Company om Salesforce with the Nefos Mobile app you can use the Sync Filter field on the Nefos Mobile Object configuration page NeMo Object Edit Help for this Page 7 NeMo Object Edit Save Save amp New Cancel Information Required Information Name Lead NeMo ObjectID NO 000024 Order Owner nefos Dev Show in menu 7 iSync Filter IsConverted FALSE Synchronize J Editable v Icon Star pdr Createable 7 Deletable 7 Save Save amp New Cancel Go to the Nefos Mobile Config App in Salesforce go to the Tab Nefos Mobile Objects and choose and Object Click on Edit to add a Sync Filter see picture above There are many ways to configure a Sync Filter Here are some examples Nefos Mobile Sync Filter Description oot m m Lead IsConverted FALSE Don t display in the Nefos Mobile app ce NU NN Standard or CreatedDate THIS YEAR Custom Object Standard or Custom Object THIS YEAR Standard or CreatedByld ScurrentUser Custom Object CreatedByld ScurrentUser AND CreatedDate THIS YEAR Standard or Custom Object IsActive true AND Profileld 2 00eD00000012RNt Standard or Custom Object 2
14. useful if you would like to access some information which has not been configured to be synchronized offline on your device No SIM 12 15 Done Lead Edgar Ebel salesforce com Enterprise Edition 13 Home NeMo Objects NeMo Fields edgar Ebel 2a Unresolved Items Customize Page Edit Layout Printable View Help for this Page Ww Jp Hide Feed Q Follow x Edgar Ebel Write something X John Bim Followers X Ana Smith Db NO 000024 Show All Updates v Sort by Post Date ry qQ Dads Db NO 000013 NO 000012 There are no updates m NO 00001 1 Db NO 000010 Open Activities 0 Activity History 0 HTML Email Statusjo Campaign History 0 Tests 0 9 NO 000009 2 NO 000008 Lead Detail Edit Delete Convert Clone Find Duplicates Lead Owner nefos Dev Change Lead Status Open Name Edgar Ebel Phone 0043 235678 g Recycle Bin Company ABC Email Title Mr Rating Y Address Information Address Website e Chat 1 7 Nefos Mobile Features 1 7 1 Libraries In the Library Folder in the Nefos Mobile app you can access all the libraries and files you have permissions in your Salesforce organization To download a whole library from Salesforce to the Nefos Mobile app you need to check the checkbox in front of the library name and then synchronize with Salesforce once again by pulling down the menu on the left side see the picture below oi le The Cloud Consulting Company fc
15. 5 Click on Save ads Accounts Contacts Opportunities Reports Dashboards Products Forecasts All Remote Site Edit Enter the URL for the remote site All s controls JavaScript OnClick commands in custom buttons Apex and AJAX proxy salesforce com 5 Remote Site Edit r3 amp New Cancel Remote Site Name euz Remote Site URL https eu2 salesforce com Disable Protocol Security Description Active vf Save Save amp New Cancel 4 2 Synchronize objects and fields with Nefos Mobile All existing objects in Salesforce can be used in the Nefos Mobile App Using the checkbox Synchronize on every Nefos Mobile Object we can define which object to synchronize and to display in the Nefos Mobile app NEMO Object Detail Edit Delete Name Account Order 20 Show in the menu d icon company toit pdf Synchronize d Created By nefosDev 17 09 2012 16 34 4 3 Create a Nefos Mobile Object After the Installation of the Nefos Mobile package go to the App Nefos Mobile Config and to the tab Nefos Mobile Objects 22 NE OS The Cloud Consulting Company Home MUI leis Loh NeMo Fields Tap the button New Nefos Mobile Object and the following window opens NeMo Object Edit Help for this Page C A New NeMo Object NeMo Object Edit Save Save amp New Cancel Information Required Information Order Sync Filter Show in menu 4 Editable Synchronize C
16. 8 Active c TRUE AND CreatedDate Display in the Nefos Mobile app only records created this year Display in Nefos Mobile app only records where the checkbox Active is set to true created this year Display in the Nefos Mobile app only the records created the current user Display in the Nefos Mobile app only records created by the current user created this year Display in the Nefos Mobile app only records where Active is set to true and the Profileld is not equal to NE OS The Cloud Consulting Company Standard or CreatedDate THIS QUARTER Display in the Nefos Mobile app only Custom Object records created this quarter Standard or CreatedDate gt Display in the Nefos Mobile app only UASPONSOQUARTERSUZ Custom Object records created in the last two quarters In general any expression which can be used in the WHERE clause of an SOQL query can be specified here Additionally we support the ScurrentUser placeholder which will be replaced with the current User ID 4 7 Configure icons for the fields To set an icon please enter the Icon name in the Icon field in the Nefos Mobile Object or Nefos Mobile Field definition Go to the Nefos Mobile Config app in Salesforce go to the Tab Nefos Mobile Object select a Nefos Mobile Object click on Edit and enter the icon name The list of all icons which currently can be used in the app can be found in Appendix 1 NeMo Object Edit Help for this Page
17. Employees i i M Annual E Visit Reports Jim Steele Revenue 22 Br K 555 555 1212 e Campaigns EB info salesforce com S d Campaign Members John Gardner Libraries K 555 555 1212 4 Lead Source Z Public Relations industry ftd Biotechnology fr T Not Charging m ly Edgar Ebel y View online Edit Lead Clone Lead New related Event New related Task A FEX info salesforce com j Description LZ e Accounts Nearby Mark Braun E Device Calendar K 07212081236 d Created By 8 nefos Dev gt lt Last Modified By nefos Dev From this menu you can also create a new related record e g Event or Task Edit Ana Smith Ww Full N Last Name First Name Ana L Title D o E Company Vice President X WA Email Status Open gt info salesforce com 6 Website 15500 Wt E 932 Annual Revenue 1000000 You can find newly created records and modified records in the main menu under the row named Modified Records When you sync these changes will be uploaded to Salesforce NE OS The Cloud Consulting Company pus A Not Charging Rh Modified Records lt value will be filled after sync 2 Leads FullName y value will be filled after sync H Accounts LastName E Bim si Contacts First Name John Record count 1 ido Opportunities 4 Tite A Exec VP eS
18. K Products d Owner N nefos Dev a mus Cases Company Fi 3C Systems Tasks A Phone s 555 555 1212 Events 4 Email E24 info salesforce com Visit Reports 4 Status Open e Campaigns Website 6 Campaign Members Employees 87 200 Annual E Libraries movens FJ 16867 e Accounts Nearby Lead Source al Other ggg l Industry B Device Calendar usty fff You can delete a record on the iPad or iPhone only if the record was created in the Nefos Mobile app and not yet synchronized to Salesforce lt value will be filled after sync A i Edit Lead H Accounts Cori pany Clone Lead 4 Contacts i me 7 ir i Delete Lead ifs Opportunities Ana Smith E i s 555 555 1212 E oS EB info salesforce com Y Products First Name Edgar sa L E v A Daniel Brawn siaus Qualified w Tasks K 0721 2081236 V dank brown gmail com Owner nefos Dev Events Phone 0042123456 E Visit Reports Edgar Ebel Email ES 4 K 0043 235678 r i DA e Campaigns d Rating A Warm Campaign Members _ s E Jim Steele Website 69 oe Modified Records Xs 555 555 1212 VE info salesforce com T Please notice if you logout in the Nefos Mobile app after creating editing or cloning a record without syncing with Salesforce the changes will be lost STE NE OS The Cloud Consulting Company You can view a record online in Salesforce when you tap the View online button se ture below This is
19. LEE Eun s NE OS The Cloud Consulting Company The number of users you can assign to the package is limited by the license which your comp has purchased for Nefos Mobile Enterprise or Platform Edition After a first trial installation a license for 5 users is granted for a limited time frame of 1 month Users which are not provisioned with a license and are not assigned to the Nefos Mobile Configuration AppExchange Package can only see the default standard Objects and Fields 4 1 3 Change the user profile Change the user profile so that users can access the objects NeMo Fields and NeMo Objects Go to Profiles choose a Profile and go to the section Custom objects Permissions Click Edit and give read only access to the profiles of all relevant users 4 1 4 Add Remote Sites In order to use the Bulk Configurator see chapter 4 8 the URL of your Salesforce instance needs to be set up as a remote site The procedure for this is the same for normal and sandbox instances just follow these steps 1 Goto Setup Administer Security Controls Remote Site Settings 2 Copythe server URL from the address bar of your browser 3 Click on New Remote Site G amp https eu2 salesforce com 0r spl1 1 amp setupid SecurityRemoteProxy amp retURL 2F ui 2Fsetup 2FSetup 3 Fsetupid 3 DSecurity Ww Y P 257 Apps M cma LIB ati Bi amp Production SFDC Sandbox Lj Force com Lj Dev D Blogger Raptel Arts amp
20. NE OS The Cloud Consulting Company Nefos Mobile User Manual and Configuration Guide Contents 1 How to use the Nefos Mobile Apps sss 2 1 1 First launch setting the PIN Code sss sss sss 2 L2 Starting Salesforce SVIIO esse essere 3 1 3 Main List and Related Lists View eese tnn tnnnns 5 1 4 Interacting with records sss sss 5 LS Sorne ana PIETE c rere 5 1 6 Create Edit Clone and Delete a record 7 L7 Neos Moble CCU 6S oin indes testen ahaaa and Ka ababaka a kaga ni a denen aana c ain 11 LEE TIDE ieiunare an ni a ne duin Mni uU 11 1 B Accounts NeArDY et aa 13 Eres Kai DEKNE ia anana aan ah Sae aga aga Kg ana NA meh aa ajaa a aaa Gg KA ana NA maharja aa aa fana Kana a man aaa da E 14 1 8 Link to standard Salesforce Apps aaa aaa a anana aaa anaa aaa anana rentre tenet nant tn ntn 16 hod DINDO jas wanan saa a Garba tt depu SUE M MINDS M 16 Lo Filii T a Ga te er aaa an ag A an a Ga Ga eee ene ee tere eres 16 2 JNOrIOSJMODIIGSCEENIDS Ou naga Bag ga KAN AN BAND MM DIM BE A Ga BAE NIBA IU 17 3 Nefos Mobile Personal Edition Standard Configuration sss 19 Nefos Mobile Enterprise amp Platform Editions Custom Configuration 20 4 1 Installing Salesforce AppExchange Package sess 20 4 1 1 Install the package essen 20 41 2 JASSISmn users EO the AC K
21. No records to display Number of NeMo Number of NeMo Custom Objects Custom Fields QJ Recycle Bin Bulk Operations Create Standard Objects and Fields Creates NeMo objects and fields for all default standard objects and fields c Existing records will not be overwritten Create All Custom Objects Creates all NeMo objects for all custom objects Existing records will not be overwritten Create All Custom Fields Creates NeMo fields for all custom fields for standard and custom objects Thisis a batch job and may take a while to complete Existing records will not be overwritten Delete All Objects and Fields Deletes all existing standard and custom objects and fields This cannot be lt undone use with caution This tab has 2 sections The first section NeMo Objects and Fields displays the number of NeMo Objects and Fields that have already been setup in your org If you have just installed the package all numbers will be O 30 The Cloud Consulting Company FH The second section Bulk Operations has 4 buttons that execute some convenient mass up S as part of the configuration tasks of NeMo Since creating and configuring all NeMo Objects and Fields one by one as described in the previous chapters can be a tedious and daunting task the bulk configurator offers you tools for achieving a working configuration in as painless a manner as possi
22. a Gat ou detegit rece ni diii Den nin anes 20 c N AS ME Bo Meu cr TOLI ee e KN 21 Alt Aud Remote SES uadit te enn e ete Midi D MEE 21 4 2 Synchronize objects and fields with Nefos Mobile sss 22 4 3 Create a Nefos Mobile Object eee seien eere nannten tertia nean tns 22 4 4 Create a Nefos Mobile Field 24 4 5 Setting the Section and Order aana aeng aana nana nana nana aaa nana nana nana nana anaa anana naa 26 AO s T Edo QUI UU m aaa akan gge gaen ada angan 28 2 7 Conlsurelcols forthe He lOS oan nacer a nan esteri Hie Gad aaa NAHAN EA EI EUER HET rS PANA PEAN Nak aaa da 29 48 Using the Bulk Configurator s KANAN NAN AR ANAA NAHAN NAN NA nosos tentent tentent 30 ADDED MeV AOS COD an E 32 NE OS The Cloud Consulting Company 1 How to use the Nefos Mobile App Thank you for your interest in the Nefos Mobile App This manual describes both the functionality of the mobile App and possible user interactions but also the configuration which is done in your Salesforce environment by your designated Salesforce administrator 1 1 First launch setting the PIN code On the first launch the Nefos Mobile App will ask you to set up a PIN code The PIN code is 4 digits long Pin code setting For safety you should set a pin code now to protect your data Please enter 4 numbers for the PIN twice The
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24. ble It is probably best practice to use the bulk configurator to quickly get Nefos Mobile going and than do your tweaking manually where necessary as explained in the previous chapters e Create Standard Objects and Fields Nefos Mobile comes with a default configuration for some of the most useful standard objects and fields This default configuration is stored in external configuration files which are part of the Nefos Mobile package and are installed as static resources during the package installation process Clicking on this button will set up Nefos Mobile with this standard configuration which is a good starting point for using the app This step will be automatically executed on the initial package installation e Create All Custom Objects This button creates NeMo Objects for all existing custom objects in the org The attributes Editable Creatable and Deletable are set to TRUE by default e Create All Custom Fields This button creates NeMo fields for a all custom fields of Standard Objects for which NeMo Objects already exist b all custom and standard fields of Custom Objects for which NeMo Objects already exist The attributes Editable Filterable Sortable and Synchronize are set to TRUE by default All fields are placed in Section O by default and assigned a random order The Name field of each custom object is marked as Main Field and the first 3 custom fields for each custom object according to th
25. df coffeecup pdf H company toit pdf A contacts pdf e dashboard pdf discussion pdf 4 drop pdf B duefull pdf facebook pdf closedwon pdf 3 coins pdf H company pdf Fa darknumber pdf Go delete pdf C dog pdf 8 due8 pdf dueselect pdf family pdf NE OS The Cloud Consulting Company faxprinter pdf Br filetype pdf forcast pdf A L group pdf hammer pdf x is o et oO o a D to oO o ka T information pdf E T library pdf P jip light pdf libraryfolder pdf libraryfolderbigg linkedin pdf FAA HA female pdf femaleuser pdf E Ww finalflag pdf fire pdf gah folders pdf H greenlight pdf A homephone pdf p infinity pdf goldbars pdf hierarchy pdf industry pdf libraries pdf a libraryfolderfull p df D er pdf amp location pdf lockedlock pdf amas NE OS The Cloud Consulting Company look pdf WA mail pdf ba manufacturer pdf L mobile pdf Om Ge morecoins pdf no pdf number pdf 9 onegroup pdf s O imi orangelight pdf Fih FF Jf am NeMo icons qs v N loud pdf love pdf magic pdf mailingaddress p mailopen pdf male pdf df LU v map pdf micro pdf minutes pdf lt P e M money pdf moneybag pdf moremo
26. e randomly assigned order are marked as Show in List View e Delete All Objects and Fields Deletes all NeMo Objects and Fields and gives you a clean slate SO you can start afresh sgis NE OS Appendix 1 Available Icons barcode pdf LI bookmark pdf n businesstype pdf LZ calendarowner p df case pdf v check checked pdf The Cloud Consulting Company NeMo icons gt o nean ee OP Cee eS Kia accounts pdf amount5 pdf attach pdf boss pdf busy pdf callcenter pdf casebox pdf check line pdf activities pdf 4 amountmoney p df EN author pdf is binoculars pdf boxclosed pdf B calculator pdf e campaingn pdf e chain pdf LJ check unchecked pdf mye appuser pdf bulb pdf calendarday pdf campainmember pdf e chat pdf 2 checkbox question pdf NE OS The Cloud Consulting Company ft Aly Pd 000 a A chemical pdf C code pdf i collapse pdf o configuration pdf D darkpercent pdf Er department pdf e dontdisturb pdf Z duecheck pdf Q empty icon pdf closed pdf IW codeonly pdf wa 22 commandchain p df EA contactcard pdf darttarget pdf 9 description pdf uh dotdotdot pdf Ga duedate pdf expand pdf 254 J NeMo icons a O e why N oio A Kr sirara r 0 M MALA 0 0 E ae ai closedlost p
27. er of the field To jump to a specific Account starting with a specific letter tap on that letter in this column 1 6 Create Edit Clone and Delete a record To create a new record choose an object and tap in the List View Menu the button New Object Name NE OS The Cloud Consulting Company Aly aa No SIM 7 Nefos Mobile Ana Smith New Lead H K 555 555 1212 T ine c 4 Contacts z iig Opportunities Daniel Brawn Ma N 0721 2081236 gt Products WA dank brown gmail com E A window opens and you can enter the required information and tap on Save No SIM gt Not Charging R Cancel New Lead Last Name First Name a itle Company Phone Email Status Website t Employees To edit or clone a record tap on an object name in the main menu to go to the list view and select the record you want to edit To edit this record go to the menu icon in the top right corner of the detail view and tap on Edit Record or Clone Record A window with the record data opens where you can edit the data and save the changes No SIM Nefos Mobile NE OS The Cloud Consulting Company Leads A Status m Ana Smith H K 555 555 1212 Owner H Accounts EB info salesforce com D Phone 4 Contacts 1 t LU H L T Opportunities Daniel Brawn ma K 0721 2081236 3 Products V dank brown gmail com K eers cases Website w Tasks Events
28. era EJ Twitter f Facebook Developer Classic i9 ForcePad C Nefos Mobile by Touch 3 Nefos Mobile Personal Edition Standard Configuration The more precise description of Nefos Mobile editions can be found online here http www nefos com wp content uploads 2013 10 NefosMobileServiceDescription pdf In the Personal Edition the Nefos Mobile App only supports the standard configuration which contains predefined Standard Objects and Fields The following Standard Objects are available in the standard configuration Object Name A lead which is a prospect or potential Opportunity An individual account which is an organization involved with your business Accounts such as customers competitors and partners A contact which is an individual associated with an Account 295 NE OS M The Cloud Consulting Company 4 Nefos Mobile Enterprise amp Platform Editions Custom Configuration The Enterprise and Platform Editions of Nefos Mobile require an installation of an AppExchange package which will be used for configuration of the App More details about different editions can be found in this document http www nefos com wp content uploads 2013 10 NefosMobileServiceDescription pdf The next chapters describe how the configuration package can be used It should be performed by the administrator of your Salesforce environment 4 1 Installing Salesforce AppExchange Package 4 1 1 Install the
29. ir Section and Order number setting 25 NE OS The Cloud Consulting Company fr T 08 45 Ana Smith Company Title Daniel Brawn i K 0721 2081236 LastName Smith ES dank brown gmail com E FistName Ana Status S Open Edgar Ebel J d Ns 0043 235678 Owner Q Rohit Maheshwari il V Phone s 555 555 1212 Edgar Ebel M d 0042123456 Z info salesforce com u DA s Warm Jim Steele K 555 555 1212 FEX info salesforce com T John Gardner Employees 155 000 i K 555 555 1212 FEES i 1 Annual gt all info salesforce com E Revenus M 1 000 000 Section 2 Order 21 When you compare your field definition in Salesforce and the section and order in the Nefos Mobile App you will see the following In Salesforce In Nefos Mobile Ana Smith t NeMo Field Detail Edit Delete Clone NEMO FieidID NF 000068 Main field Fut Name Z Ana Smith Section 0 Order 0 NEMO Object NO 000000 Show in list view Name Name Editable Company Universal Technologies Order 0 Filterable icon siar pdf Sortable Tile AY Vice President Section 0 Order 2 Synchronize Last Name Smith NeMo Field Detail Edi Delate Clone FirstName EF Ana NEMO Field ID NF 000174 Main hedd NEMO Object NO 000000 Show in Est view Open Name Title Editable A Rohit Maheshwari on commandcham pdf Sortable E57 K 555 555 1212 Synchronize X info
30. ney pdf mug pdf la i note pdf notes pdf Ld cs numbersign pdf object pdf R e openmail pdf opportunities pdf e c paint pdf pencil pdf 35 Ta moneyside pdf nametag pdf v wy nuclear pdf onebill pdf e opportunity pdf percent pdf NE OS The Cloud Consulting Company Ll NeMo icons g j phone pdf e pin pdf present pdf K product pdf D reason pdf search pdf Leor squarwithgaps p df b stage 75 pdf ill picklist pdf K plant pdf pricebook pdf quote pdf H redlight pdf Q settings pdf stage 0 pdf stage 100 pdf DG e piggy pdf TT pot pdf Ben printfax pdf A rang pdf a rocket pdf shipping pdf lt t solution pdf S stage 25 pdf star pdf preparation pdf wh wb priority pdf kak ror rating pdf safe pdf e shippingaddress pdf source pdf o stage 50 pdf 7 status pdf NE OS The Cloud Consulting Company kamal NeMo icons stage 75 pdf step pdf et target pdf T temperature pdf tools pdf E twitter pdf wallet pdf whitestar pdf stage 100 pdf stop pdf S task pdf NI text encrypted pdf 3 trafficlight pdf E twobuildings pdf ra unlockedlock pdf world pdf st
31. package To install the Nefos Mobile Package from the AppExchange 1 Go to Setup gt AppExchange Marktplace and search for the Nefos Mobile App or go directly to www appexchange com and browse the AppExchange site to find the application Click Get it Now from the application information page Select your environment type production or sandbox and login to the AppExchange with your Salesforce credentials 4 Click Install 5 Choose the option Grant access to admins only a Object permissions Read Create Edit Delete View All and Modify All are all enabled b Field level security Set to visible and editable for all fields 6 Click Install After the App installation you will find the new Salesforce application called Nefos Mobile Config inside your Salesforce environment which will contain the tabs NeMo Objects NeMo Fields and NeMo Bulk Configurator This step will also create an initial version of the configuration for Nefos Mobile including the default records for NeMo Objects and NeMo Fields 4 1 2 Assign users to the package This step is necessary to provision the configuration package to Salesforce users in your environment Go to Setup gt Installed Packages Search for the package Nefos Mobile Configuration Click on the package Name Click the Button Manage licenses to assign Nefos Mobile licenses to users Click Add Users select users from the list and click Add dd
32. reateable Icon Deletable Save Save amp New Cancel Enter the required information in the fields Name and Order and add an Icon see point 4 6 The Name has to be the API Object name Objects are ordered by their Order number in the Main View of the offline app Here you can configure what Nefos Mobile Object should be editable creatable or deletable in the offline app Optionally you can add a sync filter to set which records will be available offline The sync filter is the WHERE clause you would add to a SOQL query please find more details below Click on Save and review the data of the new Nefos Mobile Object again Di NOS JAF Customize Page Edit Layout Printable View Help for this Page JU NeMo Object NO 00001 1 Back to List Custom Object Definitions NeMo Fields 5 NeMo Object Detail Edit Delete Clone Name Visit Report c NeMo ObjectID NO 000011 Order gt 85 Owner nefos Dev Change Show in menu d Sync Filter CreatedDate TODAY Synchronize of Editable Icon visit report pdf Createable 4 Deletable of Last Modified By nefos Dev 04 09 2013 16 10 Edit Delete Clone NeMo Fields New NeMo Field NeMo Fields Help Login on your iPad or iPhone and synchronize with Salesforce to see the new Nefos Mobile Object in the Main View 4 4 Create a Nefos Mobile Field After you created the new Nefos Mobile Object tap the button New Nefos Mobile field from the
33. s Records which contain e mail phone or URL data e g Account Contact or Lead e E mail Tap on the e mail address to open the e mail window and send an e mail to the contact straight from the Nefos Mobile App e Call Type the phone number to call the contact works on iPhone and on iPad using Skype URL Type the URL link to open it in a web browser inside the app 1 5 Sorting and Filtering With Nefos Mobile you can choose which data you want to see for instance if you would like to see only Accounts from a specific Account Type or to sort your Accounts by their Account Type If you want to see only specific data you can go to the List View Menu on the top right and choose to sort or to filter your data NE OS The Cloud Consulting Company No SIM Nefos Mobile Accounts pium AB 4 Contacts p 4 Competitor Opportuniti is ut A Acme Resellers D Products pco Cases ____ Advanced Interconnections Corp Tasks H Advanced Interconnections Corp L Customer When you tap the Filter button you see all fields you configured in the Nefos Mobile configuration in Salesforce as filterable You can currently filter by fields of type Picklist and Lookup Cancel Change Filter A Account Type None gt CIC None gt If you want to change the filter or remove it tap the buttons Change Filter or Remove Filter from the List View Menu You can tap
34. to sync Leads Accounts be zz Contacts amp Opportunities Products Cases Tasks s be Events iii el Visit Reports e Campaigns 4 A Campaign Members NE OS The Cloud Consulting Company 1 3 Main List and Related Lists View If data has been synchronized for offline usage it can be accessed and viewed in the Nefos Mobile App There are currently 4 different types of views e The Main View includes all Objects which are synchronized with Salesforce e The List View includes all records from a current selected Object e The Detail View displays the record selected in the list view e The Related List View includes all records from a selected related Object Detail View Related List View e m v List View Main View 2013 08 09 02 00 E Accounts K 555 555 1212 e 4 Contacts m info salestorce com Record count 1 wi Opportunities vey IN ap qe gt Products 3 dank brown C Oma COT S Cases Jim Steele Tasks M vs L moloyer TII 155 000 Events v e 4000000 John Gardner z E Visit Reports C Z Advertisement DA otv SAMOSIOTCO com s Campaigns wy ttl A Campaign Members Mark Braun K 07212081236 M NE C S Libraries ka Accounts Nearby Created By Rohit Maheshwari Sarah Loehr L 5 Device Calendar var drd M QD nefos Dev e o es rorce 0 Tam ir Camennita E 1 4 Interacting with record
35. unts with account type Customer are marked in green account with account type Prospect are marked in red see the picture below iPad gt Nefos Mobile he Leads H Accounts 4 Contacts ii Opportunities E Products em Cases w Tasks Events FE visit Reports e Campaigns Campaign Members e c Library hd Accounts Nearby m Device Calendar Q Dashboard 11 41 4 Not Charging mm Accounts Nearby Find Me qerstrasse A se E w9 A STIGLEN s135 Oe G x Jang AN ve St SCHWANDENWTEPS EN 3s Urttaj FRONWALD N gt assa NP BACHLER NFFOLTERN 4 x enstr nDO i s 17 hol e RUTIHOF Binzm T7 Hagennolz NAGLERWIESEN m hlestrass RAE E R H O L Z Accounts with Record Type Partner Accounts with Record Type Customer Accounts with Record T Prospect osse NS1OH 9357 1 oo Birmeng Org wr stra Sse If you tap on a marked account in Account Nearby e g account with account type Customer marked in green you will see the account name and you can tap on the blue arrow next to the account name and navigate to the account record see picture below Privatklinik Bethanien 3462 meters AM NE OS The Cloud Consulting Company fr T You can tap on Find Me to see your position or on Close to close the window Pre Conditions for using the Account Nearby feat
36. ure are e The latitude Standard Field Name BillingLatitude and longitude Standard Field Name BillingLongitude coordinates of the account address must be available in Salesforce e This functionality is only available when you are online Please define the search and zoom distance around your location in the Nefos Mobile Settings on your Device see section 2 below 1 7 3 Calendar You can see the iOS Calendar and events in the Nefos Mobile app and create related Salesforce events iOS Calendar on the iPad tT c Not Charging mm Calendar Reminders T7 49 Contacts Game Center Oil RP m Newsstand Camera Settings Photo Booth FaceTime a Safari Photos Music The Nefos Mobile Calendar contains only the events from your default iOS calendar 14 NE OS The Cloud Consulting Company N U S M Nefos Mobile Device Calendar S September 2013 gt 4 Contacts Mo Di Mi Do Fr Sa So s gannin 26 27 28 29 30 31 1 Qj Products 2 345 6 7 8 9 10 12 13 14 15 mu Cases I Tasks 16 17 18 19 20 21 22 Events 23 FE visit Reports i e Campaigns Campaign Members Library v Accounts Nearby When you go to a specific event on your Nefos Mobile Calendar you can open the event by tapping on it and review the event details ull Sunrise 3G 15 05 Rh ur Sunrise 3G 15 09 EST Zur ck Device Calendar Back DNS Daily NeMo Lah
37. us Editable a gt S Status gt Icon status pdf Sortable v Section 0 Synchronize If you defined a field as sortable you will be able to sort by this field from the Sort popup in the Nefos Mobile app Only the fields shown in the list view can be used for sorting In Salesforce In Nefos Mobile NeMo Field Edit Save Save amp New Cancel Information Leads NEMO Field ID NF 000050 Main field A NEMO Object NO 000000 Show in st view Ana Smith t Contacted Name Status Editable Order 7 Filterable icon Sortable ur gt m Section o Contacted ue Synchronize If you have required fields in the Salesforce data model we you need to add them to your Nefos Mobile configuration otherwise you will not be able to create new records in the mobile app Please be aware that required fields which are defined as required on the page layout in Salesforce are not required fields in Nefos Mobile 4 5 Setting the Section and Order Section number Fields are grouped by this number on the detail view of the object Order number Objects and Fields are ordered by this number in a specific section The Section and Order number define also the order of fields selected in the list view For example in the next picture the fields Phone and Email are selected to be displayed in the list view So we can see here the Phone number first Section O Order 6 and then the Email Section O Order 7 because of the
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