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Mobee AppExchange Installation Guide

Salesforce AppExchange Package​

To install the Mobee App Package from the AppExchange, follow the steps below:

1. Navigate to Mobee App Page:​

2. Install the Package:​

  • Click on the "Get It Now" button.
  • Choose the Salesforce org where you'd like to install the package.

3. User Management & Permission Assignment:​

  • Navigate to the user management page in Salesforce.

  • Select a user.

  • Assign the required permissions based on your operational requirements (options include: Mobee Administrator, Mobee User, Mobee Community Administrator, Mobee Community User, Mobee Time And Expenses Administrator, Mobee Time And Expenses User).

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4. License Management:​

  • Go to the Setup Page.

  • Access the “Installed Packages” section.

  • Click on the “Manage Licenses” link adjacent to the Mobee Package. This is where you can allocate licenses to specific users.

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5. Mobee Object Setup:​

  • If you're a Mobee Administrator user, head over to the “Mobee Object Setup” tab.
  • This tab is crucial for determining the objects that will synchronize with the mobile app.

6. Define Synchronization Settings:​

  • Input the Object API Name.

  • Adjust the settings as per your requirements.

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7. Finalizing the Setup:​

  • Upon finalizing your synchronization objects, users granted the correct permissions can now download and utilize the mobile application on both iOS and Android platforms.