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Mobee Mobile App Installation Guide

To make the most of the Mobee Mobile App experience, follow these streamlined steps:

1. Installation:​

2. Initial Setup:​

  • Launch the app. Upon opening, a login prompt will appear.
  • Use your Salesforce credentials for logging in.
  • Modify the connection server based on your requirements: choose from Production, Sandbox, or Custom Domain.

3. Confirmation and Access Permissions:​

  • After logging in, you'll receive a confirmation code. Enter this code as prompted.
  • For seamless operation, grant the necessary permissions when requested by the app.

4. Synchronization:​

  • Upon successful login, you'll be greeted with a splash screen detailing the synchronization process.
  • This step's duration varies based on the volume of data to synchronize.

5. Optimizing Synchronization:​

  • For a faster sync, consider limiting the number of objects you wish to synchronize.
  • Utilize the “List View Filter” and the “File Sync Down” options available in Mobee Object Setup.

    Note: Disabling the “File Sync Down” option will stop files from being downloaded to your device. However, any attachment created by users will still be uploaded.

6. Offline Access:​

  • Once data synchronization is complete, you can access the Home Pages, App Pages, Listviews, and Record Pages entirely offline.

Congratulations! You've successfully set up and are now using the Mobee App tool with your Salesforce org and mobile device.