Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Application Integration
  • All Products

Table of Contents

Search

  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

Back Next

Smart Phone Setup

Smart Phone Setup

This topic explains how guide users can install an icon that launches a guide in the phone's browser.

Using Wizards on an iPhone

On an iPhone, users must:
  1. Enable cookies for Guide Designer. If they are not set, go to iPhone Settings and set
    Safari > Accept Cookies
     to
    Always
    .
  2. Open Safari and login to Salesforce. In most cases, just go to http://login.salesforce.com/.
  3. After logging in, select the
    Home
     tab if it isn't already selected. Although it may be small, you will see the Guide Designer Wizards area.
  4. Tap the
    New Window
     button in the Guide Designer Wizards area. A list of guides appears in its own window, making it much easier to read.
  5. Tap the iPhone icon that lets you bookmark the page or add it to the Home Screen.

Using Wizards on an Android Phone

On an Android phone, users must:
  1. Open their browser and login to Salesforce. In most cases, just go to http://login.salesforce.com/
    END
    .
  2. After logging in, select the
    Home
     tab if it isn't already selected. Although it may be small, you will see the Guide Designer Wizards area.
  3. Tap the
    New Window
     button in the Guide Designer Wizards area. A list of guides appears in its own window, making it much easier to read.
  4. Touch the star at the right of the URL bar, perhaps edit the page's name, tap
    Bookmarks
     or a folder in the
    Add To
     menu, and then tap
    OK
    .
For more information, see documentation at the Google support site.
0 COMMENTS
We’d like to hear from you!