Blackberry Classic - Manual (Page 26)

Subject •
• Location
• Duration
• Start
• All Day Event
• Description
• Private
3. Enter additional information about the event, if necessary. For example, you can associate the event with a contact or opportunity.
4. Open the menu and select Save.
Importing Emails from the BlackBerry Email Application
Messages in the BlackBerry email application can be imported to Salesforce as completed tasks. The Subject field in Salesforce is
automatically populated with the email’s subject, and the body of the email message is stored in the Comments field. You can associate
logged email messages with objects—like contacts and opportunities—before saving the information so that the tasks appear in
Salesforce as activity history.
1. Open the BlackBerry email application and highlight the email you want to import into Salesforce. You can select a sent message
or a received message.
2. Open the menu and select Log Email to Salesforce.
3. Enter information about the email.
4. Open the menu and select Save.
Salesforce Classic sends the information about the logged email to Salesforce. You can see the task by viewing the activity history
associated with the record.
Importing Calls from the BlackBerry Call Log
After placing or receiving a call on your BlackBerry smartphone, you can log that call to Salesforce as a completed task. To log an inbound
or outbound call:
1. Open the BlackBerry call log.
2. Highlight a phone number, open the menu, and select Log Call to Salesforce.
3. Enter information about the completed task or event. Be sure to associate the task with a record. Salesforce Classic cannot automatically
populate this information because the call was placed or received outside of the mobile application.
4. Open the menu and select Save.
Exporting Records
The integration between Salesforce Classic and your BlackBerry smartphone makes it possible to export records from Salesforce to
BlackBerry applications.
IN THIS SECTION:
Exporting Salesforce Accounts and Contacts to the BlackBerry Address Book
Exporting Salesforce Events to the BlackBerry Calendar
20
Exporting Records Working with Records