Install the application on your smartphone/tablet
Get the latest version of the Resco Mobile CRM app at your store.
iOS (iPhone, iPad) Android Windows
1. Set up Resco for Salesforce
Open the Resco Mobile CRM app and select ‘Internal User’
- Sign in with ‘OAuth2’ User Type/Mode
- If you are running a production organization on Salesforce, then type in salesforce.com. For a Sandbox organization type in test.salesforce.com
- Create and confirm a new application password (please note that this is not your Salesforce password, it will only protect your local data on this particular device)
- Tap the ‘sync’ symbol to proceed.
- Input your Salesforce credentials to log in.
- Confirm by tapping ‘Allow’.
The application will now start synchronizing data from your Salesforce organization with your device.
Once complete, you will be able to see and work with your Salesforce data, whether you are offline or online.
Note: If you have trouble logging in, please check out the FAQs
Tailor your new Mobile CRM connected to Salesforce
The application you downloaded has a default setup that can be easily tailored with plenty of customization & setup options. The configuration tool you will use for this is called Woodford and you can use it with your production instance by opening your browser and navigating to https://salesforce.resco.net. Use your Salesforce credentials to log-in. For a sandbox instance, go to https://salesforce-test.resco.net instead.
Note: To be able to access and work with Woodford, you need to complete step 1.
Browser-based Woodford is a pivotal part of Resco’s mobile app development platform. This advanced customization tool allows users modify entire behavior and look of the Resco’s app for Salesforce.
Woodford is much more than just configuration tool. It provides Security console allowing administrator to track and manage mobile users and their devices, the Sync Dashboard provides insights into details of data synchronization and usage of mobile app in general.
Note: If you can’t log in with your details, check out the FAQs.
How to create a new customization from a predefined template
When you open Woodford, click on the ‘New’ icon in the upper left corner to create a new mobile project.
Note: If you are using Woodford for the first time, remember that, even though Resco uses the same terminology as Salesforce, there are minor differences. Salesforce Object equals Entity and Salesforce User Profile is a User Role in Woodford/Resco.
Select a template for your mobile project. Choose from Mobile Sales, Inspections or Field Service scenario. The templates for other scenarios will become available soon. In the meantime, feel free to contact us for more information on your scenario at firstname.lastname@example.org.
Give your project an appropriate name and a priority (any number higher than other existing projects). Choose a Role (=Profile in Salesforce) that will define a user’s permission to perform different functions within Salesforce and hit OK.
Note: Use the profile called Default Project Role to make the customization available for all profiles. The objects and fields not available for profiles that don’t have access to them will be automatically hidden by the mobile application.
Now you can see your new project is on the list among all mobile projects created within this organization. You are all set to start customizing right after you open the project and Publish it.
If you require any assistance, you can reach out to us at email@example.com.