CT Mobile Description and Deployment

CT Mobile Description

CT Mobile is provided as two connected components:

  1. The managed package is available on Salesforce’s AppExchange platform.

  2. The native CT Mobile app.

    • The core of the CT Mobile app is designed to ensure offline operation for most of the standard and custom objects.

    • The additional modules enhance the functionality.

      The set of available modules differs depending on the device platform and the CT Mobile app version.

  3. AWS for the CT Presenter functionality.

CT Mobile Architecture

Deployment Steps

CT Mobile deployment is performed in the following order:

  1. Install the CT Mobile package in your Salesforce organization.

  2. Integrate the CT Mobile package with the target system.

  3. Configure the CT Mobile solution.

  4. Install the CT Mobile app on your mobile device.

  5. Log in to the CT Mobile app and perform the first synchronization.

  6. Set up desired integrations, for example, with CT Orders, CT Sign, CG Cloud, etc.

To find out more about integrations, go to Other modules availability and Integrations.

CT Mobile Package Installation

Available for the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance.

CT Mobile is an add-on to Salesforce that is provided as an Appexchange ISV product and allows users to work with Salesforce offline.

Follow the guide to install the CT Mobile package.

After installation, it is necessary to set up remote site settings.

CT Mobile Package Description

UI Tools

  • CT Mobile Control Panel is a tool to provide a clear and convenient UI for CT Mobile settings. It is based on Angular and REST API.

  • Application Editor is a tool to edit basic CLM presentations.

    For plain CLM presentations, the Plain Application Editor is in use. It is located on Azure infrastructure with Node.JS/Mongo DB.

  • Geolocation Center is the core functionality to work with geolocation data. The administrator can view account geolocation, activity geolocation, and activity record details, and geo-trace mobile users in real-time in Salesforce.

  • Notification Center is the core functionality for personal or mass sending PUSH messages to mobile users.

Salesforce Metadata

  • Salesforce metadata is responsible for the correct operation of CT Mobile workflows, lookup filters, and dashboards in offline mode.

  • The CT Mobile app requests metadata using the Metadata API and other APIs with valid administrator credentials.

Mobile App Settings

Components

  • Apex classes and triggers are used for managing CLM presentations and the content publishing routine.

  • Visualforce and Lightning components for UI Tools.

  • Custom labels to provide multilingual support.

Managed Package Structure

Integration of CT Mobile with the Target System

The CT Mobile app is a solution that allows users to operate with the target system data in offline mode. The target system is a client Salesforce organization with the installed CT CPG or CT Pharma package.

To create a relationship between CT Mobile package components and a client system:

  • Fill out the Product Object API Name and Reference Object API Name fields on CT Mobile Control Panel: General.

  • Create the lookup field to the required Activity object on the Application Stats object. In the case of using several Activity objects, the relationship field has to be created for each of them.

    A field with the lookup type for the Activity object will be automatically created for each Activity object specified on the CT Mobile Control Panel: Calendar.

  • Create the lookup field to the specified Product object on the Application object.

CT Mobile Solution Configuration

We kindly ask you to perform all customization via CT Mobile Control Panel and set up a separate profile for a user who configures the system.

  • The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects.

  • Assign the CT Mobile Administrator_ permission set that contains all required permissions listed above and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app.

Assign the CT Mobile User permission set to all profiles of users who will work with the CT Mobile app.

The CT Mobile solution provides offline record management and customized screen forms for the CT Mobile app to simplify and upscale the field sales force teams' work. In your Salesforce organization:

CT Mobile App Installation

Before installation, read the technical requirements. To install the CT Mobile app, go to the article.

Contact the Customertimes team if you want to use the custom CT Mobile build.

CT Mobile app description

The core version consists of all main functionality and a set of modules interacting with each other via the application interface.

Core and Modules

  • Go to CT Mobile OS Comparison to view the core functionalities and learn about the difference between the CT Mobile app on iOS, Windows, or Android devices.

  • Specify the logging level for saving sync logs of the CT Mobile app which can be useful for the Customertimes Support team in case of issues with the mobile app.

  • Application Settings are intended to manage additional functions and control individual options.

App Structure

Customization

It is possible to implement a custom process with a code in the CT Mobile app. For Enterprise clients, the following options are available.

The customization impacts the maintainability and evolution of the solution.

  • changing the code of the existing core functionalities or any modules, provided in a standard CT Mobile package;

  • implementing new functionalities and modules.

The custom builds can be released as public or corporate applications.

Logging in to the CT Mobile app

Log in to the CT Mobile app using your Salesforce credentials to a production environment, sandbox instance, or custom domain.

CT Mobile is implemented with the OAuth 2.0 protocol.

For the full functionality of CT Mobile on devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access to the device gallery.

Synchronization in the CT Mobile app

To learn more about the sync process and sync modes, read the synchronization articles.

After the first logging in, perform the first synchronization to download all data and metadata to the mobile device.

  • The exchange of data between the CT Mobile app and Salesforce servers is performed via Salesforce API with no intermediate proxies or infrastructure. All data exchange is performed via 256-bit SSL connect, TLS1.2

  • All uploaded data is stored in separate temporary storage. The current database will be replaced after the synchronization is complete to avoid data discard if synchronization is interrupted.

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