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Customising Smobi
Smobi is designed to be customised by the administrator to only display the Salesforce objects that your user's requires.
The administrator can customise Smobi on the Smobi Administrator web interface.
Manage your custom schemas:
This option enables you to create new schemas, edit schemas or delete schemas. Select "Manage Custom Schemas" from the Menu Click on "Add New Custom Schema", this will prompt you for a name for the schema and a description. Click "Okay".
Add objects to a schema:
Click on the "new schema name" displayed to add SalesForce objects to your new schema. All the possible options that you have in your SalesForce Web based CRM, is displayed in the drop down box from where you can add additional objects.. After selecting the objects and clicking on "Add", your list of objects will appear in the "Included SalesForce Objects" menu. You can "Delete" or "Edit" the available objects.
Edit available object fields:
To "Edit" the object click on the object, for example "Accounts". You will now be able to add more SalesForce object fields to the Mandatory fields that are set for the specific object.
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