Understanding PeopleSoft Data on Your BlackBerry Device

This chapter discusses:

PeopleSoft data on your BlackBerry device.
Synchronization with native BlackBerry applications.
Data validation.

PeopleSoft Data on Your BlackBerry Device

PeopleSoft Enterprise Mobile Sales for BlackBerry enables you to access data records of a number of entities on the BlackBerry device. Each data record includes a tear sheet, which displays a link for each of its related functional areas (entities). For example, a user can access from a lead record a list of contacts, products, and quotes that are associated with that lead. Based on user requirements, you can specify which related entities to display in the tear sheet using the PeopleSoft Wireless WorkSpace Console.

Here is a list of supported entities:

Companies.

In addition to company information, access to data records that are related to companies are also available on the same screen, such as account teams (read-only), contacts, leads, opportunities, tasks, call reports, and notes.
Accounts.

Accounts are companies that have associated account teams. In accounts, you can view relevant company details.
Contacts.

In addition to contact information, access to data records that are related to contacts are also available on the same screen, such as companies, leads, opportunities, tasks, call reports, and notes.
Leads.

In addition to lead information, access to data records that are related to leads are also available on the same screen, such as companies, contacts, tasks, products (read-only), quotes (read-only), sales teams (read-only), and notes.
Opportunities.

In addition to opportunity information, you can access the same kind of related data records in opportunities as in leads.
Tasks.

In addition to task information, access to data records that are related to tasks are also available on the same screen, such as contacts, notes, and assignees.
Calendar entries.

For more information about how to work with PeopleSoft entities on the BlackBerry device:

See PeopleSoft Enterprise Mobile Sales for BlackBerry.

Local Data Storage - Limitation

Currently, the BlackBerry devices on the market have approximately 4 MB of space for PeopleSoft Enterprise Mobile Sales for BlackBerry, and that is assuming that nothing else but the operating system is loaded on the device. In the BlackBerry devices that are used in our testing environment, that roughly translates to storing a little over 200 entity data records (for example, leads, companies, and contacts). This number will vary depending on factors such as the BlackBerry device model, the number of applications that are installed on the device and how much space each of them takes, the number of emails and native tasks stored on the device, and so on.

To preserve space, PeopleSoft limits the amount of level 1 collection information to be downloaded to the BlackBerry device.

This table lists the default number of level 1 collection information to download to BlackBerry devices:

Level 1 Collection Information Description	Number to Data Record to Download
Contacts to a company	First five in the collection
Companies to a contact	First five in the collection
Notes for a contact	Last five (most recent) in the collection
Notes for a company	Last five (most recent) in the collection
Notes for a lead	Last five (most recent) in the collection
Notes for an opportunity	Last five (most recent) in the collection
Notes for a task	Last five (most recent) in the collection
Tasks for a lead	No defined limit
Tasks for an opportunity	No defined limit
Call reports for a contact	First five in the collection
Contacts for a call report	First five in the collection

Most of these values are configurable on the BlackBerry Setup Options page to suit your business needs.

Dynamic Search

PeopleSoft Enterprise Mobile Sales for BlackBerry keeps a subset of sales data in users' BlackBerry devices as a result of storage limitation. When users search on entities, some of the data records that are returned may not actually be available locally. If users select one of those entries and look at the details, they will be prompted whether they want to perform a dynamic search, which involves a trip to the server to collect the data. If yes, the device communicates to the Wireless WorkSpace server and provides a list of entities that can optionally be retrieved from the server and brought down to the device in real time.

Synchronization with Native BlackBerry Applications

You can set up PeopleSoft Enterprise Mobile Sales for BlackBerry to synchronize contacts, calendar, and tasks with the native BlackBerry applications through the PeopleSoft Wireless WorkSpace Console. When you enable this option, contacts, calendar, and tasks that are created and updated on PeopleSoft Enterprise Mobile Sales for BlackBerry are copied over to the native applications. When you create and update these data records on the native applications, they will be copied over to sales application on the handheld as well.

Note. Accessing My Calendar in PeopleSoft Enterprise Mobile Sales for BlackBerry brings you directly to the native calendar on the BlackBerry device.

Clear the option to disable this synchronization feature.

Field Mapping for Contacts

This table displays the field mapping of the Contact entity between PeopleSoft Enterprise Mobile Sales for BlackBerry and the native BlackBerry address book:

PeopleSoft Fields for Contacts	Native BlackBerry Fields for Contacts (Address Book)
Last Name	Last
First Name	First
Company	Company
Email	Email
Phone	Work
Title	Title
Gender	N/A. Information is discarded when downloaded to BlackBerry.
Date of birth	N/A. Information is discarded when downloaded to BlackBerry.
Address 1	Address1
Address 2	Address2
Address 3	N/A. Information is discarded when downloaded to BlackBerry.
City	City
State	State/Prov
Postal	Zip/Postal Code
Note 1	Notes

Field Mapping for Tasks

These tables display the field mapping of the Task entity between PeopleSoft Enterprise Mobile Sales for BlackBerry and the native BlackBerry task application:

PeopleSoft Fields for Tasks (when Task Type is not Meeting)	Native BlackBerry for Tasks
Task subject	Task
Task type	N/A. Information is discarded when downloaded to BlackBerry.
Status	Status
Priority	Priority
Owner name	N/A. Information is discarded when downloaded to BlackBerry.
Start date	N/A. Information is discarded when downloaded to BlackBerry.
Start time	N/A. Information is discarded when downloaded to BlackBerry.
End date	Due
End time	N/A. Information is discarded when downloaded to BlackBerry.
Private	N/A. Information is discarded when downloaded to BlackBerry.
Location	N/A. Information is discarded when downloaded to BlackBerry.
Time zone	N/A. Information is discarded when downloaded to BlackBerry.
Note 1	Notes

PeopleSoft Fields for Tasks (when Task Type is Meeting)	Native BlackBerry for Tasks
Task subject	Subject
Task type	N/A. Information is discarded when downloaded to BlackBerry.
Status	N/A. Information is discarded when downloaded to BlackBerry.
Priority	N/A. Information is discarded when downloaded to BlackBerry.
Owner name	N/A. Information is discarded when downloaded to BlackBerry.
Start date	Start
Start time	N/A. Information is discarded when downloaded to BlackBerry.
End date	End
End time	N/A. Information is discarded when downloaded to BlackBerry.
Private	N/A. Information is discarded when downloaded to BlackBerry.
Location	Location
Time zone	Time zone
Note 1	Notes

Task Type Mapping

This table displays the task type mapping between PeopleSoft Enterprise Mobile Sales for BlackBerry and the native BlackBerry task application:

PeopleSoft Entity	Native BlackBerry Entity
Task — Appointment	Task
Task — To Do	Task
Task — Meeting In PeopleSoft CRM, calendar entries are tasks with the type of Meeting.	Calendar entry

Task Status Mapping

This table displays the task status mapping between PeopleSoft Enterprise Mobile Sales for BlackBerry and the native BlackBerry task application:

PeopleSoft Task Status	Native BlackBerry Task Status
Open	Not Started
Open	Waiting
In Progress	In Progress
Completed	Completed
Canceled	Deferred

Running PeopleSoft Enterprise Mobile Sales for BlackBerry and Infosync Applications

You cannot run PeopleSoft Enterprise Mobile Sales for BlackBerry and Infosync applications simultaneously for the same user. This setup works only if you disable the synchronization feature between PeopleSoft Enterprise Mobile Sales for BlackBerry and native BlackBerry applications. Otherwise, running both applications for the same user will cause massive and undesirable data duplication in the enterprise.

Data Validation

When you save a data record on the BlackBerry device, data validation rules of the native applications apply. Some, though very few, required fields are on native BlackBerry data records where data validation is enforced. For example, a name or company name is required to save a contact in the address book. When this contact is uploaded to the PeopleSoft system, the copy on the device will be locked, whereas the copy that is sent to the PeopleSoft system is validated again. If data validation fails at this point and the PeopleSoft system rejects the update, the contact will be deleted from PeopleSoft Enterprise Mobile Sales for BlackBerry. The Wireless WorkSpace server keeps a log of all the data synchronization errors for troubleshooting purposes.

Entity Data Records: Behavior and Considerations

This table lists the general behavior of entity data records in the synchronization process. This information can be helpful in troubleshooting issues in the application:

Entity	Behavior
General	The only language that PeopleSoft Enterprise Mobile Sales for BlackBerry supports for this release is English. Translations are not supported.
Lead and Opportunity	New leads and opportunities that are created on BlackBerry devices will assume the business unit that is associated with the user in the RSF_SUSER table.
	All active leads that are not closed, converted, or rejected are downloaded to users' devices based on delivered dataset rules. You can add new or modify existing rules in the CRM system.
	All open opportunities are downloaded to users' devices based on delivered dataset rules. You can add new or modify existing rules in the CRM system.
	Leads and opportunities provide read-only access to product, quote, and sales team information. Note also that recurring pricing is not displayed.
	Dataset rules: Users of the RIM Sales Manager role cannot modify lead information of sales representatives from the BlackBerry device. They cannot add or delete team members in leads.
Company and Contact	PeopleSoft Enterprise Mobile Sales for BlackBerry does not support all the address fields that are supported in PeopleSoft Pure Internet Architecture. The available address fields in the application can manage addresses in the US or Canadian format. In the application, State is a drop-down list box and Country is set to be Canada or USA. In the native BlackBerry application, both of these fields are free-form fields.
	Each user requires a sales business unit that is defined under Set Up CRM, Security, User Preferences, Sales. The business unit is used to get the setID, which becomes the default value in companies that are created from the device.
	Each user requires a localization country that is defined under Set Up CRM, Security, User Preferences, Over Preferences. This is used as the default country value for addresses that are created on the device.
	Country is a required address field in PeopleSoft Enterprise Mobile Sales for BlackBerry. When synchronization occurs between PeopleSoft Enterprise Mobile Sales for BlackBerry and the native application and the country entered on the native application is invalid, PeopleSoft Enterprise Mobile Sales for BlackBerry replaces it with the default country value that is specified in the user preferences of that user.
	When adding address information to contacts and companies, for instance, make sure to fill out complete addresses (including address line, city, state, country, and postal code). Data should be valid and formatted correctly (for example, CX is an invalid American state, and Calif is in a wrong format); otherwise, the address will not pass validation in the CRM server and will be discarded as a result. While invalid information is removed in the synchronization process, other valid information of the data record is kept. In other words, if the address is invalidated, but other contact information (such as the mail address, name, and phone number) is not, then the other information will be uploaded to the CRM server accordingly.
	The native BlackBerry applications do not perform validation on fields that are required by PeopleSoft Enterprise Mobile Sales for BlackBerry.
	If you use the dataset rule that downloads contacts that are specified in the user's My Contacts list, make sure to enable the My Contacts feature in the PeopleSoft CRM connected environment for contacts in that list to be downloaded to the BlackBerry device. This rule automatically adds contacts in leads and opportunities that are maintained by the user to the My Contacts list.
Task	All open tasks are downloaded to users' devices based on delivered dataset rules. You can add new or modify existing rules in the CRM system.
	Tasks can be assigned to contacts in the native BlackBerry contact list who are not in the PeopleSoft database.
	From the tear sheet of the Task entity, contacts and assignees are read-only.

Data Conflict

The conflict resolution rule that is adopted is last in wins.

Sales Territory Reorganization

After you perform a sales territory reorganization on the CRM server, make sure to reload data on the User List page of the PeopleSoft Wireless WorkSpace Console for users who have been affected. Refer to the online help of the PeopleSoft Wireless WorkSpace Console for more information about data reload.

Password Change

If you change your password on the server, you must also update it on the BlackBerry device from the trackwheel menu.

Profile Creation

The PeopleSoft user that is used during profile creation on the PeopleSoft Wireless WorkSpace Console must be a valid sales user with defined sales preferences. To specify the sales preferences for a user, navigate to Set Up CRM, Security, User Preferences and specify these values for the user: Localization Country, Business Unit, and SetID on the Overall Preferences page and Sales Business Unit on the Sales page. Refer to the RIMADMIN user that is delivered in the application as an example when defining these PeopleSoft users.

Profile Refresh

When setup values are modified on the PeopleSoft CRM server, you must refresh the Mobile Data Set Profile on the PeopleSoft Wireless WorkSpace Console so that these updates are reflected on users' BlackBerry devices. The setup values affected include, but are not limited to, Lead Status, Lead Rating, Lead Sales Priority, Lead Source, Lead Type, Lead Rejection Code, Opportunity Status, Opportunity Sales Model, Opportunity Sales Stage, Opportunity Fallout Reason, Task Type, Task Priority, and State/Province list.

To refresh the profile definition, edit it on the PeopleSoft Wireless WorkSpace Console. Enter the password that the CRM user uses to connect to PeopleSoft CRM, and click the Next button until you get to the final screen, which has a Save option. When this is done, the refreshed profile will automatically be pushed to all devices.

If the delivered Sales Rep profile is used, it should be refreshed to ensure that all setup values are deployed to all users.

Setup Values in Multiple SetIDs

If you have sales users who span multiple setIDs, you must create a separate profile for each setID. Each of these profiles must use a different PeopleSoft user, and each of these user's sales preferences must point to the desired setID. Please refer to the section on creating a Mobile Profile in the PeopleSoft Wireless WorkSpace Console administrator guide for further details.