MobileCaddy Platform Setup

So you have installed the MobileCaddy Salesforce application and you just want to get going.  You want to get any boring data setup out of the way and see a mobile application running.  Well fortunately we at MobileCaddy understand what a nightmare it can be data loading and configuring so we have some tools to make this very simple indeed ..

The application has a ‘Startup’ tab.



Click this tab to start the MobileCaddy startup wizard.  The first screen you will see will be a confirmation dialogue.  This is a reminder that you will need to add users of MobileCaddy to the MobileCaddy permission set.  At this point click ‘Confirm’ to confirm that you have read this and understand it – it is just a reminder.



The next screen invites you to install the MobileCaddy component data.  Click ‘Install’ to do this.



The installation is quite an intensive process under the bonnet here.  This doesn’t matter to us at this point save to point out that the operation may take several seconds.  Once complete, a dialogue similar to the following is displayed.



The messages show that data has been successfully inserted.  Click on ‘Install’ to install MobileCaddy System Data Version records.  On success a dialogue similar to the following is displayed.



At this point the MobileCaddy setup has been done and we are moving on to the seed application installation – let’s install it and then run it up!  Click ‘Install’.  After a few seconds a successful install will produce a screen similar to the following.



Next is the final installation – the seed applications actual data.  Click ‘Install’ to run this data in.  On success we now exit the wizard.  A MobileCaddy ‘Application User/Device’ record is displayed for our Demo application.  Note that there are ‘Emulator’ buttons that will run up the app in the MobileCaddy platform emulator.  In essence the Application User/Device record represents a combination of mobile user, application they are running and the device they are running it on.  Feel free to glance over the details of the record but at this point we don’t need to delve into the detail.  Let’s click the ‘Emulator (Portrait)’ button…



A popup is displayed with a fully working application.  It is fully functional and will behave as if it was running on the device.  At this point feel free to click around the application.  Here I have clicked into a project record.




It is probably best to stop this post here – you will want to have a play with the application!  Feel free to fire the app up in Landscape or in Debug (full screen) mode if you wish.  Enjoy!