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            Connected App for CRM Analytics on Mobile

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            Connected App for CRM Analytics on Mobile

            Install the CRM Analytics App Package to allow your mobile clients to easily connect to your org. This package contains the Connected App component that gives you control over who’s logging in and how your mobile clients share images and links.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To install and configure Connected App: Manage CRM Analytics
            1. While logged in as an admin, navigate to:
            2. Select Install for All Users.
              If you install the Connected App only for certain roles, then only those clients are subject to your policies.
            3. Click Done, then click the Salesforce Analytics App Package and then View Components.
            4. Select iOS or Android. To configure policies and other settings, click Edit. When you’re finished, save your changes.
              For more information about Connected App settings, see Edit a Connected App.
            5. If you want to disable sharing options for mobile users, click New in the Custom Attributes section.
              All sharing options are enabled by default. To disable an option, add its attribute key and enter “false” for the attribute value. See the table for the supported attribute keys.
              Attribute Key Mobile clients can Mobile Device
              CACHE_QUERY_RESULTS Store query cache results to disk iOS
              OFFLINE_BETA Store data for offline access iOS
              SHARE_IMAGE_AIRDROP Share images via AirDrop iOS
              SHARE_IMAGE_CAMERAROLL Share images to Camera Roll iOS
              SHARE_IMAGE_OPEN Share images to other apps and activities iOS
              SHARE_IMAGE_S1 Share images to Salesforce iOS
              SHARE_IMAGE_EMAIL Share images via email iOS
              SHARE_LINK_NFC Share links via Near Field Communication (NFC) Android
              SHARE_LINK_BLUETOOTH Share links via Bluetooth Android
              SHARE_LINK_AIRDROP Share links via AirDrop iOS
              SHARE_LINK_CLIPBOARD Share links to Clipboard iOS and Android
              SHARE_LINK_S1 Share links to Salesforce iOS and Android
              SHARE_LINK_EMAIL Share links via email iOS and Android
              SPOTLIGHT_SEARCH See CRM Analytics assets in Spotlight search results iOS
              Note
              Note To apply custom attributes to connected users, you can revoke them and ask them to reconnect.
            6. To view and control how mobile clients connect to your CRM Analytics-enabled org, from Setup, in the Quick Find box, enter Connected Apps, and then select Connect Apps OAuth Usage.
              You can block user sessions, revoke individual users, and drill in to user details. For more information, see Monitoring Usage for a Connected App.
              Note
              Note For certificate-based authentication, users must set their desktop browsers to allow cookies.

            For extra security, use Mobile Device Management (MDM) with the option to show only authorized hosts. The "OnlyShowAuthorizedHosts" key allows you to hide the “Add New Account” plus sign in the mobile app. For more information, see Using MDM with Salesforce Mobile SDK Apps.

             
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