The Manage Mobile Objects page displays all standard and custom objects in Vault CRM, as well as certain system objects. Each row in the table displays the following columns for each object:

• Enable for Mobile – displays an Enable button only for custom objects not enabled for mobile platforms
• Object Label – label of the object
• Object Name – API name of the object
• Mobile ID – indicates if a mobile_id__v field exists for a given object
• VMOCs Created – indicates if VMOCs exist for a given object and for which mobile platforms

Admins can reorder and resize the columns as needed.

Admins can search for specific objects to quickly find the correct object. Admins can only search the Object Label and Object Name columns. The search bar is not case sensitive.

To enable a custom object for mobile devices:

1. Navigate to Admin > Configuration > Manage Mobile Objects.

   

2. Search for the appropriate custom object.
3. Select Enable in the Enable for Mobile column for the appropriate custom object.

   This action cannot be undone.

   

4. Select Continue in the confirmation modal.

When the enablement is successful, a success notification message displays in the top right corner of the screen.

This means the mobile_id__v field is successfully added to the custom object and a Full Object Sync VMOC is created for each mobile platform, if one does not already exist. The following fields are populated for each VMOC:

• Active (active__v) – Not selected
• Object Name (object_name__v) – Object API name
• Device (device__v) – iPad (ipad__v), iPhone (iphone__v), WinModern (winmodern__v)
• Type (type__v) – Full Object Sync (F)
• VMobile Object Configuration Type (object_type__v) – TABLET
• External ID (external_id__v) – <object_name>-<device_type> for example, account__v-ipad__v

Admins should review the VMOC and ensure the fields are populated appropriately for their end users.

Retrying Enabling Objects for Mobile Devices

An error displays in the top right corner if enabling an object for mobile devices fails. A red info icon displays in the Mobile ID column to indicate the field that could not be created. A Retry button displays in the Enable for Mobile column. Admins can select Retry to immediately retry enabling the object for mobile devices.

When admins refresh the page, the Enable button displays again in the Enable for Mobile column and the red info icons no longer display.

By default, end users do not have field permission to the mobile_id__v field and the VMOCs are created inactive. Admins must configure the following for end users:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set for end users.
3. Select the Objects tab.
4. Select the custom object you just enabled for mobile devices.
5. Grant end users RE permission to the object and Edit permission to the mobile_id__v field.
6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Navigate to the VMOC created for the custom object you just enabled for mobile devices.
8. Select Edit.
9. Ensure all fields are correctly populated. See Using VMobile Object Configurations for more information.
10. Select the Active check box.
11. Select Save.

Admins who manage multiple Vault instances can enable objects for mobile devices in one Vault instance and export the enabled objects to the other Vault instances using a configuration migration package. See Using Configuration Migration Packages for more information about enabling and creating configuration migration packages.

To export objects enabled for mobile devices from a source Vault instance:

1. Create an outbound migration package and add the following component type records for each object you want to export:
   • Object – The Name and Component Name of this record is the API name of the object
   • Mobileobjectrequest – The Name of this record is Mobileobjectrequest.<objectAPIname> and the Component Name is the API name of the object

   

2. Export and download the migration package from the notification bell in the top right corner or from the notification email.

   

To import objects enabled for mobile devices into a target Vault instance, import the inbound migration package and ensure the Object components are ordered before the Mobileobjectrequest components. If the Mobileobjectrequest components are listed first, the import fails.

When the import successfully completes, inactive VMOCs for the imported objects are automatically created and admins receive a notification in the notification bell in the top right corner as well as a notification email.