Connect to CRM from the Windows app
Use these steps to connect the Mobile Locker Windows App to Salesforce or Veeva CRM. The Windows app does not have a separate CRM tab. You connect from the customer picker.
The customer picker works with Salesforce or Veeva CRM. It does not work with Synergistix, Sintan, or other CRMs.
On this page
Open the customer picker
You will see Select CRM Customer in these places:
- When you open the first presentation that records CRM activity. The app can require a choice before the deck opens.
- In Content Library, click the person icon in the toolbar (Select Customer) if your team shows that button.
- While a presentation is open, click the people icon in the title bar (CRM / Select CRM Customer).
Connect CRM
If you have never connected, the picker can show an empty state: No CRM records, with Sync your CRM data or connect your CRM to get started.
- Click Connect CRM.
- A Connect CRM window opens and loads your company CRM sign-in page.
- Sign in with your CRM account (or your company SSO, such as Okta, Ping, or Microsoft Entra).
- When the window finishes, the app starts a CRM sync.
You can also click Sync (download icon) in the picker toolbar after you are connected. See reload CRM customers in this category.
Select, skip, or cancel
The window title is Select CRM Customer. Search with Search CRM. Filter with All, Accounts, HCPs, Contacts, Recent, or Selected.
At the bottom:
- Select continues with the customer you highlighted (double-click a row also selects).
- Skip selection opens the presentation without a customer for this session.
- Cancel closes the picker. If the app required a choice before opening a presentation, the presentation does not open.
The footer says: Select a customer for this session, or skip.