Table of Contents
What is available offline in Salesforce for Android?
Offline access is available in Salesforce for Android and iOS only. With Salesforce mobile app caching and Offline Edit, Salesforce for Android and iOS users can work with many of their frequently accessed objects and records while offline. Here’s the list of data and Salesforce mobile app user interface elements that are available offline.
What is offline edit and how does it work?
When you enable caching and Offline Edit, users can keep working, unimpeded by a subway commute, FAA regulations, capricious cellular signals, or bunker-style buildings. Offline access is available for Salesforce for Android and Salesforce for iOS.
How do I enable Salesforce offline caching?
Offline access is available for Salesforce for Android and iOS. Manage caching and Offline Edit from Setup—enter Offline in the Quick Find box, then select Salesforce Offline. Caching in the Salesforce mobile app is enabled the first time someone in your org installs Salesforce for Android and Salesforce for iOS.
What’s new in Salesforce 1?
A remarkable new feature for Salesforce1 is that it allows changes to records like Offline Edit, Offline Create, and Offline Delete. This option is however only possible with caching enabled and will not work if you disable caching.
What is offline user Salesforce?
You can enable two levels of offline access: caching frequently accessed records, so users can view data while offline, and Offline Edit, so users can create, edit, and delete records while offline. Offline access is available in Salesforce for Android and iOS only.
When you enable caching in offline settings what type of record are you able to view when you’re offline in Salesforce?
Access Data While Offline When caching is enabled, Salesforce for Android and Salesforce for iOS users can access cached data while working offline. The default data that’s cached includes recently accessed records for the five most recently used objects, plus the user’s recent tasks and dashboards.
What is Salesforce Mobile SDK?
About Native App Development Salesforce Mobile SDK lets you develop native apps on iOS and Android. You build Mobile SDK native apps using the mobile platform’s development tools and languages. For example, you can develop iOS apps in Xcode using Swift or Objective-C.
How do I create a Salesforce app?
Steps To Setup The AppClick on Setup button next to app name in top right corner.In the bar which is on the left side, go to Build → select Create → select Apps from the drop down menu.Click on New as shown in the below screenshot.Choose Custom App.Enter the App Label. … Choose a profile picture for your app.More items…•
Can we develop mobile app using Salesforce?
The Salesforce Platform extends the potential for mobile app development across the enterprise, giving you the ability to build and customise your own apps using intuitive drag and drop tools, wizards and forms.
How do I create a mobile app in Salesforce?
0:017:19Demo – Building Mobile Apps with Salesforce Platform – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe book goes through step by step on how to set up the application create the environment configureMoreThe book goes through step by step on how to set up the application create the environment configure the app and deploy it to the mobile devices.
How to enable offline access in Salesforce?
To enable this option for modification in Salesforce, go to Setup>Enable Caching and then Setup> Enable Offline Edit, Create and Delete in Salesforce1 (Beta) and then select Save.
How to change offline file settings?
Offline File Settings can be changed by going to Settings>Offline File Settings and selecting Auto-Sync Offline Files (w hen connected to Wi-Fi). When this checkbox is selected, changes will be auto-synced.
How often does Salesforce cache refresh?
There are 2 ways the cache is updated; either manually or automatically. It automatically refreshes after each hour so that the user’s most recently accessed records are viewable. It can also be manually refreshed by the user himself anytime he wants to update the cache by clicking on the Cache Now button. The following screenshot shows the five most recently accessed objects in the navigation menu which allows them to be accessed offline:
How to create a new record in Salesforce?
Once this option is enabled, go to any of the cached objects homepage. To create a NEW Record, press the New button on the top of the homepage. The following screenshot shows the New record for account being created. Once the information is entered, press Save to save the record. The new record will be synced with the Salesforce.com platform once the user goes online.
What does the yellow indicator on salesforce.com mean?
The yellow indicator indicates this conflict and messages are displayed: “Pending Changes require your attention” and “There were issues matching the field values you entered . Choose the correct values to resolve”.
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Does Salesforce allow offline edit?
A remarkable new feature for Salesforce1 is that it allows changes to records like Offline Edit, Offline Create, and Offline Delete. This option is however only possible with caching enabled and will not work if you disable caching. The option for editing, deleting, and creating needs to be enabled by Salesforce.
How does Connect Offline work?
The way Connect Offline works is by allowing you to perform tasks and changes to your Salesforce offline, then when connected online, it synchronizes the Connect Offline database with Salesforce’s and pushes all changes made over to Salesforce.
What makes Connect Offline particularly convenient?
What makes Connect Offline particularly convenient is that it lets you perform all typical Salesforce tasks smoothly. Here’s a list of what you can do in Salesforce when offline:
What is Salesforce briefcase?
The subset of data you can access in Salesforce while offline is called a briefcase . Admins can configure the parameters of a briefcase: thereby determining what data is accessible in a briefcase. For example, if you want to create a Connect Offline briefcase specifically for salespeople, then you would configure the briefcase to only include Leads and Accounts.
Do references have to be approved by the editor?
References will be subject to editor approval before appearing. Your reference will not appear until it has been cleared by a website editor.
How many records does Salesforce have?
Salesforce caches up to 30 of a user’s most recently accessed record types per object. If your org has defined more than 30 record types for any of a user’s recent objects (that is, the user’s five most recently used objects), only the cached record types are available when creating a record offline. And only records matching the cached record types are editable while offline.
Can you create a record offline?
Create records using the New button on recently accessed object home pages. New record actions in an action bar (such as New Task, New Contact, or New on related lists) aren’t supported offline.
Is Salesforce in draft mode?
If you create an event when working offline, it’s in draft mode until Salesforce is back online. However,there’s no visual cue on the Events list that the event is still in draft mode.
Can you use Dependent Lookups offline?
Dependent lookups and picklists for a cached record aren’t supported when offline, unless the user interacted with these elements before the record was cached.
Steps To Enable Offline Working
2) Enter “Offline” in the Quick Find box and click the Salesforce Offline option. You will be redirected to the Offline settings page.
Using Salesforce Mobile App
Cache determines what data you can access & edit while working offline on Salesforce via mobile device. Thus, to manage the data you need to access in working offline, you need to understand how cache works.
Salesforce Mobile App Work Offline Feature Restrictions
When accessing data through offline mode by Salesforce iOS & Salesforce Android app, it’s limited to cached data that by default includes the recently accessed 5 objects, recent tasks & dashboards.
Conclusion
Hope this comprehensive guide for Salesforce offline working was helpful. Stay tuned for more such information.
How does Salesforce automate business processes?
Automated workflows and approvals: With Salesforce, you can automate business processes through a simple point-and-click interface. From here, you can create automatic email alerts for deals dependent on their size and can auto-assign tasks as a deal progresses. You can also automate manual tasks such as filling out orders or putting together in-depth proposals. It’s straightforward and flexible.
What apps work with Salesforce?
Third-party app integration: Many third-party apps work directly with Salesforce. The dedicated marketplace features apps for all sorts—top examples include Formstack, which allows you to build forms without coding, and Pitcher Impact, which enables you to manage your contacts offline and access marketing materials, pitches, and presentations without hassle. There are many excellent apps here that make everything that little bit easier to manage.
What is Salesforce advanced features?
Advanced Features: Salesforce offers many advanced features—notably more than the other CRM solutions. It includes advanced marketing automation, 24/7 customer support, and advanced account and contact management. With the latter, you have access to a complete view of customers, including activity history, key contacts, and their communications.
How many cloud tiers does Salesforce have?
For a start, generally speaking, Salesforce comes in four different tiers, as you can see below. It’s also important to note the four different clouds available, too: Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. Each of these “clouds” is catered towards its target area.
How many apps are there in Salesforce?
The marketplace, known as the Salesforce AppExchange, launched in 2006. Since then, the number of apps available has only grown. Today, there are over 5000 apps, from Asana to the Lightning Knowledge dashboard. At least 300 of these apps are mobile-ready, too, with an increasing focus on mobility for the future.
Is Salesforce the best CRM?
Salesforceis the best CRM for growing businesses. For example, a company with three employees right now and plans to expand in the near future will be well-served with Salesforce as they grow into a larger team. It’s certainly an investment for the long-term.
Is Salesforce too big for a small company?
Too much for the smallest teams and companies: Smaller teams that don’t need everything Salesforce offers could find the software overwhelming or too big to truly take advantage of. Large-scale companies probably won’t have an issue here, but smaller businesses who aren’t actively trying to grow tend to find it more complex than necessary for their more basic needs.
