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.
Can I use Salesforce for Android offline?
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.
What can I do with the Salesforce mobile app?
The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.
How do I enable offline edit in Salesforce?
Offline access is available for Salesforce for Android and Salesforce for iOS. The beta version of Offline Edit requires version 10.0 of Salesforce for Android or Salesforce for iOS. Manage caching and Offline Edit from Setup—enter Offline in the Quick Find box, then select Salesforce Offline.
What happens when you log out of the Salesforce mobile app?
Logging out of the Salesforce mobile app removes all data from the cache. The next time the user logs in, the process of generating the cache starts over. With just a few clicks, you can protect your Salesforce mobile app users against the vagaries of mobile connectivity.
Can you use Salesforce on your phone?
Salesforce is available for iOS and Android devices that meet minimum platform requirements. See Requirements for the Salesforce Mobile App for details. You can download and install Salesforce from the App Store or Google Play.
How can we use Salesforce on mobile?
Get Started with the Salesforce Mobile AppIdentify the flavors of the Salesforce mobile app available to you.Log in to your Salesforce org from the mobile app.Switch between different Salesforce orgs from the mobile app.Navigate around the Salesforce mobile app and work with your data.
What is mobile only in Salesforce mobile app?
The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.
How do I get Salesforce mobile on my desktop?
0:452:04Salesforce Mobile in Chrome Browser - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe have all the functionality of Salesforce 1 mobile inside of our Chrome browser. We can look atMoreWe have all the functionality of Salesforce 1 mobile inside of our Chrome browser. We can look at our dashboards. Go to our groups. We can even go into our records. Scroll through them there.
How do I setup a Salesforce mobile app?
To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go to “Mobile Administration” –> “Salesforce1” –> “Salesforce1 Settings” and check the box to “Enable the Saleforce1 Mobile Browser App”.
How do I open Salesforce mobile?
1:372:49Install & Setup Salesforce Mobile App Emulator for Android - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then it also start up the google services on the emulator for you let's get the android studioMoreAnd then it also start up the google services on the emulator for you let's get the android studio and avd manager out of the way. Okay now let's swipe up and see the home. Screen. Now i'll drag the
How do I change the mobile only app in Salesforce?
To disable the Mobile Only app, go to Setup. In the Quick Find box, enter Connected Apps , select Manage Connected Apps, and click the name of the connected app that you want to modify. In the Custom Attributes section on the connected app page, click New.
Which two functions can be customized for the Salesforce Mobile App?
The Salesforce mobile app is fully customizable to the needs of your users. Customize branding, navigation, and more to get the most of out of running Salesforce on mobile devices.
Is utility bar available in Salesforce Mobile App?
The Lightning Experience utility bar isn't available in the Salesforce mobile app.
Does salesforce have a desktop app?
Run Salesforce in distraction-free window, manage multiple Salesforce accounts easily and more with the unofficial Salesforce desktop app for Mac and PC on WebCatalog.
How do you simulate a Salesforce Mobile app in the browser?
0:212:39Install & Setup Salesforce Mobile App Simulator for iOS - YouTubeYouTubeStart of suggested clipEnd of suggested clipTool in the menu select xcode open developer tool and simulator with the simulator tool open clickMoreTool in the menu select xcode open developer tool and simulator with the simulator tool open click on file open simulator and choose the type of device you want to use for your simulator.
How do I test my salesforce application on mobile?
Login to Salesforce and select Developer tools. Change the URL with one/one. app, example: https://na3.salesforce.com/one/one.app, you can select a mobile device type here. Note: you still need need to select Enable the Salesforce1 mobile browser app, from Salesforce1 Settings setup menu to use Developer tools.
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.
What is Salesforce cache?
The app caches a set of a user’s recently accessed records so they're available for viewing without a connection. And much of the data that a user accesses throughout a Salesforce session is also added to the cache. Cached data is encrypted and stored in a secure, persistent data store.
How to put Salesforce in the background?
Users can put Salesforce in the background by switching away to a different app or navigating to their device’s home screen to populate their cache. Or users can go to the Salesforce navigation menu, select Settings | Offline Cache | Cache Now. Tip.
