How do I allow updating records while offline in Salesforce?
To allow updating records while offline, select Enable offline create, edit, and delete in Salesforce for Android and iOS. This option isn’t available if caching in the Salesforce app is disabled.
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.
Can You inline edit in Salesforce reports?
With the risk of sounding biased (and maybe I am), inline editing within Salesforce reports has been one of my dreams since I first discovered list views and the joys of inline editing they provide. Great news – both users and admins can finally quit dreaming about being able to inline edit in reports!
How do I monitor changes made in the salesforce app?
This page is available from the Salesforce app navigation menu. To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce app, including: the Pending Changes page, object home pages, and in the highlights area on updated records.
Can Salesforce be used on mobile?
Work Offline with the Salesforce Mobile App Offline access is available for Salesforce for Android and iOS.
How do I edit a record in Salesforce?
Update RecordsFind and open the record you want to edit.Click Edit.Enter or edit values in the fields. Tip Salesforce Help includes field definitions for most objects. Search the help for the object name + “fields”. ... Save your changes, when you finish entering or editing values.
Does Salesforce lightning work on mobile?
We support only the Salesforce mobile app for Android-based tablets. Salesforce treats touch-enabled laptops, including Microsoft Surface and Surface Pro devices, as laptops instead of tablets. It's not possible to access the Salesforce mobile app on these devices.
What can you do with Salesforce Mobile App?
Mobile CRM from Salesforce Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more. The Sales Cloud mobile app is the best way to make more sales and stay connected to crucial data no matter where you are.
Who can edit the records in Salesforce?
Based on your answers, you can set the sharing model for that object to one of these settings. Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
Can you inline edit reports in Salesforce?
How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes. You're now set to go.
What mobile devices does Salesforce support?
Mobile Devices Used for TestingPlatformPhonesAndroidSamsung Galaxy S7 Samsung Galaxy S8 Samsung Galaxy S9 / S9+ Samsung Galaxy Note 9 Samsung Galaxy S10 / S10e / S10+ Samsung Galaxy S20 / S20+ Samsung Galaxy S21iOSiPhone 8 / 8 Plus iPhone 11 iPhone 11 Pro / Pro Max iPhone 12 iPhone 12 Pro / Pro Max iPhone XR iPhone SE
How do I enable lightning app in mobile Salesforce?
How can I enable Lightning apps for Mobile? It's easiest to enable all your existing Lightning apps at the same time. From Setup, in the Quick Find box, enter New Salesforce , select New Salesforce Mobile App Quickstart, and click Launch the Tool. Or you can enable Lightning apps one at a time in App Manager.
How do I switch to lightning in Salesforce mobile?
Enable Lightning Experience for Salesforce Mobile App Click on 'Menu' at the bottom right corner of the mobile screen. Voila! Lightning Experience for Salesforce Mobile App is enabled. The user can now see 'App Launcher' to switch between the apps.
How do I use Salesforce on my phone?
To connect Salesforce for Android to a different instance, use these steps.On the Log In page, tap either. or the menu button on your device.Tap Change Server.Tap Add Connection, or select one of the predefined instances: Production or Sandbox.Tap the name of the newly created instance, then tap Apply.Log in.
How many people use Salesforce on mobile?
Users exceed 1.1 million, from 41,000 customers across the globe. The AppExchange community has 450 independent software vendor partners. Salesforce employees log 70,000 volunteer hours.
What is Salesforce mobile app called?
CRM Mobile App for iPhone or Android - Salesforce App - Salesforce.com.
What version of offline edit is required for Salesforce?
The beta version of Offline Edit requires version 10.0 or later of Salesforce for Android or Salesforce for iOS. Note. This release contains a beta version of Offline Edit, which means it’s a high-quality feature with known limitations.
Where are the visual indicators in Salesforce?
To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce app, including: the Pending Changes page, object home pages, and in the highlights area on updated records.
What does it mean when changes are made while offline?
If the changes are made while offline, the appears when network connectivity is restored to indicate an error.
Is offline edit available in Salesforce?
This release contains a beta version of Offline Edit, which means it’s a high-quality feature with known limitations. Offline Edit isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only based on generally available products and features. You can provide feedback and suggestions for Offline Edit in the IdeaExchange in the Trailblazer Community.
Can you edit Salesforce records offline?
Whether online or offline, Salesforce for Android and Salesforce for iOS users can create, edit and delete records and keep track of all of the changes from the Pending Changes page. The Salesforce app automatically syncs those pending changes to Salesforce and warns the user if there are conflicts that need to be resolved. The beta version of Offline Edit requires version 10.0 or later of Salesforce for Android or Salesforce for iOS.
Is an error in Salesforce irreconcilable?
While rare in occurrence, sometimes an error is irreconcilable. For example, if an edit is made to a record while offline and someone else deleted that record from Salesforce, the that appears on that change is irreconcilable. In this scenario, users can only dismiss the irreconcilable change from the Pending Changes page.
Can you disable caching in Salesforce?
If you disable caching, Salesforce for Android and iOS only store the minimum data required to maintain a session. This can impact performance because the app has to refresh record details and feed items every time they’re viewed.
Can you edit Salesforce records while offline?
With just a few clicks, you can protect your Salesforce app users against the vagaries of mobile connectivity. 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.
What is a TP in Salesforce?
What’s a TP? It’s a practice environment you use for completing hands-on challenges here on Trailhead. Find your TP username and password by following the instructions in this article . Learn more about Trailhead Playground orgs in the Salesforce Platform Basics module.
How does Salesforce save time?
Actions in the Salesforce mobile app save time by letting you quickly and easily create records, log calls, and do other common tasks, from just about anywhere in the app. Let's follow along with Alice as she gets her work done with actions.
Why is Salesforce mobile app important?
With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop. But the app is organized to help you get stuff done in those short, free moments when you're out and about, like waiting for a flight, ...
How to access favorites in Salesforce?
In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out.
How to add a web address to Salesforce?
If the account is in an environment other than production, tap (iOS) or (Android) on the login page. Then select the correct environment from the list or add the web address for an environment that isn’t already set up, just like you learned about earlier in “Log In to Salesforce.”
What do you see on a mobile app?
The actions that you see depend on where you are in the mobile app . For example, on an account, you might see actions for creating a contact or case related to the account, while on a case record you might see actions that let you create a child case or send a case update via email.
How to use list view?
To use list item actions, simply swipe left on a record in a list (2).
What is Inline Editing in Salesforce?
Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report. It has multiple benefits including fewer clicks and greater user adoption of features and Salesforce.
What is a Salesforce Report?
Standard Salesforce reports are something surely every admin and most likely the advanced users are accustomed to building day-in and day-out to visualize the data in various ways.
Salesforce Reports vs. List Views
One of the most frequent user questions I bump into is definitely “How can I export my Opportunities to update each one in Excel?”.
Inline Editing in Reports
The limitations around list views, as well as a huge demand to improve native reporting capabilities, did make inline editing within Salesforce reports a dream come true.
Salesforce Reports Inline Editing Use Cases
Inline editing in reports isn’t just for the Sales team! The inline field edit can be a time saver for Support and Marketing teams as well. For example, if the Marketing team is using Salesforce Campaigns, there is surely at least one dashboard used to track performance or perhaps other KPIs.
Summary
Inline editing within reports is a valuable functionality (even though still beta) that is sure to help you drive adoption with your users while keeping them within Salesforce rather than external tools, such as Excel.
How to edit custom object in developer console?
In Developer Console, click Debug-> Open Execute Anonymous Window (CTRL+E). Then write code for editing in custom object. I given below some code structure for that.
Can you mass edit a record?
But if you want to mass editing means you have to edit all record at atime you need to create visual force page and and edit record using <apex:inputField> component so ypu can edit all record.
