Slaesforce FAQ

how to make you offline salesforce sale online

by Cordia Glover I Published 2 years ago Updated 2 years ago
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How do I use Salesforce Offline?

From Setup, enter Offline in the Quick Find box, then select Salesforce Offline.To allow viewing data while offline, select Enable caching in Salesforce for Android and iOS . ... To allow updating records while offline, select Enable offline create, edit, and delete in Salesforce for Android and iOS . ... Click Save.

Can you use Salesforce without Internet?

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.

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.

Does Salesforce have a mobile app?

The mobile app includes many of your org's customizations, so it's tailored to your business needs. Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs.

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.

What is Salesforce CRM content user?

Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks: Organizing. Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores files in fully searchable file repositories known as libraries.

How do I set up Salesforce mobile?

0:053:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set upMoreAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set up and make the new Salesforce mobile app user permission.

Is Salesforce mobile friendly?

Which mobile experiences are supported by Salesforce? Salesforce App is the only UI supported by Salesforce for iPhones and Android devices.

What is Salesforce mobile called?

Before Salesforce1 developed, many applications like Salesforce classic, Salesforce touch and chatter mobile are used to connect Salesforce using a mobile(Iphone, Ipad, Android and Tablet) devices. Now Chatter Mobile has been renamed to Salesforce1 and updated with lot of features.

Why are people reluctant to buy things online?

Compared with the comfort of dealing with sales people in “real time,” e-commerce could seem risky. Most organizations have since recognized that buying online not only has to be easy -- it has to include some reassurance that those purchases will be backed up by outstanding service and support.

Is it easy to see a lineup of customers at the checkout line?

It’s easy to look at a lineup of customers forming at the checkout line and get a sense that your business is thriving, just as a near-empty store might trigger worries you’re hitting a low point. In either case, however, there’s a whole other group of customers and potential customers you’re not able to see -- the ones who would gladly give you their business if there was an e-commerce option.

Does Salesforce require online connectivity?

Thus, online connectivity is not required to make changes to the platform, hence making it easy to complete tasks on-the-go. Once the user is online and connected to a network, the Salesforce1 app will automatically synchronize the new data with the platform.

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 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.

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.

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