Slaesforce FAQ

how to study salesforce offline

by Zachary Durgan Published 2 years ago Updated 2 years ago
image

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. This option is automatically enabled the first time someone in your org installs either Salesforce for Android or Salesforce for iOS.

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. Once this option is enabled, go to any of the cached objects homepage.Feb 27, 2017

Full Answer

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.

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.

How do I view data offline in Salesforce classic?

Available in Salesforce Classic in: All editions except Database.com 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.

How to protect your salesforce app users from mobile connectivity vagaries?

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.

See more

image

Can you use Salesforce 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.

Can you use trailhead offline?

You'll need to be connected to the internet when you first load that day's Trail. You'll need to reconnect at least once a day. For the best experience, it's recommended to reconnect, even briefly, every few hours, we'll prompt you on every timeslot boundary (usually a few times a day).

What does offline user mean in Salesforce?

With just a few clicks, you can protect your Salesforce mobile 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.

When you enable caching in offline settings what type of record are you able to view when you're offline?

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 Trail Internet?

A digital footprint – sometimes called a digital shadow or an electronic footprint – refers to the trail of data you leave when using the internet. It includes websites you visit, emails you send, and information you submit online. A digital footprint can be used to track a person's online activities and devices.

How is a project different from a hands on challenge in trailhead?

A hands-on challenge gives you a set of requirements to meet, while a project gives you step-by-step instructions.

Does Salesforce have a mobile app?

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.

What is knowledge user in Salesforce?

Tip Lightning Knowledge uses user profile permissions or permissions sets to give agents access to authoring actions. In contrast, Knowledge in Salesforce Classic uses public groups and article actions. Some licenses, like the Knowledge Only User license, require the AllowViewKnowledge permission on the user's profile.

What is Salesforce Mobile SDK?

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 make a website run offline?

Making a Web Page Available for Offline ViewingOn the Favorites menu, click Organize Favorites.Click the Web page you want to make available offline.Click the Make Available Offline check box to select it, and then click Close.

Does Zoho work offline?

The Zoho Creator mobile app can cache recently accessed Forms, so they're available when a user's device is offline or unable to connect to Zoho Creator. Apart from automatic caching of Forms, the mobile app supports saving of Reports, so that they can be accessed offline.

Is Zoho online or offline?

Zoho CRM's Mobile Edition lets you work in the offline mode to add, modify, or delete records, which will be saved locally and synchronized with your account, when you connect to the Internet. Beyond this, everything is online.

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 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.

Can admins configure briefcases?

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.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9