Click the Salesforce button in the menu on the left in Engage. In the Opportunities sub-section, click on the option to Sync Offline Opportunities from Salesforce to Engage. Once this option is enabled, additional settings will display.
Full Answer
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.
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.
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.
Is online connectivity required to make changes to the salesforce1 platform?
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.
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Can you work offline with Salesforce?
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.
What is offline priming?
When a user logs in to the Field Service app, it automatically downloads data related to the user's assigned service appointments. This process is known as priming, and it ensures that all the data that a mobile worker needs is available even if internet connectivity is lost.
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.
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.
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.
How do you handle offline applications?
Things to take care of while implementing offline mode in your app:Show a Proper User Interface for the Offline State. Clear communication, they say, is the key to a successful customer experience strategy. ... Make Static Information Available. ... Create a Cache of Commonly Used Dynamic Data. ... Real-Time Data Synchronization.
How do I get out of offline mode?
In Chrome browser, open the Docs, Sheets, or Slides homescreen. Choose Settings. Click Turn on. To disable offline access, click Turn off.
How can I use offline apps online?
Setting up Offline ModeWhile you are online, tap the. ... Select Settings.Select Offline Settings.Tap Offline modules to select what will be cached when you download data for use in Offline Mode.Select only the necessary modules to speed up downloading time. ... Check Offline Mode, if it has not already been checked.More items...•
What is Flow user in Salesforce?
The running user of a flow is the user that launched the flow. The running user determines what a flow that runs in user context can do with Salesforce data.
What is a sales anywhere user in Salesforce?
The Salesforce Anywhere application helps every Salesforce user collaborate with a team, be productive in their workflow, and keep customers up-to-date with chat, alerts, comments, and videos directly integrated into the Salesforce customer success platform.
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.
What is mobile sync?
Mobile Sync is a Mobile SDK library that works with SmartStore to guarantee the integrity and consistency of Salesforce records. Mobile Sync makes it feasible for customers using Mobile SDK apps to continue editing Salesforce records locally when their mobile devices lose connectivity. When connectivity is restored, the Mobile SDK app uses the framework to synchronize local changes in SmartStore with the corresponding records on the Salesforce server.
How many fields are needed for sync?
The file format is the same regardless of app type or target platform. A sync definition requires five fields:
What is mobile syncexplorer?
For Android, the native MobileSyncExplorer sample app demonstrates how to use named syncs and sync configuration files with Contact records. It defines a ContactObject class that represents a Salesforce Contact record as a Java object. To sync Contact data down to the SmartStore soup, the syncDown () method resyncs a named sync down configuration that defines a SOQL query.
What is resync method?
Important yet sometimes overlooked, resync methods are versatile and easy to code. These methods run sync configurations you’ve previously defined elsewhere. Despite the name, you can use these methods to run a named sync for the first time. The resync methods sync only records that have been created or updated since the last sync. If the sync has never been run, resync copies all new or changed records. Otherwise, it performs an incremental sync.
What parameter to use to identify class in sync?
target —If you’ve defined a custom native sync up target, use this parameter to identify its class.
Can you sync a JSON file?
With sync configuration files, you can write static sync up and sync down definitions once in a JSON file, and then import them in all versions of your apps. Mobile SDK supports sync configuration files in native and hybrid apps. Let's look at the structure and rules for these files.
Can you sync Salesforce to SmartStore?
Whether you’re syncing up from SmartStore to Salesforce, or down from Salesforce to SmartStore, you provide sync configuration details. You can configure a sync operation either in code or in a JSON configuration file. In either case, at runtime Mobile SDK returns your configuration to your app in a sync state object.
How to connect Salesforce to external service?
Easily connect your Salesforce org to the external service of your choice using the External Service Wizard. Just supply some basic information, like the name of the service and its schema endpoint, and then the service will be available in Salesforce. Once connected, you can use drag-and-drop tools to add the service to an app.
What is Lightning Platform?
The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more. The Lightning Platform empowers multiple types of enterprise application integration, including API integration, data integration, business logic integration, and user interface integration. With the Lightning Platform, no datasource is out of reach.
Can you use point and click in Salesforce?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required. GET THE GUIDE.
What happens if Salesforce goes offline?
If the user’s device goes offline with an empty cache, no Salesforce data is available. To customize their cache, users can go to the navigation menu, select Settings | Offline Preferences, and then select up to seven items that they want to be available offline.
What happens when you log out of Salesforce?
Logging out of Salesforce removes all data from the cache. The next time the user logs in, the process of generating the cache starts over.
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.
How many recently accessed records are there in Salesforce?
If a user chooses not to customize their cache, Salesforce populates the user’s cache with up to 30 recently accessed records for their five most recently accessed objects. In addition to these records, the user’s tasks listed under My Tasks and their five most recently accessed dashboards are cached. However, if the user chooses at least one item from the Offline Preferences page, this selection replaces the existing cache with their new preferences.
Why do you need to populate your Salesforce cache?
We recommend that your users populate their cache each time they log in to Salesforce so they’re guaranteed to have a meaningful set of available data when offline.
Does Salesforce have cache?
Caching in the Salesforce app is enabled the first time someone in your org installs Salesforce for Android or Salesforce for iOS.
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.
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.