how to turn offline support on in salesforce

^{Enable Offline Access and Edit for the Salesforce App}

• 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.

How do I enable offline edit in Salesforce?

Offline access is available in Salesforce for Android and iOS only. The beta version of Offline Edit is available in Salesforce for Android and Salesforce for iOS version 10.0 or later. 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.

What is offline edit and how does it work?

When you enable caching and Offline Edit, users can keep working, unimpeded by a subway commute, FAA regulations, capricious cellular signals, or bunker-style buildings. Offline access is available for Salesforce for Android and Salesforce for iOS.

See more

Does Salesforce have offline mode?

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?

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 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 enable mobile in Salesforce?

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 enable mobile access in Salesforce?

Firstly, Here's how you enable Salesforce 1 -- - Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings. - On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box >> Click Save.

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.

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.

How to create an offline support form in embedded service?

Create an offline support form in Embedded Service setup. Regenerate the Embedded Service code snippet and paste it over your existing code snippet in your Visualforce page. Then, log out using the Omni-Channel utility in the console, refresh your visualforce page, and use the offline support form to submit a case.

What is a pre chat form in Salesforce?

This pre-chat form gathers some initial information about the customer, like their name or email address, and uses it to find existing records in Salesforce. So if a longtime customer named John Smith with the email address [email protected] starts a chat with an agent, John’s contact record opens alongside the chat transcript, so long as the Embedded Chat deployment uses the basic scenario or service scenario.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

Why do Sita and Roberto love the new pre-chat form?

Sita and Roberto love the new pre-chat form because it helps their agents solve issues faster, and the experience is much more personalized for the customer. But Roberto asks an important question: “What happens when our agents are offline?”

Can you update your pre-chat form?

You can update your pre-chat form to your Embedded chat deployment in Embedded Service setup. Let’s follow along with Maria.

Can Maria create an offline form?

Luckily for Maria, creating an offline support form is just as easy as creating the pre-chat form. Let’s follow along as Maria adds an offline support form to her chat window.