There are two kinds of Offline Access; one is just viewing and the second is being able to edit, create, and delete records with Offline Edit enabled. 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.
- From Setup, in the Quick Find box, enter Embedded Service , and then select Embedded Service Deployments.
- To select the deployment that you want to work with, click the arrow next to the deployment name, and then select View. ...
- Click Edit next to Chat Settings.
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.
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 do I create a web-to-case for offline support?
From Setup, enter Web-to-Case in the Quick Find box, then select Web-to-Case. Make sure that Enable Web-to-Case is checked. If it isn’t, select it. Click Save. Next, go back to your Embedded Service settings and create an offline support form. From Setup, enter Embedded Service in the Quick Find box, then select Embedded Service.
What is offline support and how does it work?
Offline support lets you create a web case form for your customers to fill out and submit when chat isn’t available. Customers aren’t left high and dry, and support agents don’t have to forgo sleep to make sure that customers have 24/7 chat support.
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How do I access 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.
Is Salesforce available 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.
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 Prechat in Salesforce?
Use Pre-Chat to Gather Visitor Information and Set Context for the Agent. Find and Create Records Automatically with the Pre-Chat APIs. Access Chat Details with the Pre-Chat APIs.
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.
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.
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 I set up a pre-chat form in Salesforce?
To set up the pre-chat form: From Setup, in the Quick Find box, enter Embedded Service , and then select Embedded Service....Select the use case for the pre-chat form.Select the main reason that customers use chat. ... Select the record type that's created from the pre-chat form. ... Click Next.
How do I add a field to a pre-chat form in Salesforce?
Click Edit. Select the use case for the pre-chat form. Select the main reason that customers use chat....Select the fields shown on the pre-chat form.To change the order of the fields, use the up arrow and down arrow. ... To add a field, click +. ... To remove a field, click X.More items...
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 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.
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.
How long does it take for a user to refresh their cache?
Depending on the size and complexity of a user’s records, caching can take a few seconds to a couple of minutes. If the user goes offline before the cache is fully updated, some of the expected records won’t be available. After users initially populate their cache, users can refresh their cache in two ways.
What is self service community?
A self-service community is a customer portal that allows you to help customers help themselves. Delivering self-service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions anytime, on any device, from community content or peers.
Is Essentials on Salesforce?
Absolutely! Essentials is built on the Salesforce Platform so upgrading to another edition is simple. Just choose the edition you want, and you'll get all the great new features in minutes while your data stays safe and intact. If you have any questions, feel free to contact us.