Salesforce1 App Developer Guide

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About Offline Access in Salesforce1

Offline access is available for users in the Salesforce1 downloadable apps only. We won’t be working with Salesforce1’s offline mode in this book, but this information is important if you have any users who want to take advantage of it.

The Salesforce1 downloadable apps cache users' most recently used records for access offline. All data that is handled by the Salesforce1 downloadable apps is encrypted and secured through persistent storage. Offline access is currently read-only. Offline access is available starting with the version 6.0 release of the Salesforce1 downloadable apps in Summer '14.

Offline access is enabled by default when you install one of the Salesforce1 downloadable apps. You can manage these settings in Setup from Mobile Administration | Offline.

When offline access is enabled, data is downloaded to each user’s mobile device based on the objects in the Recent section of the Salesforce1 navigation menu, and on the user’s most recently viewed records. Data is encrypted and stored in a secure, persistent cache. This table lists the elements that are available offline.

Salesforce1 Element Available for Offline Use
Navigation Menu Yes
Global Search Previous searches only
Notifications Previously viewed only
Feeds, Groups, and People Previously viewed only
Today Event list is available; individual events are available only if previously viewed
Salesforce Events No
Recent Objects Yes (top five)
Other Objects No
Record Details Yes (15 most recent records)
Related Records Previously viewed only
List Views No
Tasks Only tasks from the first page of the My Tasks list (up to 10 tasks), and only if the list was previously viewed or after the user syncs
Dashboards Previously viewed only
Approvals (submit, approve, or reject) No
Visualforce pages No
Canvas Apps No
Flexible Pages No
Settings Yes

When users switch to Salesforce1, their data is cached, which refreshes the local data store. Users can manually cache their data and refresh that cache at any time (for example, before entering an area with no service). When a user switches to another app, the user’s data is cached automatically if the existing cache is over one hour old.

Users can view the status of cached data, and can manually cache data, from Settings | Offline Cache in the Salesforce1 navigation menu.

Offline Sync navigation

The cache is saved for two weeks. Users can clear the cache by logging out of the Salesforce1 app.

Note

All right! We’ve addressed notifications and offline access, now let’s look at the Salesforce1 navigation menu.