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.

Salesforce1 can cache recently accessed data so it’s available when a user’s device is offline or unable to connect to Salesforce. Offline access is currently read-only, and is available in the Salesforce1 downloadable apps for iOS and Android devices.

Offline access is enabled the first time a user in your organization installs one of the Salesforce1 downloadable apps. You can manage this setting on the Salesforce1 Offline page in Setup.

Cached data is encrypted and stored in a secure, persistent data store.

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
Salesforce Today Main page and mobile event records if previously view
Salesforce Events Previously viewed only
Recent Objects Yes (top five)
Other Objects No
Record Details Yes (30 most recent records)
Related Records Previously viewed only
List Views Previously viewed only
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 manually updates the cache
Dashboards Yes (top five)
Approvals (submit, approve, or reject) No
Visualforce pages No
Canvas Apps No
Lightning Pages No
Settings Yes

Cached data is refreshed when a user switches to Salesforce1. If a user switches to another app, the user’s cached data is automatically refreshed if the existing data store is over one hour old.

Users can manually cache their data at any time—for example, before switching into airplane mode or entering an area with no service. From the Salesforce1 navigation menu, select Settings | Offline Cache | Cache Now.

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.