Salesforce1 Mobile App Admin Guide

Introduction
Get Your Organization Ready for Mobile: The Big Picture
Configure Your Organization for Salesforce1
Customize How Your Data Appears in Salesforce1
Using Actions in Salesforce1
Visualforce Pages and Salesforce1
Work Offline with the Salesforce1 Mobile App
Access Data in Salesforce1 While Offline
Create, Edit, and Delete Records in Salesforce1 While Offline (Beta)
Data and UI Elements That Are Available When Salesforce1 is Offline
Enable Offline Access for Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
PDF

Create, Edit, and Delete Records in Salesforce1 While Offline (Beta)

With Offline Edit, Salesforce1 downloadable app users aren’t tied to a network connection to keep Salesforce data current. Users can create records for cached objects and edit and delete cached records while offline, and keep track of all offline changes from a central place. And when Salesforce1 is back online, the app automatically syncs pending changes to Salesforce and warns the user if there are conflicts that need to be resolved. The beta version of Offline Edit requires version 10.0 of Salesforce1 for Android or Salesforce1 for iOS.

This release contains a beta version of Offline Edit, which means it’s a high-quality feature with known limitations. To enable this feature in your org, see Enable Offline Access for Salesforce1. Offline Edit isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for Offline Edit in the IdeaExchange in the Success Community.

Note

When Offline Edit is enabled:

  • Create a record using the New button on an object home page. (For tasks, use the New button on the My Tasks list.) The “new record” actions in an action bar (such as New Task or New Contact, or New on related lists) don’t work offline.
  • Update the details of a record using the Edit action on the record’s action bar.
  • Delete a record using the Delete action on the record’s action bar.

See Data and UI Elements That Are Available When Salesforce1 is Offline for the full list of data that can be updated with Offline Edit.

Keep Track of Offline Updates

Users can keep track of all changes made while offline from the Pending Changes page. This page is available from the Salesforce1 navigation menu.

Pending Uploads on the Salesforce1 Navigation Menu

See the Status of Offline Updates

To help users monitor the status of changes made while offline, indicators display in several places in Salesforce1, including: the Pending Changes page, object home pages, and in the highlights area on updated records.

  • Green Sash: Displays while the mobile device is offline. Indicates that there are changes to sync when the device goes back online. After successfully syncing, records disappear from the Pending Changes page.
  • Orange Sash: Displays when the mobile device goes back online. Indicates that there are data conflicts that the user must resolve.
  • Red Sash: Displays when the mobile device goes back online. Indicates that an unresolvable error occurred and the user’s changes can’t be saved.

When Connectivity is Restored

When the user’s mobile connectivity is restored, the changes listed on the Pending Changes page are automatically synced with Salesforce. If there are any sync issues that require the user’s attention—such as validation errors or conflicting changes to the same record made by a different user—Salesforce1 alerts the user.

To resolve sync problems, the user can respond to the pop-up alert message or select Pending Changes from the Salesforce1 navigation menu and tap the affected record. Salesforce1 highlights the issues that need resolution, and after the necessary fixes are saved, tries again to sync the pending changes. Records with unsynched changes are locked to prevent further changes until the problems are resolved.

Unresolvable errors are rare, typically occurring if someone else deleted the record or changed the user’s access permissions for the record while the user was offline. Pending changes that have unresolvable errors can't be saved. The only option is for the user to dismiss the changes by tapping the affected record on the Pending Changes page.