Enable Offline Access for Salesforce1
With just a few clicks, you can protect your Salesforce1 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. Offline access is available in the Salesforce1 downloadable apps only. The beta
version of Offline Edit requires version 10.0 of Salesforce1 for Android or Salesforce1 for iOS.
| Setup for Salesforce1 available in: both Salesforce Classic and Lightning Experience |
| Available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in Salesforce Classic in: All editions except Database.com |
| User Permissions Needed | |
|---|---|
| To view Salesforce1 settings: |
“View Setup and Configuration” |
| To modify Salesforce1 settings: |
“Customize Application” “Modify All Data” |
- From Setup, enter Salesforce1 in the Quick Find box, then select Salesforce1 Offline.
-
To allow viewing data while offline, select Enable caching
in Salesforce1.
This option is automatically enabled the first time someone in your org installs one of the Salesforce1 downloadable apps.
-
To allow updating records while offline, select Enable
offline create, edit, and delete in Salesforce1
(Beta).
This option isn’t available if caching in Salesforce1 is disabled.
- Click Save.