Access Data in Salesforce1 While Offline

With caching in Salesforce1 enabled, your Salesforce1 downloadable app users can see important data when working offline or when the mobile app can’t connect to Salesforce. Salesforce1 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 Salesforce1 session is also added to the cache. Cached data is encrypted and stored in a secure, persistent data store.

Caching in Salesforce1 is enabled the first time someone in your org installs one of the Salesforce1 downloadable apps. You can manage this setting from Setup—enter Salesforce1 in the Quick Find box, then select Salesforce1 Offline.

The contents of a user’s cache determines the data that’s accessible when the user’s mobile device is offline. Let’s look at how the cache is initially populated and then updated throughout a Salesforce1 session.

A Salesforce1 session is the time between logging in to and out of the app. Putting the app in the background by switching away to a different app doesn't end a session.

Note

  • When a user logs in to Salesforce1, the cache is empty. If the user’s device goes offline with an empty cache, no Salesforce data is available.
  • A user can quickly populate the cache with a default set of most recently accessed records. From the Salesforce1 navigation menu, select Settings | Offline Cache | Cache Now.

    Manually update Salesforce1 offline cache

    We recommend that your users do this action each time they log in to Salesforce1 so they’re guaranteed to have a meaningful set of available data when offline.

    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.

    Tip

    The Cache Now option collects recently accessed records for the first five objects listed in the Recent section of the user’s Salesforce1 navigation menu, plus the user’s recent tasks and dashboards. Recently accessed records are determined by a user's activities in both Salesforce1 and the full Salesforce site, including Salesforce Classic and Lightning Experience.

  • Throughout a Salesforce1 session, many of the other records that the user accesses are also added to the cache. (Not all Salesforce data is available offline—see Data and UI Elements That Are Available When Salesforce1 is Offline.)
  • The user’s default set of recently accessed records obviously needs to evolve as the user works in Salesforce1 and the full site. If the user switches away from Salesforce1 without logging out and the cache is over an hour old, Salesforce1 automatically refreshes the cache to pick up the user’s newest set of recent tasks, dashboards, and records for the top five objects.

    Users can also manually refresh the cache at any time with the Cache Now option. This is a good practice if a user expects to be offline and has recently accessed records in the full site that should be added to the cache beforehand.

  • A record remains in the user’s cache for 30 days. Each time the same record is accessed, the clock resets. But if the record isn’t touched within 30 days, it’s automatically removed from the cache and won’t be available offline until the user accesses the record again.
  • Logging out of Salesforce1 removes all data from the cache. The next time the user logs in, the process of generating the cache starts over.