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 Online or Offline (Beta)
Data and UI Elements That Are Available When Salesforce1 is Offline
Enable Offline Access and Edit for Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
PDF

Enable Offline Access and Edit 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 is available in the Salesforce1 downloadable apps for Android and iOS version 10.0 or later.
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
  1. From Setup, enter Salesforce1 in the Quick Find box, then select Salesforce1 Offline.
  2. 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.
  3. 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.
  4. Click Save.

We strongly recommend leaving Enable caching in Salesforce1 enabled. In addition to making cached data available offline, this setting also enables faster viewing of previously-accessed records and better overall performance. If you disable caching, the Salesforce1 downloadable apps only store the minimum data required to maintain a session. This can impact performance because the app has to refresh record details and feed items every time they’re viewed.

Tip