About Offline Access in the Salesforce App
Your mobile users' productivity doesn't have to stop when there's no connectivity. When you enable caching and Offline Edit, users can keep working, unimpeded by a subway commute, FAA regulations, capricious cellular signals, or bunker-style buildings. Offline access is available for Salesforce for Android and Salesforce for iOS. The beta version of Offline Edit requires version 10.0 of Salesforce for Android or Salesforce for iOS.
Caching in the Salesforce app is enabled the first time someone in your org installs Salesforce for Android and Salesforce for iOS.
| Salesforce Data / Salesforce App Element | Available for Offline Viewing | Available to Create, Edit, or Delete Offline (Beta) |
|---|---|---|
| Navigation Menu | Yes | n/a |
| Action Bar | Yes | Edit action: Yes Delete action: Yes Other actions: No |
| Global Search | Previous search results from current session | n/a |
| List Views | If viewed in current session | No |
| Records for Recent Objects | Yes, recently accessed records for the first five objects (excluding Files) in the Recent section of the Salesforce app navigation menu | Yes, recently accessed records for the first five objects (excluding Files) in the Recent section of the Salesforce app navigation menu |
| Records for Other Objects | If viewed in current session | If viewed in current session |
| Related Records | If viewed in current session | If viewed in current session |
| Salesforce Today | Main page and mobile event records, if viewed in current session | No |
| Salesforce Events | If viewed in current session | Create: No Edit and Delete: If viewed in current session |
| Tasks | Most recently accessed tasks from the first page of My Tasks list only | Most recently accessed tasks from the first page of My Tasks list only (The simplified New Task form must be disabled) |
| Notes | If viewed in current session | Create: Yes Edit: If viewed in current session Delete: No |
| Files | If viewed in current session | No |
| Dashboards (Enhanced Charts) | Most recently accessed only | No |
| Dashboards (Legacy Charts) | No | No |
| Feeds, Groups, and People | If viewed in current session | No |
| Notifications | If viewed in current session | n/a |
| Approvals (submit, approve, or reject) | No | No |
| Visualforce pages | No | No |
| Canvas Apps | No | No |
| Lightning pages | No | No |
| Salesforce App Settings | Yes | n/a |
A Salesforce app session is the time between logging in and logging out of the app. Switching away from Salesforce app doesn’t end the session as long as the user doesn’t log out.
All right! We’ve addressed notifications and offline access, now let’s look at the navigation menu.