Salesforce App Admin Guide

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

Create, Edit, and Delete Records in the Salesforce App While Online or Offline (Beta)

Whether online or offline, Salesforce for Android and Salesforce for iOS users can create, edit and delete records and keep track of all of the changes from the Pending Changes page. The Salesforce app automatically syncs those 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 or later of Salesforce for Android or Salesforce 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 and Edit for the Salesforce App. 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 based on generally available products and features. You can provide feedback and suggestions for Offline Edit in the IdeaExchange in the Trailblazer Community.

Note

Keep Track of Updates

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

Pending Changes on the Salesforce App Navigation Menu

Understanding the Status of Updates

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

  • Green Sash: Indicates that there are no conflicts to changes made while online or offline. Records disappear from the Pending Changes page after successfully syncing to Salesforce.
  • Orange Sash: Indicates that there are conflicts to changes that must be resolved.
    • If the changes are made while online, the Orange Sash appears immediately to indicate that there are conflicts.
    • If the changes are made while offline, the Orange Sash appears when network connectivity is restored to indicate that there are conflicts.
    Pending changes may contain conflicts for several reasons:
    • Validation rule error
    • Apex trigger error
    • Workflow rule error
    • Duplicate rule error

    If users encounter conflicts when saving a record, whether online or offline, they must go to the Pending Changes page to see the details of the error. Users can tap on a record where Orange Sash appears, and they are taken to a Conflict Resolution page to resolve the issue. After the conflict is resolved, the record disappears from the Pending Changes page after successfully syncing to Salesforce.

  • Red Sash: Indicates that an error has occurred.
    • If the changes are made while online, the Red Sash appears immediately to indicate an error.
    • If the changes are made while offline, the Red Sash appears when network connectivity is restored to indicate an error.
    When users tap on a record where Red Sash appears, they are taken to the edit page of that record to fix the error.

    While rare in occurrence, sometimes an error is irreconcilable. For example, if an edit is made to a record while offline and someone else deleted that record from Salesforce, the Red Sash that appears on that change is irreconcilable. In this scenario, users can only dismiss the irreconcilable change from the Pending Changes page.

Salesforce App Pending Sync

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