About Offline Access in the Salesforce App

Offline access is available for Salesforce for iOS and Salesforce for Android users only. We won’t be working with the app’s offline mode in this book, but this information is important if you have any users who want to take advantage of it.

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.