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

Enable Offline Access and Edit for the Salesforce App

With just a few clicks, you can protect your Salesforce app 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 Salesforce for Android and iOS only. The beta version of Offline Edit is available in Salesforce for Android and Salesforce for iOS version 10.0 or later.
Setup for the Salesforce app 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 Salesforce app settings:

View Setup and Configuration
To modify Salesforce app settings:

Customize Application

Modify All Data
  1. From Setup, enter Offline in the Quick Find box, then select Salesforce Offline.
  2. To allow viewing data while offline, select Enable caching in Salesforce for Android and iOS.
    This option is automatically enabled the first time someone in your org installs either Salesforce for Android or Salesforce for iOS.
  3. To allow updating records while offline, select Enable offline create, edit, and delete in Salesforce for Android and iOS.
    This option isn’t available if caching in the Salesforce app is disabled.
  4. Click Save.

We strongly recommend leaving Enable caching in Salesforce for Android and iOS 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, Salesforce for Android and iOS 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.

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