Salesforce1: Create and Edit Records While Offline Using the Salesforce1 Downloadable Apps (Beta)

No cellular signal? No problem! Salesforce1 downloadable app users can keep on truckin’ with their work, whether they’re in airplane mode 30,000 feet in the sky or deep underground in a subway tunnel. With Offline Edit, users are no longer tied to a network connection to keep their Salesforce data current. The beta version of this feature is available in version 10.0 of the Salesforce1 downloadable apps only.
Note

Note

Version 10.0 of Salesforce1 for Android and Salesforce1 for iOS 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 Edit for the Salesforce1 Downloadable Apps. 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 timeframe or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for Offline Edit in the IdeaExchange in the Success Community.

Offline Edit expands on the offline support your Salesforce1 downloadable app users are already using. As in previous releases, the downloadable apps cache recently accessed records so users can access important details without a network connection. And now when you enable Offline Edit, your users can also create records for cached objects and edit or delete cached records while offline.

Note

Note

If your Android users started out with the Offline Edit pilot, Salesforce1 for Android, version 10.0 and Summer ’16 take the experience up a level. Users can now create and update Notes, as well as delete recently accessed records, while offline. And Salesforce1 helps users resolve sync issues, such as conflicting changes to the same record made by a different user.

When creating, editing, or deleting records while offline, all changes are listed on the Pending Changes page. This page is available from the Salesforce1 navigation menu.

Pending Uploads on the Salesforce1 Navigation Menu

When the user’s mobile connectivity is restored, the changes listed on the Pending Changes page are automatically synced with Salesforce. Salesforce1 helps the user resolve any problems that prevent pending changes from syncing—such as validation errors or conflicting changes to the same record made by a different user.

Because Offline Edit is a beta feature, let’s look at some important details before you take the plunge. Including how to enable enhanced offline support for your org.