Table of content

Generalities
Salesforce 1 provides Offline Capability when using the Native App for iOS & Android including : These capabilities are detailed in the next slides.
Read access
The left Panel proposes 5 “Recent items” tabs + Recent Events + Recent Tasks + latest Dashboard. These 5 tabs recent items can be cached for offline usage
Salesforce 1 caches automatically the user’s most recently accessed records on the mobile. If the user wants to cache also recently opened records on other devices, he can force the App to cache it by pushing the Cache Now button in the Left panel > Settings > Offline Cache > Cache Now menu.
Access to files
Salesforce 1 also allows to mark files that the user wants to keep available when he is offline. You just have to go with your mobile on a file and click the “download” icon on the bottom right corner:
Update a Record Offline (Demo)
User visits an Account and wants to update the phone number of the account. As he went to this Account on his mobile before the meeting, he can access it offline.
Once on the Account he will : click on "Show more" action select the "Edit" action
Once on the Account Edit Form he will : update the Phone number click Save
Once the Account is saved he can go to the "Recent Accounts" list and see that the Account is pending update thanks to the green arrow icon. He will have the same information if he opens the left panel… …and also when going to the Pending Changes Panel.
When the user is back online, the Pending Changes will apply automatically. A notification is displayed and all the green arrows indicating Records pending changes are removed.
What happens if the user updates a Data that he shouldn’t be able to ?
If the user applies changes that shouldn't be done (such as modifying the Account Name), he wont be blocked when offline. When he goes back Online, he will get an Error Message and the Green arrow turns to Orange If he goes to the Record, a message explains the error, he can fix the issue and save again.