---
schema_version: "1"
id: c683d912c502dfbc6da2308d95b21b46e8ce07d24eb612ff71fdfe2fccdead09
title: Consumer Goods Cloud Synchronization Limits and Guidelines
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_offline_mobile_app_sync_considerations_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_offline_mobile_app_sync_considerations_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 46c087e5e86ecb176b93844f623e8eb366113703423d52490b9db39945de85b3
description: For data sync performance, create ad hoc visits or orders to download customer data on demand and sync foundational objects. Make sure sales reps have sufficient data in their Consumer Goods (CG) Cloud offline mobile app during offline visits.
products:
  - Consumer Goods
release: "264"
---
# Consumer Goods Cloud Synchronization Limits and Guidelines

For data sync performance, create ad hoc visits or orders to download customer data on demand and sync foundational objects. Make sure sales reps have sufficient data in their Consumer Goods (CG) Cloud offline mobile app during offline visits.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled.</td></tr></tbody></table>

Follow the guidelines for optimal sync performance and scalability when creating sync queries or using CG Cloud offline mobile app.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <thead class="slds-text-title_caps ">
        <tr><th class="slds-cell-wrap" scope="col" id="d85793e54">Product Area</th>
        <th class="slds-cell-wrap" scope="col" id="d85793e57">Guideline</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Synchronize Foundational objects</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <p>Optimize sync rules in such a way that only necessary objects are always synchronized
            to the mobile device, independent of planned visits.</p>
          <p>Include these objects in your dataset for sync:</p>
          <a name="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_bmq_5hv_ydc"><!-- --></a>
          <ul id="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_bmq_5hv_ydc">
            <li>Product master</li>

            <li>Customer master key information, for the customers that the sales rep manages
              through org unit or substitution. Sales reps must download customer master key data
              within a time range of 14 days before or after the current day.</li>

            <li>User settings</li>

            <li>Business templates</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Synchronize visit-related objects</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <a name="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_kqj_yhv_ydc"><!-- --></a>
          <ul id="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_kqj_yhv_ydc">
            <li>Sync only the data that your sales reps need to execute their planned visits fully
              offline.</li>

            <li>Download all the data related to a visit for the current, past, and next 3 days.
              This includes the customer’s full information, activities, prices, promotions, items
              in your collection, sales folders, and more.</li>

            <li>Configure the <a href="https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_call_distribution_batch.htm&amp;release=264.0.0&amp;type=5" title="To show relevant and accurate visits and orders on the Consumer Goods offline mobile app, use the CallOrderDistributionReOrgBatch batch. The batch process identifies all the past visits and orders of accounts that are distribution relevant (Distribution Relevant is true). Only the distribution relevant order and visit records are synced on the mobile app. The batch ignores the visits and orders that have Distribution Relevant as false.">CallOrderDistributionReOrgBatch</a>batch to
              determine the data to be downloaded.</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Ad hoc visits to download additional customer data</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <p>To get additional customer data in the CG Cloud offline mobile app, consider creating
            ad hoc visits or orders through the offline mobile app instead of modifying the sync
            rules to download large data sets. </p>
          <p dir="ltr">After you create ad hoc customer visits or orders in the CG Cloud offline
            mobile app, sales reps must use the app in online mode to allow automatic download of
            all the visit or order related data. When sales reps have the complete visit or order
            related data, they can execute the ad hoc visits fully offline.</p>
        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Synchronize historical data on the offline mobile app</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <p>An extended visit history negatively impacts on performance and scalability for sales
            reps. Limit synchronizing data to the last 3 historical visits and orders for each
            account to the offline mobile app.</p>
        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Synchronization frequency on offline mobile app</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <a name="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_lbj_23v_ydc"><!-- --></a>
          <ul id="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_lbj_23v_ydc">
            <li>Synchronize using the First Sync of the Day (FSOD) option in your CG offline mobile
              app every day before the execution of the first visit.</li>

            <li>Use timer or event-based synchronization to distribute the system load over the day
              to avoid peak upload situations at the end of the day.</li>

            <li>Synchronize data every day before closing the day.</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Synchronize Attachments</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <a name="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_ky5_l3v_ydc"><!-- --></a>
          <ul id="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_ky5_l3v_ydc">
            <li>Synchronize in advance only those attachments that are always required. For example,
              product, store, or contact images and the attachments that are essential for an offline
              visit.</li>

            <li>When sales reps access an attachment the first time in their offline mobile app,
              they get the option to download the attachments on demand. Sales reps can download
              other attachments in online mode and access them offline later.</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Product Area" headers="d85793e54">
          <p>Data Synchronization for Supervisors</p>
        </td>
        <td class="slds-cell-wrap" data-label="Guideline" headers="d85793e57">
          <a name="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_vkl_43v_ydc"><!-- --></a>
          <ul id="cg_concept_offline_mobile_app_sync_considerations_guidelines__ul_vkl_43v_ydc">
            <li>Supervisors don’t always need all dependent data in the offline app for all the
              accounts from their team. Examples of dependent data are pricing conditions,
              promotions with hurdles, sales folders, attachments, historic orders, and historic
              surveys. Supervisors can download dependent data on demand when accessing visits in
              their offline mobile app.</li>

            <li>Optimize sync rules for supervisors to synchronize only key segments for the
              accounts and visits without dependent data for a short time, such as one or two weeks
              by default. An extended visit history has a negative impact on performance and
              scalability for supervisors.</li>

            <li>Add supervisor-specific sync rules so that supervisors sync only essential data
              that’s required for team review and monitoring. For example, introduce a sync rule for
              the supervisor persona to synchronize accounts and visit header but exclude full
              pricing conditions and assortments.</li>

            <li>Supervisors should use the desktop app for reviewing extended team data. For
              example, to review or report the visit history for the last six months for analytical
              purposes and planning.</li>

          </ul>

          <p>The typical supervisor persona for the CG Cloud offline mobile app oversees a team
            of 7-10 sales reps, each handling up to 300 accounts. Supervisors are also responsible
            for their team's organizational unit and can sync up to 3,000 accounts to the offline
            mobile app for team monitoring and support.</p>
        </td>
      </tr>
    </tbody></table>