Sync Your Data Manually

Your device gets auto-synced with Salesforce either after you complete a visit or per a specified schedule. But if necessary, you can manually sync your device.

Required Editions

Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled
  1. Tap Sync card.
  2. To initiate the sync, tap Sync or First sync of the day.
    When the sync is completed, the date and time of the last sync gets updated.

To see user notifications, from the User Cockpit, click Refresh.