Enable Offline Access and Offline Edit for the Salesforce Mobile
App
With just a few clicks, you can protect your Salesforce mobile 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.
Required Editions
| Setup for the Salesforce mobile app available in: both Salesforce Classic and
Lightning Experience |
| Setup available in Salesforce Classic in: all editions except
Database.com
|
| Setup available in Lightning Experience in: Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
|
| User Permissions Needed |
| To view Salesforce mobile app settings: |
View Setup and Configuration
|
| To modify Salesforce mobile app settings: |
Customize Application
|
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From Setup, enter Offline in the Quick Find box,
then select Salesforce Offline.
-
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.
-
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 mobile app is disabled.
-
Click Save.