Test Salesforce Classic Mobile Configurations | Salesforce
Test Salesforce Classic Mobile Configurations
Salesforce Classic Mobile setup available in: both Salesforce Classic and Lightning Experience
Mobile app available in: Performance, Unlimited, and Developer Editions for orgs created prior to Winter ’17
Mobile app available for an extra cost in: Professional and Enterprise Editions for orgs created prior to May 1, 2016
Mobile app not available for orgs created in Winter ’17 or later
User Permissions Needed
To view Salesforce Classic Mobile data sets:
“View Setup and Configuration”
To test Salesforce Classic Mobile configurations:
“Manage Mobile Configurations”
When you create a Salesforce Classic Mobile configuration, you specify a total data size limit for the configuration. The total data size limit prevents Salesforce from sending too much data to the mobile devices of users assigned to the mobile configuration. After defining the data sets, it’s important to test the mobile configuration to make sure the total data size limit isn’t exceeded.
To estimate the size of the data set that the mobile configuration will deliver to a user's device:
From Setup, enter Salesforce Classic Configurations in the Quick Find box, then select Salesforce Classic Configurations. Then click the name of the mobile configuration that you want to test.
In the Data Sets related list, click Edit.
In the Test Data Size section, click the lookup icon next to the Select a user field to choose the user you want to test. While users must be mobile-enabled in order to assign them to mobile configurations, you can test the configuration's data size against any user account.
The Select a user field defaults to the name of the user currently logged in; however, it is important to test a mobile configuration with the accounts of users who will actually be assigned to the configuration, particularly users who own a large number of records.
Select the Include metadata checkbox to include metadata in the estimate. Metadata consists of page layout and schema information, and the amount of metadata sent to a device can be very high depending on the size of your organization and the complexity of its setup.
It might take a while for Salesforce to calculate the metadata size in addition to the data size. Even if you choose to hide the metadata in your test results, the metadata is still factored into the total data size when the mobile device synchronizes with Salesforce.
Click Estimate Data Size.
The size of each data set is calculated. Results display in the hierarchy tree, which is the left pane of the data set region at the top of the page. Additional results appear in the Test Data Size section below the hierarchy.
In the hierarchy tree, two numbers appear next to each data set. The first represents the number of records generated by the data set, and the second represents the total size of the data set in bytes or kilobytes. This breakdown is useful for identifying which data sets might require additional filtering criteria to reduce the size.
The Test Data Size section provides an estimate of the data that the current mobile configuration would deliver to the selected user's device, including:
The size and number of records in each object's data set.
The total size and number of records, which includes records in the data set and marked records. A marked record is a record that is not part of a user's mobile configuration. There are two ways marked records can become part of the data set:
The user downloads records to his or her device through online searches, and the records are flagged so that they get sent to the user's device every time the device synchronizes with Salesforce.
Records in the user's data set contain lookup fields to records that do not match the mobile configuration's filter criteria. Salesforce synchronizes the records referenced in the lookup fields so that users do not encounter broken links in the mobile app.
For an accurate count of the marked records, synchronize the data in the mobile app before estimating the data size. To synchronize the data:
On an Android device, tap Application Info | Sync Now | Refresh All Data.
On an iPhone device, tap More, then tap App Info. Tap Sync Now, then tap Refresh All Data.
The size of the metadata that would be sent to the device for the user, if you selected the Include metadata checkbox.
The total mobilized data set, which is the sum of all the records.
Reports are not included in the data size estimate.
Compare the test results to the total data size limit that was set for the configuration; the limit is located in the top of the Test Data Size section. Click the size limit to increase or decrease the value on the Edit Mobile Configuration page.
If the total data size is below the limit, the selected user can safely be assigned to the mobile configuration. However, keep in mind that the test results are an estimate because different devices have different storage algorithms.
If the total data size exceeds the limit, reduce the size of the data by reducing the scope of your data set, refining the filter criteria of your data sets, deleting a data set, or removing fields from the mobile page layout. Repeat the testing process until the data is below the total limit.
The data size estimate in the Test Data Size section does not automatically refresh if you edit the data sets. Click Refresh Data Size to update the test results.