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            Synchronization Management

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            Synchronization Management

            Define device synchronization settings between the Life Sciences Cloud mobile app and your Salesforce org to support data management and control. Help your mobile app users keep their data current so they can make well-informed decisions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Synchronization Process

            This diagram shows the synchronization process between your Salesforce org and the Life Sciences Cloud mobile app.

            The Sync process

            Synchronization Types

            Synchronization between the Life Sciences Cloud mobile app and your Salesforce org can happen in a few different ways: Full, Delta, and Upload Only.

            Sync Type What it Does When it Happens
            Full Downloads all territory-specific data and metadata to the user’s mobile device and then uploads their transactions, logs, and statistics to Salesforce.
            • Initial Sync: This happens after a user’s first login and territory selection (if applicable).
            • Territory Switch Sync: This happens after a user switches to a different territory.
            • Extended Offline Work: If a user works offline for longer than the configured Days Offline Limit (without an initial or territory switch).
            • Admin-Forced Sync: If an admin has enabled the Is Force Full Sync Enabled option in a user’s profile, a full sync is performed during the next Delta Sync.
            Delta Refreshes the app’s database, downloads the latest information and sends the user’s changes to the server, and downloads list views. This process can run in the foreground (which requires the user to wait before using the app) or in the background.
            • During Manual Sync after a user taps Sync Database.
            • After a user unlocks the app with their passcode. If metadata has changed, the user is prompted to download the metadata (or skip).
            Upload Only Uploads mobile app data, such as transactions, logs, and statistics, to Salesforce. It’s a one-way process, so no metadata or other data is downloaded to the user’s device.
            • After a user saves or deletes a record, the app initiates the upload in the background to sync all transactions currently in the queue. If a Wi-Fi connection isn’t available, the transaction stays in the queue until the next synchronization attempt.

            Synchronization Management Data Model

            Synchronization Management uses many objects and fields to help users synchronize data your Salesforce org and the Life Sciences Cloud mobile app.

            Note
            Note Synchronization management objects aren’t accessible in Object Manager. However, you can access them through data tools.
            • Synchronization Management Guidelines and Best Practices
              To secure data in the Life Sciences Cloud mobile app, manage object sharing and DBSchema records. For optimal performance, always include a WHERE clause in DBSchema settings and monitor the Transactions queue daily. Ensure efficient synchronization by quickly resolving errors and using Simulation Mode to proactively find and fix potential problems before they affect users. Limit record access to necessary users only and keep all required DBSchema settings enabled for the mobile app.
            • Clone and Activate the Sync Processor Scheduler Flow
              To automate data synchronization from the Life Sciences Cloud mobile app to your Salesforce org, clone and activate the Sync Processor Scheduler flow. This flow automates the scheduling of the Sync Processor batch management job. The Scheduler flow runs daily at 1:00 AM UTC, processing Device Sync Transaction records from the past 60 days.
            • Manage Synchronization Transactions
              View completed synchronization records and manually update or retry synchronization transactions in the Synchronization Admin Console.
            • Configure Mobile Sync Settings
              Set the mobile sync settings at the org default or user profile level to determine the record synchronization details.
            • Configure Sync Processor Settings
              Define comprehensive guidelines for managing records throughout their lifecycle. Descriptive record handling rules are crucial for data integrity, regulatory compliance, efficient information management, and risk mitigation.
             
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