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            Enable Offline Access and Offline Edit for the Salesforce Mobile App

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            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
            1. From Setup, enter Offline in the Quick Find box, then select Salesforce Offline.
            2. 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.
            3. 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.
            4. Click Save.
            Tip
            Tip We strongly recommend leaving Enable caching in Salesforce for Android and iOS enabled. In addition to making cached data available offline, this setting also enables faster viewing of previously accessed records and better overall performance. If you disable caching, Salesforce for Android and Salesforce for iOS store only the minimum data required to maintain a session. This can impact performance because the app has to refresh record details and feed items every time they’re viewed.
             
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