Create, Edit, and Delete Records in the Salesforce Mobile App While Online or Offline

Keep Track of Updates

Users can monitor all changes made while online or offline from the Pending Changes page. This page is available from the profile menu.

Understanding the Status of Updates

To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce mobile app, including the Pending Changes page, object home pages, and in the highlights area on updated records.

• The success icon indicates that there are no conflicts to changes made while online or offline. Records disappear from the Pending Changes page after successfully syncing to Salesforce.
• The conflict icon indicates that there are conflicts to changes that must be resolved.
  • If the changes are made while online, the conflict icon appears immediately to indicate that there are conflicts.
  • If the changes are made while offline, the conflict icon appears when network connectivity is restored to indicate that there are conflicts.

  Pending changes contain conflicts for several possible reasons:

  • Validation rule error
  • Apex trigger error
  • Workflow rule error
  • Duplicate rule error

  If users encounter conflicts when saving a record, whether online or offline, they see the details of the error on the Pending changes page. Users tap on a record displaying a conflict icon and they’re taken to the Conflict Resolution page to resolve the issue. After the conflict is resolved and a successful sync to Salesforce, the record disappears from the Pending Changes page.

• An error icon indicates that an error has occurred.
  • If the changes are made while online, the error icon appears immediately.
  • If the changes are made while offline, the error icon appears when network connectivity is restored.
  When users tap on a record with an error, they’re taken to the edit page of that record to fix the error.

  While rare in occurrence, sometimes an error is irreconcilable. For example, if an edit is made to a record while offline and someone else deleted that record from Salesforce, the error that appears on that change is irreconcilable. In this scenario, users can only dismiss the irreconcilable change from the Pending Changes page.