Using Salesforce Offline – User Guide

Using Salesforce offline used to be impossible (ok, almost impossible). Luckily , they have now released a subset of software available for mobile, various browsers and OS native. This software – known as Connect Offline -lets you work with your local employees and customers offline, from anywhere.

Salesforce accomplishes this by synchronizing your master copy of Salesforce (including your records) to the master database on Salesforce. Any changes made within these databases will be updated.

Fortunately, Connect Offline is very easy to use.  Let’s take a brief look at its features, and provide a few caveats and tips on how to make this work properly. (Concurrent databases can go very wrong, if you don’t take care of them properly, so be careful)!

  • You can accomplish all typical Salesforce tasks- offline. This includes creating, modifying or deleting events and tasks . You have access to read/write and delete all of Salesforce records (that only you have access to, but not those shared with other workers).
  • Do not rely too heavily on performing changes to your local files in Connect Offline. Use it for short-term point of reference or as an information retrieval source on-the-go.
  • If you do have to make frequent changes, make sure that within 48 hours, you can synchronize Connect Offline’s data to Salesforce.

Connect Offline  is new software, so as more information from Salesforce is provided for Salesforce offline user mode, we will be writing guides on how to get the most out of it.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.