1. Connected Mobile Sales Administration Guide
  2. Synchronizing Recently Viewed Records From Oracle CRM On Demand

Synchronizing Recently Viewed Records From Oracle CRM On Demand

The Connected Mobile Sales device automatically synchronizes records that you have recently viewed on Oracle CRM On Demand after you log out of Oracle CRM On Demand or your session times out. After your Oracle CRM On Demand session ends, you can log into the Connected Mobile Sales application which automatically synchronizes the Recently Viewed Items

If your Oracle CRM On Demand session has not ended before you sign into Connected Mobile Sales, then the Recently Viewed Items from Oracle CRM On Demand does not sync to Connected Mobile Sales until the Oracle CRM On Demand session ends, and either:

  • Connected Mobile Sales performs an automatic sync, which occurs every 10 minutes.

  • You manually perform a sync by pressing the sync icon, which you can do every 5 minutes.

To synchronize recently viewed records from Oracle CRM On Demand

  1. Navigate to the Navigator page.

  2. Tap Recently Viewed Records.

    Note: The Recently Viewed Records icon is enabled if there is no recently updated record in Oracle CRM On Demand Connected Mobile Sales within the last 5 minutes; otherwise, this option is not available.

  3. Tap the Sync Recently Viewed icon.