How CX Sales Mobile Continues to Work Offline
When a network connection is lost, a message displays to let your users know that they're offline. They can continue to work as before. After the network connection is restored, their changes are automatically synchronized.
Here's how it works:
Data Downloads When the App is Online
While users are using the application online, up to two different types of data are downloaded for offline use:
- Data that users viewed in the application.
- If you've enabled the Auto Fetch feature, data returned in the default saved search. This includes data for both standard and custom objects. See the Configure the Offline Settings topic for more information about the Auto Fetch feature.
All data is stored encrypted using the device's encryption. In addition, when a user allows the face or fingerprint recognition sign-in feature, access to data in the offline mode is further protected by the biometric authentication.
Offline Message Displays When the App is Offline
If network connectivity is lost while the app is in use, a message appears to let users know that they're working offline. A banner displays the number of updates that will be synchronized when they're back online. It also shows how long it's been since they last synchronized their data.
Offline Updates are Saved
When users are working offline, they can see all of the data that was saved onto the device while they were online. They can also create new records, or update existing records, which will then be synchronized to the server when they're back online.
When users view records that have been created or updated offline, they'll see a visual indicator on the page indicating that the record will be synchronized to the server when they're back online. If they want to view all of the records that will be updated when the application is back online, then they can navigate to the pending sync queue by tapping the offline banner and then tapping the more icon in the Pending Sync page.
Offline Data is Synchronized
Once the network connection is restored, the records that are pending synchronization are synced to the Sales web app in the order that the transactions were made offline. If a transaction fails to sync, for example due to a validation error, the corresponding error message is displayed against the record in the Pending Sync queue. Once the user has resolved the issue, they can sync the record manually by tapping the more icon in the offline banner and then tapping the Retry Sync For All button.