Offline Data
In the Offline Data section of the Mobile Admin tab, you can define which objects will be primed to the Youreka Mobile App for mobile users. This is important because if your mobile users are typically offline while using the app, they can be sure to have all necessary records on their device throughout their experience, without having to rely on connectivity. Priming devices with objects allows mobile users to update records, leverage lookups and more, completely offline.
In the Offline Data section, first select the objects that are most important for your users.
Additionally, you can write filters with SOQL Where syntax to ensure that only a portion of the records from that object will be primed. This is an important step because it allows you to fine tune which records get primed to an end users device. This is important for two reasons:
- It ensures that a user's mobile device is only carrying the record data that it needs. No more, no less.
- It allows you to prevent the Youreka Mobile App from syncing, for example, all object records to the mobile app every time the user Preps for Offline. This can happen if your Org Wide Defaults for an object a public read/write or public read only. Just because the end user has the ability to see millions of records in Salesforce doesn't necessarily mean that we want them to download all of those records each time they sync the Youreka mobile app. Syncing large volumes of data can be time intensive, mobile storage intensive, and typically unnecessary.
Offline Data Filter Examples
Offline Filter Example | Description |
---|---|
Type = 'Prospect' |
This filter is used on the Account object, and retrieves all Accounts that the end user has access to, and where the Type field = 'Prospect'. |
ID NOT IN (Select AccountId from Contact) |
This filter is used on the Account object, and retrieves all Accounts that the end user has access to, and where the number of Contacts is greater than 0. This filter is interesting because it utilizes a nested query - which can be very powerful. |
Account_Owner_Is_Current_User__c = TRUE |
This filter is used on the Account object, and retrieves all Accounts that the end user has access to, and where a custom formula field on the Account = TRUE. In this situation, we may have a custom checkbox formula field on the Account that determines if the current user equals the owner. Consider creating formulas on the objects you intend to filter to help assist with your filter statements. |
After these selections are made, mobile users should access the Data Management screen on the mobile app and Prep for Offline to retrieve all of the object records you've defined in the Offline Data menu.
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