The Official Salesforce Blog

The Official Salesforce Blog

Keep Offline Edition Always Synched!

Erik Yewell Dec 21, 2005

Offline salesforce.com offers an Offline Edition of its application for use by mobile salespeople. It provides access to Accounts, Contacts, Opportunities, and Activity history, within a familiar salesforce.com interface, and bidirectionally synchs with salesforce.com's classic "online edition".

There is the catch: You have to synch it, both before you go on the road, and when you get back!

Here is how you can ensure you never work with stale data again! Be a hero, and recommend this to all your Offline users: Schedule the synching using Microsoft Windows Scheduler. For example, schedule offline to popup every day at 3pm, to remind you to click the synch button.

 

Follow the following link for instructions on how to schedule the launch of Offline Edition: http://support.microsoft.com/default.aspx?scid=kb;en-us;308569&FR=1&PA=1&SD=HSCH

Incidentally, this can be applied to Lotus Notes synching as well, if you are using Linkpoint360's salesforce.com plugin for Lotus Notes

 

2 Comments

Erik Yewell

Note that when offline is launched automatically, user login is required as well as a click on the "synchronize" link. Once synch is complete, the user can close offline edition.

Mike

Or you can use Salesforce.com on your blackberry, via Vettro RainMaker. It gives real time access to everything on salesforce.com.
See www.vettro.com/rainmaker/index.html

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