Successforce Blog
Keep Offline Edition Always Synched!
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





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.
Posted by: Erik Yewell | January 19, 2006 at 10:20 AM
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
Posted by: Mike | February 02, 2006 at 06:46 AM