Salesforce Features
Offline Edition 2.0
Since its introduction, Salesforce users have relied on Offline Edition
to manage their customer data when working without Internet
connectivity. Offline Edition 2.0 expands this capability by allowing
users to capture and manage leads in the field. Offline Edition 2.0
also leverages custom objects with support for master-detail custom
related lists offline. It also facilitates user adoption by automating
the onerous task of conflict resolution. Finally, the new architecture
of Offline Edition allows users to carry more data with them and
ensures that the information will be safe in the event that an
unauthorized user gains access to the computer.
This feature is included in enterprise editions and unlimited edition. It is as an avaliable upgrade in professional edition.
Training and Documentation
Application Quick Links
Feature Details
- Offline Leads: Capture new leads and manage existing leads in the field regardless of whether Internet connectivity is available.
- Access to Custom Objects: Custom objects and related lists are now accessible offline, so users can better leverage their organization's custom data.
- Field-Level Conflict Resolution: An intuitive administration console helps identify and resolve field-level data conflicts when synching with the live Salesforce application.
- Expanded Scalability: A new mobile relational database allows users to manage significantly larger datasets while maintaining a high level of performance.
- Encryption: Prevent unauthorized access to your Salesforce data with the protection of native 256-bit local database encryption.
More Information
- Find our more: Visit our CRM Integration information pages, and learn why Salesforce has become the Mobile CRM Solution of choice for top sales organizations.
6 Comments
September 15
You would THINK it would be part of ANY Edition (Such as the TEAM edition) considering that online data without offline access is a real inconcenience and for extended periods can be crippling.
What is really annoying is to receive an email about our current edition telling me this feature is an available upgrade. My boss read it and of course wanted to know why it hadn't been implemented. It doesnt mention anywhere in the email that it is ONLY available if we upgrade our software to a different edition. Unfortunately it simply isnt cost effective in such a small market for us but truly this is one of the things that I believe should be bundled into any of the editions. It's bad enough there are so few plugins created for the small business version of this software.
September 15
Paul with Team Edition you can use the free Outlook plug-in to synch your contacts so they are available. You can also export data to excel which is another option.
Offline Edition is a great product but it requires development resources to build and extra support costs so that's why it's not included with our entry level product (Team Edition).
January 2
I agree with paul. I'm also upset because my sales rep told me that the feature was available, so I agreed to try it out. But now I realize that my reps (who are in the field all day) won't have access to the offline edition.
February 6
Offline edition is so important for the small business indeed. Most other providers such as Siebel, Netsuite, Entellium and Salesboom offer it as a plugin for all editions.
May 31
When will a version of the offline client be available for Vista?
June 28
In our organisation it is the reps on the road who usually handle the first phase of a case but Cases are not accessible off-line and reps are often not able to log on to the internet when travelling. This is a huge omission.