Your sales team is busy, flying this way and that across the globe to meet with prospective clients and close deals. Because of their tight schedules, they use their time in the air to review notes and prepare for upcoming meetings. Many flights these days have wifi, but not all, and it’s always expensive. Your team needs access to their Salesforce data on the fly, no matter where they are or how many cell phone bars they have. The team at Salesforce is one step ahead of you!
The Salesforce Spring ’16 release come with offline access for Salesforce1 for the Sales Cloud! All your users need do is download and log into Salesforce1 to enable offline access (through you can always disable it later). The app will automatically cache records they’ve recently viewed on both the app and on their computer so that the data they need is always accessible. Check out the release highlights for more gems, and the help doc for additional details on offline access. Happy travels!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Any advice for using offline connect – or an easy way to have your salesforce data on a laptop when flying
So, offline access on your laptop is a bit difficult – there are some options for Internet Explorer (6, 7, or 8), but from my review, it appears there aren’t many other choices for you. See the link below for more information.
If all you need is the data, you can always pull an export of your data before traveling – this will require you reviewing that data in Excel or similar, but for a quick and easy way to see the data you need on the fly, this can work. Simply use the Report Builder or the Data Loader to export the records you want to review. If you include the record IDs as well, you can make changes to that data as necessary and push your update when you get back online.
Hope this helps!
Thank you for your reply, Wish there was a better way.. in the meantime will have to pay for inflight wifi 🙁