Troubleshooting Steps

BC

To resolve the issue of the sales team being unable to utilize the Salesforce mobile app feature due to the unavailability of the internet at Cloud Kicks, the consultant should take the following two steps:

B. From the Setup menu, go to Salesforce offline and select Enable caching in Salesforce for Android and iOS. Enabling caching in Salesforce for Android and iOS allows the mobile app to store and access data offline. This means that even without an internet connection, the sales team will be able to view, create, and update Opportunities using the cached data on their mobile devices. Enabling caching ensures that important data is available to the sales team even when they are not connected to the internet.

C. From the Setup menu, go to Salesforce offline and select Enable offline create, edit, and delete in Salesforce for Android and iOS. Enabling offline create, edit, and delete in Salesforce for Android and iOS allows the sales team to perform these actions on Opportunities even when they are offline. By enabling this setting, the mobile app will allow the creation, editing, and deletion of Opportunities without requiring an active internet connection. Any changes made offline will be synced with the Salesforce platform once the internet connection is restored.

Option A is not the correct answer because enabling the system permission "Store offline data" alone is not sufficient to resolve the issue. This permission allows users to store data offline, but it does not enable the Salesforce mobile app to function offline or provide specific settings related to offline capabilities.

Option D is not the correct answer because raising a case with Salesforce support to enable the offline version of the mobile app and update the app to use the offline capabilities is not necessary in this scenario. The Salesforce mobile app already has offline capabilities, and the issue can be resolved by configuring the appropriate settings within the Salesforce Setup menu.

In summary, the consultant should enable caching in Salesforce for Android and iOS and also enable offline create, edit, and delete in Salesforce for Android and iOS to resolve the issue of the sales team being unable to utilize the Salesforce mobile app feature when the internet is unavailable at Cloud Kicks.