Offline Access Solution for Cloud Kicks - Contacts, Accounts, and Opportunities
Question
Cloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.
Which two steps should the consultant take to create a solution? (Choose two.)
Answers
Explanations
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A. B. C. D.AB
To create a solution that allows Cloud Kicks to access customer information while out of the office and without an internet connection, the consultant should take the following two steps:
A. Salesforce mobile app: The Salesforce mobile app is a powerful tool that provides users with access to Salesforce functionality on their mobile devices. It allows users to view, edit, and create records, access dashboards and reports, collaborate with colleagues, and perform various tasks on the go. By recommending the use of the Salesforce mobile app, the consultant enables Cloud Kicks' team to access customer information even when they are offline or in areas with limited network coverage. The app supports offline data caching, which allows users to download and store data locally on their devices. Once the data is cached, users can view and interact with the records, including Contacts, Accounts, and Opportunities, even when they are not connected to the internet. Any changes made while offline will be automatically synced with Salesforce once a network connection is available.
B. Enable caching and Offline Edit: Enabling caching and Offline Edit is a crucial step to ensure that Cloud Kicks' team can access customer information and log calls without an internet connection. By enabling caching, Salesforce stores a subset of data locally on the user's device, allowing them to access it offline. Caching can be configured to include relevant objects such as Contacts, Accounts, and Opportunities. Additionally, Offline Edit functionality allows users to make changes to the cached records, such as updating Contact details or adding notes to Opportunities, even when they are offline. Once a network connection is established, the changes made offline will be synchronized with the Salesforce database, ensuring data integrity and consistency.
C. Enable Salesforce Inbox (Not selected): Salesforce Inbox is primarily focused on email integration and productivity enhancements within the Salesforce platform. It provides features such as email tracking, email templates, and calendar integration. While Salesforce Inbox can be beneficial for Cloud Kicks' team to manage their email communications effectively, it does not directly address the requirement of accessing customer information and logging calls offline.
D. Enable Mobile SDK (Not selected): Salesforce Mobile SDK is a development framework that allows custom mobile applications to be built on top of the Salesforce platform. It provides tools, libraries, and APIs for building native or hybrid mobile apps integrated with Salesforce. While the Mobile SDK offers advanced customization options and the ability to create tailored mobile experiences, it is not necessary to address the specific requirement of accessing customer information offline. The Salesforce mobile app provides the required functionality without the need for custom development using the Mobile SDK.
