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Object metadata cache configuration for offline mobile data

Key Takeaway

The Life Sciences Cloud Mobile app stores an object offline only when an active object metadata cache configuration exists for it. The configuration sets which profiles get the object, which records download, and how the data syncs. After you create configurations, you validate them and then generate the metadata cache.

The Life Sciences Cloud Mobile app does not automatically load every Salesforce object and its data. An object metadata cache configuration tells the app which objects to store locally on the device, which of their records to download, and whether the data syncs one-way or two-way. Admins create, assign, and validate these configurations, and then generate the metadata cache. Field reps then have the data they need in the app, including in areas with limited network coverage.

What a configuration does

Each object metadata cache configuration record makes one object available to the mobile app. The record also controls how that object's data reaches the device. If an object has no active configuration, the object is not in the metadata cache.

The "Is Active" field is optional, but an inactive configuration is left out of the metadata cache. So deselecting Is Active is how you stop an object's data from transferring to devices.

You can also leave a configuration inactive while you first set up an object. Another reason to leave it inactive is to test a cache build without that object.

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