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Offline Sample Inventory Management in the mobile app

Key Takeaway

For offline sample inventory, create object metadata cache configurations of type Data for the sample inventory objects, including Location. Filter Location with primaryUserId = '{USER.ID}' so each rep's device gets only that rep's own locations, then generate a metadata cache.

Field reps use the Life Sciences Cloud Mobile app to work with their sample inventory. The app stores object schemas and data on the device, so it works both online and offline. You decide what the app stores. A consultant chooses which inventory objects are cached on the device and filters them to each rep. The consultant then publishes the result by generating a metadata cache.

What the mobile app stores offline

The Life Sciences Cloud Mobile app doesn't automatically load all Salesforce objects and related data. You create object metadata cache configurations in Admin Console > Mobile > Object Metadata Cache Configuration. These configurations define which objects the app stores locally. They also define whether each object's data syncs one-way or two-way with the org.

Agentforce Life Sciences Consultant Study Guide

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