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Offline sync limits and data performance guidelines

Key Takeaway

Keep offline sync small. When a rep needs more customer data, create an ad hoc visit or order and use the app in online mode so the related data downloads, instead of broadening sync rules to pull large data sets.

The Agentforce Consumer Goods offline mobile app lets sales reps run store visits without a connection, so the right data must reach the device before each visit. Syncing too much data slows the app and loads the system. Sync should follow guidelines on what to download, how much history to keep, and when to sync. Projects should also stay within the tested Retail Execution limits.

How sync works

Sync is configured in the Sync Management app. Sync checks for changes made in Salesforce and sends them to the Consumer Goods offline mobile app. The changes cover business and workflow-specific data, Runtime Artifacts, and metadata.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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