Mobile Device Setup Overview
Vault CRM is currently available on the iPad and iPhone. This enables users to perform all of their actions on a portable, mobile device that syncs information to and from the Browser platform.
Sync
- Types of Sync
- Autosync – Sends all mobile-created data to the online server as soon as the data is created
- Non-Blocking Sync – Sends all mobile-created data that was not synced via Autosync due to connectivity issues, then downloads all new data and configuration changes from the online server. Runs automatically once a day and end users can continue to use Vault CRM while syncing. End users must apply the updates and download any new CLM content. End users can also manually initiate a non-blocking sync.
- Incremental Sync – Sends all mobile-created data that was not synced via Autosync due to connectivity issues, then downloads all new data and configuration changes from the online server. Performed manually by end users and end users are blocked from using Vault CRM while syncing.
- Database Refresh – Re-syncs all online data and configuration with the mobile database. It is the equivalent of downloading a new database.
- Syncing Mobile Data
- Using VMobile Object Configurations – VMobile Object Configurations (VMOCs) control what objects and records are synced to mobile platforms
- Using the Sync Widget – The Sync widget on mobile devices provides users information about sync, including whether a sync is underway, the number of pending uploads, and any sync errors
- Managing Sync Settings – Configure various sync settings to ensure users sync regularly and efficiently. These settings apply to both incremental sync and non-blocking sync.
- Sync Activity and Errors
- Tracking Sync Activity – Users can view sync metrics using created sync_tracking__v records
- Handling Sync Errors – Sync errors prevent users from syncing their devices to Vault and can occur in a variety of ways. When encountering a sync error, it is important to identify the cause and make the appropriate correction.
