Sync Overview
Sync is how mobile Vault CRM devices interact with Vault online. When a device syncs, it sends and receives data and configuration changes to and from Vault.
Sync requires an active internet connection and the Vault CRM application to be in the foreground of the device to be successful.
Do not grant end users Metadata API access in the Application tab of a permission set. Granting Metadata API access causes sync errors when using Vault CRM on iPad or iPhone.
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
- 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
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 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.
