Using Incremental Sync
Incremental Sync is a sync type manually initiated by the end user. It sends all data from the mobile device to Vault, as well as receive all data and configuration changes from Vault. Users can track sync progress in the Progress Window. The sync widget on the home page displays the time of the last successful incremental sync.
Incremental sync relies on object VMOCs to download the correct data to mobile devices. End users must have Read field permission to the modified_date__v field on each object with an active VMOC. This field permission is not automatically granted when granting Read object permission to the object.
Who can use this feature?
- iPad, iPhone Users
- Users do not require an additional license
- End Users
Performing an Incremental Sync as
End Users
End users can perform an incremental sync by selecting the Sync button in the upper left corner of the Home page or the Sync button on the sync widget. A warning displays to the user if a network connection is not detected or if any errors occur during sync.
The following data sets require incremental sync:
- All data changes made from online, including the following:
- Integrations/Territory Alignments
- Metadata changes
- Veeva CLM and Approved Email content
- Vault CRM X-Pages Sales Data and Nitro Data
- Data changes made by other users
