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Configure Additional Security Settings

Learning Objectives

After completing this module, you’ll be able to:
  • Make the Salesforce mobile app available to offline users.
  • Enable or disable the Salesforce mobile browser app.
  • Control whether users can import contacts into the Salesforce app.

The Finishing Touches

By now you know how to set up the connected app policies for the Salesforce mobile app so they meet your company’s security and compliance requirements. But there are a few other options in Salesforce Setup that are related to mobile security. We go over them in this unit, and then all of our configuration tasks are complete. Hurray!

Enable Offline Access for the Salesforce App

When you enable offline access for the Salesforce app, data is cached securely on the device. So users can keep working in the app even if they lose their connection to a Wi-Fi or cellular network. For details about how the data is stored and encrypted, see the security guide.

So how does it work? With offline enabled, users can create records for cached objects, edit and delete cached records, and keep track of all offline changes from a central place. And when the Salesforce app is back online, it automatically syncs pending changes to Salesforce and warns the user of any conflicts they need to resolve.

Offline access isn’t supported in all versions of the downloadable mobile apps. Users must have version 10.0 or later of the Salesforce for Android app or the Salesforce for iOS app. Offline access isn’t available in the mobile browser app.

  1. From Setup, enter Mobile in the Quick Find box, then select Salesforce Offline.
  2. To let users view data while offline, select Enable caching in Salesforce for Android and iOS. This option is automatically enabled the first time someone in your org installs one of the Salesforce downloadable apps.
  3. To let users update records while offline, select Enable offline create, edit, and delete in Salesforce for Android and iOS. This option isn’t available if caching is disabled.

    Screenshot of the Salesforce1 offline settings

  4. Click Save.
Note

Note

Caching data on the device improves the overall performance of the Salesforce app. The app is faster when retrieving records that have previously been cached. Even if you disable offline, we strongly recommend leaving caching enabled unless your company’s security policy explicitly prohibits data caching on mobile devices.

Control Access to the Salesforce Mobile Browser App

Earlier you learned that there are two flavors of the Salesforce mobile app: a downloadable app for iOS and Android, and a mobile browser app. The browser app provides a mobile-optimized experience to users who decide not to install the downloadable app, or who don’t have a device that meets the requirements for running the downloadable app.

You control whether users can access the Salesforce mobile browser app when they log in to Salesforce from a supported mobile browser. By default, the mobile browser app is turned on for your organization.

  1. From Setup, enter Mobile in the Quick Find box, then select Salesforce Settings.
  2. Select Enable Salesforce mobile web to let all users in your organization access the app. Deselect this option to turn off access to the app.

    Screenshot of the Salesforce mobile browser settings

    When the option is turned on, users who log in to Salesforce from a supported mobile browser are automatically directed to the mobile interface. Logging in from an unsupported mobile browser loads the Salesforce Classic full site, even when this option is selected.

  3. Click Save.

Prevent Users from Importing Contacts into the Salesforce App

Mobile users can import contacts from their mobile device contact lists directly into the Salesforce app. If you don’t want your users to do this, you can turn the feature off for your organization.

  1. From Setup, enter Mobile in the Quick Find box, then select Salesforce Settings.
  2. Select Allow Salesforce to import Contacts from mobile device Contacts lists to let users in your organization import the contacts in their phone into the Salesforce app. Deselect this option to prevent users from importing contacts.

    Screenshot of the Salesforce1 device access settings

  3. Click Save.

Congratulations! You’re officially done configuring all the security settings for the Salesforce mobile app. So what’s the next step?

Well, now that you’ve put these policies in place for your mobile users, it’s a good time to monitor and manage their usage of the Salesforce app, right? Of course it is! So that’s exactly what we do in the next unit.

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