Synchronization F.A.Q.

The first full synchronization must be launched after the authorization of the current user in order to download the current user database (data, metadata, app settings).

Fast synchronization is the preferred type for daily work with the CT Mobile app. We recommend doing a fast synchronization once a day at the beginning or end of the work day to maintain data consistency in the CT Mobile app and Salesforce.

The mixed synchronization is intended to align the records' main information and update metadata since the date of the last successful synchronization.

We recommend running mixed synchronization in case of metadata changes, for example:

We recommend using CT Mobile Replication when you changed sharing rules (via organization-wide defaults or per each record). In this case, create a CT Mobile Replication setting to keep data up to date on the device. The corresponding records will be downloaded and records, which are no longer available, will be hidden.

When updating the CT Mobile app, we recommend:

CT Mobile is ready to use.

If the synchronization was successful, the notification appears. Also, the status indicator in the lower left corner shows the date of the last successful synchronization.

During any synchronization mode, the parent records are synchronized first, and then their child records are synchronized. To learn more about the steps for each synchronization mode, refer to Synchronization Launch.

The mobile application is available to work during any synchronization mode. Also, you can collapse Mobile, and a system notification will pop up when the synchronization is complete.

Enable logs on the CT Mobile Control Panel: General tab to collect statistics in the Sync Log object. The Sync Log record for the selected synchronization type keeps:

Currently, there are two available types:

The list of components is available here. Also, the metadata archive includes all offline objects that were specified on the CT Mobile Control Panel: Offline Objects.

The frequency depends on the frequency of updating settings on the CT Mobile Control Panel tabs, changing lookup filters, creating custom labels, managing validation rules, etc.

The metadata archive has not been updated. Go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button.

Go to the Settings screen and tap the Send database button to create a ZIP archive with the app database and send it via the standard Share menu on Android devices.

If the Internet is interrupted during the sync process, you will see a «Network unavailable» notification. In that case:

When the sync process is complete, CT Mobile is ready to work.

The error occurs when access to the records has been revoked. For example, a mobile user created an Activity record for an Account record, and the manager in Salesforce revoked the user’s access to that Account. When the mobile user runs a fast synchronization to submit the created Activity record, they will receive an Insufficient Access error.

To solve this problem, contact your administrator, request to restore access to the parent record, and run a fast synchronization afterward.

The error occurs when access to a field has been revoked. For example, while creating a record, a mobile user filled out the field, and the manager in Salesforce revoked the user’s permission to edit that field. When the mobile user runs a fast synchronization to submit the created record, they will receive an Unable to create/update fields error.

To solve this problem, contact your administrator, request to restore access to the field, and run a fast synchronization afterward.

The error occurs when the validation rules are violated. For example, while creating a record, a mobile user filled out a field with a value that violates the validation rule created in Salesforce after the last successful synchronization. When the mobile user runs a fast synchronization to submit the created record, they will receive the validation error with the error description.

To solve this problem, go to the Validation Errors screen, tap the record to open it, fix the error, and run a fast synchronization afterward.