User Permissions Required to Synchronize Objects to Offline Work with Functionalities
| Perform the full synchronization to download these objects to the mobile device. |
Tap the header to open the corresponding table.
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User permissions for objects that are always downloaded during synchronization
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User permissions for objects that are required for the correct offline operation of the added functionalities and integrations
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User permissions to download custom settings and custom metadata types
| Object | Object API Name | User Permission | Comments |
|---|---|---|---|
Account |
Account |
Read |
|
Document |
Document |
Read |
|
Email Template |
EmailTemplate |
Read |
|
Folder |
Folder |
Read |
|
Group |
Group |
Read |
|
Record Type |
RecordType |
Read |
|
Sync Log |
clm__SyncLog__c |
Read; Edit |
|
User |
User |
Read |
If active. |
User Permission Access |
UserPermissionAccess |
Read |
| Functionality/Integration | Object | Object API Name | User Permission | Comments |
|---|---|---|---|---|
Dashboards (online) |
Dashboard |
Dashboard |
Read |
|
The list of offline objects |
— |
Read; Edit; Delete (depend on the object) |
It is based on data from clm__RelatedListFillters__c and clm__TopLvlObjects__c. |
|
Task Status |
TaskStatus |
Read; Edit |
If the list of offline objects contains the Task object. |
|
Opportunity |
Opportunity |
Read |
If the list of offline objects contains the Opportunity object. |
|
Opportunity Product |
OpportunityLineItem |
Read |
If the list of offline objects contains the Opportunity object. |
|
Price Book |
Pricebook2 |
Read |
If the list of offline objects contains the Opportunity object. |
|
Price Book Entry |
PricebookEntry |
Read |
If the list of offline objects contains the Opportunity object. |
|
Salesforce Product |
Product2 |
Read |
If the list of offline objects contains the Opportunity object. |
| Custom Setting or Custom Metadata Type | API Name | User Permission |
|---|---|---|
Menu Settings and Offline Objects |
clm__TopLvlObjects__c |
Read |
Mobile Application Setup |
clm__ApplicationSetup__c |
Read |
Mobile Custom Detail Settings |
clm__MobileActivityDataCustomization__c |
Read |
Mobile Customization |
clm__MobileCustomization__c |
Read |
Mobile Mini Layout Settings |
clm__MobileLayoutSettings__c |
Read |
Related List Filters |
clm__MobileRelatedListFilters__c |
Read |
CT Mobile Replication |
clm__Replication__mdt |
Read |