Other Synchronization Modes

Quick Record Synchronization

This type of synchronization is triggered when you pull down the record’s layout.

The steps:

  • The current record is sent to Salesforce.

  • The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce.

  • The record is uploaded from Salesforce.

Workflow Synchronization

This type of synchronization is run when CT Mobile Workflow conditions are triggered.

The steps:

  • The current record is sent to Salesforce.

  • The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce.

Launch synchronization within CLM-presentation

This type of synchronization is triggered when the sync() method of JS Bridge is requested.

The steps:

  • The current record is sent to Salesforce.

  • The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce.

All uploaded data are stored in separate temporary storage. New data can replace the current data existing in the database only after the synchronization is completed. This helps to avoid data discard if synchronization is interrupted.
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