User Permissions Required to Synchronize Objects to Offline Work with Functionalities
| Launch the full synchronization to download these objects to the mobile device. |
Tap the header to open the corresponding table.
-
User permissions for objects that are always downloaded during synchronization
-
User permissions for objects that are required for the correct offline operation of the added functionalities and integrations
-
User permissions to download custom settings and custom metadata types
| Object | Object API Name | User Permission | Comments |
|---|---|---|---|
Account |
Account |
Read |
|
Assignment Rule |
AssignmentRule |
Read |
If active. |
CTM Settings |
clm__CTMSettings__c |
Read |
|
Document |
Document |
Read |
It is required to display the CT Mobile logo (refer to CT Mobile Control Panel: General or CT Mobile Control Panel 2.0: User Interface). |
Email Template |
EmailTemplate |
Read |
If active. |
Folder |
Folder |
Read |
To display correctly, Dashboard and EmailTemplate are required. |
Group |
Group |
Read |
|
Record Type |
RecordType |
Read |
|
Sync Log |
clm__SyncLog__c |
Read; Edit |
|
User |
User |
Read |
If active. |
User Permission Access |
UserPermissionAccess |
Read |
|
User Role |
UserRole |
Read |
| Functionality/Integration | Object | Object API Name | User Permission | Comments |
|---|---|---|---|---|
Application |
clm__Application__c |
Read; Edit |
||
Application Stats |
clm__ApplicationStats__c |
Read |
||
Custom Scenario |
clm__CustomScenario__c |
Read; Edit |
||
Slide |
clm__Slide__c |
Read |
||
— |
— |
|||
Sign Document |
ctsign__SignDocument__c |
Read |
||
Sign Settings |
ctsign__SignSettings__c |
Read; Edit |
||
Group |
Group |
Read |
||
— |
— |
|||
Dashboards (online) |
Dashboard |
Dashboard |
Read |
|
Report |
Report |
Read |
||
Report Type |
ReportType |
Read |
||
Lead Status |
LeadStatus |
Read |
If the list of offline objects contains the Lead object. |
|
The list of offline objects |
— |
Read; Edit; Delete (depend on the object) |
It is based on data from clm__RelatedListFillters__c, clm__TopLvlObjects__c (will be deprecated in future), or CTM Settings. |
|
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 Order and Quote objects. |
|
Opportunity Product |
OpportunityLineItem |
Read |
If the list of offline objects contains the Opportunity object. |
|
Order Product |
OrderItem |
Read |
If the list of offline objects contains the Order object. |
|
Price Book |
Pricebook2 |
Read |
If the list of offline objects contains the Order and Opportunity objects. |
|
Price Book Entry |
PricebookEntry |
Read |
If the list of offline objects contains the Order and Opportunity objects. |
|
Salesforce Product |
Product2 |
Read |
If the list of offline objects contains the Order and Opportunity objects. |
|
Quote |
Quote |
Quote |
Read |
If the list of offline objects contains the Quote object. |
Quote Line Item |
QuoteLineItem |
Read |
If the list of offline objects contains the Quote 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 |
CT Mobile Workflow |
clm__Workflow__mdt |
Read |
CT Mobile Workflow Step |
clm__WorkflowStep__mdt |
Read |