Synchronization Launch
Synchronization involves several stages of aligning CT Mobile with Salesforce, during which updated records are sent from CT Mobile to Salesforce and vice versa.
Synchronization Modes
For information about settings for tracking and gathering the synchronization statistics, refer to Sync Logs.
First Full Synchronization
The entire database of the CT Mobile app, metadata components, and app settings will be downloaded from Salesforce to the mobile device.
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This synchronization should be used after the authorization of the current user.
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The first full synchronization may take a lot of time according to the database size.
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The CT Mobile app is locked during the first full synchronization, and the sync process will be interrupted in case of any errors.
For more information, go to First Full and Full Synchronization.
Full Synchronization
The entire database of the CT Mobile app, metadata components, and app settings will be replaced on the mobile device based on changes in Salesforce.
Full synchronization may take a lot of time according to the database size.
For more information, go to First Full and Full Synchronization.
Fast Synchronization
Data changes, such as deletions, insertions, and updates of records, will be sent from CT Mobile to Salesforce and vice versa.
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This type is intended to align the records' main information, for example, to send new records from CT mobile app to Salesforce.
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The CT Mobile app will not be locked during the fast synchronization.
For more information, go to Fast and Mixed Synchronization.
Mixed Synchronization
This type is intended to upload the data differential since the specific date mentioned in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup custom setting and all metadata to avoid the full synchronization performing, reduce synchronization time, and use the CT Mobile app during the synchronization.
| Enable to automatically update the date in the clm__MetadataLastModifiedDate__c field if the metadata was changed in Salesforce. |
For more information, go to Fast and Mixed Synchronization.
Launch Synchronization
| Do not collapse the application and do not turn off the screen during the synchronization. Otherwise, synchronization may be interrupted. |
To launch the synchronization:
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In the CT Mobile application, long tap / right-click
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Select the synchronization mode.
The synchronization process is commencing.
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During the sync process, the sync timeline is displayed with a short description of each step.
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Here is an example of the full synchronization:
