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Product enhancement Request: True Offline Client?--> How do we handle merge

mukesh_dubey
Fry Chef
Fry Chef

Product enhancement Request: True Offline Client?--> How do we handle merge

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We use Salesforce as enterprise solution for Sales and Service.Said that we run MDM process to keep out Account /Contact data clean.

Question : Service Max provide offline client, how will sync work if Accounts/Contacts are merged and looser is deleted from server but its still reference in records created in offline client. (Will Sync fail ?)

We are using some other SalesForce app (Disconnected), its looks into the merge history object on server and repopulated the winner Id incase looser is referenced on record created in offline.

Trying to understand what is the roadmap or options to solve this issue.

Just to add,we are using some offline app on force.com platform and how they are handling it by looking into the merge history object and when a looser record is found, it replace it with winner record.

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deirdre_yee
Community Manager
Community Manager

Re: Product enhancement Request: True Offline Client?--> How do we handle merge

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Hello Mukesh,

To submit this idea so that others in the community can vote on it, please click Submit an Idea or choose to create an idea from the Actions bar in the Product Hub‌.  Once posted, you can share it with your colleagues, ServiceMax contacts, and peer network. They in turn can bookmark it, vote on it, comment and collaborate, and top ideas as chosen by the community's vote are highlighted to our Product Management team:

Submit an idea.png


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johnw
Pastry Chef
Pastry Chef

Re: Product enhancement Request: True Offline Client?--> How do we handle merge

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Are you using the iPad or PC mobile app?  Do you create Accounts and Contacts while offline?

We're using the ServiceMax iPad application. There is a Mobile configuration setting that has three settings. This is for when the system sees sync conflicts with an existing record.

  1. Online Takes Precedence
  2. Mobile Takes Precedence
  3. Ask User.

If you select #3, then the User has to pick Apply my changes or Get From Online.

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deirdre_yee
Community Manager
Community Manager

Re: Product enhancement Request: True Offline Client?--> How do we handle merge

Jump to solution

Hello Mukesh,

To submit this idea so that others in the community can vote on it, please click Submit an Idea or choose to create an idea from the Actions bar in the Product Hub‌.  Once posted, you can share it with your colleagues, ServiceMax contacts, and peer network. They in turn can bookmark it, vote on it, comment and collaborate, and top ideas as chosen by the community's vote are highlighted to our Product Management team:

Submit an idea.png


____

Did you know solutions are the most powerful thing in this community?  When someone answers your question - only you can mark it as a solution.
Help other members find valuable content faster - Mark Responses As Solutions and give out Kudos (Likes)!

View solution in original post

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