Offline Queue

The Offline Queue is divided into three sections:

• Scanning Queue: For entries sent to the Salesforce scanning queue while offline.
• Save Lead/Contact: For entries saved from the Destination screen while offline.
• Manual Entry: For manual entries created while offline.

How It Works In-App

Scanning Queue

When your device is offline, sending a scan to the Salesforce scanning queue will send the entry to the Scanning Queue section of the offline queue.

Once you're back online, you can either send the entry to the Salesforce Scanning Queue or delete it. If you choose to send it to the queue, a dialogue box will appear, asking for your confirmation before proceeding.

After submitting the entry to the Scanning Queue, a confirmation message will appear indicating that it has been sent and the entry will then be removed from the offline queue.

Save Lead/Contact

When offline, processing a scan from the Destination screen will save the entry to the "Save Lead/Contact" section of the offline queue.

After reconnecting to the internet, you can decide whether to send the entry to the Salesforce Scanning Queue, return to the Destination screen to process it or delete it.

If you choose "Send to Queue", the entry will be sent to the Salesforce Scanning Queue. Afterwards, the entry will be removed from the Offline Queue.

On the other hand, if you choose "Save as a Contact or Lead", you will be directed to the Destination screen where you can save the entry in Salesforce or save it as a contact on your device. You can then return to the Offline Queue and delete the entry.

Manual Entry

The "Manual Entry" section of the Offline Queue stores manual entries made offline.

The Offline Queue now displays the company and person name from manual entries and scans, making it easier to identify entries.

Once you're back online, you can choose to save the entry as a contact or a lead or delete it from the Offline Queue.

If you choose "Save as a Contact or Lead", you will be directed to the Destination screen where you can save the entry in Salesforce or save it as a contact on your device. You can then return to the Offline Queue and delete the entry.

Send all to Salesforce Scanning Queue

The "Send all to Salesforce Scanning Queue" option is now a button located at the top of Offline Queue entries in the "Scanning Queue" and "Save Lead/Contact" sections.

If there are multiple entries in the Offline Queue, selecting "Send all to Salesforce Scanning Queue" will move the entries to the Salesforce Scanning Queue and remove them from the Offline Queue.

After tapping the button, a pop-up will appear asking you to confirm that you want to send the entries to the Scanning Queue.

After sending the entries to the Scanning Queue a pop-up will appear confirming that the entries were sent to Salesforce and remove them from the Offline Queue.