Sync selectivity

The sync engine uses context-aware selectivity so each device receives the data it is likely to need for the coming days, rather than downloading the entire org.

Default strategy (summary)

• User details for the signed-in user.
• Visits and tasks for the user within a configurable window (for example up to two weeks ahead, subject to limits such as 1000 records).
• Accounts linked to those visits and accounts owned by the user.
• Historical account data (orders, invoices, attributes, etc.) within the configured scope.
• Active products, price books, commercial policies, assortments, promotions, and related records.

Exact windows and filters are defined in mobile configuration. Deeper tuning (for example user-scoped product filters) is described in Mobile configuration and Additional configuration values.

Location sync strategy

After the default scope is applied, the engine can use visit geography from config: it derives a bounding region around planned visits and pulls accounts in that area so unplanned drop-ins remain usable offline.