Question:

What actions are followed in a database refresh in CRM Offline?

Answer:

Refreshing a database performs the following actions in order:

1. Pull Base Salesforce Org configuration to the Device.
2. Send User Activity Logs to Online.
3. Update Data model (Referred to as metadata: Object definitions, fields, picklists, etc.) to the Device.
4. Sync Account-Merge history to the Device.
5. Sync Offline transactions (Unprocessed xml and pending database changes) to Online.
6. Download a new database to the Device.
   • If there are errors, it restores the old database.
   • If successful, it dumps the old database
7. CLM Media performs a standard sync. It downloads any new media files and deletes any media files that no longer have a Key Message record. 
8. VInsights Data is synced to the Device.
9. Send User Activity Log of the sync to Online

Note: There is no chance of loss of data when performing a Database Refresh. It is common for Veeva Support to suggest that a user refresh the database if:

• The user is not seeing current data offline
• The user receives errors for many months 
• The user receives certain sync errors (NScocoa errors).

Related Documentation:

CRM Help Documentation: Sync Overview

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