Step-by-Step Guide to Clear Salesforce Cache in 2024

Clearing the Salesforce cache is essential for ensuring that users are working with the most current data and functionality within the Salesforce environment. This process can vary depending on whether you're working within a browser, Salesforce Lightning, the Salesforce mobile app, or dealing with platform cache specifically. Let's explore the methods to clear cache across these different aspects of Salesforce.

Salesforce Clear Cache

Clearing the Salesforce cache in a web browser is a straightforward process but varies slightly depending on the browser being used. For Internet Explorer 11, Firefox, and Google Chrome, the steps involve accessing the browser's history or internet options menu, selecting to clear browsing data, and specifying what types of data to clear, such as cookies, cached images, and files. It's important to close the browser completely after clearing the cache to ensure the changes take effect.

How to Clear Cache in Salesforce Lightning

In Salesforce Lightning, clearing the cache might require specific actions within the Salesforce setup or using developer tools, as the platform caches data to improve performance. Although direct instructions were not provided in the excerpts, typically, administrators can refresh component caches from the setup menu or use the developer console to execute cache clear commands. Users should consult Salesforce documentation or support for precise steps in their Salesforce Lightning environment.

Clear Cache Salesforce Mobile App

Clearing cache on the Salesforce mobile app involves navigating to the app's settings or application manager in your device's system settings. From there, you can usually find an option to clear cache or data stored by the app. This process can help resolve issues related to outdated data or app performance but may vary slightly depending on the operating system (iOS or Android) of the device.

How to Clear Platform Cache in Salesforce

Clearing the platform cache in Salesforce is a more targeted approach, focusing on the cache that affects the performance and behavior of the Salesforce platform itself. Administrators can clear the platform cache through the Salesforce setup menu, under the 'Cache Management' or similar section. Here, you'll find options to clear specific types of cache, such as session cache or org cache, depending on what needs to be refreshed. This action should be performed with caution, as clearing certain caches can temporarily affect system performance for users.

While manually clearing the Salesforce cache is critical, automating Salesforce tasks can boost efficiency. Explore how Salesforce Integration Workflow Automation Guide and discover useful Salesforce shortcuts and automations to enhance your productivity.

Regardless of the method, clearing cache is a critical maintenance task that helps ensure Salesforce runs efficiently and accurately reflects the most current data and configurations.

Streamline your Salesforce operations with Bardeen. Automate tasks like copying accounts to Google Sheets, sending emails, or retrieving social profiles of contacts. Start by downloading the Bardeen app.

While manually clearing the Salesforce cache is critical for ensuring data accuracy and system performance, automating related Salesforce tasks can significantly boost efficiency and productivity. Bardeen offers powerful automation capabilities that can streamline various Salesforce operations, enhancing data management and workflow efficiency.

Here are some impactful automations you can set up with Bardeen:

1. Copy all Salesforce accounts to Google Sheets: This playbook automates the process of transferring Salesforce account data into a Google Sheets spreadsheet, making data analysis and sharing more efficient.
2. Send an email to a Salesforce contact: Automate outreach by sending emails directly to Salesforce contacts with ease, enhancing communication and prospecting strategies.
3. Get social profiles of a Salesforce contact: Enhance your sales intelligence by automatically retrieving social media profiles of Salesforce contacts, enabling more personalized engagement strategies.

Automate these tasks to save time and improve your Salesforce ecosystem. Start by downloading the Bardeen app.