Retail Execution powered by Consumer Goods Cloud Portal

Supported Devices & Operating Systems 1

• Axsy RE Mobile App Device Requirements

Benchmark Information 1

• Sync Benchmark Information

Axsy Retail Execution Mobile App 4

• Utilising Standard Salesforce CGC Objects
• Offline-first User Experience
• Release Schedule for Axsy Retail Execution
• React Native

Axsy Retail Execution Web App 0

Org Setup 10

• Getting Started
• Install the Axsy Managed Packages
• Assign Permission Sets
• Enable My Domain
• Enable Notes

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Using the Mobile App 17

• Where do you download the Axsy Retail Execution Mobile App?
• Logging In to the Mobile App
• Accessing the Visit Calendar
• Navigating the Mobile App
• Refreshing Data using Pull-to-Refresh

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Visits and Visit Tasks 19

• Creating Visits and Visit Tasks
• Create a Visit In-App
• Planogram Object Detection
• Assessment Task Start and End Times
• In-Store Surveys

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Offline Sync 6

• Priming (Initial Sync) after Log In
• File Priming
• Configuring Flexible Sync
• How Does the Axsy Mobile App Handle Sync Conflicts?
• Blacklist Objects From Validation Rules

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Mobile App Settings 2

• Advanced Settings
• Mobile App Flow Diagnostics

Salesforce Customisations 6

• Page Layouts
• Quick Actions
• Mobile Flows
• Support for Configurable Flow Screen Navigation
• Offline Validation Rules

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Axsy Customisations 21

• Smart Forms
• Flexible Sync
• Plugins
• Enhanced Order Capture
• Enhanced Inventory Capture

See all 21 articles

Best Practices 8

• Optimising Sync of Large Data Volumes
• Environments for User Acceptance Testing or Pre-Production Testing
• Troubleshooting
• Calculated KPIs using Salesforce Flow
• Can I Use Map Routing Whilst Offline?

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Known Issues 2

• Android Product Re-Ordering Issue
• Random behaviour of Axsy Windows mobile app during synchronisation

FAQs 13

• Apart from Planogram Check can you still take photos and upload them offline?
• Do we support conditional branching for In-Store Surveys?
• What Events trigger Push Notifications in the Mobile App
• Is the Axsy Mobile App database encrypted?
• How is my data processed?

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Upcoming Release Notes 12

• Axsy Retail Execution Winter '23 Release
• Sort Products Based on Category
• Filter Products by Actual KPI Value
• Optional Assessment Indicator Definitions
• Differentiate Products and KPIs with Text Styling and Colour

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Previous Release Notes 5

• Axsy Retail Execution Summer '22 Release
• Axsy Retail Execution February '22 Release
• Axsy Retail Execution Feb'22 Limitations
• Axsy Retail Execution October '21 Release
• Axsy Retail Execution Spring ’21 Release

Further Retail Execution Assistance 1

• Retail Execution Assistance

Need More Help 2

• Salesforce Trailblazer Community
• Salesforce Developer Documentation

Other Resource Links 2

• Salesforce
• Axsy

Axsy Support Plan Details 8

• Axsy Support Plans
• Self Guided Resources
• Axsy Support
• Axsy Implementation Support
• Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support

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End user Licence Agreement 1

• Retail Execution End User Licence Agreement

Data Privacy Notice 1

• Retail Execution Data Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice

Privacy Notice 1

• Support Portal Privacy Notice