Retail Execution powered by Consumer Goods Cloud Portal

Axsy Retail Execution Mobile App 4

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

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

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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?

View all 13