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 13

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

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Using the Mobile App 15

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

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Visits and Visit Tasks 16

• Creating Visits and Visit Tasks
• Create a Visit in-app
• Planogram Object Detection
• In-Store Surveys
• Order Creation (Deprecated UI)

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Offline Sync 10

• Priming (Initial Sync) after Log In
• Priming Product List Views
• File Priming
• Configuring Flexible Sync
• Default Syncing Scope

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Mobile App Settings 1

• Advanced Settings

Salesforce Customisations 4

• Page Layouts
• Quick Actions
• Mobile Flows
• Offline Validation Rules

Axsy Customisations 7

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

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Known Issues 1

• Android Product Re-Ordering Issue

FAQs 10

• 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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