The Axsy Retail Execution App is powered by Standard Salesforce Consumer Goods Cloud Objects. As such, creating and managing Visits, Visit Tasks and Action Plans are all done via Standard Salesforce Objects. 


Please see here for more details on Salesforce's Visit Object and how to create records : Salesforce Visit


Supported Task Types


The Axsy Retail Execution App supports these Tasks from Salesforce Mobile Retail Execution: 

  1. Inventory Check 
  2. Promotion Check 
  3. Planogram Check 
  4. In-Store Survey 
  5. Order Creation 
  6. Other


To learn more about these tasks, please see this page from Salesforce's Retail Execution Guide: Types of Assessment Tasks