The Axsy Retail Execution Mobile App allows users to receive updated data from Salesforce when an internet/data connection is available with Delta Sync. This can be achieved manually and via scheduled syncs. In both cases, the app will only retrieve data where changes have been detected since the previous sync (or since the data was initially synced at login). In this way, syncing time is significantly reduced to only target relevant information. Once the updates from Salesforce have been synced to the Axsy app, they are then available for offline use.
The scope of data that Delta Sync scans for changes is determined by the syncing scope which can be defined by the default for Axsy Retail Execution, or customised via Flex Sync.
Please see this article for more information on how syncing scope works and the default behaviour in place for Axsy Retail Execution: Default Syncing Scope
Please see this article for more information on how to customise the syncing scope to meet your needs: Flexible Sync
Please see this article for more information on how the Axsy Retail Execution Mobile App deals with sync conflicts: How does the Axsy Mobile App handle Sync conflicts?
Log in to the Axsy Retail Execution Mobile App
When you first login, the app will conduct its first Automatic Sync. Please see this article for more information on the initial sync: Priming (Initial Sync) after Log In
Navigate to the Sync Now Button
1. Navigate to the main menu and select the Sync Now button at the bottom of the screen. Please see this article for more on navigating the Axsy Retail Execution Mobile App: Navigation
2. Select Sync Now to trigger a manual, or, User-triggered sync. Once completed, a message displaying when the next scheduled sync is due is available for reference.
During a sync, the app uploads the changes the user has already made on the app, before downloading changes that have been made on the Salesforce Platform to the app. This means the user is viewing an up-to-date UI with their progress applied.
The Pending Changes tab holds a list of all the changes made to the app whilst offline which are pending for upload. Once a data connection is made available, the changes will be synced to Salesforce automatically without the need for a manual sync.
The Schedule tab displays the time intervals between scheduled syncs that have been configured for specific Objects within the syncing scope. For more information on how you can customise syncing scope, please see this article: Configuring Flexible Sync
The History tab displays a list of sync events that have been made during the user's session. The user is able to view both manual and automatic sync events with their times and record information, along with changes that have been updated to Salesforce while the user is online and completing their Visit(s).
Tap a Scheduled, User-triggered or Automatic sync to see what data has been retrieved from Salesforce in the Axsy app.