Salesforce Org Setup


Please see the steps below for how to setup your Salesforce Org. 


STEPS

  1. Enable My Domain
  2. Enable Notes
  3. Enable Translation Workbench
  4. Enable Chatter
  5. Enable Surveys
  6. Install the Axsy Managed Packages
  7. Assign Permission Sets
  8. Enable View Set Up Permissions
  9. Enable Product Category Permissions


Axsy Retail Execution Mobile App Setup


Once you have setup your Salesforce Org, you can then download the Axsy Retail Execution Mobile App to your device(s). 


STEPS

  1. Ensure the Device Meets System Requirements 
  2. Download the Axsy Retail Execution Mobile App