Org Setup

Getting Started
Salesforce Org Setup Please see the steps below for how to setup your Salesforce Org.  STEPS Enable My Domain Enable Notes Enable Translation W...
Fri, 16 Apr, 2021 at 10:51 AM
Install the Axsy Managed Packages
Navigate to Salesforce's Appexchange 1. Install the Axsy Retail Execution App on AppExchange. You will need to assign your users a license for the...
Fri, 12 Feb, 2021 at 10:12 PM
Assign Permission Sets
Axsy Retail Execution Mobile App Permission Sets  There are two main permission sets for the Axsy Retail Execution Mobile App that can be assigned to u...
Fri, 9 Jul, 2021 at 4:01 PM
Enable My Domain
In order for Lightning components to work correctly, My Domain needs to be enabled.  For more information on setting My Domain up in your Org, please s...
Wed, 4 Nov, 2020 at 12:55 PM
Enable Notes
In order for the ContentNote Object and its Related Objects to be synced to the app, please enable Notes Settings in your Org.  Navigate to Setup on th...
Fri, 12 Feb, 2021 at 10:07 PM
Enable Translation Workbench
In order for the Axsy ReX Mobile App Managed Package to successfully install in your Salesforce Org, please ensure that you have enabled Translation Workben...
Fri, 12 Feb, 2021 at 10:09 PM
Enable Chatter
To use Chatter when you log in to the Axsy Retail Execution Mobile App, please ensure that Chatter has been enabled in your Salesforce Org's Settings. ...
Fri, 12 Feb, 2021 at 10:09 PM
Enable Surveys
To ensure that Surveys can be created and assigned for the Survey Task, you need to enable Surveys in your Salesforce Org's Settings.  Navigate to...
Fri, 12 Feb, 2021 at 10:11 PM
Enable View Setup Permissions
In order for users to access Salesforce Validation Rules, Flows and Lightning Actions on the Axsy Retail Execution Mobile App, please ensure that the View S...
Thu, 15 Apr, 2021 at 11:34 PM
Enable Product Category Permissions
In order to be able to access the relevant data for the Inventory Check Assessment Task, applicable Salesforce Users should have the View All permission for...
Thu, 15 Apr, 2021 at 11:29 PM
This website uses cookies to improve your user experience. Please see our Cookie and Privacy Policy Notices for further information.