Org Setup
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
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
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
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
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
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
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
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
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
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