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 Wo...
Mon, 21 Mar, 2022 at 9:13 PM
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 ...
Mon, 21 Mar, 2022 at 9:14 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 us...
Fri, 16 Sep, 2022 at 6:51 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...
Mon, 21 Mar, 2022 at 9:15 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 the...
Mon, 21 Mar, 2022 at 9:17 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...
Mon, 21 Mar, 2022 at 9:19 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 ...
Mon, 21 Mar, 2022 at 9:20 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...
Mon, 21 Mar, 2022 at 9:25 PM
Adding Images to Products
The Axsy RE Mobile App uses the Display URL Salesforce Field to display the image for a product.  The recommended file size for product images is less t...
Fri, 8 Jul, 2022 at 1:20 PM
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