Visits and Visit Tasks

Creating Visits and Visit Tasks
The Axsy Retail Execution Mobile App is powered by Standard Salesforce Consumer Goods Cloud Objects. As such, creating and managing Visits, Visit Tasks and ...
Thu, 8 Apr, 2021 at 9:18 PM
Create a Visit in-app
The Axsy Retail Execution Mobile App allows users to create new Visits for themselves while online. In this way, Visits can be created on-the-spot with the ...
Thu, 11 Mar, 2021 at 10:17 AM
Planogram Object Detection
The Axsy Retail Execution App allows the photograph to be taken with the camera or selected from the device's photo library. For Einstein Object Detect...
Thu, 11 Mar, 2021 at 10:47 AM
In-Store Surveys
Prerequisites For Surveys to appear for this task type, at least one Survey Invitation must be associated with the Visit's Retail Store and the Su...
Wed, 17 Mar, 2021 at 5:56 PM
Order Creation (Deprecated UI)
For more information on this Salesforce Task Type and its functionality, please see here: Order Creation This UX for the Place Order Task is now consi...
Thu, 7 Jan, 2021 at 12:45 PM
Launch Smart Forms via an Assessment Task
Along with creating an App Extension in the Axsy app — so that Smart Forms are accessible via the Action Menu — it is also possible to link a Smart Form to ...
Wed, 17 Mar, 2021 at 5:26 PM
Geo-Tagging on Visit Start and End
The Axsy Retail Execution Mobile App supports Geo-Tagging at the points of the Visit Start and Visit End.  Configure the Visit Page Layout on the Sales...
Mon, 15 Feb, 2021 at 10:14 AM
Visit Map Location
The data points that determine where the map is located in the Axsy Retail Execution Mobile App are either the Visitor Address or the Location (Geolocation)...
Mon, 15 Feb, 2021 at 10:16 AM
Place Order Status
When completing a Place Order Task, the Status of the Task will depend on whether or not there are any Draft Orders.  Navigate to the Place Order Task ...
Fri, 27 Nov, 2020 at 3:07 PM
Direct Store Delivery Tasks
The Axsy Retail Execution Mobile App supports Salesforce's Delivery Task. For more information on how to setup this Task in an Action Plan Templat...
Mon, 15 Feb, 2021 at 10:17 AM
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