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 ...
Mon, 21 Mar, 2022 at 10:15 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 ...
Tue, 30 Aug, 2022 at 8:32 PM
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...
Mon, 21 Mar, 2022 at 10:24 PM
Assessment Task Start and End Times
The Axsy Retail Execution Mobile records the start time and end time for all tasks and assessment tasks completed in the app. The times are synced back to t...
Thu, 4 Aug, 2022 at 4:30 PM
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 Sur...
Mon, 21 Mar, 2022 at 10:34 PM
Photo Capture for Individual Products
Both the Enhanced Inventory Capture and the Enhanced Promotion Check visit execution tasks in the Axsy Retail Execution App support the ability to relate at...
Thu, 4 Aug, 2022 at 4:31 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 ...
Mon, 21 Mar, 2022 at 10:58 PM
Promotion Check Photo Capture for Overall Compliance
It is possible to attach a photo – either taken live with the device camera or selected from the existing device photo library – to a Promotion Check Assess...
Thu, 4 Aug, 2022 at 4:32 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 Salesf...
Mon, 21 Mar, 2022 at 11:05 PM
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, 21 Mar, 2022 at 11:08 PM
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