Visits and Visit Tasks

Creating Visits and Visit Tasks
The Axsy Retail Execution App is powered by Standard Salesforce Consumer Goods Cloud Objects. As such, creating and managing Visits, Visit Tasks and Action ...
Wed, 4 Nov, 2020 at 2:04 PM
Create a Visit in-app
The Axsy Retail Execution App allows users to create new Visits for themselves while online. In this way, Visits can be created on-the-spot with the records...
Thu, 26 Nov, 2020 at 4:59 PM
Planogram Object Detection
The app allows the photograph to be taken with the camera or selected from the device's photo library. For Einstein Object Detection to work, the user ...
Fri, 27 Nov, 2020 at 2:09 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 Su...
Fri, 27 Nov, 2020 at 2:59 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...
Fri, 27 Nov, 2020 at 3:02 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 Quick Action Menu — it is also possible to link a Smart Fo...
Fri, 27 Nov, 2020 at 3:05 PM
Geo-Tagging on Visit Start and End
Axsy Retail Execution supports Geo-Tagging at the points of the Visit Start and Visit End.  Configure the Page Layout 1. Add the Actual Start Locat...
Fri, 27 Nov, 2020 at 3:06 PM
Visit Map Location
The data points that determine where the map is located in the Axsy Retail Execution App are either the Visitor Address or the Location (Geolocation) coordi...
Wed, 16 Sep, 2020 at 10:25 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
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