Configure the Consumer Goods Cloud Offline Mobile App

You can configure the Consumer Goods Cloud offline mobile app to set up languages for translation, create picklist mappings, activate weekends in the visit calendar, and set up API keys for Google Maps. Restart the app after you change app settings or configurations.

  • Configure the Mobile App Cockpit for Retail Execution
    Configure the user cockpit for mobile devices. Based on your configuration, a rep can use the base retail execution features such as perform inventory tasks and take orders, or a rep can use the advanced features such as advanced orders and advanced promotions. You can also choose to give your reps both the options in the cockpit.
  • Activate Weekends in Visit Calendar
    By default, the visit calendar shows only weekdays.
  • Configure Google Maps for the Consumer Goods Offline Mobile App
    Google Maps is integrated with the Consumer Goods Cloud offline mobile app. To make API calls from a mobile device to Google Maps, retrieve a valid Google Maps API key from Google LLC. Maintain the Google Maps API key in the Consumer Goods Cloud offline mobile app.
  • Translate Labels for the Consumer Goods Offline Mobile App
    Use label translation to translate the labels that appear on the Consumer Goods Cloud offline mobile app.
  • Picklist Mappings Configuration
    Define a picklist mapping within a business area that has mobile device users. Map all picklists available on mobile devices to Mobile App Domain so that field reps can view the picklists on their mobile device. You can also set up multiple languages for the picklist values to appear in. The mobile framework loads translations for the picklist values from the PicklistRepository__c object.
  • Make Operating Hours Editable for Consumer Goods Cloud Offline Mobile App
    If you want field reps to update store operating hours so that they can plan store visits, set the Account_Operating_Hour_Enabled system setting to True.
  • Configure a Quick Access Card for the Consumer Goods Offline Mobile App
    CG Cloud Offline Mobile app supports only outbound deep links to other apps. For example, you can open Salesforce apps such as Slack or external apps from CG Cloud Offline Mobile app. Configure a quick access card that your reps can use to open allowlisted Salesforce apps and third-party apps without leaving the Consumer Goods Offline mobile app.
  • Configure a Mobile Link Icon for the Consumer Goods Offline Mobile App
    Configure a mobile link icon that your reps can use to represent and identify the apps within the Consumer Goods offline mobile app.
  • Configure an Analytics Card for the Consumer Goods Offline Mobile App
    Configure analytics cards so your sales reps can access reports and dashboards from within the Consumer Goods offline mobile app. You can create separate analytics cards for the user and store cockpits.
  • Set Up Remote API Calls for the Consumer Goods Offline Mobile App
    The Consumer Goods offline mobile app supports remote calls over REST API. This integration of the CG Cloud offline mobile app with Salesforce and external endpoints configured via Salesforce provides sales reps access to real-time data. RemoteCalls API supports only JSON format response. Customizers can use this capability to implement data integration projects specific to their business requirements.
  • Accelerated Hands-Free Field Execution With Speech-to-Text Integration
    Give your sales reps a hands-free experience by configuring voice-driven scenarios in the Consumer Goods Cloud mobile app. Sales reps can use their voice to capture survey data, take notes, and update orders while online.
  • Bi-directional Data Exchange with Deep Links
    Connect internal and external mobile apps to the Consumer Goods Cloud mobile app with deep links to exchange data in real time. Use deep links for planogram scenarios, KPI integration, survey data capture, and Data Cloud analytics.
  • External Bluetooth Device Custom Implementation
    Tailor the functionality of Bluetooth input devices (Bluetooth keyboard and Bluetooth laser barcode scanner) by using the Consumer Goods (CG) Cloud mobile app framework APIs. For example, when a sales rep opens an order screen in the CG Cloud mobile app, you can customize the app to automatically activate the Bluetooth keyboard and on exiting the order screen, the app automatically activates the Bluetooth barcode scanner and deactivates the bluetooth keyboard.
  • Set Up Company Logo on Summary Card
    Upload a company logo to a sales organization and customize the framework contracts so the logo appears on the summary card of the Consumer Goods Cloud offline mobile app. Then deploy the customization to the app.
  • Print Documents on Bluetooth Thermal Printers
    Design a print layout for invoices or payment receipts in the customization layer. When sales reps connect their mobile device to a Bluetooth thermal printer during field visits, they can print physical documents from their Consumer Goods (CG) Cloud mobile app. The app supports only text-based printing of PDF invoices on 3-inch Bluetooth thermal printers with ESC/POS raster protocol support.
  • Analyze Bluetooth Scanner Issues
    Activate general logging to quickly identify the issues you’ve when you use your bluetooth scanner.
  • Supported Barcodes for the Consumer Goods Offline Mobile App
    If the barcode of a product, asset, and store is one of the barcode symbologies that Salesforce supports, field reps can search for a product by scanning its barcode.