--- schema_version: "1" id: c74bb6233110034a686404127091bbe3a499190cc6a7fd9ff917841aa100d868 title: Advanced User Cockpit for Enhanced Data Model collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_adv_usercockpit_enh.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_adv_usercockpit_enh.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2a04948ada975f70a45f0c0f9e0349dca1d3a25327b445e8df2a40e6d9562a5f description: Advanced User Cockpit helps you stay organized while you perform your field activities. This cockpit shows the user cockpit for all users in a project based on the advanced model. Plan your visits, activities, tasks, customer tasks, and notifications. Get map guidance on your visits and view customer sales reports. View your CRM analytics and launch any third-party application without navigating away from the app. Automatically sync the data between your mobile device and Salesforce, and do a lot more. products: - Consumer Goods release: "264" --- # Advanced User Cockpit for Enhanced Data Model Advanced User Cockpit helps you stay organized while you perform your field activities. This cockpit shows the user cockpit for all users in a project based on the advanced model. Plan your visits, activities, tasks, customer tasks, and notifications. Get map guidance on your visits and view customer sales reports. View your CRM analytics and launch any third-party application without navigating away from the app. Automatically sync the data between your mobile device and Salesforce, and do a lot more. ### Required Editions
Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled. This feature is available only with the enhanced Consumer Goods data model (Spring ’22 onwards).
This image shows how the Advanced User Cockpit is organized with cards. ![Advanced User Cockpit for Enhanced Data Model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_advcockpit_enhanced.png) This table describes the cards in an Advanced User Cockpit for an enhanced data model.
Card Description
Summary View your name, picture, number of open visits, your tasks for the day, customer tasks, and the number of open visits for a selected date.
Visits for Today View the list of planned and in-progress visits scheduled for the day that was selected on the Summary card. View the visit details, execute, complete, cancel, reschedule, or delete a visit, and navigate to the store related to the visit. You can delete visits, except completed visits, if Delete Allowed is selected in the visit template.
Reporting Get insights about your customer in a snapshot. View the customer’s sales and monitor three months’ sales data comparing last year’s sales with the current year's sales, graphs illustrating unsuccessful visits, and visit rate.
Activities View all the standard and event-driven activities related to the customer. Example for a standard activity: Standard Contract Compliance.
Guidance See the map of your next visit location. To see a list of all your planned visits for a selected day, tap Show Tour. Execute, complete, cancel, reschedule, or delete any of your visits, and navigate to the store related to the visit. You can also search for customers by specifying a starting point, and navigate to their location.
CRM Analytics Get insights into orders, distributions, and customer’s top categories. Increase sales, improve store compliance, and identify if the store is at risk.
Quick Access Launch a third-party app directly from the Consumer Goods offline mobile app.
Quick Actions Shows the global quick actions that were built with Lightning Web Components (LWC) when the mobile app is integrated with LWC in online mode.
Notifications View notifications created by your supervisor. For tablets, this card shows 5 recent unread notifications, and for phones, the card shows 3 recent unread notifications.
Customer Tasks Today Review customer tasks created by your supervisor or create customer tasks during visits. You can associate a customer and specify a due date for the task. You can also cancel, delete, or copy a task.
Tasks Due Today Track your day by maintaining a task list for yourself. Create tasks, view, cancel, or delete existing tasks.
Overdue Customers

View the list of customers managed by you, whose service date is past due. The due date is calculated by: Visit Completion date + Visit Frequency * 7. For example, if you select Aug 19, 2022 as the date on your cockpit, this card shows all customers with a visit completion date before Aug 22, 2022.

To remove an overdue visit entry, tap Create Visit, and create the visits.
Sync Status Shows the last download and upload timestamp of data sync between Salesforce and your mobile device. This card also shows the number of released orders and visits where data is available for upload. Tap Sync icon to download and upload the latest data.
To view more options, customize app settings, get information about the app, and log out of the app, from the main menu, tap ![More Options icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_options_icon.png). This table describes the additional options.
Action Description
Visit Execution View the list of planned visits scheduled for the current week.
Customer

Create customers and view the existing customers. Sort the customers list alphabetically or based on the location. Tap a customer to view these details.

  • Store in map view. To view the store address, tap on the information pin on the map.
    Tip
    Tip The store image isn’t shown here.
  • Operating hours of the store
  • Contact details of key store employees
  • Sales report comparing sales for the previous and current years
  • Existing Point Of Sale (POS) (You can also assign a new POS)
  • Details of visits to the store
  • Roles, relations, and store images
Product View your existing product list. Tap a product to view the information about logistics, Bill of Material, and product images.
Order

Understand a customer’s order behavior by viewing the customer's orders, both open and released. Execute, cancel, delete, and copy your open orders. Create orders during store visits based on various order types such as:

  • Standard Order: Created for advance orders. The system automatically calculates the order values when the product quantity is entered.
  • Direct Order: Created when you visit a store. The order values are calculated based on the order templates.
  • Advertising Material: Created for advertising materials.
  • Returns: Created to handle product returns.
  • Free Goods: Created for free items.
  • Special Orders: Created for products used in promotions.
Sales Folder Drive sales by viewing store events where you can sell. From the store events, view the top selling products. Sort your sales folder by customer or by sales type. To view the list of existing promotions, tap Promotions. The Promotions option appears only if the sales folder supports at least one promotion.
Time Card Add, track, and monitor all your field rep activities by updating your daily reports. Track the productive time spent on visit activities, research, and sales, and downtime spent on breaks, vacation, or private appointments. Approve your timecard entries and change the status to Released, for the entry to be submitted for your supervisor’s review.
Reports View your customer sales and promotion calendar reports. Select a customer and view the sales comparison between the current year and the previous year, and view their calendar with planned promotional events.
Notifications View notifications created by your supervisor.
Tasks Prioritize your tasks and stay organized. Create tasks for yourself or act on the active tasks that were assigned to you by your supervisor.
Customer Tasks Review customer tasks created by your supervisor or create customer tasks during visits. You can associate a customer and specify a due date for the task. You can also cancel, delete, or copy a task.
My Settings Choose your landing page, and review your calendar and theme settings. See Personalize Your Settings.
About Read and copy the support and license information, and the app license agreement terms.
Logout Log out of the app.