User Cockpit for Base Data Model

User Cockpit, also known as Your Day, helps you stay organized while you perform your basic field activities. Access information about your visits and automatically sync your mobile device with the data from Salesforce and vice versa. Perform inventory tasks and create orders.

Required Editions

Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled

This image shows how the User Cockpit for the Base Data Model is organized with cards.

User Cockpit for Basic Data Model

This table lists the cards of a User Cockpit for a base data model.

Card	Description
Summary	View your name, picture, 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 selected on the Summary card. To see scheduled visits for the week, tap Show Visit Calendar. Tap and see the daily view, all visits, and only the open visits.
Sync Status	View 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. To sync the latest data, tap . To see user notifications, click Refresh after the sync.
Map	See the map of your visit location. Tap and see the daily view, all visits, and only the open visits.

For more options such as view the order history, execute, cancel, delete, and copy the orders, customize app settings, and get information about the app, tap More Options icon . This table lists the additional options.

Option	Description
Order	Understand the 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 you enter the product quantity 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.
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.