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.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To configure quick access cards: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
Based on sales reps' usage, you can create separate quick access cards for the user and store cockpits. If a rep clicks a record in the quick access card, for an app that isn't installed on the device, the link opens in a browser.
Prerequisites:
- The URL scheme of the third-party app is allowlisted.
- The Salesforce app or third-party app URL is configured in the
Facade.startThirdPartyAsync(url)method to call and invoke the app.
In mobile link configuration, you can define the URLs of Salesforce apps and third-party apps for deep links using macros. When a deep link URL is invoked from CG Cloud offline mobile app, the macros are dynamically populated with respective values. You can use any one of these macros in your custom URL scheme:
$ACCOUNTNUMBER$is replaced by Account.Account_Number in store cockpit$ACCOUNTID$is replaced by Account.Id in store cockpit$EMPLOYEENUMBER$is replaced by current User.EmployeeNumber$SALESORG$is replaced by User.Sales_Org
The CG Cloud offline mobile app doesn’t support:
- Inbound communication from other apps to CG Cloud offline mobile app or deep links to a specific screen of the CG Cloud offline mobile app. For example, deep linking to the store cockpit screen from other apps.
- Deep link-based communication from CG Cloud mobile app doesn’t cater to authentication scenarios. Sales reps must log in to external apps based on the apps’ authentication policies.
Use these instructions to deep link a third-party app, such as MySample.
- From Setup, go to Object Manager, and then find and select Mobile Links.
- In Fields & Relationship, click Scheme Name.
- Add a picklist value mysampleapp to the Quick Access record type for MySample app’s URL scheme.
- From the App Launcher, find and select Mobile Links, and then click New.
- Select Quick Access.
- Enter the name and description of the mobile link, for example, MySample App.
- Select the URL scheme to open. In Scheme Name, select the picklist value specified in the Mobile Link object, mysampleapp. You can add more values to this list from the Object Manager.
- Select the Consumer Goods Offline mobile app screen to show the quick access card on: Your Day or Store Cockpit.
- Select the sales org.
-
Enter the URL of the app screen to open. For example, to open the Account Detail page in
the MySample app, enter accountId=$ACCOUNTID$. This configuration
generates a deep link URL in this format:
mysampleapp://accountId=XXXX. - Save your changes.