The distribution reorganization settings, together with sync rules, tracked objects, and named queries, determine the records that are shown in offline mobile devices. Typically, you create distribution reorganization settings for visits and orders.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To configure Distribution Reorganization settings: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
To prevent lengthy synchronization times, we recommend setting values that sync only relevant historical data.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- For Distribution Reorganisation, click Manage.
- Click New.
- Enter the name of the visit setting as CallDistributionSetting.
- For Distribution Relevant Count, specify the number of latest visit records to show in offline mobile devices.
-
For Distribution Relevant CutOff Date, specify the number of most recent days from which
you want to include visit records in offline mobile devices.
Records created before this date aren’t included.
- Click Save & New.
- Enter the name of the order setting as OrderDistributionSetting.
- For Distribution Relevant Count, specify the number of latest order records to show in offline mobile devices.
-
For Distribution Relevant CutOff Date, specify the number of most recent days from which
you want to include order records in offline mobile devices.
Records created before this date aren’t included.
- Save your changes.