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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Sync Management

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Sync Management

To ensure retail data and process consistency between your Salesforce org and the Consumer Goods Cloud Offline mobile app, use the synchronization (sync) process that is configured on the Sync Management app. During the sync process, the Sync Management app checks for updates to the Consumer Goods Offline mobile app (business and workflow-specific data, Runtime Artifacts, and metadata that is modified on Salesforce) and transfers these updates to the mobile app.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

The Sync Management guide provides the instructions on how to configure the synchronization process and data that is synced between Salesforce and mobile devices.

Consumer Goods Cloud Synchronization Limits and Guidelines
For data sync performance, create ad hoc visits or orders to download customer data on demand and sync foundational objects. Make sure sales reps have sufficient data in their Consumer Goods (CG) Cloud offline mobile app during offline visits.

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