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.
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