Set Up Company Logo on Summary Card
Enhance your company brand visibility and improve sales rep user experience by showcasing unique logos for each sales organization on the Consumer Goods (CG) Cloud offline mobile app. Upload the company logo as an icon to a sales organization, customize the framework contracts to fetch the icon image and render on the app UI. Then, deploy the customization to the CG Cloud offline mobile app.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To configure file related list and add image as icon | CGCloud Business Admin |
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Set up the file related list to your sales organization.
You can upload a PNG or JPG image with a maximum size of 560x460 pixels to the sales organization.
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Add the logo image as icon to the sales organization.
- From the App Launcher, find and select Sales Organization.
- Select the sales organization that you want to add the logo to.
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In the Files related list of the sales organization, click Add Files and choose the
image to upload.
Alternatively, drag the image file directly onto the Files related list.The uploaded image record appears in the Files list.
- To open the uploaded image in preview mode, click the image.
- Click the down arrow in the preview header and then click Edit File Details.
- In Usage, set the image category to Icon.
- Save your changes.
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Configure the mobile app framework to render the logo image with contracts and deploy
the logo on the user cockpit screen.
- To fetch the logo image from the sales organization, in Visual Studio Code based Modeler, create a utility function in the relevant datasource contract and define the required bindings in the UI contract.
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Build the modified contracts by running this command in VS Code based Modeler:
sf modeler workspace build - Review the placement of the logo on the Your Day page in the simulator app. Make the necessary corrections and check the preview again.
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Generate the deployment package by running this command in VS Code based Modeler:
sf modeler workspace package - To deploy the customized contracts to sales rep users, from the App Launcher, find and select Deployment Packages.
- On the Deployment Packages page, import the deployment package and assign the modified design contract package to your CG Cloud offline mobile app users.
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Verify the logo on the user cockpit page of the CG Cloud offline mobile app.
- Log in to the offline mobile app as a sales rep or tour driver.
- For the contract customization to take effect, complete the sync process.
- Open the Your Day page and on the Summary card, verify that the logo appears next to the name of the logged in user.
Example See the sample customization steps in Define Company Logo on User Cockpit.
- Define Company Logo on User Cockpit
Customize the UI, lookup, datasource, and process contracts in Visual Studio (VS) Code based Modeler. Build the contracts and review the customization in the simulator app.
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