Set Up the Consumer Goods Cloud Offline Mobile App

From Spring’24, the Consumer Goods Cloud offline mobile app comes integrated with a default Consumer Goods Cloud connected app. For new users, after you download the CG Cloud offline mobile app from App Store or Play Store, open the app and log in with your credentials to use the app. When existing users upgrade their CG Cloud offline mobile app to Spring’24 or later, the mobile app automatically switches to the default CG Cloud connected app. You can install the CG Cloud connected app in your org and configure its security policies to let your field reps use the CG Cloud connected app. If your company prefers to continue using the company-specific or custom connected app set up in Winter’24 or earlier, share the QR code of the custom connected app with the mobile app users to relaunch the mobile app and log in. Similarly, if your company prefers to use a custom connected app in Spring’24 or later, create a custom org and share its QR code with the field reps to use it for launching the mobile app.

Note A user with an admin permission set can only configure the offline mobile app but not use the app.

• Configure Default Mobile Theme
  Apply the standard UI theme to your Consumer Goods offline mobile app.
• Create a Connected App
  To enable the Consumer Goods Cloud offline mobile app integrate with Salesforce via APIs, use the default connected app. From Spring’24, the CG Cloud offline mobile app comes integrated with a default Consumer Goods Cloud connected app. To switch to a company-specific or custom connected app, you can create a custom org and share its QR code with your sales reps to connect their CG Cloud offline mobile app to this custom connected app.
• Configure Default Record Type
  Configure record types to view visits from mobile devices.
• Configure the Distribution Reorganization Settings
  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.
• Design the Consumer Goods Cloud Mobile App
  To design the Consumer Goods Cloud mobile app, use Visual Studio (VS) Code Based Modeler for Consumer Goods Cloud. You can customize many aspects of the app according to your requirements.
• Deploy Customized Mobile Platforms
  Create a deployment package of the customized mobile app artefacts in Visual Studio Code Based Modeler. Then, deploy this package to all users or specific users of the Consumer Goods Cloud mobile app by using the Sync Management app.
• Configure the Consumer Goods Cloud Offline Mobile App
  You can configure the Consumer Goods Cloud offline mobile app to set up languages for translation, create picklist mappings, activate weekends in the visit calendar, and set up API keys for Google Maps. Restart the app after you change app settings or configurations.
• Considerations for Working with the Consumer Goods Cloud Offline Mobile App
  Know the feasible activities as part of the Base data model, how to configure address fields as part of the Enhanced data model, and functionalities that aren’t compatible on the Consumer Goods Cloud offline mobile app.