Loading
Retail Execution at Your Fingertips
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Your Landing Page and Personalize Your Settings

            You are here:

            1. Salesforce Help
            2. Docs
            3. Retail Execution at Your Fingertips

            Set Up Your Landing Page and Personalize Your Settings

            After you install the Consumer Goods offline mobile app, you can decide the look of your landing page. Based on your usage needs, your admin can assign and create cards for the User and Store cockpits. Based on the admin’s configuration, you can access the base, advanced, or both base and advanced features. Your admin can also include both the base and advanced features in the cockpit. You can also personalize the display options for the Consumer Goods Offline mobile app.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To personalize your settings:

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User

            1. From the Consumer Goods Cloud offline mobile app, tap More Options icon.
            2. Tap My Settings.
            3. From the Landing Page dropdown list, select one of the options as the landing page.
              • Main Menu: Access both the base and advanced options. This option is limited for developing and testing the Consumer Goods Cloud offline mobile app. We recommend that you don’t select this option as the landing page.
              • User Cockpit: Access the base features. Select this option if your project uses the base model of the Consumer Goods Cloud offline mobile app.
              • Advanced User Cockpit: Access the advanced features. Select this option if your project uses the advanced model of the Consumer Goods Cloud offline mobile app.
            4. Relaunch the app.
            5. To personalize the display options for the app, on the Calendar and Theme tab, enter these details.
              Field Description
              Visit Type
              Default Visit Type Default visit type that the system assigned to you.
              Call Calendar
              Initial Time Initial time of your roster.
              Standard Layout

              Shows the agenda. The options include:

              • Daily agenda with map: Shows the daily view with a map, which shows visit locations for the selected day.
              • Weekly agenda: Shows the weekly view.
              Visit filter

              Condition to show visits in the agenda. The options are:

              • All: Shows all customer visits.
              • Open: Shows ongoing customer visits.
              Show Calendar Week Shows the current week in the calendar.
              Display Weekend Shows the current weekend in the calendar.
              Calendar Map Settings
              Display Traffic Shows traffic conditions in real time.
              Display Route Shows the route between two locations.
              Camera Settings
              Picture Profile

              Defines the user-specific resolution and quality of the pictures that you captured on a mobile device during a store visit. The options are:

              • Small
              • Medium
              • M-Large
              • H-Large
              Theme tab

              Theme of your app.

              Note
              Note To apply the new theme, restart your mobile device.
            6. To save your changes, tap Back.
             
            Loading
            Salesforce Help | Article