Custom Object Modeling

This section provides sample customizations in Consumer Goods offline mobile app that you can try hands-on by using Visual Studio Code based Modeler.

• Model and Expose a Salesforce Object on Consumer Goods Cloud Offline Mobile App
  During a store visit, sales reps review and collect data on the store displays and identify whether the displays belong to their company or to a competitor. To visualize and maintain the data on the store displays, create, model, and expose a custom card called Displays on the My Day cockpit of the mobile app by using the VS Code based Modeler. Extend the Display card definition to configure card visibility settings, include an info counter, and add a visual indicator to identify competitor displays.
• Details Page for a Display Record
  In Visual Studio Code based Modeler, configure a master and detail page linked to the Displays cockpit card. Add a button to launch a new page and show the list of display items on a parent or master page. Additionally, learn how to configure the app to open a details page and load the display item information when you tap a display item from the parent list.
• Master Detail Page Enhancements
  Use Visual Studio Code Based Modeler to customize the master page and include a search field and index bar for easy navigation. Configure a picklist for your offline mobile app. Set edit and visibility rights for objects. Create a wizard to add display records to the Display cockpit card. Define a validation check for empty name values for display records.
• Live Reports and Communication with Third-Party Apps
  Build and show charts on the Consumer Goods offline mobile app by using UIPluginV2 controls in Visual Studio Code-based Modeler. Also, create buttons that open other allowlisted apps from the offline mobile app.
• PDF Reporting and Sharing
  Use Visual Studio Code-based Modeler to create PDF reports for important sales data, such as product displays or order details. During store visits, sales reps use the Consumer Goods offline mobile app to record data, such as the manufacturer’s product displays, the competitors’ product displays, and orders received. Going through the captured data to find the right information takes much time and effort. So, Salesforce developers and customizers use Visual Studio Code-based Modeler to create contracts and handprint layouts to present the collected data in PDF reports. You can generate and share PDF reports on mobile devices and the simulator app.
• Sync Your Display Data
  Understand how to use named queries or named fetch trees to sync display records in the Consumer Goods (CG) offline mobile app. Create lookups to other objects and wizards to select different objects, and sync and show attachments to display records.
• Localize the Display Card
  To improve accessibility within the Consumer Goods Cloud offline mobile app and the desktop app, update the language settings and change the language in the display card. Localize the mobile app and the desktop app in your preferred language. You can also localize the date and number format, translate data such as activity details, and manage the picklist values in your preferred language. Here, we’re changing the language to German.