Bi-directional Data Exchange with Deep Links
Connect internal and external mobile apps to the Consumer Goods (CG) Cloud mobile app via deep links for real-time updates and save time. Use deep links strategically for planogram scenarios to streamline KPI data integration, manage survey data during field activities, and leverage Data Cloud for comprehensive analytics in CG Cloud. Additionally, optimize the mobile app workflows by implementing deep links in processes and flows.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
Here are a few recommendations on implementing deep links for planograms within CG Cloud. Customize the CG Cloud mobile app process flows and business logic to tailor the handling of incoming data via deep link and manage the app behavior.
| Purpose | Recommended Approach | Implementation guidance |
|---|---|---|
| Contextual KPI integration via deep links | Send only targeted, relevant KPIs essential for the sales rep's current visit. This approach optimizes data transfer, speeds up loading, and improves app performance. |
For a planogram audit, transmit out-of-stock and empty-shelf KPIs to the product survey page. Integrate other KPIs like pricing or distribution integrated through data lakes such as Data Cloud. |
| Tailor KPI relevance based on user persona | Design deep link integrations based on the specific needs and workflows of the target user persona. For example,
|
For sales reps, set up a link to send only the required KPIs, such as out-of-stock products and empty shelves, through the customization layer. The customization layer then automatically puts the KPIs into the product survey page of the CG Cloud mobile app. In your custom project, ensure that the app's customization layer includes validation for incoming KPIs to filter irrelevant records. The app should save only the exceptions related to relevant KPIs. |
| Efficient survey data management (saving by exception) | Persist only those survey responses that deviate from expected values. This approach reduces data storage and synchronization volume. |
Set up custom logic in CG Cloud mobile app to compare responses against targets and save exceptions. The mobile app can save a maximum of 300 data points or exceptions per visit. |
| Focused deep link integration for actionable KPIs | Use deep link integration for the KPIs that require immediate user action or scenarios where live data is crucial for decision-making or task completion. | Avoid implementing deep links for all survey results. |
| Event-based data synchronization after visit completion | Set up an event-based sync process to upload survey data after a visit. This approach ensures up-to-date results for analysis and follow-up. |
Use the Complete Call or Complete Cancel Call sync option in CG Cloud's Visit Template settings. |
| Comprehensive KPI repository in Data Cloud | Integrate complete historical KPI data into a data lake like Salesforce Data Cloud. Data Cloud efficiently handles large datasets, ideal for comprehensive analysis and reporting. | Avoid integrating historical KPIs directly into standard Salesforce objects. |
- Considerations and Guidelines for Deep Link Setup
Learn about the URL size limits and external app setup requirements. Deep link events function correctly when the Consumer Goods (CG) Cloud mobile app is running in the background. The CG Cloud mobile app has only a custom URL scheme and uses Base64 encoded JSON payload. Review the setup considerations before you use the CG Cloud mobile app from external apps. - Sample Definition to Shows Success or Failure Message for an Action
Define a function, in this case, to handle incoming mobile links in the Consumer Goods mobile app and show the appropriate message to the user. The showMessageBox function shows a message to the user based on the success or failure of an action.
