Get Started with the Offline Mobile App
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how the Consumer Goods Cloud offline mobile app helps in retail execution.
- Install the Consumer Goods Cloud offline mobile app.
Consumer Goods Cloud Offline Mobile App in Retail Execution
If you completed the Retail Execution in Consumer Goods Cloud module, you saw how Chantelle Jackson, the field rep at Alpine Group Nutrition & Beverage, uses the Consumer Goods Cloud offline mobile app to perform retail activities when visiting stores with poor internet connectivity. You also learned about the various benefits that the app offers field reps.
In brief, the Consumer Goods offline mobile app enables field reps to record data in offline mode while executing retail visits. Field reps can sync their mobile device with data from Salesforce anytime they want. Data they enter on their device is uploaded to Salesforce during background sync. This intuitive mobile solution is compatible with iOS and Android phones and tablets.
In this module, you follow Chantelle as she installs the offline app in her mobile device, explores its various features, and uses it during her store visits.
Before diving in, let’s review how the app helps field reps like Chantelle stay organized while juggling their in-field activities.
- Connectivity: Gives field reps full offline support with high scalable background synchronization.
- Usability: Offers reps a process-driven UI, with a single point of access for all visit activities.
- Multi-form factor: Lets field reps use all types of form factors including tablets. With the responsive UI, users can flip their iPad or tablet to another screen orientation.
- Efficiency: Provides barcode scanning to improve rep efficiency in front of the shelf.
- Custom branding: Preserves brand visuals with theming capabilities.
- No additional license: The offline app is already included in the Consumer Goods Cloud subscription.
- Extensibility: Extends the app to meet market-specific needs of the users.
- Map integration: Allows users to review the entire route, see current traffic, and use turn-by-turn navigation to get to the next store.
- Visit execution: Enables reps to execute visits for the most common assessment task types fully offline.
- Visit Calendar: Enables field reps to review the entire visit schedule for the week. Reps can replan visits easily using drag-and-drop in the Calendar.
Install the Consumer Goods Cloud Offline Mobile App
Let’s catch up with our Alpine Group Nutrition & Beverage field rep, Chantelle. She’s got a brand-new tablet. Woohoo! She plans to use this device to perform her day-to-day retail activities such as managing the inventory tasks for products and rescheduling visits. She’s already got the Retail Execution app installed on this tablet, and she now prepares to install the Consumer Goods Cloud offline mobile app. Let’s find out how.
Before installing, Chantelle wants to ensure that her device is compatible with the app. She checks the minimum operating system and device requirements for installing the app and is pleased to see that her tablet has all the latest specifications. She’s all set to run the installation steps!
For more information on the supported operating systems and devices, see Requirements for Installing the Consumer Goods Cloud Offline Mobile App.
Installation Steps
Users can install the Consumer Goods Cloud offline mobile app on either mobile phones or tablets. Chantelle installs the app on her tablet by taking the following steps.
- Search for
Consumer Goods Cloudin the App Store if you have an iOS device or in the Google Play Store if you have an Android device. Then download the app to your mobile device.
- Log in with your user ID and password. The content and the package start downloading.
- Enter a security pin, if prompted. You can now access the app from your device.
If an error occurs while downloading the content or the package, exit the app and try again. If the issue persists, contact the Salesforce admin.
Now that Chantelle has installed the offline mobile app, it’s time for her to explore it and learn a bit more about its features. Let’s follow along in the next unit.