Design and Deploy the App
Learning Objectives
After completing this unit, you’ll be able to:
- Customize the offline mobile app.
- Create a deployment package.
- Activate weekends in the visit calendar.
- Set up Google Maps APIs in the mobile app.
Customize the Offline Mobile App
Fatima uses CG Cloud Modeler to customize the offline mobile app as per the requirements of Gustavo’s team. For information on setting up the CG Cloud Modeler, see Consumer Goods Cloud Modeler. The CG Cloud Modeler enables Fatima to perform the following actions.
- Extend business functionality, such as data validation.
- Introduce new UI elements.
- Translate labels and messages.
- Customize the User Cockpit and the Retail Store Cockpit.
According to the terms of Consumer Goods Cloud, CG Cloud Modeler can’t be used to customize apps other than the CG Cloud offline mobile app.
Create a Deployment Package
Fatima uses the modeler to create and download a deployment package that contains her customized version of the mobile app.
- Click the Project tab, and then click Build all.
- Click Package/Publish.
- To download the deployment package as a Standard package, click Download latest Deployment Package.
Deploy Your Package
After creating and downloading the latest deployment package from CG Cloud Modeler, Fatima adds it to Gustavo’s org using the Sync Management app. She also adds deployment package assignments to define and configure the users for whom she wants to deploy the package. Based on the configuration in an assignment, she can deploy the package to either a specific user or all users.
Fatima opens the deployment package and creates assignments from the Related tab. She can also use the Deployment Package Assignment related list to create the assignments.
The next time a mobile app performs a sync with Gustavo’s org, the app downloads the new deployment package. However, the deployment package is applied only when the CG Cloud mobile app starts.
The next day, Fatima navigates to Deployment Packages Installations and reviews all the mobile devices on which the deployment package has been installed. To view the installed deployment packages, she opens an associated deployment package assignment and then clicks Deployment Packages Installations. To find out how you can deploy the package, see Deployment Packages.
Fatima has successfully deployed the customized mobile platform to all the field reps in Gustavo’s team. Next up, she must configure the app as per the team’s specific requirements. Let’s follow along.
Activate Weekends in Visit Calendar
You can configure the CG Cloud offline mobile app to activate weekends in the visit calendar, set up API keys for Google Maps, set up languages for translation, and create picklist mappings.
By default, the visit calendar in the app shows only weekdays. But field reps occasionally conduct store visits on weekends. So Fatima configures the app to activate weekends in the visit calendar. Here’s how she does this.
- From the App Launcher, find and select User Settings.
- Select a user. Fatima selects a field rep from Gustavo’s team.
- Click Edit.
- In the Visit Calendar area, select Display Weekend.
- Click Save.
Configure Google Maps
Google Maps is integrated with the CG Cloud offline mobile app. Field reps can make API calls to Google Maps from mobile devices to see the details of store locations, such as distance and driving directions.
Fatima retrieves valid Google Maps API keys from Google’s site to enable the mobile app to make these API calls. She maintains the Google Maps API keys in the org. For more information on Google Maps API keys, see the Resources section.
The following Google Maps APIs are used in the CG Cloud offline mobile app.
- Maps JavaScript API
- Directions API
Set Up Google API Keys
Fatima sets up the Google API keys when creating an instance of the Salesforce org. This enables Gustavo’s field reps to use Google Maps on the app.
- From Setup, in the Quick Find box, enter and select Custom Settings.
- Click Manage next to System Setting.
- Click Edit next to the link for the Google Maps provider.
- In the Value field, enter the API key. Fatima enters
AIzaSyB36vUeJ3QMkoR0PVOxAF23P1_FJfLXYde. - Click Save.
Translate Labels
Some field reps prefer using the CG Cloud offline mobile app in languages other than English. For example, all the store managers whom field rep Joel Smith meets during his retail visits interact with him in Spanish. It would be convenient for Joel if he could use Spanish to record the details of his daily visits.
So Fatima translates the labels appearing in the app to Spanish. She uses CG Cloud Modeler to create her own locales for the new language.
You can also download a set of language files from Static Resources and install the language files in CG Cloud Modeler. For more information see, Static Resources.
Define Picklists
Fatima uses the CG Cloud offline mobile app to define picklist mappings within a business area that has mobile device users. To let field reps view a picklist on their mobile device, Fatima maps the picklist to the Mobile App Domain. For more information, see Define Picklist Mappings.
Lastly, Fatima reviews the considerations for working with the app. For more information, see Considerations for Working with the Consumer Goods Cloud Offline Mobile App.
Fatima has successfully set up the Consumer Goods Cloud offline mobile app for Gustavo and his team of field reps. With the offline app on their mobile devices, field reps can seamlessly perform retail visits even when they’re offline.