Hi Everyone,
I am currently configuring Salesforce Consumer Goods Cloud and I’m facing three specific blockers on the Offline Mobile App. Despite following the standard configuration steps, I am hitting a wall.
Problem 1: Assessment Tasks not showing data
Inside the Retail Store Cockpit, I can see the Task headers (e.g., Inventory Check, Assets Check), but when I click into them, the screen is completely blank or shows no records.
Steps I have already performed:
- Definitions: Created Assessment Indicator Definitions and Assessment Task Definitions.
- Templates: Created an Action Plan Template (Target Object: Visit) and added the Task Definitions.
- Publication: Set the Action Plan Template to 'Active'.
- Visit Linkage: Created a Visit for a Retail Store and successfully generated the Action Plan from the template.
- Mobile Sync: Performed a 'Full Sync' on the mobile app.
- Permission Sets: Assigned CG Cloud Sales User and CG Cloud Refresh permissions to the user.
Problem 2: Order Creation Error ("Order is lesser than minimum value")
When attempting to save or submit an Advanced Order, I receive the following error: "The total value 0.00 of the Order is lesser than the minimum value 10 of the Order template. Choose a delivery date at least 0 workdays in the future."
Steps I have already performed to troubleshoot:
- Orderer Role: Verified that the Account has a Customer Extension record with the Orderer role set to 'Direct'.
- Templates: Linked the Order Item Template to the main Order Template.
- Pricing: Created a Condition Template (Absolute/Price) and a Customer Specific Product Condition for the items.
- The Issue: Even though quantity is entered, the Price and Receipt Value remain 0.00 in the basket, causing the minimum value validation to fail.
Problem 3: "You can't create orders for a customer who isn't an orderer"
Even though I am visiting a Retail Store, I get an "Info" popup blocking me from starting a new order.
Steps I have performed:
- Verified the Account linked to the Retail Store.
- Ensured the Account has a Customer Extension record.
- Checked the Orderer role checkbox and set it to 'Direct' with valid dates (2026-2070).
- Verified the user is assigned as a Customer Manager for that Account.
- Performed a Full Sync on the mobile app. Questions for the Community:
- Is there a specific Sales Org or Account Hierarchy setting that might cause the app to ignore the 'Orderer' flag?
- Why would Assessment Tasks show as empty rows if the Action Plan is correctly generated?
- Is there a "hidden" Search Sequence or Pricing Procedure step required for the offline mobile app to pick up new Condition records?
Any help would be greatly appreciated!
@* Consumer Goods Cloud *
Sorry,
I'm actually experiencing a similar issue - Items aren't showing up after selecting an Order Template. I went back to check for the 'Orderer' checkbox field in the Customer Extension, but I can't find this field. Which field is this exactly, and how do I set it up so I can select Items?
Thank you in advance.