Public Sector Portal

Supported Devices and Operating Systems 1

• Axsy Public Sector Mobile App Device Requirements

Benchmark Information 1

• Sync Benchmark Information

Axsy Public Sector Mobile App 2

• Utilising Standard Salesforce Objects
• Offline-first User Experience

Org Setup 4

• Install the Axsy Managed Package
• Assign Permission Sets
• Enable My Domain
• Enable Notes

Using the Mobile App 12

• Logging in to the Mobile App
• Accessing the Visit Calendar
• Navigation
• Working Offline
• Logging Out of the Mobile App

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Visits and Visit Tasks 6

• Create an Action Plan Template for a Visit
• Create a Visit with an Action Plan
• Configurable Fields for the Visit List
• Create a Smart Form Task
• Signature Task

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Offline Sync 2

• Initial Sync after Log In
• How does the Axsy Mobile App handle Sync conflicts?

Salesforce Customisations 5

• Page Layouts
• Quick Actions
• Mobile Flows
• Salesforce Formula Fields
• Support for Configurable Flow Screen Navigation

Axsy Customisations 6

• Smart Forms
• Plugins
• Additional Object Lists
• Calendar View
• Configurable Fields for the Calendar

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Mobile App Settings 1

• Mobile App Flow Diagnostics

Best Practices 1

• Best Practices for Mobile Flow

FAQs 6

• Is the Axsy Mobile App database encrypted?
• How is my data processed?
• Can I logout of the app if there are items in the Pending Uploads Queue?
• How long does the app database persist?
• Can I Use Map Routing While Offline?

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Upcoming Release Notes 2

• Axsy Public Sector Winter '23 Release
• Add Text Styling and Background Colours to Dashboards

Previous Release Notes 1

• Axsy Public Sector Summer '22 Release

Privacy Notice 1

• Support Portal Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice

Need More Help 2

• Salesforce Trailblazer Community
• Salesforce Developer Documentation

Other Resource Links 2

• Salesforce
• Axsy

Axsy Support Plan Details 8

• Axsy Support Plans
• Self Guided Resources
• Axsy Support
• Axsy Implementation Support
• Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support

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End User Licence Agreement 1

• End User Licence Agreement

Data Privacy Notice 1

• Public SectorData Privacy Notice

Dynamic Assessments 6

• Overview: Dynamic Assessments with Axsy
• Creating Dynamic Assessments
• Working with Dynamic Assessments
• Assigning Dynamic Assessments to a Visit
• Syncing Dynamic Assessments to the Axsy Mobile App

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FedRAMP Information 1

• Federal Risk and Authorization Management Program