Public Sector Portal

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

View all 12

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

View all 6

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

View all 6

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?

View all 6