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Public Sector
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
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