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How can I use Salesforce Maps with the Axsy Mobile App? | To use Salesforce Maps with the Axsy Mobile App, follow these steps: 1. **Planning Routes:** Use Salesforce Maps to plan and optimize visit routes for your mobile users. 2. **Scheduled Visits:** Ensure that scheduled visits are correctly output from Salesforce Maps. 3. **Sync with Axsy:** The Axsy Mobile App will consu... |
How do I utilize standard Salesforce objects with Axsy? | Utilizing standard Salesforce objects with Axsy involves these steps: 1. **Understanding Objects:** Familiarize yourself with standard objects like Service Appointments, Work Orders, and Visits. 2. **Field Mapping:** Map fields between Salesforce objects and Axsy functionalities. 3. **Customization:** Customize Axsy to... |
What is the process for deploying Smart Forms with a custom record field in Axsy? | Deploying Smart Forms with a custom record field involves: 1. **Creating Custom Fields:** Create a custom field on the relevant Salesforce object. 2. **Flow Configuration:** Configure a Salesforce Flow to reference this custom field. 3. **Dynamic Form Assignment:** Use the Flow to dynamically assign Smart Forms based o... |
How can I get continuous implementation support from Axsy? | To get continuous implementation support from Axsy: 1. **Support Plans:** Subscribe to Premier or Signature Support Plans. 2. **Initial Setup:** Utilize Axsy's setup support during initial implementation. 3. **Ongoing Guidance:** Participate in regular review sessions and get recommendations. 4. **Health Checks:** Requ... |
How do I create a new Axsy Smart Form using the Smart Form Designer? | Creating a new Axsy Smart Form involves: 1. **Accessing Designer:** Use the App Launcher to navigate to Axsy Smart Forms and select the Forms tab. 2. **New Form:** Click the New button to start a new form. 3. **Designing:** Use the designer's sections and toolbox to add elements. 4. **Saving:** Save the form after addi... |
What are the best practices for configuring flexible synchronization in Axsy? | Best practices for flexible synchronization include: 1. **Scope Configuration:** Define what objects and data to sync at initial login. 2. **Polling Intervals:** Set different polling intervals for frequently and infrequently updated data. 3. **Delta Sync:** Use Delta Sync to minimize data synced during updates. 4. **O... |
How can I manage events with the Axsy Events Console? | Managing events with the Axsy Events Console involves: 1. **Scheduled Deletion:** Ensure scheduled deletion of events is set up correctly. 2. **Event Review:** Use the Events tab to review and filter reported events. 3. **Troubleshooting:** Pinpoint errors by analyzing event details and types. 4. **Scheduling Jobs:** M... |
How do I configure picklist elements in Axsy Smart Forms? | Configuring picklist elements involves: 1. **Standard Picklist:** Create and configure standard picklist elements. 2. **Dependent Picklists:** Set up dependent picklists to show values based on previous selections. 3. **Multi-Select Picklist:** Configure multi-select picklists for multiple value selections. 4. **UI Con... |
How can I set up Axsy for retail execution in Salesforce? | Setting up Axsy for retail execution involves: 1. **Org Setup:** Complete the Salesforce Org setup for Axsy Retail Execution. 2. **Managed Package:** Install the Axsy Managed Package for retail execution. 3. **Permission Sets:** Assign the necessary permission sets to users. 4. **Data Configuration:** Configure retail ... |
How do I troubleshoot sync issues with Axsy Smart Forms? | Troubleshooting sync issues involves: 1. **Initial Checks:** Ensure your internet connection is stable and the app is updated. 2. **Sync Logs:** Review sync logs to identify errors. 3. **Settings Review:** Check sync settings in the app and Salesforce. 4. **Re-sync:** Attempt manual re-syncs or refresh data as needed. ... |
How can I optimize scheduling with Axsy Scheduler? | To optimize scheduling with Axsy Scheduler, follow these steps: 1. **Managed Packages:** Install the Axsy Scheduler Managed Packages. 2. **Permissions:** Assign appropriate permissions to users. 3. **Configuration:** Configure custom settings for the scheduler. 4. **Object Model:** Understand and use the Axsy Scheduler... |
How do I configure Axsy Smart Form validation rules? | Configuring validation rules for Axsy Smart Forms involves: 1. **Text Elements:** Set validation rules for text input elements. 2. **Numeric Elements:** Configure validation for numeric input fields. 3. **Date Elements:** Implement validation rules for date fields. 4. **Testing:** Test the validation rules in a sandbox... |
How can I enable random section navigation in Axsy Smart Forms? | To enable random section navigation in Axsy Smart Forms: 1. **Config Settings:** Access the Smart Form Config Settings. 2. **Enable Navigation:** Enable the setting for random section navigation. 3. **Testing:** Test the navigation in a sandbox environment. 4. **Deployment:** Deploy the configuration to production. For... |
How do I set up Axsy for public sector use? | Setting up Axsy for public sector use involves: 1. **Org Setup:** Complete the Salesforce Org setup for Axsy Public Sector. 2. **Managed Package:** Install the Axsy Managed Package for public sector. 3. **Permission Sets:** Assign the necessary permission sets to users. 4. **Data Configuration:** Configure public secto... |
How can I use Axsy Smart Forms for inspections? | Using Axsy Smart Forms for inspections involves: 1. **Form Design:** Design inspection forms using the Smart Form Designer. 2. **Field Mapping:** Map form fields to Salesforce objects for data capture. 3. **Validation:** Implement validation rules to ensure data accuracy. 4. **Deployment:** Deploy the forms and test in... |
How do I configure mapping for Axsy Smart Forms? | Configuring mapping for Axsy Smart Forms involves: 1. **Mapping Lookup Tool:** Use the Mapping Lookup Tool to configure mappings. 2. **Syntax:** Follow the correct mapping syntax for elements. 3. **Related Lists:** Configure mapping between loops and related lists. 4. **Testing:** Test the mappings in a sandbox environ... |
How can I manage smart form responses in Axsy? | Managing smart form responses in Axsy involves: 1. **Form Response Viewer:** Use the Form Response Viewer to see responses. 2. **Statuses:** Check the status of form responses for completion. 3. **Raw JSON:** Access raw JSON data for advanced analysis. 4. **Printing:** Print form responses as needed. For detailed guida... |
How do I set up Axsy for field service management? | Setting up Axsy for field service management involves: 1. **Org Setup:** Complete the Salesforce Org setup for Axsy Field Service. 2. **Managed Package:** Install the Axsy Managed Package for field service. 3. **Permission Sets:** Assign the necessary permission sets to users. 4. **Data Configuration:** Configure field... |
How can I use Axsy to capture customer signatures? | Using Axsy to capture customer signatures involves: 1. **Form Design:** Add signature elements to your Smart Forms. 2. **Device Setup:** Ensure the mobile device supports signature capture. 3. **Validation:** Validate the captured signatures for accuracy. 4. **Sync:** Sync the signatures with Salesforce for record keep... |
How do I troubleshoot the 'Sorry to Interrupt' error in Axsy? | Troubleshooting the 'Sorry to Interrupt' error involves: 1. **Initial Check:** Verify internet connection and app version. 2. **Error Logs:** Review error logs for specific details. 3. **Settings Review:** Check relevant settings in the Axsy Mobile App. 4. **Support:** Contact Axsy Support if the issue persists. For de... |
How can I configure Axsy to use Salesforce Chatter? | Configuring Axsy to use Salesforce Chatter involves: 1. **Enable Chatter:** Ensure Chatter is enabled in your Salesforce Org. 2. **Permissions:** Assign Chatter permissions to users. 3. **Sync Settings:** Configure Axsy to sync Chatter data. 4. **Testing:** Test the configuration in a sandbox environment. For detailed ... |
How do I set up Axsy for survey tasks in Salesforce? | Setting up Axsy for survey tasks involves: 1. **Enable Surveys:** Enable Surveys in your Salesforce Org. 2. **Create Survey:** Design your survey using Salesforce tools. 3. **Assign Tasks:** Assign survey tasks to users via Axsy. 4. **Monitoring:** Monitor survey responses and completion rates. For comprehensive instru... |
How can I add images to Axsy Smart Forms? | Adding images to Axsy Smart Forms involves: 1. **Element Selection:** Choose the image upload element from the toolbox. 2. **Configuration:** Configure the element for the desired image types. 3. **Mapping:** Map the image data to the relevant Salesforce fields. 4. **Testing:** Test the image upload functionality in a ... |
How do I enable My Domain for Axsy in Salesforce? | Enabling My Domain for Axsy involves: 1. **Setup My Domain:** Navigate to Setup > My Domain in Salesforce. 2. **Domain Name:** Choose and register your domain name. 3. **Deployment:** Deploy the domain to all users. 4. **Testing:** Test the domain functionality with Axsy. For detailed guidance, refer to the Enable My D... |
How can I configure Axsy for consumer goods execution? | Configuring Axsy for consumer goods execution involves: 1. **Org Setup:** Complete the Salesforce Org setup for Axsy Consumer Goods. 2. **Managed Package:** Install the Axsy Managed Package for consumer goods. 3. **Permission Sets:** Assign the necessary permission sets to users. 4. **Data Configuration:** Configure co... |
How do I use the Axsy Config Tool for sync settings? | Using the Axsy Config Tool for sync settings involves: 1. **Access Tool:** Access the Axsy Config Tool from the app. 2. **Define Scope:** Define the scope of data to be synced. 3. **Set Intervals:** Configure polling intervals for different data objects. 4. **Delta Sync:** Enable Delta Sync for efficient data updates. ... |
How can I enable and use Axsy's enhanced mapping UI? | Enabling and using Axsy's enhanced mapping UI involves: 1. **Enable UI:** Enable the enhanced mapping UI in the settings. 2. **Configuration:** Configure mappings using the enhanced UI. 3. **Error Checking:** Use the UI's error checking features. 4. **Testing:** Test the mappings in a sandbox environment. For detailed ... |
How do I configure loop elements in Axsy Smart Forms? | Configuring loop elements in Axsy Smart Forms involves: 1. **Add Loop:** Add loop elements from the toolbox to your form. 2. **Field Mapping:** Map fields within the loop to Salesforce data. 3. **Roll-up Formulas:** Configure roll-up formulas for aggregated data. 4. **Testing:** Test the loop functionality in a sandbox... |
How can I print a form response from Axsy? | Printing a form response from Axsy involves: 1. **Form Response Viewer:** Open the form response in the viewer. 2. **Print Option:** Select the print option from the menu. 3. **Formatting:** Ensure the response is correctly formatted for printing. 4. **Execution:** Execute the print command to print the response. For d... |
How do I troubleshoot performance issues with Axsy Mobile App? | Troubleshooting performance issues involves: 1. **Initial Check:** Ensure the device meets minimum requirements. 2. **Logs Review:** Review performance logs for any errors. 3. **Settings Adjustment:** Adjust sync and data settings for optimal performance. 4. **Support:** Contact Axsy Support if issues persist. For deta... |
How do I log in to the Axsy Mobile App? | Logging in to the Axsy Mobile App involves: 1. **Download App:** Download the Axsy Mobile App from your app store. 2. **Open App:** Open the app on your device. 3. **Enter Credentials:** Enter your Salesforce credentials to log in. 4. **Initial Sync:** Perform the initial sync to download necessary data. For more detai... |
How can I use offline mode in the Axsy Mobile App? | Using offline mode in the Axsy Mobile App involves: 1. **Initial Sync:** Ensure an initial sync is completed while online. 2. **Offline Access:** Access your data offline after the initial sync. 3. **Perform Tasks:** Perform tasks like completing forms and updating records. 4. **Re-sync:** Sync your data when you regai... |
How do I sync data in the Axsy Mobile App? | Syncing data in the Axsy Mobile App involves: 1. **Open App:** Open the Axsy Mobile App on your device. 2. **Manual Sync:** Tap the sync button to manually sync data. 3. **Auto Sync:** Ensure auto-sync is enabled for periodic updates. 4. **Review Logs:** Check sync logs for any errors or issues. For comprehensive instr... |
How can I configure notifications in the Axsy Mobile App? | Configuring notifications in the Axsy Mobile App involves: 1. **Access Settings:** Open the settings menu in the app. 2. **Notification Preferences:** Set your notification preferences. 3. **Enable Alerts:** Enable alerts for important updates and reminders. 4. **Test Notifications:** Test notifications to ensure they ... |
How do I update my profile in the Axsy Mobile App? | Updating your profile in the Axsy Mobile App involves: 1. **Open Profile:** Navigate to the profile section in the app. 2. **Edit Information:** Edit your personal information as needed. 3. **Save Changes:** Save your changes to update your profile. 4. **Sync Data:** Sync the app to ensure updates are reflected in Sale... |
How can I manage tasks in the Axsy Mobile App? | Managing tasks in the Axsy Mobile App involves: 1. **Open Tasks:** Navigate to the tasks section in the app. 2. **View Tasks:** View and filter your assigned tasks. 3. **Update Status:** Update the status of tasks as you complete them. 4. **Create Tasks:** Create new tasks as needed. For detailed steps, refer to the Ta... |
How do I configure the calendar in the Axsy Mobile App? | Configuring the calendar in the Axsy Mobile App involves: 1. **Access Calendar:** Open the calendar section in the app. 2. **Sync Events:** Ensure events are synced with your Salesforce calendar. 3. **Add Events:** Add new events directly from the app. 4. **Set Reminders:** Set reminders for important events. For compr... |
How can I customize the dashboard in the Axsy Mobile App? | Customizing the dashboard in the Axsy Mobile App involves: 1. **Open Dashboard:** Navigate to the dashboard section in the app. 2. **Add Widgets:** Add widgets to display relevant information. 3. **Rearrange Widgets:** Drag and drop widgets to customize the layout. 4. **Save Configuration:** Save your dashboard configu... |
How do I access reports in the Axsy Mobile App? | Accessing reports in the Axsy Mobile App involves: 1. **Open Reports:** Navigate to the reports section in the app. 2. **Select Report:** Select the report you wish to view. 3. **Filter Data:** Apply filters to customize the report data. 4. **Export Report:** Export the report if needed. For comprehensive instructions,... |
How can I troubleshoot login issues in the Axsy Mobile App? | Troubleshooting login issues in the Axsy Mobile App involves: 1. **Check Credentials:** Ensure your Salesforce credentials are correct. 2. **Internet Connection:** Verify that you have a stable internet connection. 3. **App Version:** Ensure you are using the latest version of the app. 4. **Contact Support:** Contact A... |
How do I capture and upload photos using the Axsy Mobile App? | Capturing and uploading photos in the Axsy Mobile App involves: 1. **Open Form:** Open the form where you need to add a photo. 2. **Add Image Element:** Use the image upload element in the form. 3. **Capture Photo:** Capture the photo using your device's camera. 4. **Upload Photo:** Upload the photo to the form and sav... |
How can I configure data filters in the Axsy Mobile App? | Configuring data filters in the Axsy Mobile App involves: 1. **Access Settings:** Open the settings menu in the app. 2. **Filter Options:** Navigate to the data filter options. 3. **Set Filters:** Set filters to control which data is displayed. 4. **Save Settings:** Save your filter settings. For comprehensive instruct... |
How do I use geolocation features in the Axsy Mobile App? | Using geolocation features in the Axsy Mobile App involves: 1. **Enable Location:** Ensure location services are enabled on your device. 2. **Access Map:** Open the map feature in the app. 3. **Track Location:** Use the app to track and display your current location. 4. **Log Visits:** Log visits and tasks based on you... |
How can I manage user settings in the Axsy Mobile App? | Managing user settings in the Axsy Mobile App involves: 1. **Access Settings:** Open the user settings menu in the app. 2. **Update Preferences:** Update your personal preferences and settings. 3. **Save Changes:** Save any changes you make to your settings. 4. **Sync Settings:** Sync the app to apply new settings. For... |
How do I handle data conflicts in the Axsy Mobile App? | Handling data conflicts in the Axsy Mobile App involves: 1. **Conflict Detection:** Enable conflict detection in sync settings. 2. **Review Conflicts:** Review any data conflicts detected during sync. 3. **Resolve Conflicts:** Resolve conflicts by choosing the correct data version. 4. **Sync Data:** Sync the app again ... |
How can I export data from the Axsy Mobile App? | Exporting data from the Axsy Mobile App involves: 1. **Access Data:** Navigate to the section containing the data you want to export. 2. **Export Option:** Select the export option from the menu. 3. **Choose Format:** Choose the format for exporting the data (e.g., CSV, PDF). 4. **Save File:** Save the exported file to... |
How do I enable dark mode in the Axsy Mobile App? | Enabling dark mode in the Axsy Mobile App involves: 1. **Access Settings:** Open the settings menu in the app. 2. **Theme Options:** Navigate to the theme or display options. 3. **Enable Dark Mode:** Select and enable dark mode. 4. **Save Settings:** Save your settings to apply dark mode. For detailed steps, refer to t... |
How can I perform bulk updates in the Axsy Mobile App? | Performing bulk updates in the Axsy Mobile App involves: 1. **Select Records:** Select multiple records that need updating. 2. **Bulk Edit:** Use the bulk edit feature to update selected records. 3. **Apply Changes:** Apply the changes to all selected records. 4. **Sync Data:** Sync the app to update Salesforce with th... |
How do I customize form fields in the Axsy Mobile App? | Customizing form fields in the Axsy Mobile App involves: 1. **Access Form Designer:** Open the form designer in the app. 2. **Select Field:** Select the field you want to customize. 3. **Edit Properties:** Edit the properties and settings of the field. 4. **Save Form:** Save the form to apply the customizations. For de... |
How can I reset my password in the Axsy Mobile App? | Resetting your password in the Axsy Mobile App involves: 1. **Forgot Password:** Select the 'Forgot Password' option on the login screen. 2. **Email Verification:** Enter your email to receive a verification link. 3. **Set New Password:** Follow the link to set a new password. 4. **Login:** Use the new password to log ... |
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