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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 consume these scheduled visits during sync. 4. **Review Visits:** Mobile users should review their optimized routes in the Axsy Mobile App. For detailed guidance, refer to the Scheduling Optimisation via Salesforce Maps section in the Axsy Knowledge Base.

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 fit your specific business needs using these objects. 4. **Integration:** Ensure seamless integration of these objects with the Axsy Mobile App. For more details, refer to the Utilizing Standard Salesforce Objects section in the Axsy Knowledge Base.

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 on the custom field. 4. **Testing:** Test the configuration in a sandbox environment before deploying to production. For comprehensive instructions, check the Deploying Smart Forms with Salesforce Flow - Custom Record Field section in the Axsy Knowledge Base.

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:** Request go-live health checks to ensure optimal configuration. For more information, refer to the Axsy Implementation Support section in the Axsy Knowledge Base.

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 adding all necessary elements. For detailed steps, refer to the How to Create an Axsy Smart Form Using the Axsy Smart Form Designer section in the Axsy Knowledge Base.

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. **On-demand Sync:** Allow users to fetch updates on-demand while providing automatic updates. For detailed guidance, refer to the Flexible Synchronisation section in the Axsy Knowledge Base.

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:** Manually schedule jobs if automated scheduling fails. For more details, refer to the Axsy Events Console section in the Axsy Knowledge Base.

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 Configuration:** Adjust picklist UI settings for different devices. For comprehensive instructions, check the Picklist Elements section in the Axsy Knowledge Base.

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 execution data like Visits and Action Plans. For detailed guidance, refer to the Org Setup for Axsy Retail Execution section in the Axsy Knowledge Base.

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. For detailed steps, refer to the Troubleshooting section in the Axsy Knowledge Base.

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 Object Model. For more details, refer to the Axsy Scheduler section in the Axsy Knowledge Base.

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 environment. For comprehensive instructions, check the Validation Rules section in the Axsy Knowledge Base.

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 detailed steps, refer to the Config Settings to Enable Random Section Smart Form Navigation section in the Axsy Knowledge Base.

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 sector data like Visits and Action Plans. For detailed guidance, refer to the Org Setup for Axsy Public Sector section in the Axsy Knowledge Base.

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 a sandbox environment. For comprehensive instructions, check the Smart Forms for Inspections section in the Axsy Knowledge Base.

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 environment. For detailed steps, refer to the Mapping section in the Axsy Knowledge Base.

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 guidance, refer to the Smart Form Responses section in the Axsy Knowledge Base.

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 service data like Work Orders and Service Appointments. For detailed guidance, refer to the Org Setup for Axsy Field Service section in the Axsy Knowledge Base.

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 keeping. For detailed steps, refer to the Signature Capture section in the Axsy Knowledge Base.

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 detailed steps, refer to the Troubleshooting section in the Axsy Knowledge Base.

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 guidance, refer to the Enable Chatter section in the Axsy Knowledge Base.

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 instructions, check the Enable Surveys section in the Axsy Knowledge Base.

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 sandbox environment. For detailed steps, refer to the Image & File Upload Elements section in the Axsy Knowledge Base.

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 Domain section in the Axsy Knowledge Base.

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 consumer goods data like Retail Visits and KPIs. For detailed steps, refer to the Org Setup for Axsy Retail Execution section in the Axsy Knowledge Base.

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. For detailed guidance, refer to the Flexible Synchronisation section in the Axsy Knowledge Base.

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 steps, refer to the Enhanced Mappings Configuration section in the Axsy Knowledge Base.

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 environment. For comprehensive instructions, check the Loop Elements section in the Axsy Knowledge Base.

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 detailed steps, refer to the Printing a Form Response section in the Axsy Knowledge Base.

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 detailed steps, refer to the Troubleshooting section in the Axsy Knowledge Base.

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 details, refer to the Using the Axsy Mobile App section in the Axsy Knowledge Base.

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 regain internet access. For detailed steps, refer to the Offline Mode section in the Axsy Knowledge Base.

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 instructions, check the Data Sync section in the Axsy Knowledge Base.

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 are working. For detailed steps, refer to the Notification Settings section in the Axsy Knowledge Base.

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 Salesforce. For comprehensive instructions, check the Profile Management section in the Axsy Knowledge Base.

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 Task Management section in the Axsy Knowledge Base.

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 comprehensive instructions, check the Calendar Configuration section in the Axsy Knowledge Base.

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 configuration. For detailed guidance, refer to the Dashboard Customization section in the Axsy Knowledge Base.

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, check the Reports section in the Axsy Knowledge Base.

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 Axsy Support if issues persist. For detailed steps, refer to the Troubleshooting section in the Axsy Knowledge Base.

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 save it. For detailed steps, refer to the Image & File Upload section in the Axsy Knowledge Base.

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 instructions, check the Data Filters section in the Axsy Knowledge Base.

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 your geolocation. For detailed guidance, refer to the Geolocation Features section in the Axsy Knowledge Base.

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 comprehensive instructions, check the User Settings section in the Axsy Knowledge Base.

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 to ensure data consistency. For detailed steps, refer to the Data Conflict Resolution section in the Axsy Knowledge Base.

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 your device or cloud storage. For comprehensive instructions, check the Data Export section in the Axsy Knowledge Base.

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 the Display Settings section in the Axsy Knowledge Base.

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 the changes. For comprehensive instructions, check the Bulk Updates section in the Axsy Knowledge Base.

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 detailed guidance, refer to the Form Field Customization section in the Axsy Knowledge Base.

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 in to the app. For detailed steps, refer to the Password Reset section in the Axsy Knowledge Base.