Tour configuration and sync on the offline mobile app
Key Takeaway
The start-of-day sync on the offline mobile app brings down tours from the current day and from plus or minus 1 working day, and shows them in the driver's cockpit.
In Direct Store Delivery (DSD), a tour driver makes visits during a tour and delivers to stores using the Agentforce Consumer Goods offline mobile app. Before tours appear on that app, an admin makes a few setup configurations on the Agentforce Consumer Goods desktop app. These configurations make sure the right tour data syncs to the right drivers.
What syncs to the driver's app
At the start of the day, the offline mobile app syncs tours from the current day and tours from plus or minus 1 working day. The app shows those tours in the driver's cockpit.
Tour sync is narrow on purpose. The offline mobile app syncs and downloads only the accounts and related objects that relate to the user's visits during the tour.
Ana drives a DSD route and opens the offline mobile app on Wednesday morning. Tuesday, Wednesday and Thursday are all working days for her. The start-of-day sync brings down her tours for Tuesday, Wednesday and Thursday, and her driver's cockpit lists them. For those tours, the app downloads the accounts and related objects tied to her visits. Accounts with no visit on her tours aren't downloaded.
Tour data isn't synced when the tour's creation date is more than 7 days before or after the current date. If the driver opens a document of such a tour, the app shows a confirmation message asking whether to sync the data. If the driver chooses Yes, the tour's data syncs using the DSD Named Fetch Trees.