Offline mobile app versus Salesforce mobile app for field execution
Key Takeaway
Field features such as Visit Execution, Store Audit, and Order Taking run only in the Agentforce Consumer Goods offline mobile app. They are not supported in the Salesforce mobile app.
Agentforce Consumer Goods gives sales reps and merchandisers a dedicated offline mobile app for their work in stores. The core field features run in this app. Reps can run planned visits in it fully offline. To use the app well, you need to know four things: which features it supports, which data model each feature needs, how sync gets data onto the device, and how reporting works.
Offline mobile app versus Salesforce mobile app
The Enhanced data model features built for sales reps and merchandisers work only in the Agentforce Consumer Goods offline mobile app. None of them is supported in the Salesforce mobile app. They include the following features:
- Visit Execution
- Store Audit
- Product Survey
- Asset Check
- Customer Tasks
- Order Taking
Visit Execution, Store Audit, Product Survey, and Asset Check also exist on the Salesforce platform (desktop). The desktop versions are not meant for use in the field, so reps use the offline mobile app for field work.
Not every desktop function is supported on mobile devices, which means the offline mobile app is not a full copy of the desktop experience.
Lena is a merchandiser for a snack brand. Today she visits a supermarket to complete a Product Survey and an Asset Check on a store cooler. Her phone has both the Salesforce mobile app and the Agentforce Consumer Goods offline mobile app. Neither feature is supported in the Salesforce mobile app, so she opens the offline mobile app and does both tasks there. Later the store manager asks for a restock, and Lena uses Order Taking in the same offline mobile app.