Offline mobile app admin setup and deployment via Sync Management
Key Takeaway
Customize the offline mobile app in VS Code Based Modeler, then deploy the changes in three moves: build a deployment package, upload it on the Deployment Packages page of the Sync Management app, and assign it to all users or to specific users.
The Agentforce Consumer Goods offline mobile app lets field reps record store visit data, even when they have no connection. An admin sets up the app by installing two managed packages and completing the post-installation setup. The admin then customizes the app in Visual Studio Code Based Modeler (VS Code Based Modeler). The Sync Management app deploys those changes to devices. The same app also controls and monitors how data syncs between the Salesforce org and the devices.
The two managed packages
An Agentforce Consumer Goods deployment has two managed packages: Agentforce Consumer Goods Mobile Sync and Agentforce Consumer Goods. Together they provide the offline mobile app capabilities and online capabilities, such as advanced master data and penny-perfect pricing.
The Agentforce Consumer Goods Mobile Sync package has two permission sets. Assign "Agentforce Consumer Goods Mobile Sync Admin" to admins so they can deploy mobile apps to devices, configure sync capabilities, and monitor sync activity. Assign "Agentforce Consumer Goods Mobile Sync User" to users so they can sync data on a mobile device.
The Agentforce Consumer Goods package has one admin permission set, "Agentforce Consumer Goods Admin". The package also has these user permission sets:
- "CGCloud Supervisor"
- "CGCloud Sales User"
- "CGCloud KAM"
- "CGCloud Tour Driver"
- "CGCloud Inventory Manager"
- "CGCloud Mobility Addon"
- "CGCloud Refresh Update Activation Service"