Existing versus new UI flows in the offline mobile app
Key Takeaway
Advanced orders are supported in both the existing UI flow and the new UI flow of the offline mobile app. The existing UI flow is built around standard visits. The new UI flow is built around account-based visit planning and the newer features.
The Agentforce Consumer Goods offline mobile app has two UI flows: the existing UI flow and the new UI flow. Each flow supports a different set of features. When you know which flow supports which feature, you know what a rep can do in the app and how standard visits and advanced visits differ.
What each UI flow supports
The existing UI flow is built around standard visits with assessment tasks. The flow supports two things: executing standard visits, which have assessment tasks based on retail stores and accounts, and advanced orders.
The new UI flow is built around account-based visit planning and the newer features released starting Spring '22. The flow supports offline visit planning and visit execution based on accounts. The new UI flow also supports all the new features, such as these:
- Sales folder
- Mobile links
- CRM Analytics integration
- Editable account master data
- Advanced orders
Reps can also adjust their personal settings in the new UI flow.
Because advanced orders are supported in both the existing UI flow and the new UI flow, order taking alone doesn't tell you which flow a rep is using.
Customer master data shows the split between the flows clearly. In the existing UI flow, a rep can only view customer master data. In the new UI flow, a rep can view and edit it.
Two reps visit the same store on the same day. Both notice that a detail in the store's customer master data is out of date. Mei works in the existing UI flow, so she can view the data but can't change it. Jonas works in the new UI flow, so he can open the same customer master data and edit it.