Giving users access to the Consumer Goods app on phone
Key Takeaway
To put the Consumer Goods app on users' phones, an admin edits the Consumer Goods app in "App Manager" and sets "App Options" to "Desktop and phone".
The Consumer Goods mobile app shows reps the most relevant, actionable information for their visits and tasks on a mobile device, without logging into several systems. Reps can't use it on a phone until an admin edits the Consumer Goods app in App Manager. In that edit, the admin turns on the phone option, picks the navigation items, and picks which user profiles get access.
What reps do in the Consumer Goods mobile app
Reps use the Consumer Goods mobile app to focus on each day's tasks. For each visit, they can view key information and take notes in the context of their tasks.
Work done in the app includes:
- Inventory checks
- Planogram checks
- Promotion checks
- Order creation
- In-store surveys
- Signature tasks
- Delivery tasks
The app is available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Agentforce Consumer Goods enabled.