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Mobile app device, operating system and memory requirements

Key Takeaway

The Agentforce Consumer Goods mobile app is supported only on phones and tablets with at least 4 GB of RAM that run a supported Android, iOS, or iPadOS version. Salesforce recommends 8 GB of RAM for best performance.

The Agentforce Consumer Goods mobile app runs on phones and tablets. A device can run the app only if it meets minimum operating system and memory requirements, so these requirements decide which devices a team can use. Salesforce tests the app on a set of named devices, but other devices can be used if they meet the current minimum operating system requirements.

Where the app is available

You can install the Agentforce Consumer Goods mobile app on mobile phones or tablets. The app is available in Lightning Experience, in Enterprise and Unlimited Editions that have Agentforce Consumer Goods.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

Platform Administrator
Platform App Builder
Platform Foundations
Platform Developer
Platform Administrator II
Agentforce Sales Consultant
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Platform Data Architect
Platform Development Lifecycle and Deployment Architect
Platform Identity and Access Management Architect
Platform Integration Architect
Platform Sharing and Visibility Architect
Heroku Architect
B2C Solution Architect
Experience Cloud Consultant
Agentforce Field Service and Operations Consultant
Agentforce Nonprofit Consultant
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Agentforce Sales Foundations
Business Analyst
Marketing Cloud Engagement Developer
Marketing Cloud Engagement Foundations
Agentforce Specialist
Agentforce Life Sciences Consultant
B2B Commerce Administrator AP
B2B Commerce Developer AP
Agentforce Communications AP
Agentforce Consumer Goods AP
Agentforce Financial Services AP
Agentforce Health AP
Agentforce Manufacturing AP
Public Sector Solutions AP
Revenue Cloud Consultant
MuleSoft Integration Foundations
MuleSoft Developer
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MuleSoft Platform Integration Architect
MuleSoft Platform Architect
Tableau Desktop Foundations
Tableau Data Analyst
Tableau Consultant
Tableau Server Administrator
Tableau Next Consultant
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Slack Administrator
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Purpose of action plan templates in retail execution
Accessing and enabling action plan templates in Agentforce Consumer Goods
Standard objects behind action plan templates
Action Plan Type and target entity for visit execution templates
Tasks and flows added to an action plan template
AssessmentTaskDefinition versus AssessmentTask
Assessment task definition task types
AssessmentTaskIndDefinition junction between task and indicator definitions
Publishing, editing and copying action plan templates
StoreActionPlanTemplate and template-to-store association
Associating an action plan template with a visit
Planogram purpose and compliance metrics
Planogram data model architecture
Planogram versus realogram image storage
Creating a planogram reference image record
Associating a planogram with an in-store location
Setup prerequisites for planogram check tasks
Product2 as the sellable unit in retail execution
Role of product categories in hierarchy, account plans and promotions
Product category assignment and the category junction object
Assortment and AssortmentProduct for eligible product lists
StoreAssortment links to stores, store groups and accounts
StoreProduct links to stores, in-store locations, groups and accounts
Store Product versus Store Assortment for making products available
Account hierarchy for products
Store product favorites and display order
Base model versus Consumer Goods Enhanced Model product setup
Product master data in the Consumer Goods Enhanced Model
Product templates for enhanced model products
Product hierarchy levels and product group records
Units of measure for enhanced model products
Product status values and order-taking eligibility
Promotion levels in retail execution
Promotion data model architecture and junction objects
Core fields on a Promotion record
Promotion reach through Promotion Channel
Tying a promotion to in-store locations and store products
Creating a promotion and linking it to check tasks and KPI targets
Promotion files versus AssessmentTaskContentDocument
Copying and deleting promotions
Trade Promotion Management licensing and planning tools
Promotion templates for trade promotions
Role of Retail Store KPIs in the retail execution data model
Retail Store KPI versus Retail Visit KPI
Relationships among task definitions, indicator definitions and Retail Store KPIs
Assessment indicator definition data types for store metrics
Permission sets for creating Retail Store KPIs
KPI Type picklist on Retail Store KPIs
Retail Store KPI context fields for each assessment task type
Custom Context on Retail Store KPIs for asset and custom task metrics
Target values, data types and units of measure on Retail Store KPIs
Picklist assessment indicator targets with defined values and indicator values
Effective From and Effective To dates for KPI targets
Store group and in-store location category scoping of KPIs
KPI inheritance and priority across multiple store groups
Assessment indicators for repeated check tasks in one action plan template
Duplicate Retail Store KPIs and Retail Visit KPI generation
Account versus Retail Store in the store data model
Store data model object architecture
Consumer Goods license requirements for retail execution objects
Location object for retail store addresses
Retail Store record fields that support visit planning
Operating Hours and Time Slots for retail stores
In-Store Location object and its link to Retail Store
Retail store groups and grouping criteria
Retail Store Group Assignments for store group membership
In-store location categories across a store group
Retail Store sharing inherited from Account

Provided assessment task types versus custom (Other) tasks
Assessment task definitions versus assessment tasks and sibling task objects
Creating a custom task with an assessment task definition on an action plan template
Custom task assignment and visibility on a rep's visit
Performing a custom task in the Retail Execution mobile app
Executing a custom task in the Consumer Goods offline mobile app
Direct Store Delivery versus Van Sales delivery models
DSD and Van Sales business process phases
Routes versus tours in direct store delivery
Route-based assignments versus territorial assignments
Tour templates, route templates and tour preparation resources
Visit creation and visit sequence for tours
Tour driver and hybrid user profiles and permission sets
Tour configuration and sync on the offline mobile app
Start of day activities and tour checks for a DSD or Van Sales tour
Starting and ending a delivery visit within a tour
Delivery Cockpit cards on the offline mobile app
Document Transaction Types in DSD
Delivery execution with delivery documents
Van sales order execution during a delivery visit
Truck inventory transactions and inventory anchors
Cash float transactions for DSD payments
End of day activities and tour completion
Cancelling visits, orders and delivery documents on mobile
Base Model vehicle assignment and vehicle inventory
Delivery Task object and action plan templates
Delivery task shipments and product transfers
Inventory check task purpose and captured indicators
Prerequisite records for creating an inventory check task
In-Store Location Category role in Retail Store KPIs
Running an inventory check in the Retail Execution mobile app
Executing an inventory check in the Consumer Goods offline mobile app
Purpose and captured metrics of the planogram check task type
KPI type selection for planogram assessment indicators
Planogram check task assignment through action plan templates
Examining and completing a planogram task during a visit
Shelf photo capture and comparison with the reference planogram
Purpose of the Promotion Check assessment task type
Promotion check levels and when each applies
Prerequisite records and Retail Store KPI for a promotion check
Promotion channels and product links behind a promotion check
Performing a promotion check during a store visit on mobile
In-Store Survey task type and its purpose
Enabling Surveys for in-store data collection
Survey invitations for a retail visit
Running an in-store survey from the visit Tasks list
In-store survey link expiry and completed-survey limits
Activities and job definition templates behind Enhanced Model visit surveys
Store checks versus product surveys during a visit
Answering visit surveys in the offline mobile app

Demonstrate knowledge of platform capabilities relevant to Consumer Goods Cloud.

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Consumer Goods managed packages and their purposes

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Base data model versus Consumer Goods Enhanced Model

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Harmonized, side-by-side, and new objects in the enhanced model

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Retail Execution permission set licenses and user access

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Offline mobile app versus Salesforce mobile app for field execution

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Mobile app device, operating system and memory requirements

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Giving users access to the Consumer Goods app on phone

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Global Search in the Consumer Goods desktop app

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Standard visits versus advanced template-based visits

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Advanced visit GPS tracking, status values and visibility

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Templates for advanced business processes

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Advanced master data capabilities in the enhanced model

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Multi-market enablement with sales orgs and org units

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Product assortment resolution for inventory tasks versus advanced orders

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Existing versus new UI flows in the offline mobile app

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Consumer Goods Modeler for offline mobile app customization

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Offline mobile app admin setup and deployment via Sync Management

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Supported LWC base components and mobile capabilities

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LWC quick actions in the Consumer Goods mobile app

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Order header and order page customization for advanced orders

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Business logic extensibility for online advanced orders

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Einstein generative AI setup and add-on licenses

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Retail Execution limits

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Visit object key fields and lookups
Visit templates for visit types and visit rules
Considerations before creating a store visit
Creating store visits and attaching action plan templates
Calendar planning and the visit calendar page
Visit creation options in the offline mobile app
Trip list-based visit planning
Automatic visit planning modes
Customer visit settings for automatic visit planning
Visit frequency and generation conditions in automatic visit planning
Running automatic visit planning from the mobile app calendar
Duplicate prevention and manual-visit conflicts in automatic planning
Visit preparation features for sales reps
Optimized Routes and traffic information for scheduled visits
Einstein Visit Recommendation versus Visit Task Recommendation
Enabling Einstein Visit Recommendations: licenses, permissions and setup
Requesting Einstein visit recommendations
Scheduling and ignoring recommended visits
Flow strategy versus Next Best Action strategy for visit recommendations
Salesforce Maps Advanced object setup for Consumer Goods routes
Visit frequencies and visit windows for Salesforce Maps Advanced routing
Start and end visit geolocation validation options

Mobile Sync package versus core managed package roles
MuleSoft Direct import of ERP master data
Transferring trade promotions to retail execution promotions
Sync Management app for the offline mobile app
Offline sync limits and data performance guidelines
Google Maps API setup for the offline mobile app
Salesforce Maps integration with the enhanced data model
Data Cloud data kit options and coexistence rules
Saving Data Cloud segment results to Consumer Goods custom objects
Offline live reporting versus CRM Analytics for aggregated data
Archiving and data retention for high-volume transactional data
Processing service (CGPS) version previews and integration API support

CRM Analytics for Agentforce Consumer Goods architecture and business value
Add-on licenses and editions for Analytics for Consumer Goods
Enabling CRM Analytics for Agentforce Consumer Goods in Setup
Admin and user permission sets for Analytics for Consumer Goods
Analytics Cloud Integration User access for the analytics app
Data requirements before creating the Analytics for Consumer Goods app
Base versus Advanced Data Model analytics templates
Creating and sharing the app from the Analytics for Consumer Goods template
Dataflow scheduling and app refresh for Analytics for Consumer Goods
Deployment step sequence for Analytics for Consumer Goods
Sales manager and field rep dashboard insights
Merchandiser dashboards in Analytics for Consumer Goods
KPI definitions and calculations in Analytics for Consumer Goods dashboards
In-app versus embedded Analytics for Consumer Goods dashboards
Pre-configured Einstein Discovery stories for Agentforce Consumer Goods
Analytics for Consumer Goods capabilities and limitations

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Mobile app device, operating system and memory requirements

Key Takeaway

The Agentforce Consumer Goods mobile app is supported only on phones and tablets with at least 4 GB of RAM that run a supported Android, iOS, or iPadOS version. Salesforce recommends 8 GB of RAM for best performance.

The Agentforce Consumer Goods mobile app runs on phones and tablets. A device can run the app only if it meets minimum operating system and memory requirements, so these requirements decide which devices a team can use. Salesforce tests the app on a set of named devices, but other devices can be used if they meet the current minimum operating system requirements.

Where the app is available

You can install the Agentforce Consumer Goods mobile app on mobile phones or tablets. The app is available in Lightning Experience, in Enterprise and Unlimited Editions that have Agentforce Consumer Goods.