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Solution home Getting Started with Axsy Org Setup

Org Setup for Axsy Mobile for Salesforce Print

Modified on: Wed, 17 Jul, 2024 at 5:30 PM

Available in: Axsy Mobile for Salesforce

Salesforce Org Setup

See the steps below to setup your Salesforce org:

  1. Install Axsy managed packages
  2. Assign permission sets
  3. Axsy Summer '24 only: Setup an initial Axsy Summer '24 config.


Axsy Mobile for Salesforce App

  1. Ensure your users are using mobile devices that meet the device requirements
  2. Download and install from the app stores the Axsy Mobile for Salesforce app.

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