Available in: Axsy Retail Execution

Salesforce Org Setup

Please see the steps below for how to setup your Salesforce Org


Steps

  1. Enable My Domain
  2. Enable Notes
  3. Enable Chatter
  4. Enable Surveys
  5. Install the Axsy Managed Package
  6. Assign Permission Sets
  7. Enable Product Category Permissions



Axsy Retail Execution Mobile App Setup

Once you have setup your Salesforce Org, you can then download the Axsy Retail Execution Mobile App to your device(s). 


Steps

  1. Ensure the Device Meets System Requirements 
  2. Download the Axsy Retail Execution Mobile App