Available in: Axsy Retail Execution

Salesforce Org Setup

See the steps below to setup your Salesforce org:

  1. Enable Notes
  2. Enable Surveys
  3. Install Axsy managed packages
  4. Assign permission sets
  5. Enable product category permissions
  6. Axsy Summer '24 only: Setup an initial Axsy Summer '24 config.

Axsy Retail Execution Mobile App

  1. Ensure your users are using mobile devices that meet the device requirements
  2. Download and install from the app stores either:
    1. Axsy Summer '23 orgs: Axsy Retail Execution mobile app
    2. Axsy Summer '24 orgs: Axsy Mobile for Salesforce app.