Activating CG Cloud in the CT Mobile app

After activating CG Cloud in your Salesforce org, follow these steps to work offline with CG Cloud features and objects in the CT Mobile app.

Activating CG Cloud in the CT Mobile app

To activate CG Cloud features in the CT Mobile app:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Consumer Goods item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

  1. Go to CT Mobile Control Panel 2.0: App Menu tab.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Click Show Module Menu.

  4. On the All or Integration tab, select the Consumer Goods item.

  5. Click Save.

After performing the synchronization, the Retail Store records are available for viewing only in the Retail Stores menu item and on the Retail Stores tab in the Calendar, Nearby Accounts, and Routes modules.

To work with records, add the Retail Store object to offline objects and assign permissions to users.

Adding CG Cloud Objects to the Offline Objects

If mobile users need the ability to create, edit, or delete records of CG Cloud objects, for example,Retail Store or Visit, it is necessary to make these objects available offline and assign permissions to users:

  • CT Mobile Control Panel

  • CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: Offline Objects.

  2. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings.

  3. Drag and drop Retail Store and Visit from the Available list to the Selected list.

  4. Set up user permissions.

  5. Click Save.

  1. Go to CT Mobile Control Panel 2.0: Offline Objects.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Move Retail Store and Visit from the Available list to the Selected list.

  4. Set up user permissions.

  5. Click Save.

After performing the synchronization, mobile users can create, edit, or delete Retail Store and Visit records depending on the user permissions.

User Permissions and Synchronization

Consider that the mobile users should have the appropriate permission for the CG Cloud objects listed below and required for proper operation of the CG Cloud features. Perform full synchronization to load all objects from the table to the mobile device.

Take into consideration user permissions to the CT Orders objects when using CG Cloud and CT Orders together.
Object API Name Required Access for User Conditions for Downloading Records Comments

ActionPlan

Read; Create; Edit

Only the Visit Execution type is supported.

ActionPlanItem

Read; Create; Edit

ActionPlanTemplateItem

Read

ActionPlanTemplateItemValue

Read

ActionPlanTemplateVersion

Read

AssessmentIndicatorDefinition

Read

AssessmentTask

Read; Create; Edit

As assessment tasks in the Action Plan Template record, you can add records of Assessment Task or Task objects.

AssessmentTaskDefinition

Read

AssessmentTaskIndDefinition

Read

InStoreLocation

Read

OperatingHours

Read

ProductCategory

Read

ProductCategoryProduct

Read

Product2

Read

Promotion

Read

RetailLocationGroup

Read

RetailStore

Read

RetailStoreGroupAssignment

Read

RetailStoreKpi

Read; Create; Edit

RetailVisitKpi

Read

StoreProduct

Read

Survey

Read

SurveyInvitation

Read

WHERE SurveyId IN ('downloaded_Survey_records')

SurveySubject

Read

SurveyVersion

Read

WHERE SurveyId IN ('downloaded_Survey_records') AND SurveyStatus = 'Active'

Task

Read; Create; Edit

TaskStatus

Read

TimeSlot

Read

Visit

Read; Create; Edit
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