domains / families / data / consumer-goods-sync-management-configure

consumer-goods-sync-management-configure

separate

Use this skill to set up Salesforce Consumer Goods (CG) Cloud Mobile Sync end-to-end for the Sync Management App managed package — it runs all three acts in order (Act 1 Setup Sync, Act 2 Assign Users, Act 3 Plan & Verify), not just installing the baseline, so a sales rep can see the day's planned visits offline. Use it when asked to \"set up CG Cloud mobile sync\", \"configure Consumer Goods mobile sync\", \"set up sync for Retail Execution\", \"install the sync baseline\", \"assign a user to the sync configuration\", \"verify the sync setup\", or \"why can't my rep see their planned visits offline\" when sync setup or the baseline install is suspected. DO NOT TRIGGER for general CG Cloud mobile-app troubleshooting unrelated to sync setup, for authoring new or custom sync baselines (this installs only shipped baselines discovered at runtime), or for building or customizing the mobile app UI itself — those are out of scope.

When to use

• set up CG Cloud mobile sync
• configure Consumer Goods mobile sync
• set up sync for Retail Execution
• install the sync baseline
• assign a user to the sync configuration
• verify the sync setup
• troubleshoot why a rep cannot see planned visits offline

When not to use

• general CG Cloud mobile-app troubleshooting unrelated to sync setup
• authoring new or custom sync baselines
• building or customizing the mobile app UI

Skill page

Source