Simplified CX Sales Mobile App Deployment

Use the System Status tool to make sure that your CX Sales Mobile app deployment is successful. In the tool, you can check that features have been setup successfully. You can also check whether your deployment is missing recommended features that help salespeople get the best experience of the app. You can also generate a QR code and add it to the Sales home page. The QR code automatically populates the sign-in settings.

Here's an overview of the tasks here:

1. Navigate to the System Status Tool.
2. Understand the System Status Tool Results
3. Generate a QR Code

Navigate to the System Status Tool

Navigate to the System Status tool:

1. Sign in to the Sales application as user with a Sales Administrator role.
2. Create a publishable sandbox that includes Application Composer.
3. Open Application Composer by selecting Application Composer in the Configuration category in the Navigator menu.
4. In the Application Composer Common setup menu, or on the Overview page, click Mobile Application Setup.
5. Click the System Status tab.

The page shows the Setup Information pane that gives you information about the host URL for your Sales web application, along with information about when the System Status tool was last run.

Understand the System Status Tool Results

The system status check starts automatically when you click the System Status tab. The System Status Check in Progress button text changes to Check System Status when the check finishes. You can view the results by scrolling down to the Results pane.

The results can either be Success, Error, Hidden, or Recommended. Here a sample image of the icons:

Here are what the results mean:

• Success, shown as a green circle with a white check mark. The feature is set up correctly and there aren’t any further steps required.
• Error, shown as a red circle with a white backslash. This means that the feature is a required feature and that there are problems with the setup.
  • Click the View Details button to find out about the issue.
  • In the Status side panel, hover your cursor over the symbols next to the error icon to find out the exact problem.
  • You can also view documentation that will help you to fix the issue by clicking the chain link icon.
• Recommended, shown as a circle with an "I" in it. This is a recommended feature that hasn't been set up. Setting up the feature enables your users to get the best experience of the app.
• Hidden, shown as an eye with a line through it. This hides the feature in CX Sales Mobile, so that your salespeople can't see it or use it.

Optionally Generate a QR Code

In the QR codes pane, you can generate a QR code that automatically populates the sign-in settings, making signing in to the app easier for your users.

If using the QR code option, create a QR code that uses either single sign-on (SSO) or basic authentication and then click the Publish button to publish the QR code to the News and Announcements section in the Sales home page. After your users have downloaded CX Sales Mobile, they just need to scan the QR code to sign in.

Note: If you're using SSO to sign in to the app, then there's no additional SSO setup required for CX Sales Mobile.

See Get Started with Your Mobile Implementation for more information.