Using the Mobile App

Logging In to the Mobile App
Logging into the Axsy Mobile for Salesforce app entails logging in to a Salesforce Org. Open the Axsy Mobile for Salesforce app 1.  By default, the ...
Thu, 6 Oct, 2022 at 7:29 PM
Logging Out of the Mobile App
1. To log out of the Axsy Mobile for Salesforce app, navigate to Settings > Manage Account.  2. Select the Log Out button below your user profil...
Thu, 6 Oct, 2022 at 8:01 PM
Save a Custom Domain for Logging In
When you log in to the Axsy Mobile App, you have the option to use a Custom Domain. If you would like to save the domain to make logging in more efficient, ...
Fri, 7 Oct, 2022 at 9:24 PM
Single Sign-On and Multi-Factor Authentication
The Axsy Mobile for Salesforce app provides support for both SSO (Single Sign-On) and Multi-Factor Authentication when logging into the app.  Single Sig...
Fri, 7 Oct, 2022 at 9:07 PM
Working Offline
1. When no internet/data connection is detected, the app will switch to offline mode. A blue banner will remain at the top of the display screen for the dur...
Thu, 6 Oct, 2022 at 9:18 PM
Navigating the Mobile App
App Menu Features within the Axsy Mobile for Salesforce app can be accessed via the app's menu button. Select the three horizontal lines at the top ...
Mon, 14 Nov, 2022 at 8:32 PM
Calendar View
The Axsy Mobile for Salesforce app includes a full Calendar view that provides access to the user's Events across a full monthly, weekly or daily calend...
Mon, 14 Nov, 2022 at 7:20 PM
Refreshing Data using Pull-to-Refresh
To pull-to-refresh data from Salesforce while on an Event or Event's List, swipe down and then release when you see the spinning animation. If the app h...
Thu, 6 Oct, 2022 at 9:36 PM
Refreshing data using the Sync Now Button
The Axsy Mobile for Salesforce app allows users to receive updated data from Salesforce when an internet/data connection is available with Delta Sync. This ...
Fri, 7 Oct, 2022 at 7:33 PM
Internationalisation and Localisation
The Axsy Mobile for Salesforce app accommodates language translation capabilities and currency & date format conversions depending on whether the data i...
Wed, 9 Nov, 2022 at 8:31 PM
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