SFA Mobile

App
Configurations
In DMS
Yash Doshi
Functional Consultant Trainee
Agenda

About SFA Configuration of Custom Metadata

Advantages of Implementing SFA Types of Custom Metadata

Overview of Dealer Management System (DMS)

 Salesforce Understanding Sales Force Automation (SFA)

Automation (SFA) Sales Force Automation (SFA)

refers to the use of technology to
automate sales processes, improve
Enhancing Sales Operations Using Technology
efficiency, and enhance customer
interactions.

Our Clients:

Diamond Beverages Pvt. Ltd.

SLMG Beverages

Parle Agro Pvt. Ltd.

Major Advantages of Dealermatix SFA Solution

Efficiently Scheduling and Tracking Visits

This feature helps sales representatives schedule,
manage, and track their visits efficiently.

Monitoring Orders and Assets in Real-Time

Helps in tracking company assets, such as visi coolers,

ensuring better resource utilization and stock levels

Mobile Access for On-the-Go Sales 25%

Sales teams can access Outlet data, order history, and Lorem ipsum
product catalogs anytime, anywhere.

57%
Instant Insights into Sales Performance Metrics Lorem ipsum
Provides instant visibility into key performance
metrics such as sales targets, completed visits, and
pending tasks. 80%
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Comprehensive Dealer Network and Inventory Management

• A Dealer Management System (DMS) is an integrated platform that helps businesses manage
their dealer network, inventory, orders, and
customer relationships.
• It acts as a central hub that connects OEMs, dealers, and sales teams.
In the context of the SFA mobile app, the DMS provides:

Ensuring Providing
Updated Accurate Product
Customer
Ensures salespersons and
Sales repsPricing
get accurate
Records for Information
product and pricing
access the latest
Sales Teams
customer records. details.

Facilitating Optimizing
Smooth Order Navigation and
Processing and User
DefinesExperience
app navigation,
Helps in seamless order
Approvals for layouts,
Salespersons
and user
placements and interactions to provide an
approvals. intuitive experience for
salespersons.
Guidelines for Setting Up the SFA Mobile App
Login into
Add or edit SFA App
metadata for and verify
mobile pages
Open Custom and sync 5. Check SFA
Metadata App to verify
settings the
Click 4. Create a
in top new Custom Configuration
3. Navigate to Metadata or s
Access the right
system with corner Custom modify
your credentials 2. Go to Metadata existing one
‘Setup’ page Types

1. Login into
DMS
Defining Application Configurations for Migration and Deployment

• Custom metadata types enable you to create your own setup objects whose records are
metadata rather than data.
• These are typically used to define application configurations that need to be migrated from one
1. Click this icon
environment to another, or packaged and installed. and open ‘Setup’
2. Type ‘Custom page
Metadata Types’ in
the search box.

3. Click this button to

create a new ‘Custom
Metadata Type’

4. Select ‘Manage
Records’ to modify
existing settings
Types of Custom Metadata

Offline Data Management Using Salesforce SmartStore

The Mobile App Soup Settings Metadata is used to

fetch data from different objects and display them in
Mobile App.
Section
Sub Heading
Configuring Page Structures and Navigation in the Mobile App

Contrary to popular belief,

The Mobile App Page Settings Metadata is used for
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Dynamic Configurations of pages in Mobile App.

Structuring and Organizing Mobile App Sections Efficiently

The Mobile App Section Settings Metadata is used for

Dynamic Configurations of sections in Mobile App
Sub Heading Sub Heading
Contrary to popular belief, Contrary to popular belief,
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Pages
Offline Data Management Using Salesforce SmartStore
• In the SFA App, Soup Configuration refers to the way data is stored and managed offline using Salesforce SmartStore.
This allows salespersons to access, update, and sync data efficiently, even without an internet connection.

• Soup Configuration in the SFA App enables offline access by storing Salesforce object data locally, ensuring faster
performance and efficient syncing. It optimizes data retrieval, updates, and searches for seamless mobile operations.

1. Assign a label
to this Soup

2. Provide the API

name of the object
to fetch data from
3. Ensure ‘Is
Active’ is
checked
4. Specify field
names to display
5. Define fields in the SFA App
that can be
updated in the
data
Configuring Page Structures and Navigation in the Mobile App

• The DMPL Mobile Page Settings define how specific pages appear and function within the DMPL SFA App (Sales
Force Automation). These settings control page types, navigation, data sources, and visibility in the mobile
application.

• The DMPL Mobile Page Settings configure page structure, visibility, and data integration within the DMPL SFA App.
It defines the sequence, offline data storage (Soup), and ensures seamless navigation and accessibility.

1. Assign a Page
Name

Select the Page Type

to Ensure Proper
Layout and Content
2. Specify the
Application Where
This Page Will Be
Displayed
4. Choose the Soup
Setting to Define the
Data Source for This
Page
Structuring and Organizing Mobile App Sections Efficiently
• The DMPL Mobile Page Settings define how specific pages appear and function within the DMPL SFA App (Sales
Force Automation). These settings control page types, navigation, data sources, and visibility in the mobile
application.

• The DMPL Mobile Page Settings configure page structure, visibility, and data integration within the DMPL SFA App.
It defines the sequence, offline data storage (Soup), and ensures seamless navigation and accessibility.

1. Set a label for

this section

3. Use JSON
code to control
2. Define the
section visibility
display order for
and content
this section 4. Choose the
section type for
correct page
layout
Appreciation & Closing Remarks