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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Provide Users Access to the Consumer Goods Cloud for Sales App Users

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Provide Users Access to the Consumer Goods Cloud for Sales App Users

Assign permission sets to admins and users based on their required level of access to the Consumer Goods Cloud for Sales app.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions where Consumer Goods Cloud Sales OR Consumer Goods Cloud Sales and Service is enabled

User Permissions Needed
To assign permissions:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permissions:

Assign Permission Sets

AND

View Setup and Configuration

From Setup, in the Quick Find box, enter Users, and then select Users.
Select a user and in the Permission Set Assignments section, click Edit Assignments.
Move these required permission sets from the Available Permission Sets list to the Enabled Permission Sets list.
- Consumer Goods Cloud Service (OR) Consumer Goods Cloud Sales and Service (based on the permission sets assigned to the logged in user)
- CGCloud Sales User OR CGCloud Retail Sales User
- OmniStudio User
- Action Plans
- Industries Visit
- CGCloud Processing Services
- Industries Sales Excellence
- Penny Perfect Pricing
- OmniStudio Runtime
- Knowledge User
- Actionable Segmentation
- Actionable Segmentation Engagement
Save your changes.