Loading
Set Up and Maintain Retail Execution
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create your Consumer Goods Cloud for Service App

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Create your Consumer Goods Cloud for Service App

            Create apps with your Consumer Goods Cloud for Service app by assigning color and incorporating your company branding. Configure utility items, navigation rules, and assign user profiles to your app. You can always edit your app at any time.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions that have Consumer Goods Cloud for Service and Consumer Goods Cloud for Sales and Service is enabled
            User Permissions Needed
            To view apps: View Setup and Configuration
            To manage apps: Customize Application
            1. From Setup, in the Quick Find box, enter App manager, and then select App Manager.
            2. Click New Lightning App, and go through the New Lightning App wizard.
            3. On the App Details and Branding page, give your app a name and description, set its primary branding color, and add a logo.
              Tip
              Tip The app description displays alongside the icon in the App Launcher. Make the description meaningful to your users.
            4. On the App Options page:
              1. To define the app navigation style, select Console navigation.
              2. To define the supported from factors, select Desktop.
              3. If you want to use the full set of Setup options, select Setup.
            5. On the Utility Bar page, search for and select Open CTI Softphone and click Add Utility Item.
            6. On the Navigation Rules page, determine how you want records to open in your console app. Choose an object and decide whether it opens as a workspace tab or as a subtab of a related record.
            7. On the Assign to User Profiles page, select CGCloud_User_Profile and System Administrator profiles to access the app.
            8. Save your work.
             
            Loading
            Salesforce Help | Article