Perform recommended enhancements to a few standard objects, enable supervisors to
schedule specific personnel for visits, and make it possible to share visits so others can
see them.
Required Editions
Available in: Lightning Experience in Professional,
Unlimited, and Enterprise Editions that have Consumer
Goods Cloud enabled.
Define Mobile Relevant Fields Sync only those fields that are required for use on the mobile app. It’s easy to sync objects to mobile devices by adding the mobile relevant fields to field sets.
Implementation of Sharing Records Implement sharing of your private Consumer Goods Cloud object records by using the Salesforce platform sharing mechanisms based on your business process.
Enable Sharing for Operating Hours To provide all users access to Operating Hours, update the default access levels for operating hours. By default, the access to operating hours objects is Private.
Enable Role Hierarchy Enable role hierarchy to let supervisors select their subordinates when creating visits.
Rename Standard Objects After the installation of the managed package is completed, you must rename and align some standard object labels with the CGCloud (managed package) labels.
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