Pre-Installation Tasks

Enable Retail Execution for Enhanced Model

To schedule and assign visits to your field reps, enable Retail Execution in Salesforce.

1. From Setup, enter Retail Execution in the Quick Find box.
2. Select Retail Execution Setting under Feature Settings.
3. Enable the toggle for Retail Execution.
   

   Note Turn on the Retail Execution setting to automatically turn on Retail Execution features in Salesforce Go. Or, turn on the features in Salesforce Go to automatically turn on this setting. See Manage Consumer Goods Cloud Features in One Place.

Assign Sharing Settings For Assortments

To make Assortments accessible to users, update the sharing settings from Setup.

1. From Setup, enter Sharing Settings in the Quick Find box and then select Sharing Settings.
2. Click Edit.
3. For the Assortment object, set the default internal access to Public Read Only.
4. Save your changes.

Enable Account Teams

Multiple managers can access account teams and edit the account and respective data. Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually and viewing teams in list views and reports.

1. From Setup, find and select Account Teams.
2. Click Enable Account Teams, and then select Enable Account Teams.
3. Save your changes.

Enable Translation Workbench

Enable translation, add supported languages, and then allow translators to maintain translations directly through the workbench.

1. From Setup, in the Quick Find box, enter Translation Language Settings, and then select Translation Language Settings.
2. Click Enable.
3. If there are no added languages, click Add, and then under Select Language, add the relevant language.
4. Under Identify Translators for this Language, from Available List, add the user translator to the Selected List.
5. Activate the translation, and then save your changes.
   Activate a language to show picklist values in that language. If a language is not activated, the system shows the master picklist values.

Enable Adding or Removing Apex Approval Process Locks

Enable record locking and unlocking in process automation settings to add or remove approval process locks by using Apex.

1. From Setup, in the Quick Find box, enter Process Automation Settings, and then select Process Automation Settings.
2. Select Enable record locking and unlocking in Apex, and then save your changes.

Configure Apex Settings

To download non-certified packages, configure the Apex settings.

1. From Setup, in the Quick Find box, enter Apex Settings, and then select Apex Settings.
2. Select Deploy Metadata from Non-Certified Package Versions via Apex, and then save your changes.

Create User Profiles

Profiles define how users access objects and data and determine the actions that the users can perform while using the app. Create and map specific user profiles to permission sets and field-level security settings during the app installation.

• Clone a user profile such as Standard User and create a user profile. Assign the Salesforce license to every user profile.
• If you started to use the Consumer Goods Cloud Managed package in Summer’24, create the CGCloud_User_Profile_Standard user profile. Assign this profile to the users that handle day-to-day retail activities. The CGCloud_User_Profile_Standard has the page layouts and default record type settings.
  If you started to use the Consumer Goods Cloud Managed package before Summer ’24, you can continue to use your existing user profiles. However, we recommend that you create the CGCloud_User_Profile_Standard and assign relevant permission sets to this profile. When you migrate to this new profile, you must ensure that any changes to the existing profile and permission sets along with the page layouts and default record assignments from the old profile are done manually to the new profile. Use the CGCloud_User_Profile_Standard profile and the relevant permission sets to eliminate the need to manage permission sets every time you upgrade the CG Cloud managed package.
  

  Tip Until you test your setup with the CGCloud_User_Profile_Standard profile, retain the CGCloud_User_Profile as is.
• To use the Consumer Goods Cloud Mobile Sync package, create CGCloud_Basic_Sync_Admin_Profile. Configure the profile for users that monitor sync, view sync configuration settings and mobile settings, manage deployment of mobile packages, and configure mobile themes and sync messages.