Installing Consumer Goods Cloud Managed Packages

Consumer Goods Cloud deployment comprises two managed packages - Consumer Goods Cloud Mobile Sync and Consumer Goods Cloud. These packages provide capabilities of the offline mobile app as well as online such as advance master data and penny-perfect pricing.

Important Before you install to production, we recommend that you install Retail Execution packages on sandbox and then test the org.

1. Pre-Installation Tasks
   Before you install the managed packages, enable Translation Workbench, Retail Execution, and Apex Approval Lock.
2. Install Managed Packages
   Steps to install the latest Consumer Goods Cloud Mobile Sync and Consumer Goods Cloud Managed packages.
3. Post-Installation Tasks
   After you install the managed packages, assign permission sets and upload files to Salesforce.
4. Final Configuration Steps
   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.
5. Batch Processing
   To fulfill business processes, run the batch processes available with the Consumer Good Cloud managed package. These batch processes require that the master data be loaded into the system. You can run a batch job manually, and you can use the settings to customize the process.
6. Set Up Your Users
   Users in your company perform different sets of activities. You can broadly divide your users into three groups: admins, supervisors, and reps. For your users to be able to perform their day-to-day activities, give them permission and access to the appropriate groups.
7. Set Up the Consumer Goods Cloud Offline Mobile App
   Field reps use Consumer Goods Cloud offline mobile app to record data while executing visits, even when they’re offline. You can customize the app by using Visual Studio based Modeler for Consumer Goods Cloud. Use the Sync Management app to configure how data gets synced with Salesforce.