Loading

Set Up and Maintain Retail Execution

Table of Contents

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

Set Up and Maintain Retail Execution

Understand Consumer Goods Base Model

You are here:

Understand Consumer Goods Base Model

Understand the high-level workflow of setting up and using the capabilities of retail execution available in the base data model.

What do you want to focus on?	Link to Resources	Persona
Learn About Base Data Model	Key Implementation Considerations Objects and Records in Retail Execution Consumer Goods Cloud Base Data Model	Admin Sales Manager Supervisor
Get Started with Base Model	Set Up Salesforce Retail Execution in Your Org	Admin
Get Started with Base Model	Navigate Through the Offline Mobile App Use Consumer Goods Cloud Offline Mobile App	Admin Sales Manager Supervisor Sales Rep
Set Up Data for Retail Execution	Create a Retail Store Create an In-Store Location Create a Product Associate a Product with a Store Retail Execution in Consumer Goods Cloud	Admin Sales Manager Supervisor
Plan Your Retail Execution	Create a Product Assortment Create a Delivery Task Assign a Vehicle to a Rep Create a Promotion Create a Planogram Create a Survey Create Assessment Indicator Definitions	Sales Manager Supervisor
Set Up Visits Manually	Create Retail Store KPI Create an Assessment Task Definition Create an Action Plan Template Create a Visit Associate an Action Plan Template to a Visit Plan and Manage Store Visits with Consumer Goods Cloud	Sales Manager Supervisor
Create Visits Using Einstein Visit Recommendation	Use Visit Recommendations to Create Visits Add Recommended Tasks to Your Visits Einstein for Consumer Goods Cloud Set Up and Schedule Visit Recommendations in Consumer Goods Cloud	Admin Sales Manager Supervisor
Track and Manage Inventory of Products	Create an Inventory Control Template Create an Inventory Transaction Template	Admin
	Create an Inventory Create an Inventory Transaction	Inventory Manager Supervisor Sales Rep
	Check Store Inventory Check Vehicle Inventory	Sales Rep Delivery Rep
Capture Signatures to Release Orders	Learn About Signature Capturing	Sales Manager Sales Rep
	Associate Signature Tasks to an Action Plan Template	Sales Manager
	Capture Signatures During a Visit	Sales Rep
Sync Your Data Between Salesforce and Offline Mobile App	Set Up Your Sync Management App Sync Your Data	Admin Sales Manager
Execute Your Visits	Execute Visits Using the Consumer Goods Mobile App Execute Visits Using the Consumer Goods Cloud Offline Mobile App Execute Visits Using the Visit Execution Desktop App	Sales Manager Supervisor Sales Rep
Visualize and track retail stores in your territory with Salesforce Maps	Configure Salesforce Maps	Admin Supervisor
Analyze Business Data	Deploy and Use Analytics for Consumer Goods Use CRM Analytics for Consumer Goods Cloud	Sales Manager

Did this article solve your issue?

Let us know so we can improve!

Loading

Salesforce Help | Article