Permission Sets Before Summer ’24
Before Consumer Goods Summer ’24, permission sets were delivered as static resources (unmanaged permission sets) that customers had to add manually. To avail automatic managed package push upgrades, upgrade to Winter ’26 or higher. Migrate to managed permission sets and reapply your customizations to the new permission sets.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
If you’re using pre-Summer ’24 version of Consumer Goods, review these unmanaged permission sets for various user profiles. Unmanaged permission sets are for historical purposes only and will no longer be updated.
| Permission Set | Description | Admin | Supervisor | Sales Rep | Tour Driver | Hybrid User | Route Sales User |
|---|---|---|---|---|---|---|---|
| Role-Based Access | |||||||
| CGCloud Business Admin | Business admin permission set. | X | - | - | - | - | - |
| CGCloud Retail Business Admin | Retail business admin permission set. | X | - | - | - | - | - |
| CGCloud KAM | Key Account Manager permission set. | X | - | - | - | - | - |
| CGCloud Sales Support | Sales support permission set. | X | - | - | - | - | - |
| CGCloud Sales User | Role-based access for sales users. | X | - | X | - | - | - |
| CGCloud Supervisor | Role-based access for supervisors. | X | X | - | - | - | - |
| CGCloud Tour Driver | Role-based access for tour drivers. | X | - | X | X | - | |
| CGCloud Route Sales User | To perform store visits during tours on the CG offline mobile app. | - | - | - | - | - | X |
| CGCloud Hybrid User | Role-based access for hybrid users. | X | - | - | - | X | - |
| CGCloud Inventory Manager | Inventory management permission set. | X | - | - | - | - | - |
| CGCloud Mobility Addon | Mobility addon permission set. | X | X | X | X | X | |
| Feature-Specific | |||||||
| Action Plans | Enables functionality for creating and managing action plans. | X | X | X | X | X | X |
| Industries Visit | Enables functionality for managing industry-specific visits. | X | X | X | X | X | X |
| Penny Perfect Pricing | Grants access to use the Penny Perfect Pricing feature. | X | X | X | X | X | X |
| Direct Store Delivery for Consumer Goods Offline Mobile App | Use DSD and Van Sales features on desktop and mobile. | X | - | - | X | X | - |
Retail Execution Assign any one of the RE permission set to the user. |
|||||||
| Lightning Retail Execution Starter | Grants access to use the Retail Execution features. | X | X | X | X | X | X |
| Lightning Retail Execution Merchandiser | Grants access to use the Retail Execution features. | X | X | X | X | X | X |
| Lightning Retail Execution Plus | Grants access to use the Retail Execution features. | X | X | X | X | X | X |
| Lightning Retail Execution Contractor | Grants access to use the Retail Execution features. | X | X | X | X | X | X |
| Mobile and Sync | |||||||
| Consumer Goods Cloud Mobile Sync Admin | Deploy apps, configure sync, and monitor mobile activities. | X | - | - | - | - | - |
| Consumer Goods Cloud Mobile Sync User | Allows a user to sync data on their mobile device. | - | X | X | X | X | X |
| Worker and Background Processes | |||||||
| CGCloud Account Hierarchy Flattening Worker | Worker permissions for account hierarchy flattening process. | X | - | - | - | - | - |
| CGCloud Account Segmentation Worker | Worker permissions for account segmentation process. | X | - | - | - | - | - |
| CGCloud Advanced Pricing Worker | Worker permissions for the advanced pricing engine. | X | - | - | - | - | - |
| CGCloud Org Unit Hierarchy Flattening Worker | Worker permissions for org unit hierarchy flattening process. | X | - | - | - | - | - |
