Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Retail Execution
Table of Contents
Filter by (0)Add
Select Filters

          No results
          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
            Add Managed Products

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Add Managed Products

            Use the Managed Products related list to associate Category or Brand-level products to user settings and to restrict user access to product categories or brands. You can define the management relation for one customer or all customers. For example, a user can be the product manager for a section of a company but not the product manager for another section for the same company. But, a user can also be the product manager for a section for multiple companies.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To add managed products:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            1. From App Launcher, find and select User Settings.
            2. Select a user setting record.
            3. From the Managed Products related list, click New.
            4. Provide these details:.
              Field Description
              Identification
              Product Product category that belongs to the same sales org as the user.
              User User for whom access is being defined. This field is auto-populated and can't be edited.
              Access

              The level of access. The options are:

              • Read
              • Read/Write
              Customer

              Customer for whom product manager relation is defined for a user.

              Note
              Note If the field is empty, the user is a product manager of the product category for all the customers in the sales org.
              Active

              Indicates if the product manager record is active. The default value is Inactive.

              Note
              Note To activate or deactivate a record, use the relevant buttons in the Managed Products related list.
            5. Save your changes,
             
            Loading
            Salesforce Help | Article