Loading
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
            Create Sales Folder

            You are here:

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

            Create Sales Folder

            Sales folders can be defined for higher levels of a trade org hierarchy or for an org unit, to make them available for relevant stores.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create a sales folder:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            1. From the App Launcher, find and select Sales Folder, and then click New.
            2. Enter name and description.
            3. Select a sales folder template.
              Depending on the template selected, the Customer or the Org Unit field is displayed.
            4. Save your changes.
             
            Loading
            Salesforce Help | Article