Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Retail Execution
Table of Contents
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
          Map a Sales Organization to User

          Map a Sales Organization to User

          Assign users to a sales org so that users can use Consumer Goods Cloud. You can assign a user to multiple sales orgs. A user can actively work in only one session of the default sales org and can work only with the data of the default sales org consistently. For example, a user who’s assigned to a sales org and is setting up a new activity can assign the accounts, products, and questions related to that particular sales org only.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
          1. From the App Launcher, find and select Sales Organization.
          2. Select a sales org.
          3. In the User related list, click New.
          4. Provide these details:
            Field Description
            Information
            Sales Organization Name of a sales org.
            User Name of a user.
            Default Settings
            Default Visit Template Default visit template showed when a user creates a visit on a mobile device. If this field is empty, then the value defined in the System Settings is considered.
            Default Customer Default customer showed when a user creats a visit on a mobile device. If this field is empty, then the customer must be selected manually
            User Settings
            Work Begins Start of work time in hh:mm time format. The start time of the job is applicable in Visit Planning using Trip List and Multiple Visits. If this field is empty, then the value defined in the System Settings is considered. If the value is not defined in the system settings, then 9 is considered as the start time.
            Work Ends End of work time in hh:mm time format. The end time of the job is applicable in Visit Planning using Trip List and Multiple Visits.
            Works on Sunday / Monday / Tuesday/ Wednesday / Thursday / Friday / Saturday Indicates whether a user works on a day of the week.
          5. Save your changes.
           
          Loading
          Salesforce Help | Article