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
            Set up a Tour Driver Profile in Retail Execution

            You are here:

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

            Set up a Tour Driver Profile in Retail Execution

            In the Consumer Goods Cloud, we don't provide a separate user profile for tour drivers. Create a user profile or clone an existing Sales Rep user profile and assign the tour driver permission sets in case you haven’t done so during the installation.

            Required Editions

            Make sure that multiple customers are added to a route.

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To set up a tour driver profile:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin
            1. To access the offline application, assign these permission sets to the tour driver:
              • Direct Store Delivery for Consumer Goods Offline Mobile App
              • CGCloud Tour Driver OR (CGCloud Retail Tour Driver AND CGCloud Retail User)
              • Consumer Goods Cloud Mobile Sync User
            2. Assign the DSD sync configuration to a new or existing user profile with a driver persona.
            3. Assign the user profile to the tour driver with the CGCloud Tour Driver Or (CGCloud Retail Tour Driver and CGCloud Retail User) user permission set.
              You can assign the DSD sync configuration to a role or directly to a user.

            See Also

             
            Loading
            Salesforce Help | Article