Explore the Consumer Goods Setup Assistant for Advance Features (Optional)

After you’ve installed the managed packages, you can use the Consumer Goods Setup Assistant for Advance Features tool to perform key setup tasks. Alternatively, you can perform these tasks from Setup in the Consumer Goods app. To use The Consumer Goods Setup Assistant for Advance Features tool, add the Consumer Goods Setup Assistant component to any of your pages, record or app. You can also create a page using the Lightning App Builder and add the component in the new page.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

Warning The Consumer Goods Setup Assistant isn’t supported on the Salesforce mobile app. Attempts to use the assistant on the mobile app can result in exceptions.

Important The Consumer Goods Setup Assistant is recommended for admin users. Before enabling the Consumer Goods Setup Assistant component for non-admin users, grant them the object access necessary to create and edit Consumer Goods objects. Also make sure that non-admin users understand that they can’t set up permissions.

1. From any page, click setup, and then click Edit Page.
2. From the Custom - Managed section, drag Consumer Goods Setup Assistant on to the page.
3. Save your changes.
4. To activate your page, click Activation.....
5. Select your assignments.
6. Review your assignments and save your changes.