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Set Up and Maintain Retail Execution
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            Get Health Assessment for a Managed Account

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            3. Set Up and Maintain Retail Execution

            Get Health Assessment for a Managed Account

            Users can get a performance analysis of an account in the Quick Insights section.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the required add-ons.
            User Permissions Needed
            To view health assessment for an account:

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User

            Make sure you complete these prerequisites for your users before they generate a summary.

            Here are the steps for users to generate a performance summary:

            1. From the App Launcher, find and select Accounts.
            2. Search for and select an account.
            3. In the Quick Insights section, select the prompt for health assessment and select Summarize.
            4. Provide feedback on the response.
             
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