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Visual Studio Code Based Modeler for Consumer Goods Cloud
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            Distribute Display Records Based on Account

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            Distribute Display Records Based on Account

            To sync display data by using named queries, add an account lookup field to the Display object in Consumer Goods Cloud. Then, to sync the Display account data to the offline mobile app, add the account field to the mobility relevant field sets.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To add account lookup field

            CGCloud Business Admin
            1. From the object management settings for Display, go to Fields & Relationships and then click New.
            2. Select Lookup Relationship and then click New.
            3. In Related To, select Account and click Next.
            4. In Field Label and Field Name, enter Account.
            5. Save your changes.
            6. To add the lookup field to the mobility relevant field set, open the Mobility Relevant field set of the Display object.

              To define fields for the mobile app, see Mobile relevant field set.

            7. Drag and drop the Account field to the In the Field Set box.
            8. Save your changes.
            Example
            Example

            To add an account to the display records, from the App Launcher, find and select Displays. In the Accounts tab, click New and complete the workflow to add the desired account.

            The details page of the Super Bowl Snacks display record and its account information.
             
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            Salesforce Help | Article