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Set Up and Maintain Retail Execution
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            Use Retail Execution Visit Assistant in Consumer Goods Cloud

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            3. Set Up and Maintain Retail Execution

            Use Retail Execution Visit Assistant in Consumer Goods Cloud

            Use the conversational chat interface in the Consumer Goods Cloud desktop app to ask natural language queries and manage various aspects of your accounts.

            Required Editions

            Available in: Lightning Experience

            Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses.

            Retail Execution Visit Assistant on the Desktop App

            To use the agent on the desktop app:

            1. On an Account page, click the Ask the Agentforce icon on top right to open the chat interface.
              The agent automatically receives the account as a context.
            2. If your org has multiple agents, select the appropriate agent.
            3. Enter natural language questions about an account.
              The agent routes your question to specialized topics—Account Performance, Account Compliance, Last Visit Summary, or Product Upsell. It gathers relevant data (visits, orders, audits, tasks) and presents clear, narrative-driven summaries and actionable insights.
            4. You can ask follow-up questions on the insights based on the use case.

            Retail Execution Visit Assistant on the Mobile App

            To use the agent on the mobile app:

            If you’ve upgraded to the Consumer Goods (CG) Cloud Spring ‘26 managed package, ensure that these steps are complete:

            • All customized capabilities are deployed to the upgraded CG Cloud mobile app.
            • The required settings and access permissions are enabled for your sales reps to use the agent on the mobile app.

            For more information, see:

            1. On the Store Cockpit, click the Ask the Agentforce icon in the upper-right corner to open the chat interface.
              The agent automatically receives the account as context. Alternatively, you can ask a question from the driver cockpit, where the agent automatically receives the visit as the context.
            2. If your org has multiple agents, select the appropriate agent.
            3. Converse and get your questions related to the account clarified.
             
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