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Set Up and Maintain Retail Execution
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            Configure Retail Execution Users and Permissions

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            3. Set Up and Maintain Retail Execution

            Configure Retail Execution Users and Permissions

            Let’s learn about the various personas involved in Retail Execution. You can configure your users and assign the Retail Execution permission sets to provide access to visits, tasks, and more.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            • User Licenses
              To access Salesforce Consumer Goods features, users need certain standard user licenses.
            • User Personas
              Consider the functions of the users in your Salesforce org and the permissions they need. Plan your hierarchy, identify your initial groups of users, and then set them up in your org. We recommend that you create at least two permission sets, one for sales managers and the other for field reps.
            • Assign Permission Sets
              Assign the Retail Execution, Action Plan, and Industries Visit permission sets to your users to provide access to visits, tasks, and more.
            • Assign Sales Agreement Permission Sets to Users
              A sales agreement provides you insight into products, prices, discounts, and quantities. With an integrated sales experience, you can also track your planned and actual quantities and revenues with real-time updates from orders and contracts. Assign the Sales Agreements permission set to your users to provide access to sales agreements that integrate with orders and contracts.
             
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