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Set Up and Maintain Retail Execution
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            User Personas

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            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.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            Permission Set Description
            Sales Manager Standard Retail Execution User. Ability to manage day-to-day Retail Execution processes such as create visits, create tasks, and assign visits to field reps.
            Field Rep Limited ability to modify visits and tasks and capture records of store visits. Allow your field reps to create visits by giving them the create permission for Visits object.
            Delivery Rep Limited ability to modify visits and delivery tasks, and capture records of store visits.

            See Also

             
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