Set up and Configure Consumer Goods Cloud for Service

With Consumer Goods Cloud for Service, organize every aspect of the service life cycle to give your service reps all the information necessary to provide world-class customer service. Reps can use the service capabilities to manage their accounts, visits, orders, pricing, and engagement history records to plan and provide personalized service.

• Prerequisites for Using the Consumer Goods Cloud for Service App
  Review these prerequisites and considerations to set up and use the Consumer Goods Cloud for Service app.
• Install the Consumer Goods Cloud Service Excellence Package
  Install the Consumer Goods Cloud Service Excellence package to use the Consumer Goods Cloud for Service app.
• Assign Users Permission Sets to Use the Consumer Goods Cloud for Service App
  Assign permission sets to admins and users based on their required level of access to the Consumer Goods Cloud for Service app.
• Create your Consumer Goods Cloud for Service App
  Create apps with your Consumer Goods Cloud for Service app by assigning color and incorporating your company branding. Configure utility items, navigation rules, and assign user profiles to your app. You can always edit your app at any time.
• Activate the Consumer Goods Cloud for Service App
  To make your custom Consumer Goods Cloud for Service app page available to service agents, you must customize the app visibility and activate it.
• Make the Advanced Order Record Page the App Default Page for Service App
  To make custom Advanced Order record pages available to service agents, make the Order Management Lightning Web Component (LWC) the app default for Consumer Goods Cloud for Service app. Assign the Advanced Order record page as the app default page for Consumer Goods Cloud for Service.
• Customize Your Consumer Goods Cloud for Service App
  Use Lightning App Builder to configure and customize the Consumer Goods Cloud for Service app to suit your business needs. You can show or hide the tabs, and edit the fields that a service agent can view on this app.