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Consumer Goods Core — FAQs

게시 일자: Apr 30, 2026
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  • This article covers FAQs for following topics : Functionality , Roadmap , Einstein , Data Model , Setup , Upgrade , Error , Documentation , PLC Content , Advice , Maps Advanced Planning , Maps , Assessment Tasks and KPI Types , Managed Package Availability , Admin , Einstein Vision , Migration , Timeline , Resources , Integration , Permissions , AP Exam , Orgs , Documentation
Sl. No.SubjectTopicSub-TopicFAQSolution Link
1Inventory ChecksCG CoreFunctionality https://partners.salesforce.com/0D54V00005rfj1x?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1643192530454&OpenCommentForEdit=1
2Currency Decimal PointsCG CoreRoadmap https://partners.salesforce.com/0D53A00004uueoC
3Product AssortmentCG CoreFunctionality https://partners.salesforce.com/0D54V00005sDadC
4Visit Status EntryCG CoreFunctionality https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005tEUKL&s1oid=00D300000000iTz&OpenCommentForEdit=1&emkind=chatterPostNotification&s1nid=0DB3000000007Uh&emtm=1644332286796&s1uid=0054V00000F42wM&fromEmail=1&s1ext=0
5Einstein Competition ProductsCG CoreEinstein https://partners.salesforce.com/0D54V00005uBGrn?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1645529528085&OpenCommentForEdit=1
6Inventory Check FilteringCG CoreFunctionality https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005bUYQF
7Spring 22 Release NotesCG CoreRoadmap https://partners.salesforce.com/0D54V00005vbZqU
8CG Data ModelCG CoreData Model https://partners.salesforce.com/0D54V00005vbZqU
9CG WorkflowsCG CoreFunctionality https://partners.salesforce.com/0D54V00005vbZqU
10CG Data ModelCG CoreData Model https://partners.salesforce.com/0D54V00005vbZqU?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterCommentNotification&emtm=1646142767325
11Release AvailabilityCG CoreData Model N/A
12Salesforce Maps InstallCG CoreFunctionality https://partners.salesforce.com/0D54V00005x3Tpx?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1646211404780&OpenCommentForEdit=1
13CG Pricing TableCG CoreEinsteinIn the CGC Pricing table, under "Einstein Visit Recommendations" it says 600 included, more can be purchased. We'd like to understand what this means and what "gotchas" to watch out for.
What is the definition here, relative to the 600 that are included? Is that total recommended visits (ie if EVR recommends 600 visits over the next 6 weeks for our org, we've used up our allocated quantity) or just total active Next Best Actions configured?
Maybe to ask it a different way, we're a relatively simple org with approximately 20 Field Reps... will the limit of 600 included EVRs reasonably be enough for us or is the purchase of more EVRs something we need to be including in our budget?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005xbaVg&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1646658102978&fromEmail=1&s1ext=0
14Planogram Picture ErrorCG CoreFunctionality https://partners.salesforce.com/0D54V00005y9kzL
15CG Cloud RoadmapCG CoreRoadmap https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005zYbkb&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1647845058094&fromEmail=1&s1ext=0
16Operating Hours in OWDsCG CoreSetup https://partners.salesforce.com/0D54V00005yo2Vshttps://partners.salesforce.com/0D54V00005yo2Vshttps://partners.salesforce.com/0D54V00005yo2Vshttps://partners.salesforce.com/0D54V00005yo2Vshttps://partners.salesforce.com/0D54V00005yo2Vshttps://partners.salesforce.com/0D54V00005yo2Vs
17Upgrade IDO to 236CG CoreUpgradeIs anybody else unable to upgrade the IDO to 236 ? Not sure where the issue is, I am upgrading the packge from appexchange but it doesnt install. Thanks.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005zNNJ8&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1648126767446&fromEmail=1&s1ext=0
18Trail Org UpdatesCG CoreUpgradeWhen will the Trial Org be configured with latest 236 Offline package? (https://www.salesforce.com/form/industries/consumer-goods/consumer-goods-free-trial/)https://partners.salesforce.com/0D54V00005zhoWg?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1648127735910&OpenCommentForEdit=1
19Price Inputs - RoadmapCG CoreRoadmap https://partners.salesforce.com/0D54V000060gv82?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1648423471086&OpenCommentForEdit=1
20CG Cloud App RoadmapCG CoreRoadmapGuidance on CG Cloud Mobile App direction
I'd like to understand where CG Cloud is going in terms of mobile app. In various documents from Trailhead to Salesforce Help, the documentation is not super clear on whether the Salesforce Mobile App OR the CG Cloud Mobile App is the preferred choice when implementing.
The recent PLC course outlining features from V236.0 whilst is super exciting, is demo'd entirely on the CG Cloud Mobile App. Are the same features, (for example, UOMs in Order Capture) available in the Salesforce Mobile App?
It'd be really helpful to understand if the CG Cloud Mobile App will be preferred app moving forward.
https://partners.salesforce.com/0D54V000060gvCR?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1648423212483&OpenCommentForEdit=1
21No Sales User FoundCG CoreFunctionality https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005zOEFP&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1648550152305&fromEmail=1&s1ext=0
22Multi Language ImplementationCG CoreFunctionalityWe are implementing CG for a French and English speaking organization using the Salesforce Mobile App and NOT the offline app. What are best practices for implementing the same Tasks, Assessment Indicator Definitions, Action Plan Templates etc. in both languages? I don't see a way to do the translation using the translation workbench.https://partners.salesforce.com/0D54V000060j1d4?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1648663865924&OpenCommentForEdit=1
23236 Installation PackagesCG CoreUpgradeIf I install the 236 packages on top of the 234 installed packages, will it only update the org? Or do I need to follow other steps to make sure not to lose any data?https://partners.salesforce.com/0D54V000061JXR8?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1648825418373&OpenCommentForEdit=1
24Error - Assortment addingCG CoreErrorI get a new error message when adding an Assortment to a Retail Store, Retail Store Group or Account.
cgcloud.ProductAssortmentAccountTrigger: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object (System Code)
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061OkJo&s1oid=00D300000000iTz&OpenCommentForEdit=1&emkind=chatterPostNotification&s1nid=0DB3000000007Uh&emtm=1648846571860&s1uid=0054V00000F42wM&fromEmail=1&s1ext=0
25Assortment ConfigurationCG CoreErrorIs there any way to configure Assortment at Retail Store Group in the 236 Version Package?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061PGFr&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1648933913957&fromEmail=1&s1ext=0
26Org UpdatesCG CoreUpgradeWill our "old" clients, orgs without the cg cloud packages installed still get any updates for cg cloud?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061Pti5&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649144416481&fromEmail=1&s1ext=0
27Data Model LogicCG CoreData ModelI have just started learning on on consumer goods cloud. And while studying the data model, I see the assortment + assortment product + store assortment. I understand that the assortment is used to associate a group of products with a group of stores/single store or account. But I don't get the business logic behind it. In which case would this be used and what is its purpose.
P.S. the rest of the process (visits, kpi, etc) is working with the store products object not the assortment. Do you have any suggestions that could help me understand it better?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061KYAd&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649147476870&fromEmail=1&s1ext=0
28Data Model Logic - OfflineCG CoreData ModelI have a doubt about Product and Assortment management, hope someone can help me.

In New data model (Release Spring 22) I see that you can build a Product Hierarchy creating Category Products in Product2 object following these steps:

You can create a category product setting cgcloud__Product_Level__c=Category
You can assign this category product to a basic product through the new field cgcloud__Criterion_1_Product__c (look up to Product)
Then, it doesn’t make sense to create a Product Category through the standard object “ProductCategoryProduct”?

what is the point of using this hierarchy of products? For app Offline?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061KYkW&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649151644440&fromEmail=1&s1ext=0
29Store Products not showingCG CoreErrorOn the offline app (the normal GA one, not the 236), I don't see the products in the store. I have the in locations, and I added the products but I cannot find the products in the mobile app.
Can someone help on this?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061inRx&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649228983457&fromEmail=1&s1ext=0
30Salesforce Maps Visit WindowsCG CoreFunctionalityWhen using SF Maps together with CGC, is it recommended to use the Visit Windows functionality, rather than the Operating Hours on the Retail Store? I could not find the option in SF Maps to go ahead with Operating Hours there..https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061QeQ4&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649231706166&fromEmail=1&s1ext=0
31Customize Order TasksCG CoreFunctionalityWhat is the best way to customize the order task within the visit execution? For example to add some custom components or replace existing ones.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061KxCb&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649246925462&fromEmail=1&s1ext=0
32Product Images and AssortmentsCG CoreFunctionalityI'm having trouble understanding how Product Images are associated to Products such that they appear under features such as Order Capture on the Salesforce Mobile App (NOT offline)
Product Images are shown in various places on Trailhead and on the CG Cloud Overview as below.
https://www.salesforce.com/eu/products/consumer-goods-cloud/overview/
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000061xb1o&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649369920454&fromEmail=1&s1ext=0
33Retail Store Account CreationCG CoreErrorHi, we have a problem on our project Consmer goods. We would like to create a retail store and automatically create an account, the constraint is that the customer must go through the consumer goods objects and therefore must not create an account first. Has anyone ever had this same use case? Is it possible to not go through development to meet this need? or are we forced to go through a trigger?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000062oAm2&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1649755978108&fromEmail=1&s1ext=0
34Signature Task SetupCG CoreErrorTeam what we [do we need to do to] see the Signature Task component. Trying to perform below step but cant find it
Drag the Record Signature component onto the page.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000063Xn04&s1oid=00D300000000iTz&OpenCommentForEdit=1&emkind=chatterPostNotification&s1nid=0DB3000000007Uh&emtm=1650050528457&s1uid=0054V00000F42wM&fromEmail=1&s1ext=0
35Documentation MisalignmentCG CoreDocumentationwhy the documentation of CG cloud doesnt match with the CG Cloud org. Example in this Master data management section it talks about
1. Customer
2. Customer Relationship
3. Customer Manager
I dont see any of this objects or fields. Does it come with CG Cloud license or some other license we need.
Is there some other licensing for Master Data Management of
- Customers
- Product
- Product Assortment
https://help.salesforce.com/s/articleView?id=sf.cg_concept_admin_master_data_management.htm&type=5
These are good things to sell at client but cant see them
https://partners.salesforce.com/0D54V000063Xp5v
36ReX Photo AssignmentCG CoreFunctionalityproblem with OOTB Retail Execution App.
My customer looking for capability like:
- Add comments against every question they need to answer (e.g. while doing inventory then can provide some comment or notes)
- Take photo per question
Currently if we take photo it goes at Assessment Task and not Retail visit KPI, also no capability to provide comments.
In order to achieve this I think need to create new Lightning Components or Custom task, OOTB Inventory and all will not work.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000063Y4Yx&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650147251393&fromEmail=1&s1ext=0
37Display Settings - ContractsCG CoreFunctionalityhow can I display the contracts by another editor, here in the settings it doesn't allow to select another option.https://partners.salesforce.com/0D54V000063uyZI?fromEmail=1&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&s1uid=0054V00000F42wM&s1ext=0&emkind=chatterPostNotification&emtm=1650492035808&OpenCommentForEdit=1
38Available visits not displayingCG CoreErrorOn the visits execution screen, it is not listing the available visits, when evaluating the query, there is a reference to the Tour__c object looking for the Id value "NoTourSelected", does anyone know what it is about? By logic this Id lookup is not a valid format accepted by Salesforce.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064knnn&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650917496886&fromEmail=1&s1ext=0
39Top ISV AppsCG CoreRoadmapwhere can i get the list of the top 5-10 isv apps from the app exchange for the consumer goods cloud?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064W6de&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650918435719&fromEmail=1&s1ext=0
40Retail Store KPI Target Value UnitCG CoreRoadmapWhat Retail Store KPI Target Value should be populated for a Percentage Indicator Type?
Indicator Field Type on Assessment Indicator Definition object has the option of Percentage.
When creating the relevant Retail Store KPI, which Target Value field should be populated?
Cannot see a Percentage option and if try populating Decimal or Number we receive the error message "Provide a single target value that's based on the KPI type you selected".
https://trailblazers.salesforce.com/0D54S00000GhCWX?fromEmail=1&s1oid=00D4S0000019iJX&s1nid=0DB30000000072L&s1uid=0053A00000FT1dE&s1ext=0&emkind=chatterPostNotification&emtm=1650923105044&emvtk=68pd5UFp3c0x8AGhh.0tOsh1FAh9woC_HTkrDilFGOU%3D&OpenCommentForEdit=1
41User Location at Start VisitCG CoreFunctionalityCan we capture the user location on click of "Start Visit" for a Retail store?
1) Get the user's location at the start of the Retail Store Visit
2) Validate user location with the Retail Store's location.
3) Restrict Start Visit if the user is not at the Retail Store's location.
I understand there is check-in and check-out functionality in SF Maps but I couldn't achieve the above requirements with it. Kindly help with a solution for the same.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064yj8R&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651233391890&fromEmail=1&s1ext=0
42Managed PAckage InstallationCG CoreSetupWhere can I find the links to install the CG Cloud managed packages?
The only links I could find are the two mentioned in the Sequence to Install Managed Packages article (https://help.salesforce.com/s/articleView?id=sf.cg_reference_admin_install_managed_packages.htm&type=5) for the offline mobile app.
And out of curiosity, why has Salesforce chosen to release new CG Cloud features through these managed packages?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064NiTe&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650990881442&fromEmail=1&s1ext=0
43Context for Retail Store KPIsCG CoreSetupWhy do you need to specify a Custom Context record when creating certain types of Retail Store KPI records? What should be specified here?
This guide (https://help.salesforce.com/s/articleView?id=sf.retail_task_admin_storekpi.htm&type=5) states:
"9. For custom task, select an object in Custom Context and then select a record for the object."
"You can select any standard or custom object to create a custom task for which the HasActivities attribute is enabled. To identify an object with the HasActitvities attribute enabled, check if the object is listed as Related To of the Task object."
However, it doesn't explain why this is necessary and what type of record should be selected in this field. I've also observed that a Retail Visit KPI record for a custom task is only generated when the Custom Context field on the parent Retail Store KPI record is populated.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064NfJn&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650989797197&fromEmail=1&s1ext=0
44Assessment Indicator DefinitionsCG CoreSetupStore performance can be measured by a set of parameters. These parameters can be represented using Assessment Indicator Definitions. Retail Store KPIs can then be created to define targets for the Assessment Indicator Definitions.

However, the same parameters/questions can simply be represented as questions in a Salesforce Survey.

What are the reasons why you would create Assessment Indicator Definitions (and Retail Store KPIs) instead of simply putting those questions in a Salesforce Survey? I'm interested in understanding all the possible considerations and reasons related to this.

For example, the main reason why you'd want to use Assessment Indicator Definitions (and Retail Store KPIs) seems to be to have the ability to define KPIs/targets to measure a store's performance against. But what are the other reasons?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064NfJn&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1650989797197&fromEmail=1&s1ext=0
45Data Model Application - Offline vs. OnlineCG CoreData ModelAfter yesterday's Ask an Expert session I have many doubts about the implications of choosing the old or the new model when developing a project, since both models are not compatible or easily scalable
In the first place, it was told that the Retail store object is not used in the new data model.
In this sense:
Is the store product object used in the new data model? And the Assortment object?
Is there something similar to the inventory check task in the new data model? If so, In which objects it is based?
Which objects should I use in the new data model to store the products that are actually in the establishment and those that are eligible for sale?
Finally, Is there any documentation about that? I checked Summer 22 Releases Notes, but there in no information about this new activities
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V0000651iTV&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651061042210&fromEmail=1&s1ext=0
46Setting Up Tasks for ComplianceCG CoreSetupWhat would be the best approach for setting up a task to measure compliance based on a KPI that has the same 'target value' for all stores?
For example, a simple check to ensure that the store is compliant with the latest safety standards. All stores (across all customers/accounts) are expected to be compliant.
This is what I'm thinking: https://i.imgur.com/DddITvn.png
Creating a single Retail Store Group called 'All Retail Stores'
Adding all Retail Stores (across all customers/accounts) to it
Creating a single Assessment Indicator Definition with an Indicator Field Type of 'Boolean' for the safety compliance check
Creating a single Retail Store KPI associated with the aforementioned Assessment Indicator Definition and Retail Store Group, with a Boolean value (target value) of 'True'
Creating an Assessment Task Definition of type 'Other' for the safety compliance check and associating it with the aforementioned Assessment Indicator Definition
I'm not sure if this would be the best approach for two reasons:
a) I don't know if it's a good idea to have a single Retail Store Group that all Retail Stores are added to (eg. it could cause record locking contention)
b) It's unclear to me what I should specify in the Custom Context field of the Retail Store KPI
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000065O2US&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651425179692&fromEmail=1&s1ext=0
47Inventory Task LanguagesCG CoreFunctionalityHi all, I'm setting up Inventory Tasks for a company with French and English Users using the online app. How can I present the Product Name in French to French Users and English to English Users? I do not want to create two sets of Products, because we need to report Inventory Tasks outcomes against a single Product.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000065N5cj&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651253846291&fromEmail=1&s1ext=0
48Data Model Changes - Retail StoresCG CoreData ModelFor those of us not able to make the AAE sessions, would be great to get some more information on the data model changes [Isabel Valle] has mentioned here. Specifically interested in how a world might look without Retail Stores...https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V0000651iTV&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651061042210&fromEmail=1&s1ext=0
49Third Party Barcode ScannerCG CoreFunctionalitydoes anyone know if it would be possible to use a scanner (built into Zebra device, or external via Bluetooth or cable) for scanning barcodes instead of relying on the camera of the mobile device? Zebra devices can use DataWedge to setup profiles to handle behavior from scans, but I'm not sure if the CG Cloud app will be able to receive data from another local app or not.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000065Kz4F&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1651595997268&fromEmail=1&s1ext=0
50Apply tasks from multiple action plan templates to same visitCG CoreFunctionalityDoes Salesforce have a solution/what’s their recommended approach for applying tasks (including Surveys) from multiple Action Plan Templates to the same Visit? Currently the following error is encountered when you attempt to apply more than one Action Plan/APT to the same Visit:
"Can’t apply more than one Action Plan Template to a visit”
https://partners.salesforce.com/0D54V000064nzo9
51Versioning for Action Plan TemplatesCG CoreFunctionalityThough it seems that versioning is not supported on the standard UI, it does seem to work when new version records are created in Apex. We are working on a use case where we need to create new templates/template versions on a regular basis via automation. It makes sense for us to create new versions instead of new templates every time in the trigger. Are there any additional concerns of utilising the versioning except it's not supported on the standard UI?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005f71mY&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterCommentNotification&s1uid=0054V00000F42wM&emtm=1652160776370&fromEmail=1&s1ext=0
52Picklist Assessment Indicator DefinitionsCG CoreRoadmapIs there any news about picklist assessment Indicator Definitions? I checked it in summer 22 but it seems that this functionality hasn't been released yet. I need it for offline App, where I can't create flow tasks. Any suggestions to accomplish this requirement?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005PEwh0&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterCommentNotification&s1uid=0054V00000F42wM&emtm=1652166066999&fromEmail=1&s1ext=0
53Visit Execution ErrorCG CoreErrorI have a problem on the visit execution, after I configure everything and start the visit, my task is not manageable. I mean I can't float it as completed. I am probably missing something and would be grateful for your valuable support.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000066YBon&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652363722740&fromEmail=1&s1ext=0
54Order objects mergingCG CoreRoadmapwill the Order default and Order__c objects be merged in the future? Or is there some functionality to replicate both types of objects.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006661jX&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652210995963&fromEmail=1&s1ext=0
55Promotion objects mergingCG CoreRoadmapI noticed that the app uses the Promotion__c object instead of the Promotion object. Will this object be discontinued in the future? Is there any relationship of this Promotion__c object with the RetailStoreKpi object?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000066zDS0&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652282710739&fromEmail=1&s1ext=0
56Pricebook updates and integrationCG CoreFunctionalityWhereas we don't have any link between the "Pricebook" object and the "cgcloud__Product_Condition__c" object. What is the suggestion for us to carry out the price update that comes via integration?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000066zCrO&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652282101729&fromEmail=1&s1ext=0
57Old Inventory Task to new Data ModelCG CoreSetupI am trying to figure out how I should configure the old inventory Task in the new data model:
What objects should I use to perform a task similar to inventory task in the new model appart from Assortment?
which object should I migrate the data from “In-store Location” object to and how?
which object should I migrate the data from “Store Product” object to and how?
Where should I define the inventory kpis I want to record during a visit?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000066mMrU&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1653298905940&fromEmail=1&s1ext=0
58Profiles in Pre Installation TasksCG CoreSetupAre the profiles mentioned in the pre-installation tasks needed or we can use our own custom profiles?
https://help.salesforce.com/s/articleView?id=sf.cg_concept_admin_user_profiles_permissions.htm&type=5
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000067i2fi&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1653295873877&fromEmail=1&s1ext=0
59Sync ErrorCG CoreErrorAny one else getting this sync error?
{"message":"00000003 customized method loadAsync failed during execution: jsonQueryCustomerOverview.params.push is not a function. (In 'jsonQueryCustomerOverview.params.push({'field': 'currentDate','value': currentDate})', 'jsonQueryCustomerOverview.params.push' is undefined)"}
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60Data Model ChangesCG CoreData ModelI'd like to ask if the data model of CG is changing from scratch? For example new relationship between Account and Store Products...new objects etc...and I would like to ask when these updates will be finalized ? Thank you very much!https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000068p8ys&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1653475583789&fromEmail=1&s1ext=0
61PLC Content UpdatesCG CorePLC ContentI just wanted to check if the newer items that have been released recently like - New objects and Harmonized objects etc are being tested in the "Data Setup" section in the Accreditation?
The Admin guide has been updated to reflect these but the original partner learning camp curriculum suggested for the accreditation hasn't. So I am a bit confused.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000068WrAl&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1653830965193&fromEmail=1&s1ext=0
62Autoimatic Visit Planning Not WorkingCG CoreErrorAutomatic Visit Planning not Working
We have followed the steps detailed in the following articles and it is not working for us:
https://help.salesforce.com/s/articleView?id=sf.cg_concept_user_automatic_call_planning.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cg_task_admin_add_customer_visit_setting.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cg_admin_create_calls_automatically.htm&type=5
To provide further clarity these are the steps we have followed in our org:
User is assigned to all Consumer Good permissions and its an admin user
User is assigned to Sales Org "0001" and an Org Unit "Territory 1"
Customer Account is created with custom record type
User is assigned as customer manager (Management Type is "Sales")
Customer is assigned to Sales Org "0001" and Org Unit "Territory 1"
Customer Visit Setting has been created for customer
Customer Visit Setting is active, Valid Period from last year into the future, Management Type is "Sales", Planning mode is "Start Week Year" (Have tried with different Start Week and Frequencies and it did not work), Linked to a Active Visit Template with "0001" Sales Org.
We believe this is the required pre requisites completed per the help articles.
Next we have proceeded to "Visit Planning" from the desktop version.
We have selected the User noted above, Sales Org "0001" and different dates for example: this week, next week or others within the valid dates from Customer Visit Setting.
When we run the "Visit Planning" it says: 0 duplicates and 0 Visits created
Why is this not working? What are we missing?
We have checked debug logs and we are seeing that after the selection of the user, 0 rows are being returned by the queries event thought we believe we provided the correct information.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000069VZbx&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1654045906573&fromEmail=1&s1ext=0
63Action Plan Template FieldsCG CoreFunctionalityHas anyone successfully added additional fields to Action Plan Template Tasks? If so, what was your approach?
Any additional fields that we seem to add to the 'Action Plan Template Tasks List - Financial Services Cloud' component on an Action Plan Template record page do not appear on the UI e.g. Type.
The 'Type' field is also not visible when we attempt to create/add a new Task in the Action Plan Template.
According to the following Salesforce help article we should be able to add up to eight additional standard and custom fields:
https://help.salesforce.com/s/articleView?id=sf.fsc_action_plans_include_more_fields_in_action_plan_template_tasks.htm&type=5
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000067Fed5&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1654063182839&fromEmail=1&s1ext=0
64Data Set Image ErrorsCG CoreErrorI am trying to add a dataset with images and annotations.csv and I get the error: "Dataset update FAILED, File parsing failed for dataset : All of the data in the .zip file is invalid. Ensure that the data is properly formatted and the .zip file has the correct structure.". I have followed the structure of alpine dataset, but still get the same error everytime. My csv looks like:
images_url,box0
Classico.jpg,"{""label"":""Classico"",""x"":489,""y"":111,""width"":511,""height"":1266}"
I have also uploaded the corresponding product as well! Any idea what might my mistake be?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000068XFoI&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1654022564685&fromEmail=1&s1ext=0
65Territory Management Pros/ConsCG CoreAdviceAnyone here who used Salesforce Enterprise Territory Management in their CG Cloud implementation. Pros and Cons they can share ?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000068GNIK&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1654020570751&fromEmail=1&s1ext=0
66Data ModelCG CoreData ModelAny had issues retrieving Assortments Object Meta XML. Currently having problems retrieving it.

Also I cannot find Store Assortments and Assortments Product in Sharing settings. I'm not sure if this a bug or configured for any use case. Please advise.
https://partners.salesforce.com/0D54V00006ASLmk
67Maps Advanced PlanningCG CoreMaps Advanced PlanningHello Partners out-there,

We are using Maps Advanced Visit Planning together with CGC and registered an issue with Salesforce Support who says that we are the only ones having this issue so it would be great to check here in the community.

Its about Visit SLA =the expected visits, set by priority and its Max/Min days between Visits. Its been registered is a "known Issue" (https://trailblazer.salesforce.com/issues_view?id=a1p4V000000xaM4QAI) The issue here is that the optimizer plans more visits than the SLA set, for example, if the Max visits for an A-prio is set to 5 visits within the visit plan timeframe, we have stores that get 5 visits, but some get 6 visits and others even more. Same behavior in the other visit priorities.

Anyone else who experienced this issue?
https://partners.salesforce.com/0D54V00006A2vV6
68Visit Execution failsCG CoreFunctionalityHi all, Are you having issues with CGC mobile application after de new Release? We cannot execute any visit in consumer good cloud in retail execution in mobile app (in desktop version it's working).https://partners.salesforce.com/0D54V000069bzP6
69Location Long / LatCG CoreMapsI have a question regarding Latitude/Longitude generation on a Customer to be visible on the map. As I can see in the package, its defaulted to the Shipping fields. How are the Latitude/Longitude fields supposed to be generated? It seems that its not enough just adding the address when creating a new Customer in the app. Is there any engine/job to handle this or do I need to update these manually?https://partners.salesforce.com/0D54V00006BSbiV
70Assessment TasksCG CoreAssessment Tasks and KPI TypesHi @Consumer Goods Cloud Experts I am implementing CGC and I am having issues getting certain Assessment tasks to show. I had the same issue with Inventory and Promotion tasks but was able to solve after a call with support. During the call with salesforce support I was told that there are "documentation bugs" meaning that the documentation is missing information about which KPI type to use for certain task types as well as information of when to use In Store Location Categories (and when not to). ie to get the Promotions Assessment task to show we had to leave the In Store Location Category field blank on the Retail Store KPI object.



Does anyone know the Retail Store KPI field value combinations to get Other, In-Store Survey, Planogram and Delivery task types to show?



I have an open case with Salesforce Support for this; however, I thought I would see if anyone else is having this issue and has found the correct field mappings. This issue has caused us to lose 2 weeks of progress with our client.
https://partners.salesforce.com/0D54V00006BjVRF
71R238 Managed PackageCG CoreManaged Package Availability https://partners.salesforce.com/0D54V00006971U5
72Duplicate CustomersCG CoreFunctionalityWe can have Accounts which can pertain to more than one Sales Org at the time. This means that we have to create duplicate records for the same customer, but in different Sales Orgs, and associate the Org Units to the Account record with the respective Sales Org? If true, is there any feature that allows us to stablish a relationship to identify these "duplicate" customers?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006D3kKx&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656329122899&fromEmail=1&s1ext=0
73Data Model AssortmentCG CoreData ModelI have a couple of questions regarding Assortment in the new model.
1. What is Product Assortment Template is meant for, if it is not required while creating an Assortment?
2. Is cgcloud_Assortment_c the same object as Assortment standart object?
3. When I cretae a Listing Classification on the account, the Listing Module field is not a loook up, how the reference to the Module is being created then? Or there is no need to?
4. What is Listing module is meant for? What is the business case behind it?
5. If the assortment was added to the highest trade level and inherited by children accounts, how Listing will work then? Shall the inherited assortment be deleted and Listing added?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006C5bLh&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656075671045&fromEmail=1&s1ext=0
74Trade Org HierarchyCG CoreFunctionalityThanks for todays AAE! I have a question regarding the thoughts and setup around Trade Org Hierarchy, Org Units and Assortments. If I understood this correct, Trade Org Hiearchy is used for relations between accounts and Org Units is about assignment/permissions for Customers which is also handled automatically by batches.
Attached, I have the Sales Org for Assignments but how/where do I configure the Chain/Store hierarchy for use? As mentioned in the session for example it can be needed for different Assortment setup and for different Promotion targets
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006CltPd&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656436860139&fromEmail=1&s1ext=0
75Google Maps APICG CoreMapsI have a question about the use of a google maps api key in CGCloud offline:
https://help.salesforce.com/s/articleView?id=sf.cg_task_set_api_keys.htm&type=5
We have an enterprise account and use this google maps api in another application where the API key is restricted via a list of authorized urls. These urls are salesforce urls (including sandbox names if applicable)
Can a similar restriction be applied to the use of google maps api within CG Cloud offline ? and if so how ? via domain name ? If so which one ?
or via iOS app name (bundle identifier)?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DDElq&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656430873511&fromEmail=1&s1ext=0
76Planogram CheckCG CoreEinsteinI have two questions regarding Planogram check
Can Einstein object detection work with more than one model in the system? If so can we specify the model per account /retail store?
How will Einstein object detection will work with the new CG Cloud version (Offline)?
Thank you in advance for your help!
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006COaTh&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656407497692&fromEmail=1&s1ext=0
77Maps Operating HoursCG CoreMapscould you update me please on how operating hours are working now with SF Maps? I have noticed, when I schedule a visit in maps, I get an error message, saying that the visit can't be created outside of operating hours. However if I add the store to the route or move event in the calender, operating hours are not being respected.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006C7ZVD&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656512242927&fromEmail=1&s1ext=0
78Updated Documentation - PLCCG CoreFunctionalityWhen going over this quip document available on PLC - https://quip.com/R7M6AMzjkVPZ - I noticed the Assortment object has been revamped and therefore not possible to add products to the assortment as described in the document. I've been playing around but am not able to proceed. Is anyone able to advise? Thank you in advancehttps://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DRpdJ&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656687007809&fromEmail=1&s1ext=0
79KPI PrepopulationCG CoreFunctionalityAfter yesterday's CG Cloud Summer ‘22 Release Session I have the following question:
If I understood correctly, KPIs values can be prepopulated with the last visit values in the new product Audit task.
So, considering that maybe there is no time to review all products in a visit, how do you know which products have been reviewed but whose value has not been changed? and vice versa, those that have not been reviewed so the value prepopulated maybe is not correct?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DEDd1&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656674601040&fromEmail=1&s1ext=0
80Release Webinar - Email ListCG CoreAdminI just saw that the release webinar took place last week, I'll go through the recording but I did not receive the invitation for the session even though I subscribed to the group.
I'm I missing something to get the invitation?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DpfEJ&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657026911379&fromEmail=1&s1ext=0
81Maps not pinningCG CoreMapsIn CG when running the visit, the user has the possibility to receive instructions to reach the location using Google maps. In my organization does not pin the address that has the account, retail store location or address.
The same happens to me when I enter the option of scheduled visits. The pin that shows is only from the city to which the account belongs.
Has anyone had that problem?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006E9jZP&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657295911874&fromEmail=1&s1ext=0
82Maps API VolumeCG CoreMapsCould anyone give an example of roughly how many Google Maps API requests a single user would feasibly use in a day or week? I'm trying to provide a cost estimate to a client, but I don't have a point of reference for this.
EDIT: We found some of their existing Maps API usage data from another platform. I am still curious about this question, but it's a low priority at this point.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Dz6nc&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657072217565&fromEmail=1&s1ext=0
83Release Webinar QuestionsCG CoreEinstein VisionI attended on CG Cloud webinar on Salesforce Days, and after this event, I had some new questions about the enhanced version:
1) Is it possible to use the Einstein Vision capabilities on the offline mobile app?
2) Is it possible to customize/develop a component to substitute the order-taking form to include specific rules on the offline mobile version? If yes, how does technology need to use (LWC, VF, or Aura)?
3) How is the best way to attend to customer requirement that needs to check the stock situation online using API during the order taking (on the new GC Cloud version)?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Dz6uO&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657072644248&fromEmail=1&s1ext=0
84Mark Visits as cancelledCG CoreFunctionalityAm I missing something or is there no native way to mark visits as cancelled (not abandoned) in the original CG cloud data model?
These are the available values in the Status picklist of the Visit object, and they are not editable: Planned, In Progress, Completed, Abandoned, Unscheduled, None, Error.
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85Action Plan template migrationCG CoreMigrationTrouble migrating actionplan template between orgs
Hi, i'm trying to retrieve end deploy action plan template from a scartch org where i built them to a separate org but i get the following error:"This target object can’t be used with this action plan type. Try a different target object."
Click the source link for the xml of the Action plan template
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006EyO08&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657535355654&fromEmail=1&s1ext=0
86API Domain for MapsCG CoreMapsWhat is the domain/subdomain that API requests are coming from for the Google Maps API, or where can I find this information? We have allowed connections from our server/port URL, so Maps works in the modeler emulator, but physical devices will say the key is invalid.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006EyfE4&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657565271549&fromEmail=1&s1ext=0
87Visit Calendar Automatic PlanningCG CoreFunctionalityUsing a demo org go Consumer Goods Cloud v 236.3, I have noticed a new selection from visit calendar called Automatic planning - when used it fills out my (i.e. Chantel Reps calendar) for the whole week. Can anyone explain where this visit data comes from?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DH0bX&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657575420188&fromEmail=1&s1ext=0
88Visit Actions - Remove Time Elapsed BoxCG CoreFunctionalityWe are currently leveraging the Visit Actions standard component (see attached image) in order to let the user to Start/Complete/Abandon a Visit, get the driving directions for the retail store and track the Time Elapsed for the Visit once the user clicks on start Visit.
Is there a possibility to REMOVE and NOT SHOW the Time Elapsed box? Cause we have a strong requirement from our client to not display it, and we'd like to avoid building a custom component to replicate functionalities that already exist from standard.
Thanks anyone in advanced for the support!
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006DHDPA&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1657640236401&fromEmail=1&s1ext=0
89AAE Follow UpCG CoreFunctionalityThanks for the recording. one of my top issues for modeler is the "Execute As" function. I cannot get it work.

Once the Clockwork page is being loaded and asking for the Salesforce login, I enter username/password and then allow the access, it immediately shows HTTP 404 error in the Popup window. It is expected as the callback url is fake. In the recording, the popup window seems close by itself, then Clockwork main window continues loading. However, in my case, the popu window remains open. If I manually close it, the Clockwork main window will show error message as "Login is cancelled by user" and get stuck.

I wonder how come it works differently for me. Any advice?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006EfyWM&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterCommentNotification&s1uid=0054V00000F42wM&emtm=1657806640673&fromEmail=1&s1ext=0
90Asset Assessment Task DefinitionCG CoreFunctionalityHas anyone successfully created an "Asset Check" using Assessment Task Definition Task Type = Other? I have configured the Retail Store KPI for each Asset and associated the Asset object in the Custom Context field with the name of the asset value. On visit execution the Asset Check (task) properly shows up with the 2 assets that need to be checked for compliance; however, when I click on either of the Assets within the visit I am redirected to the Detail of the Asset versus the expected assessment indicator definitions for the task.
Any help is greatly appreciated.
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91238 CalendarCG CoreTimelineIs there a calendar/timeline available for the CGC package summer release (v238)? The new features included here will really go a long way to POC my clients requirements and may lead to sales opportunity.https://partners.salesforce.com/0D54V00006FGj83
92Data Model DocumentationCG CoreAdminIs there any chance to find the full CGC data model diagram somewhere?
I'd like to perform an analysis of the differences between the last data model and a custom data model I'd to replace with CGC but therefore I need to know the full data model and not only the big functional areas as shown in the decks of the last webinars.
The objective is to identify all junction objects and their relationship in order to build (if needed) automation to fill up junction objects.
Also are there any release notes available? Under industries CGC is not available on the release notes page
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93238 Release NotesCG CoreAdminI see the CG Cloud Summer Release (v238) is now available! Where can we find the documentation/release notes for this specific release?https://salesforce-internal.slack.com/archives/C01JMLHPV50/p1658451409945649
94Different Price DisplayCG CoreFunctionalityI would like to know if it is possible to display the selection page of the different prices book in the related list product in the Retail Store object, someone could tell me?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006GKCom&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1658342851048&fromEmail=1&s1ext=0
95R238 IDO and DocumentationCG CoreAdminare all the new feature available on IDOs org? I just created a new IDO in order to test new functionalities of the release but I can't find all objects.
Also is there any chance to get a page like that one but that references all CGC objects? : https://help.salesforce.com/s/articleView?id=sf.retail_concept_admin_objectsandrecords.htm&type=5
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006G036z&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterCommentNotification&s1uid=0054V00000F42wM&emtm=1658321254069&fromEmail=1&s1ext=0
96Outlook IntegrationCG CoreFunctionalityDoes anyone have a recommendation on the tool to integrate Outlook events and that those are displayed in the salesforce maps calendar?
If I use Einstein Activity Capture, the event creation is not triggering the standard visit creation (enabled by the retail execution setting), for that reason those events are not shown in salesforce maps.
The issue with that is that when someone wants to create a tour or schedule some visits, salesforce maps calendar does not have the already blocked timeslots for the sales rep, which can cause that a visit is happening at the same time from an alread-defined event. Should we use Lightning for Outlook?
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97Customer Specific Product Condition ImpactCG CoreFunctionalityIn the Enhanced CGC Data Model What's the Significance of Customer Specific Product Condition in the Product Related List. Does it have any impact over the Price of Products in the Advanced Orders?. What's the Significance of that record. Where those Values defined over those records are being used. Can you please Elaborate a bit regarding this.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006FoDG5&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1658386129755&fromEmail=1&s1ext=0
98Perms surrounding advanced promotionsCG CoreFunctionalityI installed the latest CG managed packages on a partner dev org. When I tried to create advanced promotion related records, I encounter some permission issues, as the attached screen capture shows. I learnt it from the documentation that it requires "Consumer Goods Cloud Admin" permission. However, I cannot find such permission set in my org, or even the CG trail org.



Can you advise what permission it really is, and how can I get it? Thanks.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006GhHxk&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1658852491679&fromEmail=1&s1ext=0
99Error ResolutionCG CoreError https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006GmPIf&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1658879687988&fromEmail=1&s1ext=0
100ATE DeckCG CoreAdmincould you please send me the link to the deck of the 6/7/2022 session for "Consumer Goods - Retail Execution Offline & Online Features capabilities"https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006FXqjD&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1658912997479&fromEmail=1&s1ext=0
101CSV Files after UpgradeCG CoreErrorI wanted to share something we noticed after loading in the various csv files inside the RetailRepositoryData.zip for Summer '22. In Tracked Object Config, four rows are missing "cgcloud__mobilityrelevant" from the Fieldset Name List column, and all of them seem to be needed on mobility OOTB.



These objects are:

Order Payment Inventory Transaction
Order Payment Template
Order Template Order Payment Template
Order Payment
If you go into these Tracked Objects in Sync Management, you can manually select the Mobility Relevant field set.
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102B2B Commerce Buyer AccountCG CoreFunctionalityWe are trying to implement a B2B commerce solution for a customer who already has Consumer Good Cloud implemented. They have Retail Store setup and Account is Payer for Retail Store. The user will be of retail store can have access to multiple retail store.
Is there a way to use B2B commerce Buyer Account without duplicating Retail store to Account?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006GqYVB&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1659318805252&fromEmail=1&s1ext=0
103Route ObjectsCG CoreRoadmapI noticed there are some route related objects shipping with CG managed package, e.g. cgcloud__Route__c and cgcloud__Tour__c. I wonder if they are used by the current offline mobile app or reserved for future use. I could not find any cockpits referencing these objects in R238.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006HdLiJ&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1659322823242&fromEmail=1&s1ext=0
104Configure Product Price by TerritoryCG CoreFunctionalityIs there a way to configure product price by territory in the enhanced data model? Assuming there is a beverage company selling beer products in US, and the base prices of beer products are different for each state. I understand we can use product condition to setup the product price. However, it is not territory dependent. Do we have to create Sales Org by state and duplicate products (product conditions) between Sales Orgs, or there is other ways to do it?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006HdM3T&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1659324367232&fromEmail=1&s1ext=0
105Payment Template ObjectCG CoreFunctionalityIn the order payment template object, the available payment methods are:
Check
Cash
Deduction
Credit Card
Money Order
Debit Card
Expense
Multiple
I want to understand what is the meaning of Deduction. Is it similar to Credit, just with a different name? Thanks.
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106Order Questions and PersonalizationCG CoreFunctionalityLooking at the ReX Data Sheet of the CG Cloud Merchandiser and I see the absence of some essential features, like:

- it doesn't have support for Mobile Order Taking

- the Orders and price books are read-only

- cannot create flows, workflow, the approval process, custom reports, and dashboards.

- apex code.



Some things made me confused:

- How can I create orders if it is just a read-only object?

- Is the order read-only about the Order core object or the Advanced Orders object?

- I can create ten objects, but how can I do any automation to create personalization?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006IVIHM&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1659955921532&fromEmail=1&s1ext=0
107Offline Timeline ResourcesCG CoreResourcesDo we have a timeframe for resources (Trailhead / PLC) being made available for Advanced CGC?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006ITFzu&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1660148214809&fromEmail=1&s1ext=0
108Start / End TimesCG CoreFunctionalityI have a question regarding the Actual Start/End Time fields on Visit. I noticed the actual start time will be updated to the current date time once I enter the Store Cockpit for the visit. If the sales rep can execute and complete the whole visit without leaving the store cockpit, then the gap between actual end time and actual start time will indicate the actual duration of the visit.
However, if the sales rep returns back to main screen to check something and re-enter the store cockpit, the actual start time will be overwritten. Therefore, we cannot correctly calculate the actual duration for the visit in this case.
This behavior is consistent for both 236 and 238. I wonder if the OOTB function for actual start time is designed like this. Do we have to use custom solution to track the initial actual start time?
https://partners.salesforce.com/0D54V00006J7oYq
109Slack IntegrationCG CoreIntegrationOur client wants to use the Slack integration with CG Cloud objects. After doing some research it seems that only standard objects or custom objects can be used in that integration. Does anybody have some experience with this? Can CG Cloud objects simply not used in the Slack integration? Thanks in advance!https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006JRJy5&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1660291022805&fromEmail=1&s1ext=0
110Data Model RecommendationsCG CoreData Modelthanks for the useful session and all the new possibilities of the enhanced data model.
Is there a recommendation or a more detailed guideline available, if and how existing customers - using the 1st data model - can benefit from the new concepts? In general, in case there is no kind of "migration", e.g. if existing objects can be re-used, even if the 2nd data model would mean a complete new CG project.
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111CG Cloud LimitationsCG CoreFunctionality1 - What is the storage limit for the org in general? It might be the case that our client will work with numerous stores and field reps simultaneously which might lead to storage issues.
2 - Is it known how many Field Reps can work on the mobile app (online and offline) simultaneously? Is there limitation for that?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006K7DmK&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1660746470403&fromEmail=1&s1ext=0
112Out of Stock SelectorCG CoreFunctionalityI have a question regarding the Out of Stock product selector group. What kind of products will be showed in Out of Stock tab when creating an order? I know this question sounds stupid. I tested a product with inventory of zero balance. This product doesn't show up in the Out of Stock tab. I wonder what is the logic of Out of Stock for the offline mobile app. Thanks.
Other Partner Resolution: The out of stock tab (filter) in the order is related to the survey (matrix) in the visit. You have to check the product as "out of stock" - then it will be appear in the order (of this visit) as out of stock . This works considering several template settings related to order / activities.
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113Supervisor permsCG CoreSetupWhat about permissions & profile do a manager need for manager to supervise? I can see that it at least one permission set needed "CGCloud Supervisor", and can read that managers also should have "CGCloud Mobility Addon", "Consumer Goods Cloud Mobile Sync User", "Consumer Goods Cloud Package User" what else? CGC-Profile?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006K4JcY&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1660843821972&fromEmail=1&s1ext=0
114ErrorCG CoreErrori'm new to CGC in salesforce and i'm going through the hands on training in the trial system. when i get to creating a new assortment it looks like the system has been updated however with some extra input i can still create the assortment. Once it's created however i receive the error show below
CGCloud_Services certificate is missing or uses an invalid configuration.
Show Further Details
5907f4ff-68c1-5f6b-c955-6d3b9df88766
i'm then unable to add any products and can't proceed any further with the training. Can you advise of how i might get around this error at all?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006IrVrj&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1660921835124&fromEmail=1&s1ext=0
115View Setup & ConfigurationCG CorePermissionsCurrently the permission "View Setup and Configuration" seems to be required for end users to login to the offline app. Is this indeed correct and is there a plan to update this? This is usually not a permission that should be assigned to end-users.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Jcv8Q&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661198740407&fromEmail=1&s1ext=0
116Moving from one data model to anotherCG CoreData ModelIs there a recommendation or a more detailed guideline available, how existing customers - using the 1st data model - can implement the 2nd (enhanced) datamodel ?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006KHiNU&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661237354306&fromEmail=1&s1ext=0
117Advanced ActivitiesCG CoreFunctionalityI have questions related to new Advanced Activities feature:
1) Can you use the same Data Type for several Job Definition Templates? Or should you create always a new one for each question?
2) I'm able to view the Activity Questions in Desktop version but the Offline App's Store Check is a blank page. Any ideas is there still some configurations missing?
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118Set up sales orgCG CoreErrorI'm currently trying to set up Sales org 0000. So far there isnt't much on it but an Org Unit, a Customer Template and a related Customer. I also created a new user, with user settings related to Sales Org 0000, its User Accountable, the CG_Cloud_User profile, the appropriate PS and PSL (same as my working Sales Rep on Sales Org 0001). However, I cannot start the offline app fot this user As I get a "User denied authorization (Code: U10004) error" when downloading the app. The log is a bit more specific and indicates this:
Message : SyncException: 9037 - User denied authorization t
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Kjq7U&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661331123948&fromEmail=1&s1ext=0
119App sync ErrorCG CoreErrorDuring the app synchronisation, I have an error I never saw before: "

00000351 action configureStartScreen_Decision failed. CallStack: Error: No next action found for action: configureStartScreen_Decision halting execution."

There is no more details in the logs.

I did not change anything in my org so I don't understand where this error comes from.

Have you already seen this error?
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120Configure activities for new sales orgCG CoreSetupI'm trying to configure activities for a new sales org (org 000)
So far I've been able to configure Some Questions (Job definition templates, using new datatypes and and new Job Templates for the new sales org), an activity template and a visit template. However the visit template doesn't appear in he visit template picklist event after I select the activity template. To be noted, I had to change the sales org on my user for being able to select the correct activity templates (relating my user to the sales org through a sales org user wasn't enough). Any idea ?
Other Partner Query: Hi everyone, pushing up this question as I encounter a similar issue on another screen. When trying to manually create a visit through the "advanced visit" action button on the visit object, the visit template I created doesn't show up in the "visit template" lookup. Thanks!
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Kk3IV&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661351526868&fromEmail=1&s1ext=0
121Summer 22 PatchesCG CoreRoadmapAre there any release dates for upcoming patches on the Summer-22 release (238.x)? We are planning for installation in PROD and it would be great to install the latest package if there are any updates during September also of course depends on the changes/fixes in the patch.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Lcnmi&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661780669432&fromEmail=1&s1ext=0
122Visit Recommendation using Flow StrategyCG CoreErrorI set up the visit recommandation using Flow staregy. when the visits recommandation is create , the schedule button don't work :

error : We can't schedule the visit. Try again or ask your Salesforce admin for help

any idea for the reason of this error ( no debug, email ,...)

thank you in advance
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Ml0Ee&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661846104743&fromEmail=1&s1ext=0
123Upload Image During VisitCG CoreFunctionalityI am trying to use this component tp upload an image/photo during visit execution using this standard lighting page component (Called: Consumer Goods Custom Task Measures). Once I successfully upload the image and I click on the "Your attachment" button to view the file I can only see a blank screen. I can find that image under "files" but no Assessment Task Content Documents record was created. Does anyone know what I am missing?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006JUXAn&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661845515839&fromEmail=1&s1ext=0
124Inactivate Product ProcessCG CoreErrorHello Experts, I am trying to Inactivate a product(Offline functionality) by trying to set the stage as Phase out/ passive but without luck, It is still visible in the Products section of the offline app. My idea is when a product is not in the active stage it shouldn't be visible in the list of products in mobility devices, wondering whether I am in the correct way or what is the best practice to inactivate a product and stop its visibility in the offline app. Thanks:)https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006MbaZA&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661848199426&fromEmail=1&s1ext=0
125Price Books with new Data ModelCG CoreFunctionalityI was wondering if anyone can confirm if and how to use Price Books with the new CG Cloud data model. Specifically, with the new MDM model for Products and Price Conditions, it's unclear to me how Price Books can be used in conjunction with this functionality.
Any insight would be helpful, thank you!
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006NnSai&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1662617831858&fromEmail=1&s1ext=0
126Multi Select Data TypeCG CoreFunctionalityHas anyone had any success with a multi-select type using the Data Type (Toggle) - it look like the limit is one value but this may be limiting to some clientshttps://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006OFqzx&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1662663390416&fromEmail=1&s1ext=0
127Data ModelCG CoreData Modelis there already a complete overview of the new (enhanced) data model available / somebody recognized? thxhttps://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006O8t2O&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1662987321794&fromEmail=1&s1ext=0
128AP VouchersCG CoreAP ExamWhere we can request the AP CGC vouchers? if there´s such optionhttps://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006OpMcJ&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1662993117227&fromEmail=1&s1ext=0
129Action Plan Visit Status ChangesCG CoreFunctionalitywe’ve noticed that the status of an Action Plan that is associated with a Visit does not update in accordance with the Visit’s status changing (i.e. from ‘Planned’ to ‘In Progress’ or ‘Completed’) and simply remains as ‘Not Started’. It appears as though no backend CGC logic has been built to control the transitions of this status field but I’d like to confirm this point. Does anyone have any insight into this behaviour?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006MH5Y5&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663061084458&fromEmail=1&s1ext=0
130AP Exam QuestionsCG CoreAP ExamI am studying for my second attempt at AP Consumer Goods Certification and I´d like to know if the material on PLC is enough to pass the certification. Or there´s any other collateral material.



Another issue is that completed the Consumer Cloud Curriculum on PLC and I am unable to take it again, I have to take the courses individually. Is that correct?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006Opj1d&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663069552756&fromEmail=1&s1ext=0
131Salesforce Maps AccessCG CoreMapsI am trying to access salesforce maps from installed packages however I cannot find it and I have enabled salesforce map permission set license. Does anyone know why?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006PWmNF&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663172820727&fromEmail=1&s1ext=0
132CG App Download ErrorCG CoreErrorWhen downloading the app and opening it, is any one having an error message showing

"Error occured. Plese ask you Administrator"

This error don't show any message on the console.
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006PXk4h&s1oid=00D300000000iTz&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663338022945&fromEmail=1&s1ext=0
133Survey Check RequirementsCG CoreFunctionalityI'm configuring a Survey Check and the requirement is that the survey check question should be visible only for a few named products but only if they are listed to that store. I have added the products in question as Activity Products.



With the "Consider listing" box checked, the question will appear on all products - not correct.



With the "Consider listing" box unchecked, the question will show up otherwise correctly, but is also visible on products that are not listed for that store - not correct either.



The question is, how to “combine” these two so that the survey question is visible only for certain products but only if they are listed to that store?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006PXhAf&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663327987463&fromEmail=1&s1ext=0
134Advanced Promotion ErrorCG CoreErrorWe’re working on functionally testing CG Cloud in our client’s sandbox, but there’s an error coming from Salesforce that is preventing us from creating an Advanced Promotion—we can’t get to the new record page. I have attached a summaryhttps://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006PiWNd&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663723442477&fromEmail=1&s1ext=0
135Copnfigure Product ImageCG CoreFunctionalityWhat do I need to configure to view the Product image as “icon” in the “Capture Survey” overview? (Offline Advanced Model)https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006PNd3i&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1663697453428&fromEmail=1&s1ext=0
136IDO ExpiredCG CoreAdminI have an issue with an IDO that has expired, could you please help me get the access back? We were working on it to build a PoC so we absolutely need to get our credentials back.
Salesforce Response: @Demo Orgs for Partners Would be a good place to start, as would checking out this deck on Demo orgs https://partners.salesforce.com/0694V00000ACtXr
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006RFKWf&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1664542013733&fromEmail=1&s1ext=0
137Ask The Experts SessionsCG CoreAdmindoes somebody recognized the topics of the upcoming ask the expert sessions? Thanks.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006S7Ld2&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1664951223805&fromEmail=1&s1ext=0
138Trial CGC Org AccessCG CoreOrgsStupid question - is there an easy way to get access to a trial CGC org?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006TKUJj&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1665565068032&fromEmail=1&s1ext=0
139Field History for Retail Store KPIsCG CoreRoadmapIs there a plan to allow reporting on field history for Retail Store KPIs? This does not look to be available today.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006VE2R3&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1666876417165&fromEmail=1&s1ext=0
140Documentation to get startedCG CoreDocumentationI'm new to CGC and I'm trying to get hands on it, do you have any trailmix/documentation/implementation guide to suggest for learning (for both admin and dev) ??https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006UrbY7&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1666898376192&fromEmail=1&s1ext=0
141Visits not syncingCG CoreErrorthe visits are not synchronized in my client's outlook despite the fact that we checked this box in the "Add Visits to Salesforce Calendar" setup , can someone help ushttps://partners.salesforce.com/0D54V00005RHaVr
142Create Flow for Visits in CalendarCG CoreFunctionalityDo we still need tho create the flow even if we checked this ” Add Visits to Salesforce Calendar” ? someone can help we have same problem for our customer visit are not synchronizedhttps://partners.salesforce.com/0D54V00005KiwT3
143Sandbox Installation WorkaroundsCG CoreInstallation https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00005rLcjD&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1643122466794&fromEmail=1&s1ext=0
144Demo Org ErrorCG CoreDemo OrgI am trying to go through the Hands On Script for CG. However, when I apply for a demo org I receive an email that the sign up template is unavailable. When would the demo org be available again?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000066HgvC&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652183384958&fromEmail=1&s1ext=0
145Task Flow SetupCG CoreSetupDoes anyone have any insights into how 'Task Flows' are setup and utilised with Action Plan Templates? Also, what are the typical use cases for resorting to Task Flows?
From a Retail Execution perspective, do Task Flows allow you to set conditional display logic for Assessment Tasks i.e. display a specific Assessment Task on an Action Plan/Visit based on the response/status of a previous Assessment Task?
https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000064oF8Y&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1652233872607&fromEmail=1&s1ext=0
146CG Upgrade VersionCG CoreUpgradeThe SF documentation (https://help.salesforce.com/s/articleView?id=sf.cg_reference_patch_releases.htm&type=5) offers the Consumer Goods Cloud installed package version 236.2, do we need to upgrade to 236.3 version? If yes, can we get the link to that version? I think it is outdated in the documentation.https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V000067i2cP&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1653295719390&fromEmail=1&s1ext=0
147Assortment ConfigurationCG CoreAssortmentI have this error on my trail org adding products to an Assortment



CGCloud_Services certificate is missing or uses an invalid configuration.
https://partners.salesforce.com/0D54V00006B1bEq
148Voucher AvailabilityCG CoreVoucherIs there any form for CG to request a voucher?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006CEZLz&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1656068113472&fromEmail=1&s1ext=0
149236 to 238 modificationsCG CoreAdminI installed the new version of the manage package, but on this link: https://help.salesforce.com/s/articleView?id=sf.cg_reference_patch_releases.htm&type=5 , it's says that it's the 236.4 but on the installation it says that it's the 238.1 , what was modified between 236.4 and 238.1 ?https://partners.salesforce.com/0D54V00006ELaPb
150Schedule of new functionalitiesCG CoreAdminDo you have a schedule of launch of new functionalities?https://partners.salesforce.com/0D54V00006ELbK6
151Demo Org TimingCG CoreDemo OrgAny idea when the Demo Org will be installed with v238?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006MhAMW&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1661886164782&fromEmail=1&s1ext=0
152Dev Org - REXCG CoreOrgsis it somehow possible to register for a Developer Edition where I can enable Retail Execution?https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000HYPX&fId=0D54V00006SbygA&s1oid=00D300000000iTz&OpenCommentForEdit=1&s1nid=0DB3000000007Uh&emkind=chatterPostNotification&s1uid=0054V00000F42wM&emtm=1665392692755&fromEmail=1&s1ext=0
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