Set Up Your Org for Enhanced Model
With the Consumer Goods managed package, you can use advanced features of retail execution, such as manage territories, maintain master data, use advanced business process, and use the Consumer Goods offline mobile app.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
To use these advanced features and the Consumer Goods offline mobile app, install these managed package:
- Consumer Goods Cloud Mobile Sync: sync the data between the Consumer Goods offline mobile app and Salesforce.
- Consumer Goods Cloud: Gives access to the Consumer Goods custom objects and fields.
- Consumer Goods Retail Execution Permission Set Licenses
Permission Set Licenses (PSL) enable users to access the Consumer Goods Cloud features that aren’t included in the users’ licenses. You can assign any number of permission set licenses to a user. - Installing Consumer Goods Cloud Managed Packages
Consumer Goods Cloud deployment comprises two managed packages - Consumer Goods Cloud Mobile Sync and Consumer Goods Cloud. These packages provide capabilities of the offline mobile app as well as online such as advance master data and penny-perfect pricing. - Upgrading Consumer Goods Cloud Managed Packages
Upgrade the Consumer Goods Cloud managed packages to access the latest features and improvements, ensuring a smooth transition with pre-installation and post-upgrade tasks. Follow the detailed steps to enable necessary settings, deploy metadata, and update user profiles and permission sets, enhancing your retail execution capabilities. - Get Automatic Push Upgrades for Consumer Goods Cloud
Salesforce automatically updates your Consumer Goods (CG) Cloud managed packages with push upgrades. Keep your managed packages up to date by receiving the newest version, which includes the latest features, security standards, and issue fixes. Preview and test updates in a sandbox environment before deploying them to your production org. - Master Data Management
Master data is a combination of legacy data and manually entered and maintained new data. Master data is the foundation of business processes and comprises business rules and functions for users, customers, regions, products, and organizational elements. Managing master data ensures consistency and control by providing processes to collect, aggregate, match, consolidate, quality-assure, and distribute data. - Manage Retail Execution Business Process
Create templates for visits, assortments, orders, and promotions. - Configure Advanced Maps for Enhanced Model
Use the advanced mapping capabilities in the Consumer Goods Cloud Enhanced data model for efficient visit planning and route optimization. Enhance your field operations by setting up and configuring advanced maps based on your custom needs. - Lightning Web Components (LWC) Quick Actions in Consumer Goods Cloud Mobile App
Access and interact with Salesforce Lightning Web Components (LWCs) directly from the Consumer Goods (CG) Cloud mobile app in online mode using quick actions. Design customizations for online scenarios easily with LWCs and integrate them with global actions and object-specific quick actions. LWCs appear on the Quick Actions card on all cockpit pages when the mobile app is online.
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