Understand Consumer Goods Enhanced Model

• Basic and Enhanced Data Models

• Key Implementation Considerations

• Permission Sets for Managed Packages

Admin

Admin

Supervisor

Sales Rep

• Install Consumer Goods Cloud

1. Design Your App

2. Deploy Your App

3. Configure Your App

1. Set Up Multi-Markets with Sales Orgs

2. Manage Org Units and Org Unit Hierarchies

3. Org Units management with Consumer Goods Cloud Enhanced Model

4. Multimarket Management with Consumer Goods Cloud Enhanced Model

1. Create Customer Templates

2. Create Customer Record with Appropriate Roles

3. Create Customer Sets

4. Group Your Customers

5. Add Customer Conditions

6. Add Customer-Specific Product Conditions

7. Customer Data Management with Consumer Goods Cloud Enhanced Model

Admin

Supervisor

1. Create Product Templates

2. Create Products

3. Add Product Parts

4. Add a Product Warehouse

5. Add a Unit of Measure

6. Add Product Image

7. Manage Advanced Product Assortments

8. Edit Products of an Assortment

9. Add Product Conditions

10. Add Customer-Specific Product Conditions

11. Product Management with Consumer Goods Cloud Enhanced Model

Admin

Supervisor

1. Enable Account Teams

2. Create User Profiles

3. Set Up Your Users

4. Enable Role Hierarchy

5. Assign a Substitute to a Customer

6. Team Supervisors’ Roles and Responsibilities

7. Track Field Reps’ Daily Activities

Admin

Supervisor

1. Create Job Template

2. Create a Job Definition Template

3.Create an Activity Template

4.Assign Job Definition Templates to Activity Templates

5.Create an Activity

6.Update Job Lists

1. Create a Customer Task Template

2.Create a Customer Task

Supervisor

Sales Rep

• User Tasks

1. Create Customer Records with Orderer Role

2. Create Products

3. Prepare to Take Orders

4. Take Orders

Supervisor

Sales Rep

1. Set Up Penny Perfect Pricing

2. Calculate Orders

1. Set Up Promotion Management

2. Enhance Your Sales Pitch With the Sales Folder

KAM

Supervisor

1. Create an Asset Template

2. Create an Asset

3. Audit an Asset

Supervisor

Sales Rep

1. Set up a Supervisor

2. Coach Your Team

3. Collaborate with Your Team

4. Team Supervisors’ Roles and Responsibilities

Supervisor

Admin

1. Manually Create Visits

2. Create Visits Automatically

3. Create Visits by Using Job Lists

4. Create Visits by Using Trip Lists

5. Create Multiple Visits

1. Manually Plan Visits for Customers

2. Create Visits from Job Lists

3. Create Visits Automatically

4. Create Trip Lists

5. Create Map-Based Visits

6. Create Visits by Using Barcode Scan

7. Create Visits

1. Execute Visits

2. Sync Your Data Manually

3. Use Consumer Goods Cloud Offline Mobile App

• Set Up Inventory Management

• Manage Your Warehouse

1. Enable Reps to Capture Signatures

2. Capture Signatures

Supervisor

Sales Rep

• Set Up Your Sync Engine

• Manage Visits by Using the Offline Mobile App

Supervisor

Sales Rep

• Manage Visits by Using the Desktop App

1. Create Visits Automatically

2. Create Visits by Using Job Lists

3. Create Visits by Using Trip Lists

4. Create Multiple Visits

Supervisor

Sales Rep

• Set Up Your Sync Management App

• Sync Your Data

Supervisor

Sales Rep

• Deploy and Use Analytics for Consumer Goods - Advanced Data Model

• Use CRM Analytics for Consumer Goods Cloud