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Set Up and Maintain Retail Execution
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            Install Managed Packages

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            Install Managed Packages

            Steps to install the latest Consumer Goods Cloud Mobile Sync and Consumer Goods Cloud Managed packages.

            Required Editions

            Available in: Lightning Experience

            Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses.
            User Permissions Needed
            To install the managed package: System Administrator
            Note
            Note Always test Consumer Goods Cloud packages in your sandbox before moving to production. Reproducing issues in a sandbox speeds up the Salesforce support process. Sandboxes are key for upgrade checks, bug fixes, and ensuring compatibility.

            To install the Consumer Goods Cloud Managed package, change the Default Language and Default Locale to English (en_US) for your org.

            The packages include the latest patch releases. Use these links to install to the latest version of the packages.

            Note
            Note Install the Consumer Good Cloud Mobile Sync package to sync the data between Salesforce and mobile devices. If you don’t want to install the sync package, you can skip steps 1 and 2.
            1. To install Consumer Goods Cloud Mobile Sync, go to https://sf-industries.my.salesforce-sites.com/cgcloudsync.
            2. Select Install for Admins Only, and click Install. Then, grant website access and click Continue.
            3. If you select Install for Specific Profiles to install the sync managed package, set the admin profile access listed in the table. Carefully assign access levels to other profiles to provide additional access to Sync Management.
              The table shows the access level required for the admin profile:
              Profile Access Level
              Sync_admin Sync_admin
              Important
              Important The profiles in packages behave differently during the package installation. When you install a package that contains profiles, the profile itself is never installed directly in the target org but the behavior varies based on how the package is installed. See Limitations for Deploying Profiles with Packages.
            4. To install the Consumer Goods Cloud Managed package, go to https://sf-industries.my.salesforce-sites.com/cgcloud.
            5. To map user profiles with an access level, select Install for Specific Profiles, and click Continue.
              The table shows the access level required for each profile.
              ProfileAccess LevelComments
              CGCloud_Batch_User CGCloud_Batch_User  
              CGCloud_User_Profile_Non_Sales CGCloud_User_Profile_Non_Sales  
              CGCloud_User_Profile_Standard CGCloud_User_Profile_Standard Applicable to only the customers that started to use the Consumer Goods Cloud Managed package in Summer ’24. 
              CGCloud_User_Profile CGCloud_User_Profile Applicable to only the customers who started to use the Consumer Goods Cloud Managed package before Summer ’24.
            6. To provide access to custom profiles, manually map each custom profile with the required access level.

            See Also

             
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