Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Set Up and Maintain Retail Execution
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Customer Templates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Create Customer Templates

            Use the dynamic customer templates to create customers and to improve accuracy of modified data.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create customer templates:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            1. From App Launcher, find and select Customer Templates, and then click New.
            2. Provide these details:
              Field Description
              Identification
              Customer Template Name Name of the customer template.
              Active Indicates if a template is active. You can use only active templates to create customers.
              Initial Roles

              Roles that a customer has initially. The options are:

              • Customer
              • Delivery Recipient
              • Order
              • Payer
              • Store
              Record Type Defines a record type. Based on the record type settings on a user setup page, the field either autopopulates the value or shows a user-selected value.
              Sales Org Sales org of the customer template. This field is editable only during creation.
              Description
              Description Language 1/2/3/4 Description of a customer template in the languages configured for the sales org.
              Calculation Settings
              Available Product Level

              Product levels for a customer. The options are:

              • Category
              • Sub Category
              • Brand
              • Sub Brand
              • Product Price Group
              Note
              Note You can select up to four product levels for a customer template.
              Plan Dependent KPI Set KPI set used for defining KPI definitions in the account plan of a customer. Only KPI sets with value of the Usage field as Plan and the Child Object Dependency field as True are available for selection.
            3. Save your changes,
             
            Loading
            Salesforce Help | Article