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Visual Studio Code Based Modeler for Consumer Goods Cloud
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            Create a Custom Salesforce Object

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            Create a Custom Salesforce Object

            To store the display information in Salesforce, create a custom object named Display with custom fields.

            Required Editions

            Available in Lightning Experience in Enterprise, Professional, and Unlimited Editions that have Consumer Goods Cloud enabled.
            User Permissions Needed
            To create a custom object: CGCloud Business Admin
            1. From Setup, go to Object Manager and in Create, click Custom Object.
            2. Define the custom object with these details.
              1. In Label, enter Display.
              2. In Object Name, select Display.
              3. In Description, enter Holds information about the displays placed in a store.
              4. In Record Name, specify Display Name.
              5. In Data Type, select Text.
            3. Add fields to the Displays object by using the information in this table.
              Field Label Field Name Data Type Sample Description
              Description Description__c Text Area (Long) - 1024 chars Description of the display.
              Competitor Display Competitor_Display__c Checkbox Indicates if the display is from a competitor.
              Type Type__c

              Picklist

              For picklist values, add these entries in Value.

              • Dump Bin
              • Freestanding
              • Glorifier
              • Isle
              • Shelf
              • Table
              		 Type of display.
              Sales Org Sales_Org__c

              Picklist

              Use the Use global picklist value set option and select Sales Org from the list.

              		 Describes the sales org the display belongs to.
            4. Save your changes.
            • Configure Permissions on Display Card
              Assign permissions to Consumer Goods (CG) Cloud users and system administrators to grant access to visits and tasks.
            • Set Up a Tab Page
              Admins or sales reps can quickly search for and open the Display page in the org through App Launcher when you create a custom tab for Display.
            • Create Demo Data
              Add display items to the Display object. You can create sample data manually or by importing a CSV file through the Data Import Wizard.
             
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