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Retail Execution at Your Fingertips
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          Accounts and Contacts in Retail Execution

          Accounts and Contacts in Retail Execution

          Use accounts to store information about customers or individuals you do business with. Use contacts to store information about the people you do business with. Contacts are associated with accounts, and each retail store in an account can have a different primary contact.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

          These objects in Retail Execution are associated with an account:

          • Retail Store: A retail store must be associated with an account. You can group stores from different accounts to create a store group.
          • Contact: A primary contact must be associated with an account. You can add or remove contacts for an account.
            Note
            Note When you remove a contact from an account, you remove the relationship between the contact and the account. The contact still exists in the Salesforce org. For example, if a single contact is associated with multiple accounts, and you remove the contact's relationship with one account, the contact's relationship with the other accounts continues to exist.
          • Promotions: General promotions can be associated with an account.
          • Assortments: An assortment can be associated with an account. You can also associate an assortment to a store or a store group and not to an account.
           
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