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Set Up and Maintain Retail Execution
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            Enable Features for Your Org

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            3. Set Up and Maintain Retail Execution

            Enable Features for Your Org

            To use Retail Execution, you must enable it in your org. Also, configure your org to use action plan templates to assign visit and enable your field reps to use maps and notes.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            • Enable Retail Execution for Base Model
              Enable Retail Execution in your org to schedule and assign visits to your field force.
            • Enable Maps and Addresses
              If GPS is enabled on a field rep’s mobile device, they can view map images and store addresses. To generate a map image, always include the required address information such as street and city, and either state, postal code, or country. Also, provide latitude and longitude details for the location.
            • Enable Notes
              A field rep can take notes for an overall visit or for specific work tasks.
            • Enable Digital Experiences for Retail Execution
              Digital experiences are a great way to share information and collaborate with partners and vendors. To create a domain, you first must enable digital experience.
            • Enable Account Hierarchy for Products
              Enable account hierarchy for product to make a product available to all retail stores of an account hierarchy by associating the product to the parent account of the hierarchy.
            • Enable Surveys
              Enable Surveys to create surveys and send them to field reps. Field reps can use survey invitations to conduct surveys and capture store staff and consumer responses.
            • Available Objects for Experience Cloud Users
              An Experience Cloud license determines the baseline feature access for an Experience Cloud user. Users with the Experience Cloud license can create, read, edit, or delete permissions for the data objects on the Experience Cloud site. Assign user permissions for these objects through a profile, permission set, or both.
             
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