User Licenses
To access Salesforce Consumer Goods features, users need certain standard user licenses.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
You can opt for one of these licenses.
| License | CG Cloud Model |
|---|---|
| Lightning Retail Execution Merchandiser | Enhanced |
| Lightning Retail Execution Starter | Enhanced |
| Lightning Retail Execution Plus | Enhanced |
| Lightning Retail Execution Contractor | Enhanced |
| Lightning Key Account Management Basic | Base |
In addition to one of these licenses, a user also needs the Action Plan and Industries Visit permission sets to carry out the day-to-day activities of Retail Execution. Users also need the Lightning Direct Store Delivery permission set to perform delivery tasks and the Consumer Goods For Experience Cloud permission set to get access to Consumer Goods cloud features from an Experience cloud site.
Each of these licenses contains default user permissions.
| Object | User Permission | Permission Set License |
|---|---|---|
| Account | Read |
|
| Action Plan Template | Create, Delete, Edit, Read |
|
| Address | Read |
|
| AssessmentIndicatorDefinition | Create, Delete, Edit, Read |
|
| AssessmentTask | Create, Delete, Edit, Read |
|
| AssessmentTaskOrder | Create, Read, Edit, Delete |
|
| Assortment | Read |
|
| AssortmentProduct | Read |
|
| Contact | Read |
|
| DeliveryTask | Create, Read, Edit, Delete |
|
| Image | Read |
|
| InStoreLocation | Read |
|
| Location | Read |
|
| Operating Hours | Read |
|
| Order | Create, Read, Edit, Delete |
|
| PriceBook2 | Read |
|
| Product2 | Read |
|
| ProductCategory | Read |
|
| ProductCatalog | Read |
|
| ProductItem | Read | Lightning Direct Store Delivery |
| ProductTransfer | Read, Edit | Lightning Direct Store Delivery |
| Promotion | Read |
|
| PromotionChannel | Read |
|
| PromotionProduct | Read |
|
| PromotionProductCategory | Read |
|
| RetailLocationGroup | Read |
|
| RetailStore | Create, Read, Edit |
|
| RetailStoreKpi | Create, Read, Edit |
|
| RetailVisitKpi | Create, Read, Edit, Delete |
|
| Shipment | Read, Edit | Lightning Direct Store Delivery |
| StoreActionPlanTemplate | Create, Read, Edit |
|
| StoreAssortment | Read |
|
| StoreProduct | Read |
|
| AiVisitRecommendRequest | Create, Read, Edit, Delete |
|
| AiVisitRecommendation | Create, Read, Edit, Delete |
|
| AiVisitTaskRcmd | Create, Read, Edit, Delete |
|
| AiVisitTaskRcmdRequest | Create, Read, Edit, Delete |
|
This table lists the default user permissions for the Industries Visit permission set.
| Object | User Permission |
|---|---|
| Account | Create, Delete, Edit, Read |
| ActionPlan | Create, Delete, Edit, Read |
| Action Plan Template | Create, Delete, Edit, Read |
| Address | Create, Delete, Edit, Read |
| AssessmentIndDefinedValue | Create, Delete, Edit, Read |
| AssessmentIndValue | Create, Delete, Edit, Read |
| AssessmentIndicatorDefinition | Create, Delete, Edit, Read |
| AssessmentTask | Create, Delete, Edit, Read |
| AssessmentTaskContentDocument | Create, Read, Edit, Delete |
| AssessmentTaskDefinition | Create, Delete, Edit, Read |
| AssessmentTaskIndDefinition | Create, Delete, Edit, Read |
| Contact | Create, Delete, Edit, Read |
| Location | Create, Delete, Edit, Read |
| OtherComponentTask | Create, Edit, Read |
| ProductFulfillmentLocation | Create, Read, Edit, Delete |
| SignatureTask | Create, Edit, Read |
| SignatureTaskLineItem | Create, Edit, Read |
| Visit | Create, Delete, Edit, Read |
| VisitedParty | Create, Delete, Edit, Read |
| Visitor | Create, Delete, Edit, Read |
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