Permission Sets
Understand the permission sets that can be assigned to users.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| Permission Set Type | Permission Set | To |
|---|---|---|
| Admin | CGCloud Finance Admin | Set up and maintain funds. |
| CGCloud Business Admin | Configure the app for creating and maintaining sales orgs, custom calendars, business years, Salesforce data sync, data templates, and TPM templates. | |
| CGCloud Claim Admin | Set up and maintain Claim configurations, such as claim templates and to create claim adjustments and claim corrections. | |
| CGCloud RBF Admin | Set up and maintain rate-based funding (RBF) configurations, such as RBF templates and KPI maps. | |
| CGCloud Real-Time Reporting Admin | Set up and maintain real-time reporting (RTR) configurations. | |
| User | CGCloud Finance User | View and use funds by linking tactics to funds. |
| CGCloud Finance Manager | Set up and maintain funds in the app. | |
| CGCloud KAM | Maintain assortments, promotions, and account plans. Also plan and monitor the accounts and the result of the planned promotional activities. This permission set is typically assigned to Key Account Managers. |
|
| CGCloud Payment Finance User | Maintain claims. Link claims to tactics and funds, split claim amounts if not automated, adjust claims, and combine and split claims. Can view all claims. | |
| CGCloud Payment User | Maintain claims. Link claims to tactics and funds, split claim amounts if not automated, adjust claims, and combine and split claims. Can view only the claims for the accounts that the user is responsible for. | |
| CGC Processing Services Register | Register orgs with CG Cloud processing services. | |
| CGCloud RBF Finance User | Maintain RBFs. Set up categories and rates. | |
| CGCloud RBF User | Maintain RBFs. Set up categories and rates. Also, stop and shorten an active RBF. | |
| CGCloud Real-Time Reporting | Access RTR functionalities. | |
| CGCloud Refresh Update Activation Service | Update app activations on the Sales org Maintenance tab. | |
| Worker | CGCloud Account Plan Calculation Worker | Access the account plan calculation worker process. |
| CGCloud Funds Calculation Worker | Access the fund calculation worker process. | |
| CGCloud Claim Calculation Worker | Access the claim calculation worker process. | |
| CGCloud Product Assortment APL Alignment Worker | Access the Product Assortment Account Product List Alignment (PAAPLA) worker process. PAAPLA is the process that aligns the product assortments that are defined in the platform with the account product lists that are used in processing services. |
|
| CGCloud Promotion Calculation Worker | Access the promotion calculation worker process. | |
| CGCloud RBF Calculation Worker | Access the RBF calculation worker process. | |
| CGCloud Reorganization Worker | Access the reorganization worker process. | |
| CGCloud SF Data Sync Worker | Access the SF data sync worker process. |
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