---
schema_version: "1"
id: b3316e6a4293aeed92e9a7ca8d8599f120b292df46e50e5a02c6d216e15476bf
title: Final Configuration Steps for Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_final_configuration_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_final_configuration_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f90c8a4e6d0621253325b53ac1f5a10de991b1ed9887bda7dd900bd5a98850e2
description: Perform recommended enhancements to a few standard objects, enable supervisors to schedule specific personnel for visits, and make it possible to share visits so others can see them.
products:
  - Consumer Goods
release: "264"
---
# Final Configuration Steps for Retail Execution

Perform recommended enhancements to a few standard objects, enable supervisors to schedule specific personnel for visits, and make it possible to share visits so others can see them.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Unlimited</strong>, and <strong>Enterprise</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

- **[Add Values to Task Type Picklist](https://help.salesforce.com/s/articleView?id=ind.cg_task_add_task_type_picklist.htm&release=264.0.0&type=5)**  
    You can manually enhance the Task object by adding picklist values to the Task Type Picklist.
- **[Add Values to Event Type Picklist](https://help.salesforce.com/s/articleView?id=ind.cg_task_add_event_type_picklist.htm&release=264.0.0&type=5)**  
    You can manually enhance the Event object by adding picklist values to the Event Type Picklist.
- **[Add Values to Asset Status Picklist](https://help.salesforce.com/s/articleView?id=ind.cg_task_add_asset_picklist.htm&release=264.0.0&type=5)**  
    You can manually enhance the Asset object by adding picklist values to the Asset Status picklist.
- **[Define Mobile Relevant Fields for the Consumer Goods Offline Mobile App](https://help.salesforce.com/s/articleView?id=ind.cg_admin_define_mobile_relevant_fields.htm&release=264.0.0&type=5)**  
    Sync only those fields that are required for use on the mobile app. It’s easy to sync objects to mobile devices by adding the mobile relevant fields to field sets.
- **[Implement Record Sharing for Retail Execution](https://help.salesforce.com/s/articleView?id=ind.retail_admin_implement_sharing_records.htm&release=264.0.0&type=5)**  
    Implement sharing of your private Consumer Goods Cloud object records by using the Salesforce platform sharing mechanisms based on your business process.
- **[Enable Sharing for Store Operating Hours](https://help.salesforce.com/s/articleView?id=ind.retail_task_admin_enable_sharing_operating_hours.htm&release=264.0.0&type=5)**  
    To provide all users access to Operating Hours, update the default access levels for operating hours. By default, the access to operating hours objects is Private.
- **[Enable Role Hierarchy for Visit Supervisor Filtering](https://help.salesforce.com/s/articleView?id=ind.retail_task_admin_enable_role_hierarchy.htm&release=264.0.0&type=5)**  
    Enable role hierarchy to let supervisors select their subordinates when creating visits.
- **[Override the Standard Buttons in Asset Object](https://help.salesforce.com/s/articleView?id=ind.cg_task_override_asset_buttons.htm&release=264.0.0&type=5)**  
    You can manually enhance the Asset object by adding picklist values to the Asset Status picklist.
- **[Rename Standard Objects](https://help.salesforce.com/s/articleView?id=ind.cg_task_rename_standard_object_labels.htm&release=264.0.0&type=5)**  
    After the installation of the managed package is completed, you must rename and align some standard object labels with the CGCloud (managed package) labels.