---
schema_version: "1"
id: 8d396730f76e2b176f1a8276a7acab0e82d999974a1a4ef44ebb18abcf2cac4c
title: Sales Rep Management 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_sales_rep_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_sales_rep_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2cf08cce78deee92bcc10555fae54147c31b7e0c9ae95ea96f3b6a4085c82d5
description: Define a team structure to make sales users responsible for customers and to ensure that customer information is used for visit planning, visit execution, and team monitoring.
products:
  - Consumer Goods
release: "264"
---
# Sales Rep Management for Retail Execution

Define a team structure to make sales users responsible for customers and to ensure that customer information is used for visit planning, visit execution, and team monitoring.

### 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>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

Create records for each user and define the user's function and responsibilities. Maintain the user settings that define the working days and the working hours and the default settings, such as standard visit type or preferred calendar views.

To create a sales team, add field users to sales team hierarchies, which get mapped to customers.

For all users, these details are set up and maintained:

- Management type according to a user’s function
- Language and time zone
- Whether a user is a mobile user
- User role hierarchy
- Customer teams and customer managers
- Permission sets and profiles

To manage sales reps, add their managed products and create their user settings.

- **[Add Managed Products](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_managed_product.htm&release=264.0.0&type=5)**  
    Use the Managed Products related list to associate Category or Brand-level products to user settings and to restrict user access to product categories or brands. You can define the management relation for one customer or all customers. For example, a user can be the product manager for a section of a company but not the product manager for another section for the same company. But, a user can also be the product manager for a section for multiple companies.