---
schema_version: "1"
id: 20c055b4fd639c4707f0ff6ddb95a3e27f293b2f8dbe55d4067239eaee5a5b01
title: User Substitution Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_substitution.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_substitution.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8446822ccf979f3804cec1aaf78351dda2ea293d6b7d2b26d62d8283e5c4995f
description: Designate substitutes to complete customer-related tasks during specific periods by using Substitution Management. This feature makes sure that activities such as planning visits and capturing orders continue without interruption when the primary user is unavailable.
products:
  - Consumer Goods
release: "264"
---
# User Substitution Management

Designate substitutes to complete customer-related tasks during specific periods by using Substitution Management. This feature makes sure that activities such as planning visits and capturing orders continue without interruption when the primary user is unavailable.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience </p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
              <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
            </p>
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Typically, users have a list of customers assigned for which they are performing these tasks. However, in certain scenarios, a different user might take over these tasks for a particular period, for example, when the assigned user is on vacation or has other engagements.

While creating a substitution, the user provides mandatory details such as name of the user being substituted, type of substitution, validity period of the substitution, number of days before and after the validity period for which the user is given access to the substitute's records.

Users can activate or deactivate a substitution and define a substitute user for multiple customers. Users can review and plan visits for the assigned customers on behalf of the substituted users.

- **[Manage Custom Setting for Substitution Valid for Today in Consumer Goods Cloud](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_custom_setting_substitution.htm&release=264.0.0&type=5)**  
    Starting Spring ’25, users can activate account substitution which is valid for the current date, even without having complete privileges to add account team members to the substituted account. However, the user activating the substitution still needs to be the customer manager for the related account. Up until Winter ’25, the activation of account substitution which is valid for current date, didn't work if the user didn't have complete privileges to add account team members to the substituted account.

#### See Also

- [Salesforce Help: Substitution Management](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_substitutionmanagement.htm&language=en_US)