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Understand Consumer Goods Enhanced Model

The Consumer Goods Cloud enhanced data model adds advanced retail execution capabilities, including managed packages, multi-market management, penny perfect pricing, and the offline mobile app. Use this guide to set up each capability in order.

What do you want to focus on? Link to resources Persona
Learn About Enhanced Data Model

Admin

Admin

Supervisor

Sales Rep
Get Started with the Enhanced Data Model Admin
Set Up Consumer Goods Cloud Offline Mobile App

1. Design Your App

2. Deploy Your App

3. Configure Your App

 Admin
Manage Your Territory

1. Set Up Multi-Markets with Sales Orgs

2. Manage Org Units and Org Unit Hierarchies

3. Org Units management with Consumer Goods Cloud Enhanced Model

4. Multimarket Management with Consumer Goods Cloud Enhanced Model

 Admin
Manage Your Customers

1. Create Customer Templates

2. Create Customer Record with Appropriate Roles

3. Create Customer Sets

4. Group Your Customers

5. Add Customer Conditions

6. Add Customer-Specific Product Conditions

7. Customer Data Management with Consumer Goods Cloud Enhanced Model

Admin

Supervisor
Manage Your Products

  1. Create Product Templates

  2. Create Products

  3. Add Product Parts

  4. Add a Product Warehouse

  5. Add a Unit of Measure

  6. Add Product Image

  7. Manage Advanced Product Assortments

  8. Edit Products of an Assortment

  9. Add Product Conditions

  10. Add Customer-Specific Product Conditions

  11. Product Management with Consumer Goods Cloud Enhanced Model

Admin

Supervisor
Manage Your Users and Teams

  1. Enable Account Teams

  2. Create User Profiles

  3. Set Up Your Users

  4. Enable Role Hierarchy

  5. Assign a Substitute to a Customer

  6. Team Supervisors’ Roles and Responsibilities

  7. Track Field Reps’ Daily Activities

Admin

Supervisor
Set Up Activities

1. Create Job Template

2. Create a Job Definition Template

3.Create an Activity Template

4.Assign Job Definition Templates to Activity Templates

5.Create an Activity

6.Update Job Lists

 Supervisor
Manage Customer Tasks

1. Create a Customer Task Template

2.Create a Customer Task

Supervisor

Sales Rep
Manage Tasks Sales Rep
Manage Your Orders

1. Create Customer Records with Orderer Role

2. Create Products

3. Prepare to Take Orders

4. Take Orders

Supervisor

Sales Rep
Get Accurate Prices with Penny Perfect Pricing

1. Set Up Penny Perfect Pricing

2. Calculate Orders

 Admin
Manage Your Promotions

1. Set Up Promotion Management

2. Enhance Your Sales Pitch With the Sales Folder

KAM

Supervisor
Manage Your Assets

1. Create an Asset Template

2. Create an Asset

3. Audit an Asset

Supervisor

Sales Rep
Supervise Your Teams

  1. Set up a Supervisor

  2. Coach Your Team

  3. Collaborate with Your Team

  4. Team Supervisors’ Roles and Responsibilities

Supervisor

Admin
Create Visits

  1. Manually Create Visits

  2. Create Visits Automatically

  3. Create Visits by Using Job Lists

  4. Create Visits by Using Trip Lists

  5. Create Multiple Visits

Supervisor
Create Visits Using the Offline Mobile App

  1. Manually Plan Visits for Customers

  2. Create Visits from Job Lists

  3. Create Visits Automatically

  4. Create Trip Lists

  5. Create Map-Based Visits

  6. Create Visits by Using Barcode Scan

  7. Create Visits

Supervisor
Execute Visits Using the Offline Mobile App

  1. Execute Visits

  2. Sync Your Data Manually

  3. Use Consumer Goods Cloud Offline Mobile App

Sales Rep
Manage Your Inventory Supervisor
Manage Your Warehouse Supervisor
Manage Signatures

  1. Enable Reps to Capture Signatures

  2. Capture Signatures

Supervisor

Sales Rep
Set Up Your Sync Management App Admin
Manage Visits

Supervisor

Sales Rep

  1. Create Visits Automatically

  2. Create Visits by Using Job Lists

  3. Create Visits by Using Trip Lists

  4. Create Multiple Visits

Supervisor

Sales Rep
Sync Your Data Between Salesforce and Offline Mobile App Admin

Supervisor

Sales Rep
Analyze Business Data Sales Manager