---
schema_version: "1"
id: 441a0b3e3d0b749022dbdd436672407c63630218d03570cf9f8ad7b742696489
title: Understand Consumer Goods Enhanced Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_understand_enhancedmodel.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_understand_enhancedmodel.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8705a0946929ca81645b8e37a6758cdccc5b46ca3dfcd05c6d1899aeb8573584
description: 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.
products:
  - Consumer Goods
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">What do you want to focus on?</td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Link to resources</td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Persona</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Learn About Enhanced Data Model</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_basic_advanced.htm&amp;type=5&amp;language=en_US" target="_blank">Basic and Enhanced Data Models</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_implementation_considerations.htm&amp;release=264.0.0&amp;type=5" title="Starting Spring ’22, Consumer Goods (CG) Cloud released a host of new features and enhancements. To support the new features and enhancements, we added new fields in several objects (harmonized objects), created advanced versions of several objects (side-by-side objects), and added several new objects.">Key Implementation Considerations</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_offline_app_permsets.htm&amp;release=264.0.0&amp;type=5" title="Give users access to specific features and functions without altering the existing profiles of the users.">Permission Sets for Managed Packages</a>
                </p>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Admin</p>
            <p dir="ltr">Admin</p>
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Get Started with the Enhanced Data Model</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_managed_packages.htm&amp;release=264.0.0&amp;type=5" title="Consumer Goods Cloud deployment comprises two managed packages - Consumer Goods Cloud Mobile Sync and Consumer Goods Cloud. These packages provide capabilities of the offline mobile app as well as online such as advance master data and penny-perfect pricing.">Install Consumer Goods Cloud</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Set Up Consumer Goods Cloud Offline Mobile App</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_design_cg_offline_app.htm&amp;release=264.0.0&amp;type=5" title="To design the Consumer Goods Cloud mobile app, use Visual Studio (VS) Code Based Modeler for Consumer Goods Cloud. You can customize many aspects of the app according to your requirements.">Design Your App</a>
            </p>
            <p dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_deploy_cg_offline_app.htm&amp;release=264.0.0&amp;type=5" title="Create a deployment package of the customized mobile app artefacts in Visual Studio Code Based Modeler. Then, deploy this package to all users or specific users of the Consumer Goods Cloud mobile app by using the Sync Management app.">Deploy Your App</a></p>
            <p style="margin-bottom:0;" dir="ltr">3. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_configure_cg_offline_app.htm&amp;release=264.0.0&amp;type=5" title="You can configure the Consumer Goods Cloud offline mobile app to set up languages for translation, create picklist mappings, activate weekends in the visit calendar, and set up API keys for Google Maps. Restart the app after you change app settings or configurations.">Configure Your App</a></p>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Territory</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_concept_sales_org.htm&amp;release=264.0.0&amp;type=5" title="Use multi-market management in Consumer Goods (CG) Cloud to filter data, business processes, and configurations within a Salesforce org by market and avoid creating multiple Salesforce orgs for each market. Multi-market management supports a global template approach within an org by setting up sales organizations within a Salesforce org. Multi-market management supports only processes that are based on the enhanced data model, such as advanced visits, advanced orders, sales folders, and advanced promotions. Multi-market isn’t supported out-of-the-box for retail stores, assessment tasks, action plans, or retail store KPIs.">Set Up Multi-Markets with Sales Orgs</a></p>
            <p dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_org_units.htm&amp;release=264.0.0&amp;type=5" title="Use org units to build organization structures based on geographic territories or virtual divisions.">Manage Org Units and Org Unit
                Hierarchies</a></p>
            <p dir="ltr">3. <a href="https://trailhead.salesforce.com/content/learn/modules/org-units-management-with-consumer-goods-cloud-enhanced-model" target="_blank">Org Units management with Consumer Goods Cloud Enhanced
                Model</a></p>
            <p style="margin-bottom:0;" dir="ltr">4. <a href="https://trailhead.salesforce.com/content/learn/modules/multi-market-management-with-consumer-goods-cloud-enhanced-model" target="_blank">Multimarket Management with Consumer Goods Cloud Enhanced
                Model</a></p>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Customers</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_template.htm&amp;release=264.0.0&amp;type=5" title="Use the dynamic customer templates to create customers and to improve accuracy of modified data.">Create Customer Templates</a></p>
            <p dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer.htm&amp;type=5&amp;language=en_US" target="_blank">Create Customer Record with Appropriate
                Roles</a></p>
            <p dir="ltr">3. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_sets.htm&amp;type=5&amp;language=en_US" target="_blank">Create Customer Sets</a></p>
            <p dir="ltr">4. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_customer_target_group_segmentation.htm&amp;release=264.0.0&amp;type=5" title="Customer segmentation is the clustering of customers into target groups based on specific criteria. Grouping customers can save you time and effort as you can plan and perform activities or tasks at the group level instead of repeating the tasks for each customer. For example, you can create customer target groups or customer sets for a specific product and then plan tasks or activities for those groups or sets.">Group Your Customers</a></p>
            <p dir="ltr">5. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_condition.htm&amp;release=264.0.0&amp;type=5" title="Create customer conditions to define prices or discounts for customers. You can create customer conditions only from condition templates with customer reference.">Add Customer Conditions</a></p>
            <p dir="ltr">6. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customerspecific_product_condition.htm&amp;release=264.0.0&amp;type=5" title="To set up personalized pricing or discounts for specific products and customers, create customer-specific product conditions. Consumer Goods Cloud doesn’t support adding customer-specific product conditions out-of-the-box. However, you can customize the pricing conditions by using these customer-specific product condition templates that include references to customers and products.">Add Customer-Specific Product Conditions</a></p>
            <p style="margin-bottom:0;" dir="ltr">7. <a href="https://trailhead.salesforce.com/content/learn/modules/customer-data-management-with-consumer-goods-cloud" target="_blank">Customer Data Management with Consumer Goods Cloud Enhanced
                Model</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Admin</p>
            <p style="margin-bottom:0;" dir="ltr">Supervisor</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Products</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_product_templates.htm&amp;release=264.0.0&amp;type=5" title="Product templates are the blueprints for creating products. Product templates specify the basic characteristics of products that can be created by using a template.">Create Product Templates</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_products.htm&amp;release=264.0.0&amp;type=5" title="Product master data is imported from an ERP system. Use the Product module to create additional product records.">Create Products</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_parts.htm&amp;type=5&amp;language=en_US" target="_blank">Add Product Parts</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_warehouse.htm&amp;release=264.0.0&amp;type=5" title="Assign products to the driver's warehouse for direct store delivery or van sales execution. Drivers' devices only show products from their assigned warehouses. Warehouses are tour start and endpoints for drivers, vehicles, and products.">Add a Product Warehouse</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_uom.htm&amp;release=264.0.0&amp;type=5" title="You can define multiple units of measure (UoMs) for each product. Use UoMs to efficiently manage orders for a product and its distribution.">Add a Unit of Measure</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_image.htm&amp;release=264.0.0&amp;type=5" title="Add an image for a product that is shown for the product in the Consumer Goods Cloud offline&nbsp;mobile app.">Add Product Image</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_manage_advanced_product_assortments.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Advanced Product Assortments</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_edit_products.htm&amp;type=5&amp;language=en_US" target="_blank">Edit Products of an Assortment</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_condition.htm&amp;release=264.0.0&amp;type=5" title="Use product conditions to specify product prices for order value calculation. You can create product conditions only from condition templates with a product reference. You can specify multiple product conditions for a product based on different combinations of price type and price list. Each product condition has a validity period.">Add Product Conditions</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customerspecific_product_condition.htm&amp;release=264.0.0&amp;type=5" title="To set up personalized pricing or discounts for specific products and customers, create customer-specific product conditions. Consumer Goods Cloud doesn’t support adding customer-specific product conditions out-of-the-box. However, you can customize the pricing conditions by using these customer-specific product condition templates that include references to customers and products.">Add Customer-Specific Product
                    Conditions</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://trailhead.salesforce.com/content/learn/modules/product-management-with-consumer-goods-cloud-enhanced-model" target="_blank">Product Management with Consumer Goods Cloud Enhanced
                    Model</a>
                </p>
              </li>

            </ol>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Admin</p>
            <p style="margin-bottom:0;" dir="ltr">Supervisor</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Users and Teams</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_install_managed_packages_prereqs.htm&amp;release=264.0.0&amp;type=5" title="Before you install the managed packages, enable Translation Workbench, Retail Execution, and Apex Approval Lock.">Enable Account Teams</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_install_managed_packages_prereqs.htm&amp;release=264.0.0&amp;type=5" title="Before you install the managed packages, enable Translation Workbench, Retail Execution, and Apex Approval Lock.">Create User Profiles</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_set_up_your_users.htm&amp;release=264.0.0&amp;type=5" title="Users in your company perform different sets of activities. You can broadly divide your users into three groups: admins, supervisors, and reps. For your users to be able to perform their day-to-day activities, give them permission and access to the appropriate groups.">Set Up Your Users</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.retail_task_admin_enable_role_hierarchy.htm&amp;release=264.0.0&amp;type=5" title="Enable role hierarchy to let supervisors select their subordinates when creating visits.">Enable Role Hierarchy</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_substitutions.htm&amp;type=5&amp;language=en_US" target="_blank">Assign a Substitute to a Customer</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_supervisor_rr.htm&amp;type=5&amp;language=en_US" target="_blank">Team Supervisors’ Roles and
                    Responsibilities</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_daily_report.htm&amp;type=5&amp;language=en_US" target="_blank">Track Field Reps’ Daily Activities</a>
                </p>
              </li>

            </ol>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Admin</p>
            <p style="margin-bottom:0;" dir="ltr">Supervisor</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Set Up Activities</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_job_template.htm&amp;release=264.0.0&amp;type=5" title="Job templates define the behavior and display of the activities in the offline mobile app. Templates also define whether an activity is a question or a survey. Surveys are product-specific, but questions aren’t. You can use surveys to determine whether products are aptly placed in shelves, whether a product is offered at a special price, and more. You can use questions to confirm whether advertising material is placed in a store, to identify the total number of shelves available at a store, and more.">Create Job Template</a></p>
            <p>2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_job_definition_template.htm&amp;release=264.0.0&amp;type=5" title="Job definition templates define the specific question that a sales rep or merchandiser evaluates when executing a visit. Depending on the job template used, the question defined in a job definition template can be a question or a survey. Each job definition template has a predefined answer format.">Create a Job Definition Template</a></p>
            <p dir="ltr">3.<a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_activity_template.htm&amp;release=264.0.0&amp;type=5" title="You can create two types of activity templates: standard and event-driven.">Create an Activity Template</a></p>
            <p dir="ltr">4.<a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_jd_template_activity_template.htm&amp;release=264.0.0&amp;type=5" title="To create a job pool for a specific business purpose, assign job definition templates to activity templates. You can assign a job definition template to an activity template only one time.">Assign Job Definition Templates to Activity
                Templates</a></p>
            <p dir="ltr">5.<a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_activity.htm&amp;type=5&amp;language=en_US" target="_blank">Create an Activity</a></p>
            <p style="margin-bottom:0;" dir="ltr">6.<a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_update_job_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Update Job Lists</a></p>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervisor</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Customer Tasks</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_task_template.htm&amp;release=264.0.0&amp;type=5" title="Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.">Create a Customer Task Template</a></p>
            <p style="margin-bottom:0;" dir="ltr">2.<a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customertasks.htm&amp;type=5&amp;language=en_US" target="_blank">Create a Customer Task</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Tasks</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tasks.htm&amp;type=5&amp;language=en_US" target="_blank">User Tasks</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Sales Rep</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Orders</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer.htm&amp;type=5&amp;language=en_US" target="_blank">Create Customer Records with Orderer
                Role</a></p>
            <p dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_products.htm&amp;release=264.0.0&amp;type=5" title="Product master data is imported from an ERP system. Use the Product module to create additional product records.">Create Products</a></p>
            <p dir="ltr">3. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_management.htm&amp;release=264.0.0&amp;type=5" title="Order management in Consumer Goods Cloud Retail Execution depends on the market and the customer type. You can manage direct and indirect orders, and order types, such as standard pre-orders, order samples, or order advertising material.">Prepare to Take Orders</a>
            </p>
            <p style="margin-bottom:0;" dir="ltr">4. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_order_management.htm&amp;type=5&amp;language=en_US" target="_blank">Take Orders</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Get Accurate Prices with Penny Perfect Pricing</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_advanced_pricing.htm&amp;release=264.0.0&amp;type=5" title="With Penny Perfect Pricing configured for the Consumer Goods desktop app and Consumer Goods Cloud Offline mobile app, sales reps can seamlessly calculate accurate prices for orders, preview details, and print invoice PDFs. Penny Perfect Pricing supports volume discounts and various scenarios for pricing a product. You can calculate orders based on scales, units of measure, and conditions such as discounts, value per unit, and flat rates.">Set Up Penny Perfect Pricing</a></p>
            <p style="margin-bottom:0;" dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_order_calculation.htm&amp;type=5&amp;language=en_US" target="_blank">Calculate Orders</a></p>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Promotions</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_promotion_management.htm&amp;release=264.0.0&amp;type=5" title="Promotions aim at increasing revenue and market share using mechanics such as Temporary Price Reductions (TPR), coupons, or in-store displays. Each promotion can contain multiple tactics—the implementable elements of a promotion—and have a cost. Consumer Goods Cloud app uses special promotions called sellable promotions to manage visits and orders.">Set Up Promotion Management</a></p>
            <p style="margin-bottom:0;" dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_store_cockpit_enh.htm&amp;type=5&amp;language=en_US" target="_blank">Enhance Your Sales Pitch With the Sales
                Folder</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">KAM</p>
            <p style="margin-bottom:0;" dir="ltr">Supervisor</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Assets</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">1. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_asset_template.htm&amp;release=264.0.0&amp;type=5" title="Create asset templates for a sales org to quickly create assets for the sales org.">Create an Asset Template</a></p>
            <p dir="ltr">2. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_assets.htm&amp;type=5&amp;language=en_US" target="_blank">Create an Asset</a></p>
            <p style="margin-bottom:0;" dir="ltr">3. <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_assets_audit.htm&amp;type=5&amp;language=en_US" target="_blank">Audit an Asset</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervise Your Teams</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_setup_supervisor.htm&amp;release=264.0.0&amp;type=5" title="Set up a Supervisor role to manage and monitor the workloads and activities of sales reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep can create a visit only for themselves whereas a supervisor can create and manage visits for sales reps in their hierarchy.">Set up a Supervisor</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_team_coaching.htm&amp;release=264.0.0&amp;type=5" title="As a supervisor, coach your team members through a structured process to build their skills and keep them productive and confident on the job.">Coach Your Team</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_team_collaboration.htm&amp;release=264.0.0&amp;type=5" title="Help your teams share information gathered during customer visits, such as competitor products, selling strategies, and new campaigns, so they can better tailor assortments to customer needs.">Collaborate with Your Team</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_supervisor_rr.htm&amp;type=5&amp;language=en_US" target="_blank">Team Supervisors’ Roles and
                    Responsibilities</a>
                </p>
              </li>

            </ol>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Admin</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Create Visits</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.retail_task_admin_create_visit.htm&amp;type=5&amp;language=en_US" target="_blank">Manually Create Visits</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_automatically.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits Automatically</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_job_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits by Using Job Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_trip_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits by Using Trip Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_multiple_calls.htm&amp;type=5&amp;language=en_US" target="_blank">Create Multiple Visits</a>
                </p>
              </li>

            </ol>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervisor</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Create Visits Using the Offline Mobile App</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_customer.htm&amp;type=5&amp;language=en_US" target="_blank">Manually Plan Visits for Customers</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_joblists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits from Job Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_automatically.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits Automatically</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_trip_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Trip Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_map_based_visits.htm&amp;type=5&amp;language=en_US" target="_blank">Create Map-Based Visits</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_barcode_scan.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits by Using Barcode Scan</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits</a>
                </p>
              </li>

            </ol>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervisor</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Execute Visits Using the Offline Mobile App</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_offline_app_execute_visit.htm&amp;type=5&amp;language=en_US" target="_blank">Execute Visits</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_offline_app_sync.htm&amp;type=5&amp;language=en_US" target="_blank">Sync Your Data Manually</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://trailhead.salesforce.com/content/learn/trails/use-consumer-goods-cloud-offline-mobile-app" target="_blank">Use Consumer Goods Cloud Offline Mobile App</a>
                </p>
              </li>

            </ol>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Sales Rep</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Inventory</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_inventory_management.htm&amp;release=264.0.0&amp;type=5" title="Inventory management involves tracking the existing inventory or stock of products and managing the demands or orders on the stock efficiently. In the retail industry, requests or orders for stock are placed from stores to the manufacturer’s head office. The head office issues purchase orders to the vendors who ship the products to warehouses. The warehouses store and distribute the products to retail stores and wholesalers. The retail and wholesale stores sell the products directly to customers.">Set Up Inventory Management</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervisor</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Your Warehouse </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_warehouse_management.htm&amp;release=264.0.0&amp;type=5" title="A warehouse is a manufacturer's depot from where the drivers start their delivery tour. To manage a tour, create a warehouse, and then assign products, drivers, and vehicles to the warehouse.">Manage Your Warehouse</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Supervisor</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Manage Signatures</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_signature_management.htm&amp;release=264.0.0&amp;type=5" title="Certain sales and delivery processes require signed confirmation between manufacturers and retailers. For example, a van driver requires a signature from the store manager to confirm a delivery. Signatures in BMP, GIF, or JPEG formats can be synced and printed in an invoice.">Enable Reps to Capture Signatures</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_record_signature.htm&amp;type=5&amp;language=en_US" target="_blank">Capture Signatures</a>
                </p>
              </li>

            </ol>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Set Up Your Sync Management App</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.se_concept_sync_intro.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Your Sync Engine</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;">Manage Visits</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_manage_calls.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Visits by Using the Offline Mobile
                    App</a>
                </p>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.retail_concept_admin_manual_creation_visit.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Visits by Using the Desktop
                    App</a>
                </p>
              </li>

            </ul>
            <ol>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_automatically.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits Automatically</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_job_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits by Using Job Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_trip_lists.htm&amp;type=5&amp;language=en_US" target="_blank">Create Visits by Using Trip Lists</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_multiple_calls.htm&amp;type=5&amp;language=en_US" target="_blank">Create Multiple Visits</a>
                </p>
              </li>

            </ol>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;">Sync Your Data Between Salesforce and Offline Mobile
            App</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.se_concept_sync_intro.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Your Sync Management App</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Admin</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_user_offline_app_sync.htm&amp;type=5&amp;language=en_US" target="_blank">Sync Your Data</a>
                </p>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p dir="ltr">Supervisor</p>
            <p style="margin-bottom:0;" dir="ltr">Sales Rep</p>
          </td>

        </tr>
        <tr class="">
          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Analyze Business Data</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://help.salesforce.com/s/articleView?id=ind.retail_admin_analytics_advanced_datamodel_deploy.htm&amp;release=264.0.0&amp;type=5" title="Analytics for Consumer Goods - Advanced Data Model gives your sales team actionable insights into your account-level business performance. Sales managers can use the app to increase sales, improve account compliance, identify accounts at risk, and maximize sales rep effectiveness. Sales reps get account-level insights on visits, sales, compliance, and top-selling products.">Deploy and Use Analytics for Consumer Goods -
                    Advanced Data Model</a>
                </p>
              </li>

              <li dir="ltr">
                <p dir="ltr">
                  <a href="https://trailhead.salesforce.com/content/learn/trails/use-tableau-crm-for-consumer-goods-cloud" target="_blank">Use CRM Analytics for Consumer Goods Cloud</a>
                </p>
              </li>

            </ul>
          </td>

          <td dir="ltr" class="slds-cell-wrap" style="vertical-align:top;">Sales Manager</td>

        </tr>
      </tbody>
    </table>