--- schema_version: "1" id: 0ff1801b9c2e356b61749844bf10689af20da628079586bd02862a5f988446b0 title: Retail Execution Permission Sets Before Summer ’24 collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_permsets_re_before_summer24.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_permsets_re_before_summer24.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a05edbcd04458c159645455d407d1cc9882dd18f499b91b22d5cba907417788d description: Before Consumer Goods Summer ’24, permission sets were delivered as static resources (unmanaged permission sets) that customers had to add manually. To avail automatic managed package push upgrades, upgrade to Winter ’26 or higher. Migrate to managed permission sets and reapply your customizations to the new permission sets. products: - Consumer Goods release: "264" --- # Retail Execution Permission Sets Before Summer ’24 Before Consumer Goods Summer ’24, permission sets were delivered as static resources (unmanaged permission sets) that customers had to add manually. To avail automatic managed package push upgrades, upgrade to Winter ’26 or higher. Migrate to managed permission sets and reapply your customizations to the new permission sets. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

If you’re using pre-Summer ’24 version of Consumer Goods, review these unmanaged permission sets for various user profiles. Unmanaged permission sets are for historical purposes only and will no longer be updated.
Permission Set Description Admin Supervisor Sales Rep Tour Driver Hybrid User Route Sales User
Role-Based Access
CGCloud Business Admin Business admin permission set. X - - - - -
CGCloud Retail Business Admin Retail business admin permission set. X - - - - -
CGCloud KAM Key Account Manager permission set. X - - - - -
CGCloud Sales Support Sales support permission set. X - - - - -
CGCloud Sales User Role-based access for sales users. X - X - - -
CGCloud Supervisor Role-based access for supervisors. X X - - - -
CGCloud Tour Driver Role-based access for tour drivers. X -   X X -
CGCloud Route Sales User To perform store visits during tours on the CG offline mobile app. - - - - - X
CGCloud Hybrid User Role-based access for hybrid users. X - - - X -
CGCloud Inventory Manager Inventory management permission set. X - - - - -
CGCloud Mobility Addon Mobility addon permission set. X X X   X X
Feature-Specific
Action Plans Enables functionality for creating and managing action plans. X X X X X X
Industries Visit Enables functionality for managing industry-specific visits. X X X X X X
Penny Perfect Pricing Grants access to use the Penny Perfect Pricing feature. X X X X X X
Direct Store Delivery for Consumer Goods Offline Mobile App Use DSD and Van Sales features on desktop and mobile. X - - X X -

Retail Execution

Assign any one of the RE permission set to the user.
Lightning Retail Execution Starter Grants access to use the Retail Execution features. X X X X X X
Lightning Retail Execution Merchandiser Grants access to use the Retail Execution features. X X X X X X
Lightning Retail Execution Plus Grants access to use the Retail Execution features. X X X X X X
Lightning Retail Execution Contractor Grants access to use the Retail Execution features. X X X X X X
Mobile and Sync
Consumer Goods Cloud Mobile Sync Admin Deploy apps, configure sync, and monitor mobile activities. X - - - - -
Consumer Goods Cloud Mobile Sync User Allows a user to sync data on their mobile device. - X X X X X
Worker and Background Processes
CGCloud Account Hierarchy Flattening Worker Worker permissions for account hierarchy flattening process. X - - - - -
CGCloud Account Segmentation Worker Worker permissions for account segmentation process. X - - - - -
CGCloud Advanced Pricing Worker Worker permissions for the advanced pricing engine. X - - - - -
CGCloud Org Unit Hierarchy Flattening Worker Worker permissions for org unit hierarchy flattening process. X - - - - -
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_important.png) Important If you’re upgrading the Consumer Goods Cloud Managed Package, as an existing customer of the DSD and van sales capability, you can either assign the Direct Store Delivery for Consumer Goods Offline Mobile App permission set to the admin to use the DSD capability or deactivate the tour validation rules to avoid any newly introduced validation errors. See [Configure Tour Validation Rules](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_tour_validations.htm&release=264.0.0&type=5 "If you upgrade the Consumer Goods Cloud Managed package and are an existing user of the DSD and van sales capability, deactivate the validation rules for truck and trailer fields on the Tour object.") for more information.