Review the recommended managed package permission sets for different user roles within the Consumer Goods Cloud.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| Permission Set | Gives permissions to | Admin | Sales Rep | Supervisor | Tour Driver | Route Sales User | Worker | Analytics User | Hybrid User | Managed Permissions? |
|---|---|---|---|---|---|---|---|---|---|---|
| Core & Role-Based Access | ||||||||||
| CGCloud Retail Admin User | Core object access such as Accounts and Visits, and master-detail objects. | X | - | - | - | - | - | - | - | Unmanaged |
| CGCloud Retail Business Admin | Create/maintain org units, sales orgs, processes, and templates. | X | - | - | - | - | - | - | - | Yes |
| CGCloud Retail Sales User | Provides role-based access for sales users. | X | X | - | - | - | - | - | - | Yes |
| CGCloud Retail Supervisor User | Provides role-based access for supervisors. | X | - | X | - | - | - | - | - | Yes |
| CGCloud Retail Tour Driver | Provides role-based access for tour drivers. | X | - | - | X | - | - | - | X | Yes |
| CGCloud Retail Route Sales User | To perform store visits during tours. | - | - | - | - | X | - | - | - | Yes |
| CGCloud Retail Hybrid User | Provides access for hybrid users to perform store visits. | X | - | - | - | - | - | - | X | Yes |
| CGCloud Retail User | Core object access such as Accounts and Visits, and master-detail objects. | - | X | X | X | X | - | - | X | Unmanaged |
| CGCloud Retail Worker | Core object access for worker processes. | - | - | - | - | - | X | - | - | Unmanaged |
| CGCloud Retail Analytics User | Core object access for analytics users. | - | - | - | - | - | - | X | - | Unanaged |
| CGCloud Retail Data Analyst | Provides role-based access for data analysis. | - | - | - | - | - | - | X | - | Yes |
| Feature-Specific | ||||||||||
| Action Plans | Enables functionality for creating and managing action plans. | X | X | X | X | X | - | - | X | Yes |
| Industies Visit | Enables functionality for managing industry-specific visits. | X | X | X | X | X | - | - | X | Yes |
| Penny Perfect Pricing | Grants access to use the Penny Perfect Pricing feature. | X | X | X | X | X | - | - | X | Yes |
| Direct Store Delivery for Consumer Goods Offline Mobile App | Use DSD and Van Sales features on desktop and mobile. | X | - | - | X | - | - | - | X | Yes |
|
Retail Execution Assign any one of the RE permission set to the user. |
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| Lightning Retail Execution Starter | Grants access to use the Retail Execution features. | X | X | X | X | X | X | X | X | Yes |
| Lightning Retail Execution Merchandiser | Grants access to use the Retail Execution features. | X | X | X | X | X | X | X | X | Yes |
| Lightning Retail Execution Plus | Grants access to use the Retail Execution features. | X | X | X | X | X | X | X | X | Yes |
| Lightning Retail Execution Contractor | Grants access to use the Retail Execution features. | X | X | X | X | X | X | X | X | Yes |
| Mobile and Sync | ||||||||||
| Consumer Goods Cloud Mobile Sync Admin | Deploy apps, configure sync, and monitor mobile activities. | X | - | - | - | - | - | - | - | Yes |
| Consumer Goods Cloud Mobile Sync User | Allows a user to sync data on their mobile device. | X | X | X | X | X | Yes | |||
| Worker and Background Processes | ||||||||||
| CGCloud Retail Account Hierarchy Flattening Worker | Worker permissions for account hierarchy flattening process. | X | - | - | - | - | - | - | - | Yes |
| CGCloud Retail Account Segmentation Worker | Worker permissions for account segmentation process. | X | - | - | - | - | - | - | - | Yes |
| CGCloud Retail Advanced Pricing Worker | Worker permissions for the advanced pricing engine. | X | - | - | - | - | - | - | - | Yes |
| CGCloud Retail Org Unit Hierarchy Flattening Worker | Worker permissions for org unit hierarchy flattening process. | X | - | - | - | - | - | - | - | Yes |
| CGCloud Retail Data Analyst | Grants permissions for data analysis capabilities. | X | - | - | - | - | - | - | - | Yes |