--- schema_version: "1" id: 85120c4bf8538c203ea64b3edf7bd2f434eb462d3e4a7045a488efe41b9518a3 title: Retail Execution Permission Sets From 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_from_summer24.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_permsets_re_from_summer24.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2bc06eab4b1fbb6adb735a8b60664f446e796c12fccb038a23974fe9292452dd description: Review the recommended managed package permission sets for different user roles within the Consumer Goods Cloud. products: - Consumer Goods release: "264" --- # Retail Execution Permission Sets From Summer ’24 Review the recommended managed package permission sets for different user roles within the Consumer Goods Cloud. ### Required Editions

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.
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