---
schema_version: "1"
id: 0d94b414692d965fb1545ac1c3200a5fad48114e6fff5da1137b26626102ee36
title: Considerations for Retail Execution Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_permsets_retail_execution_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_permsets_retail_execution_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a57dfa6b2c59e8c67fc15346f867f14f9015bc0109b3b34be81691b0a7a77d8b
description: Review these important considerations for setting up permission sets.
products:
  - Consumer Goods
release: "264"
---
# Considerations for Retail Execution Permission Sets

Review these important considerations for setting up permission sets.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience </p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
              <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
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- Unmanaged Permission Sets:
    - The permission sets in the Permission Sets before Summer ’24 table are unmanaged. In the Permission Sets after Summer ’24 table, some permission sets such as CGCloud Retail User are also unmanaged. Unmanaged permission sets upload with the metadata during managed package installation. This occurs during the metadata deployment when you complete the post-installation tasks.
    - After a push upgrade, manually adopt any modified unmanaged permission sets, as noted in the Salesforce Release Notes.
- Metadata API Risk Mitigation: When you create profiles via Metadata API, there’s a risk of creating profiles without the necessary permissions. To mitigate the risk and to make sure that retail users have the necessary tab access for standard objects and user permissions for retail execution activities, if you’re creating profiles via Metadata API version 60 or later, assign the CGCloud Retail Standard User unmanaged permission set to all users in both the new and old permission set tables.
- Permission Set Customization: You can’t edit the new permission sets. For customized permission sets, clone the existing permission set, apply your changes, and assign it to the relevant users.
- License Requirements: Before you assign permission sets to a user, make sure that the user has the Consumer Goods User license.
- Permission Set Groups: Permission set groups aren't supported for Consumer Goods Cloud Mobile App users. Back-office and platform-only users who don't use the Consumer Goods Cloud Mobile App can use permission set groups as a standard platform feature.
- Relevant Assignments: Assign only those permission sets that are relevant to the user profile.