Organize and monitor various account and user tasks during retail execution by using Account and User Task objects.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
The image shows the objects to manage customer and user tasks.
| Object | API Name | Description |
|---|---|---|
| Account | Account | Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer. |
| Asset | Asset | Manufacturers can place items of value, such as a fridge or coolant at customers' locations to stock perishable items or products based on specific conditions. You can regularly track assets to evaluate their condition. |
| Customer Task | cgcloud__Account_Task__c | Customer-specific tasks such as repair, replacement, or service for an asset that you create during asset audit. |
| Customer Task Template | cgcloud__Account_Task_Template__c | Template to create various types of customer tasks, such as complaint or service. |
| Sales Organization | cgcloud__Sales_Organization__c | Business segments that you use to structure your data and business processes by your organizational unit. You can base business segmentation on geographical territories, product division, or account team. |
| Substitution | cgcloud__Substitution__c |
Manages the planned and unplanned absence of sales reps. You can assign a substitute rep to a customer when a service rep is unavailable. You can assign one substitute to one customer, multiple substitutes to one customer, or one substitute to multiple customers. This object stores both the substitution and the customer substitution records, and identifies the record based on the value in the Record Type field. |
| Task | Task | A standard object that defines a task. Supervisors or users set up tasks along with a priority and a due date. A task can be a user task or a notification. |
| User | User | Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor). |
| User Accountable | cgcloud__User_Accountable__c | Users can create tasks when you create a user-accountable record. |
| Workflow | cgcloud__Workflow__c |
Details of a workflow. You can use these details in various business processes such as
You can’t add a single workflow for multiple business processes at the same time. |