---
schema_version: "1"
id: a06b22a02202d570af5677f45d003575929e3370434de6b96ed8ef3644e659d2
title: Account and User Task Key Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_reference_admin_customer_task_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_customer_task_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: becb21c5ef551bf69d9e7814c57c3e9c0deff7c4ef0085db1911c024cbda52ad
description: Organize and monitor various account and user tasks during retail execution by using Account and User Task objects.
products:
  - Consumer Goods
release: "264"
---
# Account and User Task Key Objects

Organize and monitor various account and user tasks during retail execution by using Account and User Task objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

The image shows the objects to manage customer and user tasks.

![Objects under Customer and User Task](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_retail_customertask_keyobjects.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62528e74">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62528e77">API Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62528e80">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Account</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">Information on customers with whom you conduct business. An account can
              be a retailer, distributor, wholesaler, or consumer.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Asset</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">Asset</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Customer Task</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__Account_Task__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">Customer-specific tasks such as repair, replacement, or service for
              an asset that you create during asset audit.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Customer Task Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__Account_Task_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">Template to create various types of customer tasks, such as complaint or
              service.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Sales Organization</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__Sales_Organization__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Substitution</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__Substitution__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">
              <p>Manages the planned and unplanned absence of sales reps.
              </p>
              <p>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.</p>
              <p style="margin-bottom:0;">This object stores
                both the substitution and the customer substitution records, and identifies the
                record based on the value in the Record Type field.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Task</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">Task</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">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. </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">Specific business roles for a sales org. Users conduct retail activities
              based on the defined role (for example: sales rep or supervisor).</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">User Accountable</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__User_Accountable__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">Users can create tasks when you create a user-accountable record. </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e74 ">Workflow</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e77 ">cgcloud__Workflow__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d62528e80 ">
              <p>Details of a workflow. You can use these details in various
                business processes such as&nbsp;</p>
              <ul>
                <li>Customer Task</li>
                <li>Daily Report</li>
                <li>Job Definition List</li>
                <li>Order&nbsp;Promotion</li>
              </ul>
              <p style="margin-bottom:0;">You can’t add a single workflow for multiple business processes at the same
                time.</p>
            </td>

          </tr>
        </tbody>
      </table>