---
schema_version: "1"
id: 35eb9003a3f71d2081ecc6f19c49b281f079f3b72b7c493ec8012e0483c1cd0f
title: User and Substitution 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_user_or_substitution_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_user_or_substitution_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7541a5bbdc1ec9fdbf00094bfb8490cca8c61cb6d3cbc99d1d94dfdce28a007e
description: User and Substitution objects store and manage the substitutes for unavailable sales reps. The substitute performs key operations for the reps’ customers for specific periods.
products:
  - Consumer Goods
release: "264"
---
# User and Substitution Key Objects

User and Substitution objects store and manage the substitutes for unavailable sales reps. The substitute performs key operations for the reps’ customers for specific periods.

### 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 users and substitution.

![Objects under User and Substitution](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_userorsubstitution_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="d18089e74">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18089e77">API Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18089e80">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e74 ">Account</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">Account</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_user_or_substitution_key_objects__account" style="vertical-align:top;" headers="d18089e80 ">Information on customers with whom you conduct your 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="d18089e74 ">Customer Manager</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">cgcloud__Account_Manager__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e80 ">User assignments for an account using org units. User
              assignments can be direct or through the <a href="https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_account_manager_batch.htm&amp;release=264.0.0&amp;type=5" title="Manage account managers based on org unit customers and org unit users. By using the org unit customer and org unit user records, the batch adds, modifies, or removes the account managers for an account. When there are changes in the org unit assignments of customers and users, or you change the org unit structure. This batch job makes sure that each account is updated with the correct account managers based on the latest org unit structure. The AccountManagerOrgUnitBased batch saves the administrative effort to update each account manually and you can make org unit changes with a quick turn-around.">AccountManagerOrgUnitBased</a> batch
              process. Customer managers manage retail operations including order placement and
              visit creation, customer relationships, and team activities. They connect sales
              teams with their customers and are crucial for sales, service, and strategic
              planning. Customer managers are used to create account team members through the
              <a href="https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_enhanced_account_manager_batch.htm&amp;release=264.0.0&amp;type=5" title="Use this batch to create account team members from valid customer managers and provides the customer managers access to the account. This batch process adds the current customer managers to the Salesforce Account Team Member object.">EffectiveAccountManagerSyncBatch</a>
              process.
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e74 ">Sales Organization</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">cgcloud__Sales_Organization__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e80 ">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="d18089e74 ">Sales Organization User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">cgcloud__Sales_Organization_User__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e80 ">A user that is assigned to your sales org to manage retail activities.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e74 ">Substitution or Customer Substitution</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">cgcloud__Substitution__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_user_or_substitution_key_objects__substitution" style="vertical-align:top;" headers="d18089e80 ">
              <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="d18089e74 ">User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_user_or_substitution_key_objects__user" style="vertical-align:top;" headers="d18089e80 ">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="d18089e74 ">User Setting</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e77 ">cgcloud__User_Setting__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d18089e80 ">User settings related to an account, visit, calendar, working days,
              and KPI subset. You can personalize the Consumer Goods Offline mobile app by using
              user settings.</td>

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