Create a relationship between an org unit and a customer.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create customer conditions: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- From App Launcher, find and select Customers.
- Select a customer.
- In the Customer Org Units related list, click New.
- Enter an org name and the customer name.
- Activate the customer-org unit relationship.
- Enter the validity period for the relationship, and then save your changes.