Assign a customer
to an org unit to enable a business relationship between the org unit and the customer.
You can add up to 4,800 customers to an org unit. You can also delete, or edit
customers.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To add customer to org unit: |
CGCloud Business Admin
OR
CGCloud Retail Business Admin
|
-
From App Launcher, find and select Org Units.
-
Select an org unit.
-
From the Customer Org Units related tab, click New.
You can assign an org unit to a customer from the Customer Org Units related list of a
customer record page
-
Select an org unit.
-
Select a customer.
The sales org of the customer and the org unit must be the same.
-
Activate the assignment.
-
Enter the validity period of the relationship, and then save your changes.
