---
schema_version: "1"
id: cd8bd4b113d0597f680757a8d1f036468c575c4743f34304c988fc48f28fd94f
title: Add Customer Sets to an Activity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_assign_customer_sets_activity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_customer_sets_activity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d790b8c401c67555784d84c1ddd58353085791d71d64644ba08b4704d8d68ff
description: To add an activity to multiple customers quickly, add the relevant customer set to the activity. You can add a customer set to an activity only if Consider Customer Set is selected in the associated activity template. The Activity Customer Set related list shows records that link activities and customer sets.
products:
  - Consumer Goods
release: "264"
---
# Add Customer Sets to an Activity

To add an activity to multiple customers quickly, add the relevant customer set to the activity. You can add a customer set to an activity only if Consider Customer Set is selected in the associated activity template. The Activity Customer Set related list shows records that link activities and customer sets.

### 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>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29914e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29914e63 ">To add customer sets to activities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29914e63 ">
              <p>CGCloud Supervisor </p>
              <p>OR </p>
              <p>CGCloud Retail Supervisor User AND CGCloud Retail
                User</p>
              <p>OR</p>
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User</p>
            </td>

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

1. From the App Launcher, find and select **Activities**.
2. Select an activity.
3. In the Activity Customer Sets related list, click **New**.
4. Select a customer set.
    
    Ensure that the sales org of a customer set and activity is the same. You can’t assign a customer set twice to an activity.
5. Save your changes.