---
schema_version: "1"
id: 96636e51b8afacd86d570a1670e820e74f423313dac94e2217152d576ef014c0
title: Add Customers 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_customers_activity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_customers_activity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d026c0e15141d82ea1562f699eb091046524b674966b74d83740db71472e12ce
description: You can add a customer to an activity only if you select Consider Customer for the associated activity template. For event-driven activities, the job list generated from an activity is applicable to the customers that are added to the activity. For standard activities, questions and surveys are applicable to the customers added to the activity. You can exclude a customer for an activity by marking the customer as Excluded. The Activity Customers related list shows the customers who are added to an activity.
products:
  - Consumer Goods
release: "264"
---
# Add Customers to an Activity

You can add a customer to an activity only if you select Consider Customer for the associated activity template. For event-driven activities, the job list generated from an activity is applicable to the customers that are added to the activity. For standard activities, questions and surveys are applicable to the customers added to the activity. You can exclude a customer for an activity by marking the customer as Excluded. The Activity Customers related list shows the customers who are added to an activity.

### 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="d34297e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34297e63 ">To add customer to activities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34297e63 ">
              <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 Customers related list, click **New**.
4. Select a customer.
    
    The customer is added to the activity.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png)
    
    Note The sales org of an activity customer is populated based on the sales org of the activity. To add a customer to an activity, ensure that the sales org of a customer and activity is the same. You can’t edit the Customer field after an activity customer is created.
5. If you want to temporarily exclude the customer from the activity, select **Excluded**.
6. Save your changes.