---
schema_version: "1"
id: caecd7c3937d189b48bbebc146b82f8aa0c71287e89d6abf7178e8af1e706a37
title: Create Customer Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_customer_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 54f72da6e829f418d65647eb8f0e8065dabb83bf6ed82de7a0822c2c0ed148f8
description: Make administration easy by grouping customers into customer sets. For example, to associate a promotion to a large number of customers, create a customer set, and then assign the promotions to the set.
products:
  - Consumer Goods
release: "264"
---
# Create Customer Sets

Make administration easy by grouping customers into customer sets. For example, to associate a promotion to a large number of customers, create a customer set, and then assign the promotions to the set.

### 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="d9529e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9529e63 ">To create customer sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9529e63 ">
              <p>CGCloud Business Admin OR CGCloud Retail Business Admin</p>
              <p>OR</p>
              <p>CGCloud Supervisor OR CGCloud Retail Supervisor User</p>
              <p>OR</p>
              <p style="margin-bottom:0;">CGCloud Sales Support</p>
            </td>

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

1. From App Launcher, find and select **Customer Sets**, and then click **New**.
2. Select a sales org for the customer set.
3. Enter description
4. Save your changes.

- **[Add Customers to Customer Sets](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_customer_sets.htm&release=264.0.0&type=5)**  
    Add customers with similar requirements to a customer set. Always add customers from the same sales org as the customer set.
- **[Add Managers to Customer Sets](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_managers_customer_sets.htm&release=264.0.0&type=5)**  
    Assign managers to customer sets. The management relation between a user and a customer set has a validity period.