---
schema_version: "1"
id: cbb614834a033c2ef5e21842c1f721abe9d9aeb963be426ce63f4bb3508e48f6
title: Create Customer Templates
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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 353349b6db3af39733b9f682a12257dab4594f2d470d4418b0907e0689177aba
description: Use the dynamic customer templates to create customers and to improve accuracy of modified data.
products:
  - Consumer Goods
release: "264"
---
# Create Customer Templates

Use the dynamic customer templates to create customers and to improve accuracy of modified data.

### 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="d22993e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e63 ">To create customer templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

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

1. From App Launcher, find and select **Customer Templates**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22993e119">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22993e122">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d22993e119 d22993e122 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Customer Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">Name of the customer template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">Indicates if a template is active. You can use only active templates to create
                  customers.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Initial Roles</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">
                  <p>Roles that a customer has initially. The options are:</p>
                  <ul>
                    <li>Customer</li>
                    <li>Delivery Recipient</li>
                    <li>Order</li>
                    <li>Payer</li>
                    <li>Store</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Record Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">Defines a record type. Based on the record type settings on a user setup page, the
                  field either autopopulates the value or shows a user-selected value.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">Sales org of the customer template. This field is editable only during
                  creation.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d22993e119 d22993e122 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">Description of a customer template in the languages configured for the sales org.
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d22993e119 d22993e122 ">Calculation Settings</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Available Product Level</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">
                  <p>Product levels for a customer. The options are:</p>
                  <ul>
                    <li>Category</li>
                    <li>Sub Category</li>
                    <li>Brand</li>
                    <li>Sub Brand</li>
                    <li>Product Price Group</li>
                  </ul>
                  <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                    <div class="slds-media slds-media_responsive">
                      <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png" alt="Note"></span></div>
                      <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> You can select up to four product levels for a customer
                        template.</div>
                    </div>
                  </div>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e119 ">Plan Dependent KPI Set</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d22993e122 ">KPI set used for defining KPI definitions in the account plan of a customer. Only
                  KPI sets with value of the Usage field as Plan and the Child Object Dependency field as
                  True are available for selection.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes,