Sell sheet records contain groups of attachments to be used for sales folders. For
example, a sales folder for regional celebrations contains all attachments and articles related to
the special events spread across the year as sell sheets. For example, one sell sheet for
Halloween with the attachment links for different Halloween videos, one sell sheet with the
attachment links for different Christmas pictures, and another sell sheet with attachment links
for 4th July celebration videos.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To create a sell sheet: |
CGCloud Business Admin
OR
CGCloud Retail Business Admin
|
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From the App Launcher, find and select Sell Sheets, and then click
New.
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Provide these details:
| Field |
Description |
| Identification |
| Sell Sheet Name |
Name of the sale sheet. |
| Active |
Indicates whether the sales folder template is active. |
| Sales Org |
The sales organization to which the sales folder template belongs. It is editable
only during creation. Once saved, the value of this field cannot be changed. |
| Description |
| Description Language 1]/2/3/4 |
A description of the sales folder template in up to four languages, with the first
language being mandatory. |
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Enter a brief note.
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Save your changes.
