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Create a Sales Org

Create a sales org to segment data based on your business processes by geography, product division, or account team. Segment configurations by business in one Salesforce org. Manage multiple markets (multi-markets) in one Salesforce org. You can also create multiple sales orgs.

Required Editions

Add sales org values in the sales org and business area picklist value sets.

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create a sales org:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From the App Launcher, find and select Sales Organization, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Name Name of the sales org.
    Sales Org Value Global sales org value.
    Business Unit Business unit attached to the sales org.
    Currency

    Currency of the sales org. The options are:

    • US Dollar
    • Canadian Dollar
    • Yen
    • Pound Sterling
    • Euro
    • Norwegian Krone
    • Swiss Franc
    • Russian currency
    Default Price List Type

    Default price list type of the sales org. The options are:

    • Wholesaler
    • Direct Customers
    • Non-Relevant
    Default Price Type

    Default price type of the sales org. The options are:

    • Factory
    • Customer
    • Non-Relevant
    Global Sales Org Determines whether the sales org is global. You can mark only one sales org as global.
    Address
    Street Street name and number of the sales org.
    Postbox Postbox location of the sales org.
    No Unique number related to the post office.
    Zip Code Postal code of the sales org.
    State State of the sales org.
    Phone Phone number of the sales org.
    Fax Fax number of the sales org.
    City City of the sales org.
    Country Country of the sales org.
    Email Email of the sales org.
    Distance Unit Unit of measurement of distance.
    Geofence Distance Maximum permissible distance (in kilometers) for geofencing validation at start-of-day, at end-of-day, or during a visit. The default value is 0.5 (500 meters).
    Description
    Description Language 1/2/3/4 Description of the sales org.
    Payment Information
    TIN Tax jurisdiction code.
    Account Number Bank account number of the sales org.
    Bank Name of the bank.
    Bank Code Code of the bank and branch.
    IBAN Country code of the bank.
    BIN Book identification number.
    Legal Information Legal information related to payments.
    SWIFT Unique business identification code assigned to the bank. It’s used to transfer money through methods such as international wire transfers and SEPA payments.
    Sales Organization Language
    Language 1/2/3/4 Mandatory language and three additional languages configured for the sales org.
    Settings
    First Week of Year

    Identifies the first week of the year. The options are:

    • Use System
    • First January
    • First Four Days
    • First Full Week
    First Day of Week Identifies the first day of the week. The options are the days of the week.
    Promotion Aggregation Level

    Level of product hierarchy at which the key performance indicators of a promotion are aggregated. The options are:

    • Category
    • Sub Category
    • Brand
    • Flavor
    • Package
    • Product
    Pricing Units
    Weight Unit

    Unit of measurement of the weight of the product. The options are:

    • Kg
    • Ton
    • Pound
    • Oz
    Volume Unit

    Unit of measurement of the volume of the product. The options are:

    • Liter
    • Gallon
    • Cubic Meter
  3. Save your changes.

Map relevant users to the sales org for desktop and mobility.

See Also