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Manage Custom Setting for Substitution Valid for Today in Consumer Goods Cloud

Starting Spring ’25, users can activate account substitution which is valid for the current date, even without having complete privileges to add account team members to the substituted account. However, the user activating the substitution still needs to be the customer manager for the related account. Up until Winter ’25, the activation of account substitution which is valid for current date, didn't work if the user didn't have complete privileges to add account team members to the substituted account.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To create a custom setting:

CGCloud Business Admin

OR

CGCloud Retail Business Admin
  1. From Setup, in the Quick Find box, find and select Custom Settings.
  2. Find System Setting, and then click Manage.
  3. To add a setting, click New.
  4. Enter OvrideSharingForSubstTeamMbr as the name of the setting.
  5. Save your changes.