Install the Account Sharing Add-On

Download and install the CGCloudAddOns file from the add-on repository.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To install CGCloudAddOns:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.
  2. Select CGCloudAddons, and then click View file.
    The cgcloud_CGCloudAddons file is downloaded.
  3. Extract the file.
  4. From the command prompt (Windows) or Terminal (Mac), go to cgcloud__CGCloudAddOns|retail|batches|Account Sharing.
  5. Deploy these folders using these Salesforce CLI commands:
    • sf project deploy start --source-dir ./force-app/main/default/triggers --target-org <username/alias>
    • sf project deploy start --source-dir ./force-app/main/default/objects --target-org <username/alias>
    • sf project deploy start --source-dir ./force-app/main/default/classes --target-org <username/alias>

These triggers, classes, and objects are deployed:

  • AccountRelationShipTrigger that runs on the Customer Relationship object and AccTradeOrgHierarchyTrigger that runs on the Customer Trade Org Hierarchy object.
  • The handler and the test classes used by the triggers for their respective objects.
  • The Sharing_Criterion__c field in the Account object.
  • The AccountSharingCriterionBatch batch.

See Also