Assign
users to a sales org so that users can use Consumer Goods Cloud. You can assign a user to multiple
sales orgs. A user can actively work in only one session of the default sales org and can work
only with the data of the default sales org consistently. For example, a user who’s assigned to a
sales org and is setting up a new activity can assign the accounts, products, and questions
related to that particular sales org only.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
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From the App Launcher, find and select
Sales
Organization.
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Select a sales org.
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In the User related list, click New.
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Provide these details:
| Field |
Description |
| Information |
| Sales Organization |
Name of a sales org. |
| User |
Name of a user. |
| Default Settings |
| Default Visit Template |
Default visit template showed when a user creates a visit on a mobile device. If
this field is empty, then the value defined in the System Settings is considered. |
| Default Customer |
Default customer showed when a user creats a visit on a mobile device. If this field
is empty, then the customer must be selected manually |
| User Settings |
| Work Begins |
Start of work time in hh:mm time format. The start time of the job is applicable in
Visit Planning using Trip List and Multiple Visits. If this field is empty, then the value
defined in the System Settings is considered. If the value is not defined in the system
settings, then 9 is considered as the start time. |
| Work Ends |
End of work time in hh:mm time format. The end time of the job is applicable in
Visit Planning using Trip List and Multiple Visits. |
| Works on Sunday / Monday / Tuesday/ Wednesday / Thursday / Friday / Saturday |
Indicates whether a user works on a day of the week. |
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Save your changes.
