Create or clone a user profile to set up a route sales user in Consumer Goods (CG) Cloud. Then assign the route sales user permission set. This setup enables the user to manage and carry out retail store activities using the CG Cloud mobile app.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
| To set up a route sales user profile: | System Administrator |
Consumer Goods Cloud doesn't provide a separate user profile for route sales users out of the box. Incase you want to clone, you must have an existing user profile in the org.
- Upload Route Sales User Persona Static Resource Data. If you're upgrading to the Consumer Goods Cloud Winter ’26 managed package, upload the RetailRouteSalesData static resource files. See Additional Steps to Upgrade Managed Packages for Winter ’26.
- Verify that a custom role mapping for Route Sales User exists in Custom Role User Mapping. See Review Custom Permission User Role Mappings.
- Assign the CGCloud Retail Route Sales User to the user. See Assign Permission Sets to Managed Package Users.
- In Sync Configuration, assign the Route Sales sync configuration to a role or directly to the user. See Map Users, Roles, and Profiles.
The Route Sales sync configuration makes sure that the data is synced to the Consumer Goods (CG) Cloud offline mobile app. The CG Cloud offline mobile app syncs data based on tracked objects, named queries, and named fetch trees mapped to the sync profile. Once the permission set and sync configuration are mapped, the user can carry out the configured retail store activities.
If necessary, change the design contract for consumption experience on the mobile app to carry out order activities.