In the Consumer Goods Cloud, we don't provide a separate user profile for tour drivers.
Create a user profile or clone an existing Sales Rep user profile and assign the tour driver
permission sets in case you haven’t done so during the installation.
Required Editions
Make sure that multiple customers are added to a route.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions where Consumer
Goods Cloud is enabled |
| User Permissions
Needed |
| To set up a tour driver profile: |
CGCloud Business Admin
OR
CGCloud Retail Business Admin
|
-
To access the offline application, assign these permission sets to the tour
driver:
- Direct Store Delivery for Consumer Goods Offline Mobile App
- CGCloud Tour Driver OR (CGCloud Retail Tour Driver AND CGCloud Retail
User)
- Consumer Goods Cloud Mobile Sync User
-
Assign the DSD sync configuration to a new or existing user profile with a driver
persona.
-
Assign the user profile to the tour driver with the CGCloud Tour Driver Or (CGCloud
Retail Tour Driver and CGCloud Retail User) user permission set.
You can assign the DSD sync configuration to a role or directly to a user.
