Explore the Consumer Goods Setup Assistant (Optional)

The Consumer Goods app includes a Consumer Goods Setup Assistant tool that you can use to perform key setup tasks. Alternatively, you can perform these tasks from Setup and object tabs in the Consumer Goods app.

Required Editions

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
Warning
Warning The Consumer Goods Setup Assistant isn’t supported on the Salesforce mobile app. Attempts to use the assistant on the mobile app can result in exceptions.

If the Consumer Goods Setup Assistant tab doesn’t appear on the Consumer Goods app navigation bar, manually add the tab.

Important
Important The Consumer Goods Setup Assistant is recommended for admin users. Before enabling the Consumer Goods Setup Assistant tab for non-admin users, grant them the object access necessary to create and edit Consumer Goods objects. Also make sure that non-admin users understand that they can’t set up permissions.
  1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
  2. On the Lightning Experience App Manager Setup page, edit the Consumer Goods app.
  3. Select Navigation Items.
  4. Move Consumer Goods Setup Assistant to Selected Items, and then save your changes.
  5. From the App Launcher, find and open the Consumer Goods app.
  6. Select the Consumer Goods Setup Assistant tab.
    If you don’t see the Consumer Goods Setup Assistant tab, enable it for your profile.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click the profile that you want to update.
    3. Under Tab Settings, for Consumer Goods Setup Assistant, select Default On, and then save your changes.