Activating CG Cloud in Salesforce

Table of Contents

Enable Features to Your Organization
Assign Required Permission Sets to Admins and Mobile Users

To obtain access to the CG Cloud objects, create a case in Salesforce.

Admins should enable CG Cloud support in the required Salesforce organization. Once the CG Cloud functionality is enabled for your Salesforce organization, perform the actions in the Set Up Retail Execution guide.

Click to open the Set Up Retail Execution guide.

In this article, learn how to enable CG Cloud features in Salesforce.

After activating CG Cloud in your Salesforce org, set up retail execution.

Enable Features to Your Organization

There are a few features that can be enabled in your Salesforce organization. Some of them are required and others get you additional opportunities.

Required Features

Go to the Setup → Feature Settings.
1. Click Retail Execution Setting and turn on the Retail Execution option.
Go to Setup → Company Settings → Maps and Location Settings → turn on the Enable Maps and Location Services (powered by Google) option.

If needed, turn on the Enable autocomplete on standard address fields (Lightning Experience, the mobile app, and Experience Cloud Aura sites only) option.

The setup is complete.

Image Recognition using Einstein Platform

To get the advantages from the Einstein Platform, for example, for recognition of products on the shelves:

Go to Setup → Einstein → Industries Cloud Einstein → Einstein Object Detection → turn on the Einstein Object Detection option.

The setup is complete.

Notes

A field rep can take notes for an overall visit or specific work tasks.

A map image on an address is static, but when online, a field rep can click a map image to open the Google Maps app.

Go to Setup → Feature Settings → Sales → Notes Settings → select the Enable Notes checkbox.

The setup is complete.

Assign Required Permission Sets to Admins and Mobile Users

The following permission sets should be assigned to a user depending on their role:

For admins, CG Analytics Admin.
For mobile users, CG Analytics User.
For all users, Action Plans and Industries Visit.

To assign the required permission sets to your users:

Go to Setup → Users → Permission Sets.
On the Permission Sets page, click the CG Analytics Admin permission set.
Click Manage Assignments.
Select users and click Add Assignments.
Repeat steps 2–4 and assign the CG Analytics User, Action Plans, and Industries Visit permission sets to users.

The setup is complete.