Sales Organization Management

The Sales Organization object represents the customer company.

You can specify sales organization records per country and bricks, customer departments, or according to other criteria.

  • If you use customer ERP + Salesforce CRM, you can inherit the client segmentation from ERP for Sales Organization.

  • If you use only Salesforce CRM, the segmentation can be inherited from the CT CPG or CT Pharma package.

Read the Sales Organization description and configuration:

To configure the Sales Organization record:

  1. Check the target system segmentation options to specify Sales Organization for unique territories and specific distributors.

    A representative should have access to the target system objects, such as CT Product, CT Product Component, an Activity object, etc.

    It is necessary to check the representative and manager permissions to target system objects. Also, if additional custom objects will be created, for example, an Address object, permission for representatives and managers should be specified.

  2. Configure the main CT Orders settings, such as the object setting, layout settings, etc.

    A representative should have at least permission to read records and all fields of the Settings object. Users with the manager role can also have permission to edit records.

  3. Optionally, customize the Sales Organization Lightning page in the Lightning App Builder.

    The Lightning page should be available for representatives and managers.

  4. Create a Sales Organization.

    A representative should have permission to read records and all fields of the Sales Organization records. Users with the manager role can also have permission to edit records.

    Available options:

    • create a Sales Organization for Salesforce CRM;

    • relate a Sales Organization with a record in the customer ERP system.

  5. Assign users for Sales Organizations. Users should have the same permissions as listed in the steps above.

  6. Assign at least one Catalog for a Sales Organization.

    The Catalog record should include CT Product records, be assigned to at least one Account record that relates to selected CT Products, and be active as well as Catalog Line Items records should be active too.

    The representative should have permission to read records of the Catalog and Catalog Line Item, CT Price Book, and CT Price Book Line Item, as well as access to the Lightning pages for these objects.

  7. Assign at least one Price Book for a Sales Organization.

  8. Optionally, specify Promotions and pricing procedures.

The Sales Org is configured. The sales rep can create an order.

See also:

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