Users performing Consumer Goods Retail Execution activities require the appropriate combination of Retail Execution, Industries Visit, and Action Plans permissions.
Lightning Retail Execution Plus provides access to Consumer Goods Retail Execution capabilities for strategic-sales users. Salesforce lists Lightning Retail Execution Plus among the available Retail Execution permission set licenses used to enable Consumer Goods features.
The Industries Visit permission provides access to industry-specific Visit functionality. Visits are fundamental to Retail Execution because they represent scheduled interactions between field representatives and Retail Stores. The permission set supplies access to objects involved in visit execution, including Visit, Assessment Task, Assessment Task Definition, Action Plan, Action Plan Template, and related records.
The Action Plans permission enables users to access and manage Action Plans. Action Plan Templates define the repeatable activities that are subsequently associated with Visits and executed by field representatives.
Salesforce ' s setup instructions direct administrators to assign a Retail Execution permission set together with Action Plans and Industries Visit to users who require access to visits, tasks, and related Retail Execution capabilities. Sales Quotations addresses a different commercial process.
Study Guide Topics:Platform - > Permission Sets - > Lightning Retail Execution Plus - > Industries Visit - > Action Plans
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