Consumer Goods Cloud

Configure Consumer Goods Cloud Retail Execution

Set up store visits, visit templates, surveys, scoring and field rep tooling so field sales teams can run retail execution in Consumer Goods Cloud.

26 tasks
Method

How MeshMesh does it

  1. Connects to the target org through the Salesforce CLI. When that connection fails, nothing else happens.
  2. Builds the field rep pieces as metadata: flows, prompt templates, agent pieces and permission sets.
  3. Builds and deploys Lightning Web Components, FlexiPages and custom tabs, such as a native dashboard or a Lightning app with a publish tool in a modal.
  4. Works through large builds in waves, running tests as it goes, and redesigns scoring such as the Perfect Store Index.
  5. Uses the browser UI when metadata cannot reach a setting. In one case a managed package app could not be changed through metadata, so the tab was added through the browser.

Related work: Configure Consumer Goods Trade Promotion Management.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Consumer Goods Cloud25 tasks