This lab will walk the user through the preliminary steps for setting up the system to ensure

appropriate visibility and access. These steps are standard to Salesforce and this lab will not
delve into those. Each of the items below links to the corresponding section in
[Link]

Setting up your retail org

1. Manage Information About Your Company
2. Select Your Language, Locale, and Currency
3. Define Your Fiscal Year
4. Supported Time Zones
5. Permissions for UI Elements, Records, and Fields
6. Control Who Sees What
7. User Profiles
8. Edit Object Permissions in Profiles
9. Permission Sets
10. Import Data Using Data Loader

Layout
Please note that some of the fields may not be visible in the default layout. To Change the
layout:
● Go to Setup
● Go to Object Manager
● Search for the object ( E.g. Product )
● Go to Page Layout
● Drag and drop your field to the appropriate section ( E.g. Drag ‘Display Url’ & ExternalID
to Details section )
● Follow the above steps for other objects ( E.g. Location for geo coordinates )
○ Drag ‘Location’ to Information section

Note: ​A few points to keep in mind while creating users for certain user profiles, or while
defining general company information.

● Create permission set

o Sales Manager
▪ Account - READ, CREATE, EDIT, DELETE
▪ Contacts - READ, CREATE, EDIT, DELETE
▪ Locations - READ, CREATE, EDIT, DELETE
▪ Retail Stores - READ, CREATE, EDIT, DELETE
▪ Retail Store Groups - READ, CREATE, EDIT, DELETE
▪ In-store Location - READ, CREATE, EDIT, DELETE
▪ Visit - READ, CREATE, EDIT, DELETE
▪ Retail Store KPIs - READ, CREATE, EDIT, DELETE
▪ Retail Visit KPIs - READ, CREATE, EDIT, DELETE
▪ Products - READ, CREATE, EDIT, DELETE
▪ Store Products - READ, CREATE, EDIT, DELETE
▪ Assortments - READ, CREATE, EDIT, DELETE
▪ Store Assortments - READ, CREATE, EDIT, DELETE
▪ Assortment Products - READ, CREATE, EDIT, DELETE
▪ Categories - READ, CREATE, EDIT, DELETE
▪ Product Category Products - READ, CREATE, EDIT, DELETE
▪ Catalogs - READ, CREATE, EDIT, DELETE
▪ Promotions - READ, CREATE, EDIT, DELETE
▪ Promotion Products - READ, CREATE, EDIT, DELETE
▪ Promotion Product Categories - READ, CREATE, EDIT, DELETE
▪ Promotion Channels - READ, CREATE, EDIT, DELETE
▪ Images - READ, CREATE, EDIT, DELETE
▪ Surveys - READ, CREATE, EDIT, DELETE
▪ Survey Invitations - READ, CREATE, EDIT, DELETE
▪ Survey Subjects - READ, CREATE, EDIT, DELETE
▪ Survey Response - READ, CREATE, EDIT, DELETE
▪ Campaigns - READ, CREATE, EDIT, DELETE
▪ Datasets - READ, CREATE, EDIT, DELETE
 ▪ Vision Models - READ, CREATE, EDIT, DELETE
▪ Detected Objects - READ, CREATE, EDIT, DELETE
▪ Example Objects - READ, CREATE, EDIT, DELETE
▪ (Custom Objects) - READ, CREATE, EDIT, DELETE
▪ ActionPlan - READ, CREATE, EDIT, DELETE
▪ ActionPlanItem - READ, CREATE, EDIT, DELETE
▪ AssessmentTask - READ, CREATE, EDIT, DELETE
▪ AssessmentIndicatorDefinition - READ, CREATE, EDIT, DELETE
▪ ActionPlanTemplate - READ, CREATE, EDIT, DELETE
▪ ActionPlanTemplateVersion - READ, CREATE, EDIT, DELETE
▪ ActionPlanTemplateItem - READ, CREATE, EDIT, DELETE
▪ ActionPlanTemplateItemValue - READ, CREATE, EDIT, DELETE
▪ Assessment Task Definition - READ, CREATE, EDIT, DELETE
▪ Assessment Task Indicator Definition - READ, CREATE, EDIT, DELETE
▪
o Sales Rep
▪ It could be similar to your sales manager. However you should define it
based on your business needs.
● Create Custom Object
o Eg: Refrigerator, Display Shelf
o Give CRUD permission to Sales Manager permission set for above Custom
Objects
● Create a Sales Manager User
 o Clone the “Standard User” profile. Let’s call it “Standard User SM”
o Edit the profile to give it “Activate Orders” by following these steps
▪ Setup -> Profile -> Select “Standard User SM” -> Edit -> Select “Activate
Orders” -> Save. (This is required for confirming the order on the mobile
app)
o Create User with “Standard User SM” profile and with “Salesforce CRM Content
User” permission
o Assign READ, CREATE, EDIT, DELETE permissions to the newly created
Custom Objects in “Sales Manager” permission set.
o Assign the “Sales Manager” Permission set to the new user
● For a user who is a sales rep, in the ​Advanced User Details​, select the checkbox for
Mobile User.
● Provide a minimum Read and View access to the following standard objects to the sales
reps for them to successfully perform their tasks:
o Account
o Address
o Contacts Products Promotions Retail Stores Store Groups Visits
o Visit KPIs
o Work Task
o Work Task KPIs
o Assessment Task Content Document
o Location
o Files
o In-Store Locations
o Assessment Indicator Definition
o Catalog
o Categories
 o Custom Objects
o Store
o Assessment Task
o Image

o (Custom object) - ViewAll

● Dataset​ - Read, View All

● Detected Objects​ - Create, Read, Edit, Delete
● Example Objects​ - Create, Read, Edit, Delete
● Images​ - Create, Read, Edit, Delete, View All
● Vision Models​ - Read, View All

Enable Retail Execution

To enable the Retail Execution functionality, follow these steps:

1. From Setup, enter Retail Execution in the Quick Find box.

2. Select Retail Execution Settings
3. Check Enable Retail Execution

Enable Maps and Location Services in Setup

To enable your organization’s map and location services:

1. From Setup, enter ​Maps​ in the Quick Find box, select ​Maps and Location Settings​,
then click ​Edit​.
2. Check Enable Maps and Location Services.
3. Click ​Save​.

Enable Notes

A sales rep can take notes for a visit or for work tasks. To enable the note-taking capability,
follow these steps:

4. From Setup, enter Notes in the Quick Find box.

5. Select Notes Settings, then click Edit.
6. Check Enable Notes.
4. Click Save.

Enable Surveys
To enable surveys, follow these steps:
1. In Setup, enter ​Survey​ in the Quick Find box.
2. Click ​Survey​ | ​Survey Settings​.
3. Enable Surveys.
4. To create surveys that are accessible to people who don’t have Salesforce accounts in
your company, select a community.

Enable Einstein Object Detection

To enable object detection, follow these steps:

1. In Setup, enter ​Einstein Object Detection​ in the Quick Find box.
2. Click ​Einstein​ | ​Industries Cloud Einstein​ | ​Einstein Object Detection​.
3. Enable Einstein Object Detection.

Installing Salesforce app

To install the app, follow these steps:

1. Go to App Store / Play Store

2. Search for “Salesforce”
3. Install ​Salesforce​ app
4. Launch the app
5. Tap on gear icon on the right upper corner of the screen.
6. Add new domain by tapping on “+” icon and enter the your domain
7. Enter following login credentials to login to the app : ​<​username> ​
8. When prompted, click on "Allow".
9. Once logged in, click on 3 dots ( ... ) on the right lower corner of the screen.
10. Click on Retail Execution to see the ReX home page with list of visits scheduled for today.

If prompted to change the password, please ignore it. Please do not change password.