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Retail Execution permission set licenses and user access

Key Takeaway

Give each Retail Execution user one of four Retail Execution permission set licenses (PSLs), matched to their persona. For CG Field Sales users, assign "Lightning Retail Execution Starter".

Agentforce Consumer Goods controls who can use Retail Execution by adding permission set licenses (PSLs) and permission sets on top of a user's standard user license. Each user gets one of four Retail Execution PSLs that matches their job. Extra PSLs and permission sets then open specific features, such as visits, action plans, Direct Store Delivery, and pricing.

Permission set licenses

You can assign any number of PSLs to one user. You build a user's access by stacking PSLs and permission sets on top of their standard user license.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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