Retail Execution Lightning Plus provides the Retail Execution entitlement associated with strategic sales functionality in Consumer Goods Cloud. Einstein Visit Recommendations operate within the Retail Execution environment and help sales managers and field representatives determine which stores should be visited based on configurable recommendation strategies.
Salesforce documents the Lightning Retail Execution Plus permission set license as the Retail Execution license for Consumer Goods strategic sales users. The Retail Execution license framework provides access to Consumer Goods capabilities that are not included in the underlying Salesforce user license.
Einstein Visit Recommendations must also be enabled in Setup. Once configured, authorized sales managers and field representatives can create recommendation requests and schedule store visits based on the recommendations returned by Salesforce. Recommendation logic can be implemented using either a Flow strategy or a Next Best Action strategy, enabling organizations to align the feature with specific business-planning requirements.
CRM Analytics permission sets govern access to analytics applications and dashboards, while Lightning Direct Store Delivery provides access to DSD-specific functionality. Action Plans provide access to the Action Plan framework. For Visit Recommendation execution within Retail Execution, Retail Execution Lightning Plus is the applicable choice.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Retail Execution Permissions - > Recommendation Strategies
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