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* Consumer Goods Cloud *

Welcome! This group is dedicated to your success with Salesforce Consumer Goods. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

Hi community, 

 

We're stuck on **Consumer Goods Cloud Processing Services** in a new implementation project sandbox and would appreciate any experience or guidance. 

 

## Environment 

- **Org:** Sandbox, Summer '26 (API 67.0) 

- **Package:** `cgcloud` 262.2 (Enhanced Data Model) 

- **Feature:** Penny Perfect Pricing V2 — `ScheduleCGCloudServiceComplexPricing` 

 

## Issue 

All Processing Services batch jobs fail in the same place when

onBackendV2 runs as a @future

 

Session not found - Session Cache not supported` 

 

Apex logs show 0 `CALLOUT_REQUEST` / `CALLOUT_RESPONSE.  

The failure happens after loading `Off_Platform_Endpoint_Map__mdt` (114 rows) and before any `OffPlatformCallout` HTTP call. 

 

Affected classes (same error pattern): 

- `ScheduleCGCloudServiceComplexPricing` 

- `ScheduleCGCloudServFlattenAccHierarchy` 

- `ScheduleCGCloudServiceFlattenOrgUnit` 

 

AsyncApexJob shows: Completed, Errors = 0 — the exception appears to be caught internally. 

 

## What we've already configured 

- Processing Services Pairing App → Connected / registration complete 

- ECA: CG_Cloud_Processing_Services + JWT cert CGCloud_Services 

- Integration user: CGC Processing Services Register PSL + CGCloud Retail Business Admin 

- PS user: Register PSL + Advanced Pricing / Flattening worker permission sets 

- Platform Cache cgcloud.CGCPSSession: Session = 2 MB, Org = 0 MB 

- System setting CGCloudServiceComplexPricing = true (PPP V2) 

- Batch Process Configuration: Flatten Acc, Flatten Org Unit, Complex Pricing (SO 0001) 

- cgcloud.Scheduler scheduled hourly — fires successfully 

 

## Outcomes 

- CP_Pricing_Condition__c = 0 

- Batch_Run_Status__c = 0 

- Pricing Condition Stage records remain unprocessed (Status = `n`) 

 

## Our understanding 

The managed package appears to resolve off-platform session via Cache.Session / partition cgcloud.CGCPSSession inside @future. Platform Session Cache is not available in async Apex — which matches the error text. 

 

Pairing UI "Connected" and inbound JWT (PS → SF Login History success) don't seem to populate whatever session state `onBackendV2` needs for outbound callouts. 

 

## Questions for the community 

1. Has anyone seen this exact error with Processing Services pairing showing Connected? 

2. Is there a missing bootstrap step after pairing (beyond BPC + Scheduler) that populates off-platform session for async batches? 

3. Any known issue with cgcloud 262.x on Summer '26 sandboxes? 

 

Thanks in advance — we'll also open a Salesforce Support case, but hoping someone in the community has hit this before.

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Hi All, 

 

I have recently started preparing for salesforce consumer goods cloud. I am not able to find out right trail to prepare for CG cloud. can someone please help? Thanks.

1 respuesta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    26 ago, 20:10
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#Security

12 comentarios
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Hi everyone 👋  

 

we’re currently setting up a Substitution Management process in Salesforce Consumer Goods Cloud

to handle temporary user replacements — for example when a field rep is on vacation and another user should access their assigned Accounts, Contacts, Visits, and related records   

 

We’ve been testing the standard Substitution Management feature and it seems to work fine for Accounts and Visits. However, we’re not entirely sure about the full functional scope — especially regarding Order Management

, activities, and permission handling in detail.  

 

One thing we’ve also noticed during testing: 

Even after a substitution period had expired (and the substitution record was deleted), the substitute user could still see the accounts of the replaced user. Has anyone else experienced something similar or found a clean way to fully revoke access once the substitution is no longer valid?  

 

I’ve already checked the Salesforce Help documentation, but it only covers the basic setup (validity period, activation, etc.), not the behavioral details.  

 

👉 Has anyone implemented Substitution Management in a real Consumer Goods Cloud setup and could share best practices, technical details, or documentation about how it behaves across objects like Orders, Activities, and Visits?  

 

Any insights or lessons learned would be really appreciated! 🙏  

 

Thanks a lot in advance! 

Katrin

3 respuestas
  1. 30 jul, 14:49

    Hi @Katrin Feldmann

     

    I'm running into exactly the same behavior in our CG Cloud setup. The substitute user continues to see the accounts even after the substitution has ended.

    Did you ever find a solution or understand why this happens? I'd love to hear how you resolved it, if you did. 

     

    Thanks in advance! 🙏

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We have provisioned a new Consumer Goods Cloud (CG Cloud) org and are trying to develop a new CG Cloud Mobile application using CG Cloud Modeler.

The issue we are facing is that the newly provisioned org does not contain any preconfigured mobile application metadata such as UI Contracts, Process Flows, or Deployment Packages.

Current Situation

  • CG Cloud managed package is installed.
  • Sync Management is available.
  • Mobile application login is working.
  • There are no existing UI Contracts available in the org.
  • There are no existing custom Application modules (Cockpit, Dashboard, Home, etc.).
  • There are no Deployment Packages containing a base mobile application.

We have an older CG Cloud Modeler project from another org, but we no longer have access to that source org. We are trying to avoid migrating a large legacy application and instead want to build a new, minimal application for this new org.

Questions

  1. Does Salesforce provide a base CG Cloud Mobile application or starter project that can be imported into a new org?
  2. Is there a supported way to generate the initial UI Contracts, Process Flows, and Application metadata for a brand-new CG Cloud org?
  3. Are there any sample Deployment Packages or reference applications that can be downloaded for new implementations?
  4. What is the recommended process for creating a brand-new CG Cloud Mobile application using Modeler in a fresh org?
  5. Is there any documentation describing the minimum required Application, UI Contracts, Process Flows, Sync Configuration, and Tracked Objects needed to create a working mobile application from scratch?

Expected Outcome

We would like to create a minimal CG Cloud Mobile application that:

  • Authenticates successfully.
  • Synchronizes with the new org.
  • Displays a simple Home screen.
  • Can later be extended with additional business modules.

If there is an official starter template, sample project, reference implementation, or recommended setup guide, please provide the appropriate documentation or download location.

Thank you.     @* Consumer Goods Cloud * 

2 respuestas
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We are facing an issue in offline CG cloud app, where users are intermittently getting sync issues, when they try to create an order it get stuck the sync fails, but when they uninstall and reinstall the app, it works fine again. Happens with most sales rep but one is specially facing the issue more. We checked the logs and found nothing conclusive 

 

@* Consumer Goods Cloud * 

1 respuesta
  1. 7 jul, 14:15

    Hi!  

    I have two suggestions for doing the investigation: 

     

    a) Replicate the issue using the modeler and verify the logs and API calls. 

     

    b) Enable trace mode for the user who is having more issues for a while. To do that, follow these steps directly on Salesforce:

    1. Access Salesforce and enter the "Sync Management" app.
    2. On the list view, find the user with more issues and click on the "Name" with prefix SMAI-*
    3. Go to the "Remote requests" section
    4. Select the "Request Name" called "Activate Trace Mode"
      1. Set the duration window during which trace mode will be enabled (enough time for the user to get the issue again)
      2. Select the "Log Area". In this specific situation, select only "Sync"; maybe it makes more sense.
      3. And "Save" the request.
    5. This request will go to the "Pending Requests" list, and you need to let the user know to do a sync to apply the request.
    6. The user will work normally; when the issue occurs, ask them to notify you.
    7. Now you need to get the log to analyze the issue. To do that, create a new request (following 2 and 3), choose "Request Logs," and save.
    8. Repeat step 5.
    9. After the sync, you will see the zip file with the log in the "Request History" section.

     

    I believe your issue is that some record was created by the user and an exception is being thrown during the sync. For example, validation rules, Apex exceptions, flow errors, etc... 

    This hypothesis is reinforced by the fact that the problem stops occurring when the app is reinstalled. In other words, the existing app data is deleted, and syncing resumes normally after that.

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Hi Everyone,

We are implementing Agentforce with Consumer Goods Cloud and have developed a custom Lightning Web Component (LWC) as a Custom Response Renderer to collect user inputs within the Agentforce chat.

The implementation works perfectly in Salesforce Lightning Experience (desktop). However, when we access Agentforce through the Consumer Goods Cloud Offline-First Mobile application, the custom LWC is not displayed in the chat window.

Has anyone implemented a similar solution or encountered this issue?

Specifically, we're trying to understand:

  • Are Custom Response Renderer LWCs supported in the Consumer Goods Cloud Offline-First Mobile application?
  • Are there any known limitations for Agentforce UI extensions on the Offline-First mobile app?
  • Is there any additional configuration required to render custom LWCs in the mobile application?
  • Has anyone found a workaround or alternative approach for collecting user input in Agentforce on the Offline-First app?

Any documentation, experience, or guidance would be greatly appreciated.

Thank you!  

 

Custom LWC renders in Agentforce on desktop but not in the CG Cloud Offline-First Mobile app. Is this a known limitation?

 

image.png

 

@* Consumer Goods Cloud * @* Salesforce Developers *

 

 

#Agentforce

3 respuestas
  1. 6 jul, 10:34

    Hi @Siri Nagapur

    We've looked into a similar requirement recently, and from our experience, Custom Response Renderer LWCs that work in Salesforce Lightning Experience are not always supported within the Consumer Goods Cloud Offline-First Mobile application.

    The Offline-First app uses a different rendering framework and has several UI limitations compared to the standard Lightning Experience. While Agentforce itself may be accessible, certain extensibility features—especially custom UI components such as Response Renderer LWCs—may not be rendered within the mobile application environment.

    A few things worth checking:

    • Verify whether the LWC is supported in Salesforce Mobile and Offline contexts, not just Lightning Experience. 

    • Review the latest Agentforce and Consumer Goods Cloud mobile documentation for supported component types and UI extension capabilities. 

    • Confirm that all required component targets and mobile configurations are enabled, although this alone may not resolve the issue if the framework itself doesn't support custom renderers. 

    • Test the same Agentforce implementation in the standard Salesforce Mobile App to determine whether the limitation is specific to the Offline-First application.

    If your goal is to collect user input on mobile, you may need to consider alternative approaches such as Flow screens, Quick Actions, or launching a dedicated mobile-supported experience from the Agentforce conversation, depending on the use case.

    I'd also recommend raising a Salesforce Support case, as support for Agentforce UI extensions in the Consumer Goods Cloud Offline-First app is still evolving and the latest guidance may not yet be fully documented.

    Please share an update if you find an official confirmation from Salesforce, as this would be valuable for others exploring similar implementations.

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I can't click New Order after clicking Visit. What configuration do I need to set up to enable New Order? 

 

Here's what I have set up: 

  • Tour
  • Route
  • Account (Customer Extensions, Visit)
  • Customer Template (Initial Roles = customer, deliveryrecipient, order, payer, store)
  • Sales Org is the same across all of them.

 

How do I get the New Order page to display the list of items to order?

 

@* Sales Cloud - Best Practices * @* Consumer Goods Cloud *

 

 

#Sales Cloud

2 respuestas
  1. 3 jul, 05:58

     You should verify that the customer has an assigned Product Catalog/Price Book and that it's linked to the correct Sales Org. If the New Order button is disabled or no products appear, it's often due to missing product assignments, permissions, or order configuration rather than the Tour or Route setup. Sharing a screenshot of the order setup or any error message would help pinpoint the issue. 

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Hi Everyone,

I am currently configuring Salesforce Consumer Goods Cloud and I’m facing three specific blockers on the Offline Mobile App. Despite following the standard configuration steps, I am hitting a wall.

Problem 1: Assessment Tasks not showing data

Inside the Retail Store Cockpit, I can see the Task headers (e.g., Inventory Check, Assets Check), but when I click into them, the screen is completely blank or shows no records.

Steps I have already performed:

  1. Definitions: Created Assessment Indicator Definitions and Assessment Task Definitions.
  2. Templates: Created an Action Plan Template (Target Object: Visit) and added the Task Definitions.
  3. Publication: Set the Action Plan Template to 'Active'.
  4. Visit Linkage: Created a Visit for a Retail Store and successfully generated the Action Plan from the template.
  5. Mobile Sync: Performed a 'Full Sync' on the mobile app.
  6. Permission Sets: Assigned CG Cloud Sales User and CG Cloud Refresh permissions to the user.

Problem 2: Order Creation Error ("Order is lesser than minimum value")

When attempting to save or submit an Advanced Order, I receive the following error: "The total value 0.00 of the Order is lesser than the minimum value 10 of the Order template. Choose a delivery date at least 0 workdays in the future."

Steps I have already performed to troubleshoot:

  1. Orderer Role: Verified that the Account has a Customer Extension record with the Orderer role set to 'Direct'.
  2. Templates: Linked the Order Item Template to the main Order Template.
  3. Pricing: Created a Condition Template (Absolute/Price) and a Customer Specific Product Condition for the items.
  4. The Issue: Even though quantity is entered, the Price and Receipt Value remain 0.00 in the basket, causing the minimum value validation to fail.    

     

Problem 3: "You can't create orders for a customer who isn't an orderer"

 

Even though I am visiting a Retail Store, I get an "Info" popup blocking me from starting a new order. 

Steps I have performed:

  1. Verified the Account linked to the Retail Store.
  2. Ensured the Account has a Customer Extension record.
  3. Checked the Orderer role checkbox and set it to 'Direct' with valid dates (2026-2070).
  4. Verified the user is assigned as a Customer Manager for that Account.
  5. Performed a Full Sync on the mobile app.    

     

    Questions for the Community:
    • Is there a specific Sales Org or Account Hierarchy setting that might cause the app to ignore the 'Orderer' flag?
    • Why would Assessment Tasks show as empty rows if the Action Plan is correctly generated?
    • Is there a "hidden" Search Sequence or Pricing Procedure step required for the offline mobile app to pick up new Condition records?

 

CG Cloud Offline Mobile App - Assessment Tasks not visible and

 

Media (24).jpg

 

Media (20).jpg

 

Media (12).jpg

 

Any help would be greatly appreciated! 

 

Media (15).jpg

 

#Consumer Goods Cloud

 

@* Consumer Goods Cloud *

2 respuestas
  1. 1 jul, 18:34

     Sorry, 

     I'm actually experiencing a similar issue - Items aren't showing up after selecting an Order Template. I went back to check for the 'Orderer' checkbox field in the Customer Extension, but I can't find this field. Which field is this exactly, and how do I set it up so I can select Items? 

     

    Thank you in advance. 

     

     

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I'm working on a CG cloud client demo. 

 In CG mobile App  Clicking CRM Analytics section doesn't works.   

The solution I found was assigning  CGCloud Analytics permission sets to user. 

There is another permission set  CG Analytics User  but that require license and in documentation I found that it's an add on. 

For a client demo purpose I didn't find this license in Partner demo org or trial version both. 

 

2 respuestas
  1. 25 may, 10:51

    @Saqib Ashraf seems to be like a licensing/provisioning limitation than a mobile app configuration issue.

    For CRM Analytics inside CG Cloud, assigning only the regular CG Cloud permission sets is usually not enough. Salesforce’s setup guidance requires the user to have CG Analytics User and CRM Analytics Plus User permission sets for Consumer Goods Analytics access. The important part is that CG Analytics User depends on the CRM Analytics for Consumer Goods add-on license, so if that license is not in the partner demo org or trial org, the mobile analytics section will not work fully (https://help.salesforce.com/s/articleView?id=ind.retail_admin_analytics_assignuser.htm&language=en_US&type=5

     

    For a client demo, the clean option is to use a CRM Analytics-enabled Agentforce Consumer Goods / CG Cloud demo org, or ask your Salesforce AE/partner team to provision the proper demo licenses. Trailhead also calls out that CRM Analytics is not available in a normal Trailhead Playground and requires a special CRM Analytics-enabled Consumer Goods Developer Edition org (Improve Retail Analysis with CRM Analytics

     

    I would also check that the analytics app/dashboard is actually created, the user has access to the dashboard/app, mobile links or analytics cards are configured, and the mobile app has completed a fresh sync. But if the required analytics permission set license is missing, this cannot be fixed only with CGCloud permission sets.

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