Substitution Management

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 Has anyone else experienced something similar or found a clean way to fully revoke access once the substitution is no longer valid?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