Getting Started

Step by Step Guide to getting started with Retail Execution

If you are brand new to Retail Execution as a Salesforce Partner, follow the steps below to get started on your journey.


    Partner Pocket Guide

    Partner
    Pocket Guide

    This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Retail Execution as a Salesforce Partner.

    Overview

    Enablement

    Get started with these Retail Execution Partner enablement tools.

    Enablement

    Events

    Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

    Visit Events Site
    Enablement

    Consumer Goods Cloud Accredited Professional

    The Consumer Goods Cloud Accredited Professional is designed for individuals with experience implementing Salesforce Consumer Goods Cloud solutions with an industry-specific data model. This exam is for those who want to demonstrate their skills and knowledge in building and deploying Consumer Goods Cloud solutions, including Data Setup, Visit Planning Visit Execution, Maps Integration, Cloud Extensibility, and more. Note: The current AP Credential is for the Base Data Model and Features of Consumer Goods Cloud.

    Learn About Exam

    Collaboration

    Get involved with these Retail Execution Partner enablement collaboration channels.

    Collaboration

    Partner Community

    Join the official CG Cloud: Retail Execution (REX) Experts group on Partner community and join Trailblazers from around the world.

    Visit Partner Community

    Demo Org Access

    Where do I get access to a Retail Execution Demo / Developer org?


    Resources

    Resource Description Added/Updated
    Partner Learning JourneyHigh level view of the technical learning journey for all Clouds, Platform including Consumer Goods Cloud - Retail ExecutionApril 2025
    Retail Execution First Call DeckInitial messaging on Consumer Goods Cloud can assist with Retail ExecutionApril 2025
    Ask the Experts - Recordings & DecksSeries of Videos prepared by Product SMEs to address various questions about Offline, such as customization, installations, and moreApril 2025
    REX Online Partner Community Question RepositoryCollection of all REX Online related questions in the Partner Community, updated monthly. Search here before posting a question, as it might have been previously answered.April 2025
    REX Offline Partner Community Question RepositoryCollection of all REX Offline related questions in the Partner Community, updated monthly. Search here before posting a question, as it might have been previously answered.April 2025
    REX Video HubCollection of videos (Enablement Webinars, Ask the Expert Sessions, Partner Created content) related to REX to further your understanding.April 2025
    Business Process FlowsProcess flows which are a part of the blueprint.April 2025
    User PersonasDescribe prospective users of Consumer Goods Cloud and what they care about.April 2025
    User Case Deep DiveOverview of key use cases for Consumer Goods Cloud.April 2025
    CG Cloud Editions / ComparisonsFind the right product to integrate planning and execution on one connected platform.April 2025
    Consumer Goods Cloud (REX) at Your Fingertips (User GuideGuide for business users to navigate the new functionality of Consumer Goods Cloud.April 2025
    Consumer Goods Cloud Admin GuideGuide for Admins to set up Consumer Goods Cloud for their orgs.April 2025
    Consumer Goods Cloud Developer Guide (Retail Execution)Guide for Developers to install Consumer Goods Cloud.April 2025
    Customer 360 Guide for Consumer GoodsPlan, execute, and service B2B customers to drive business growth.April 2025
    CG Cloud Modeler Request FormPlease submit your information to request access to a DRAFT version of the CG Cloud Modeler GuideApril 2025
    CG Cloud Modeler HelpInstructions and tips on how to install the modeller as well as steps to perform post installation configurationsApril 2025
    Offline Demo4 min video showcasing some of the functionality of the Offline Mobile app in tablet formApril 2025
    Advanced Data Model: CG CloudLearn more about the advanced CG Cloud Data model, including conceptual and logical viewsApril 2025
    TH Modules for Field Reps using Offline Mobile AppThese modules module help field reps and admins capture store visit data in offline mode and sync it with Salesforce on the go.April 2025
    TH Modules for Admin managing Offline Mobile AppThese modules module help field reps and admins capture store visit data in offline mode and sync it with Salesforce on the go.April 2025
    CG Winter '25 Release RecordingREX / TPM Winter '25 Release resourcesApril 2025
    CG Summer '24 Release RecordingREX / TPM Combined Spring '24 Release resources.April 2025
    Trailhead Trailmix for CG Cloud OfflineThis is a comprehensive list of all trailhead modulers for the Consumer Goods Cloud Offline app.April 2025
    Webinar Invite MailerRegister here for upcoming Consumer Goods Cloud Webinars and enablement events.April 2025


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