Components installed with Retail Core

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
  • Several types of components such as tables, user roles, and business rule are installed when you activate the Retail Core plugin.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Tables installed with Retail Core

    Table name Description
    Retail Organization

    [sn_retail_organization]

    Stores information about your retail organizations, including locations and organizational hierarchies.
    Retail Case

    [sn_retail_case]

    Stores information about your retail case types and provides the basis for retail case creation.
    Note:
    This table is an extension of the Case [sn_customerservice_case] table.

    Base roles installed with Retail Core

    For information on configuring these roles for retail, see Assign roles to Retail Core users.

    Role Description Contains roles
    sn_retail.associate_contributor Create, review, and comment on retail cases for the location in which the user is associated.
    • sn_customerservice.service_organization_contributor
    • sn_retail.case_creator
    • sn_retail.org_viewer

    sn_retail.associate_fulfiller

    Creates, updates, and resolves retail cases associated to the location in which the user is associated.
    • sn_customerservice.svc_location_agent
    • sn_retail.case_creator
    • sn_retail.org_viewer
    sn_retail.support_agent​ Creates, updates, resolves, and tracks retail cases across service organizations at the system level.
    • sn_customerservice_agent
    • sn_retail.case_creator​
    • sn_retail.org_viewer​
    • sn_retail.report_viewer
    sn_retail.manager_contributor​ Creates, reviews, and monitors all retail cases for the location and hierarchy for the location in which the user is associated.
    • sn_customerservice.svc_location_manager_contributor
    • sn_retail.associate_contributor
    • sn_retail.report_viewer
    sn_retail.manager​_fulfiller Creates, updates, and resolves retail cases for the location and hierarchy in which the user is associated.
    • sn_customerservice.svc_location_manager
    • sn_retail.associate_fulfiller
    • sn_retail.report_viewer

    Related Party Configurations installed with Retail Core

    Name Default responsibility
    Area Manager Location Manager Contributor
    Regional Manager Location Manager Contributor
    Store Associate - Fulfiller Location Agent
    Store Associate Location Contributor
    Store Manager - Fulfiller Location Manager Fulfiller
    Store Manager Location Manager Contributor

    Plugins installed with Retail Core

    Name Description

    Business Location

    [com.snc.business_location]

    This plugin supports the Service Model Foundation, where the corporation does business with customers through physical channels such as stores and branches.

    For more information, see Configure Service Model Foundation.

    Customer Service

    [com.sn_customerservice]

    The Customer Service Management application enables you to provide service and support for your external customers using several communication channels, such as email, web, and telephone. A case is created to track the issue reported or service requested and assigned to groups or agents. Customer service agents in your organization work on the cases and resolve issues.

    For more information, see Customer Service Management.

    Business rules installed with Retail Core

    Business rule Table Rule criteria Description
    Add manager member for retail org sn_customer_service_organization After update or insert Assigns the sn_retail.manager role to the user added as a manager in a retail organization.
    Restrict SO update sn_retail_organization Before update Restricts the user from updating the Service Organization field in the Retail Organization [sn_retail_organization] table.