Users performing Delivery Tasks in the Consumer Goods base data model require access to the Lightning Direct Store Delivery functionality. Salesforce specifically identifies the Lightning Direct Store Delivery permission set license as the feature-specific entitlement required for Direct Store Delivery and van-sales functionality on the base data model.
Delivery Tasks involve objects and functionality beyond general Retail Execution. The delivery process can include Delivery Task, Shipment, Product Transfer, and Product Item records. Salesforce documentation also identifies Lightning Direct Store Delivery as the required user permission when creating Delivery Tasks in Action Plan Templates and when associating those tasks with Shipments.
If the tester does not have the required Direct Store Delivery access, delivery-related test cases can fail even when the underlying visits, action plans, shipments, and products have been configured correctly. General Retail Execution permissions alone do not provide the full set of Direct Store Delivery capabilities.
Geofencing is not the controlling authorization mechanism for Delivery Task access, and Retail Store KPI target values are unrelated to whether the tester can execute the Direct Store Delivery functionality.
Therefore, permission assignment should be verified early in delivery-task rollout testing.
Study Guide Topics:Platform - > Permissions - > Lightning Direct Store Delivery - > Delivery Tasks - > User Access
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