Retail Execution & Salesforce CG Cloud: Closing the Last Mile for CPG Field Teams

Most consumer goods leaders don’t lose sleep over their strategy. They lose it over execution — what actually happens at the shelf.

It’s the last mile that separates market leaders from everyone else. The perfect promo or forecast means nothing if the product isn’t stocked, priced right, and visible in-store. That’s where Retail Execution (REx) inside Salesforce Consumer Goods Cloud changes the game.

The Reality: Field Teams Are Fighting Uphill

Even the best field reps struggle against three common blockers:

1. Visit Adherence Is a Moving Target

Reps spend too much time driving between stores or bouncing between systems. Static route plans and disconnected task lists make it hard to stay on schedule — or hit priority accounts first.

Result: Missed visits, duplicate work, inconsistent coverage.

2. Audits Don’t Equal Action

Most retail audits still live in spreadsheets or third-party apps. Data is collected, exported, and emailed back to HQ. By the time issues are reviewed, the shelf has already changed.

Result: Slow response to out-of-stocks, promo non-compliance, and wasted store trips.

3. Real-Time Alerts Are Missing in Action

Without live insights, reps often find out about problems too late — missing promotional end-caps, pricing errors, or expired displays that should’ve been fixed days ago.

Result: Each lost day = lost sales and a bruised relationship with the retailer.

How Salesforce REx Closes the Gap

Salesforce REx inside Consumer Goods Cloud was built for this exact reality — connecting route planning, store visits, audit data, and tasks in one live ecosystem.

Smart Route Optimization

REx automatically prioritizes visits based on KPIs, sales data, or geography. Reps see the most impactful stores first and can re-route mid-day when priorities shift.

Impact: 20–30% reduction in drive time and a measurable increase in store coverage.

Guided Store Visits

Within Salesforce’s mobile app, reps follow a guided flow that walks them through audits, orders, returns, and merchandising tasks — all in one screen. No juggling apps or losing photos in the camera roll.

Impact: Field productivity up 25% and task completion accuracy up 40%.

Instant Issue Capture & Alerts

When a rep flags a problem — a missing display, wrong price, low stock — REx pushes real-time alerts to the right internal teams (trade marketing, supply chain, finance). Tasks are created automatically, so nothing slips through the cracks.

Impact: Issue resolution time drops from days to hours.

Analytics That Drive Accountability

All that store data flows back to dashboards for managers: visit completion, shelf compliance, sales impact, and rep performance. Instead of reacting, they can coach and plan proactively.

Before & After

MetricBefore Salesforce RExAfter Salesforce REx
Visit Planning Time2–3 hours/week<1 hour/week
Issue Resolution3–5 days<1 day
Shelf Compliance75–80%90%+
Rep ProductivityBaseline+25%

Why It Matters

CPG field teams are the face of the brand. When they’re armed with disconnected tools and outdated info, everyone loses — sales, marketing, and the customer. REx brings precision and speed to that chaos, giving your team time to sell, fix, and grow.

If you want to know what “perfect store execution” actually looks like in Salesforce, we can show you — not just in theory, but in your routes, your KPIs, your data. Contact us today if you’d like to have a discussion.

Agentforce in Action: Use Cases That Move the Needle for CPGs

Most AI stories sound the same—“game-changing,” “revolutionary,” “paradigm-shifting.” The truth is, success can be defined in many ways, big and small.

Agentforce isn’t magic dust. It’s Salesforce’s way of putting automation, data, and decisioning exactly where work happens—in sales, forecasting, and field execution. For consumer goods companies under pressure to move faster with less, that’s a serious edge.

Here are three practical Agentforce use cases we’re building and deploying that actually move the numbers.

1. Sales Coaching Without the Backlog

The problem:
Field managers and key account leads spend hours chasing call notes, figuring out which reps need coaching, and compiling weekly performance summaries that arrive after it’s too late to change behavior.

With Agentforce:
An AI agent monitors meeting notes, call outcomes, and opportunity data inside Salesforce. It flags patterns (low-margin deal habits, missed upsell cues, stale leads) and surfaces personalized coaching recommendations automatically—no spreadsheets, no waiting for end-of-month reviews.

Impact:

  • Time saved: ~8 hours per manager per week
  • Win-rate lift: +12% in accounts where reps acted on suggestions
  • Coaching lag: From 3 weeks → same-day guidance

What this means: You get consistent sales improvement loops that scale beyond one manager’s bandwidth.

2. Trade Promotion Exception Handling

The problem:
In traditional TPM, reps only see problems after claims fail—duplicate deductions, off-invoice pricing errors, or overspent fund buckets. Manual reconciliation burns time and ruins visibility.

With Agentforce:
An agent monitors live trade promotion data. When an anomaly hits (e.g., claim variance > 10%, unapproved SKU spend, or expired fund used), it alerts the TPM owner, recommends the fix, and—if approved—executes corrective actions through workflow automation.

Impact:

  • Exception resolution time: From 5 days → under 1 hour
  • Claim error reduction: −30% within the first quarter
  • Finance visibility: Real-time alerts instead of weekly reports

What this means: TPM stops being reactive firefighting and becomes proactive margin protection.

3. Predictive Retail Execution Prioritization

The problem:
Field reps often visit stores based on static routes or outdated priorities. High-value accounts slip through, while others get over-serviced.

With Agentforce:
A retail execution agent continuously evaluates point-of-sale data, out-of-stock alerts, and visit history. It dynamically reprioritizes store routes each morning, highlighting which visits will drive the biggest lift in shelf compliance or revenue.

Impact:

  • Visit planning time: Down 40%
  • Shelf compliance: Up 15% on priority SKUs
  • Incremental sales: +6% in targeted regions

What this means: Reps focus where they’ll make the most impact—every visit counts.

Where This Goes Next

Agentforce turns insight into action across the CPG value chain—sales enablement, promotion management, field execution, even forecasting feedback loops. It’s the connective tissue that brings AI to life inside Salesforce Consumer Goods Cloud.

If you’re still running your sales or trade processes on gut feel and spreadsheets, this is your signal to start small and scale fast. Contact us today, and let’s see how we can help.

Transforming Consumer Goods with Salesforce’s Agentforce

Consumer goods brands are under pressure. Margins are shrinking, promotions are delivering less ROI than they used to, and routes to market keep getting more complex. At the same time, customers expect more personalized, always-on experiences. Salesforce’s answer to this? Agentforce.

Agentforce is being positioned as the AI engine across the Salesforce platform. For RCG specifically, that means AI agents aren’t just “nice to have.” They’re showing up in the core processes that drive growth and profitability: sales, key account management, retail execution, and customer experience.

Sales: Smarter Account Conversations

Traditional RCG sales cycles rely heavily on manual prep. Reps often dig through scattered data sources, trying to pull together a story for each retailer. With Agentforce, AI agents can pull real-time performance data, surface account-specific insights, and even recommend next best actions. The outcome: sales teams spend less time prepping decks and more time actually selling.

Key Account Management: Negotiation With Evidence

When major retailers push back on trade spend, account managers need solid numbers fast. Agentforce can help consolidate TPM and planning & forecasting data into an AI-driven view: what’s working, what’s not, and what the projected ROI looks like. Instead of reactive negotiations, account teams come armed with facts — and a plan that benefits both sides.

Retail Execution: Fixing Stores in Real Time

Field reps know the pain of visiting a store only to find issues they can’t quickly resolve. With Agentforce layered into Salesforce REx, reps can use mobile AI agents to spot compliance gaps, auto-generate corrective tasks, and prioritize the highest-value fixes. Think “perfect store” not as a report you run next week, but as a workflow that corrects itself today.

Customer Experience: Beyond Loyalty Points

Personalization is moving past email campaigns and points-based programs. Shopper-facing AI agents, powered by Agentforce, can deliver real-time recommendations, answer product questions, and even guide purchase decisions across digital and in-store channels. For CPGs, this isn’t about replacing human engagement — it’s about scaling the right engagement, at the right time.

Why It Matters for Retail and CPG Leaders

  • Faster, smarter decisions: From promotion planning to shelf fixes, AI agents cut through the noise.
  • Better ROI proof: Agentforce ties data directly to action, closing the loop on investments in trade, planning, and field ops.
  • Scalable personalization: Shoppers increasingly expect brands to “know them.” Agentforce helps make that possible without a massive manual lift.

Final Word

Agentforce isn’t hype for consumer goods — it’s Salesforce placing AI at the center of the workflows that matter most. Sales, key accounts, REx, CX: the common thread is automation backed by trustworthy data. For CPGs trying to do more with less, this isn’t optional anymore. It’s the next playbook.

From Spreadsheets to Scaling, Salesforce CPF Success with Mid-Market CPG Firms

The Breaking Point of Spreadsheets

For many mid-market consumer packaged goods (CPG) companies, spreadsheets have long been the default tool for forecasting demand, allocating trade spend, and managing promotions. They’re cheap, flexible, and familiar. But as businesses grow, those same spreadsheets quickly become a bottleneck.

  • Version chaos: Multiple teams updating different files leads to conflicting numbers.
  • Data silos: Finance, sales, and supply chain teams each rely on their own models, creating a fragmented view of the business.
  • Inaccuracy: Outdated formulas and manual inputs cause costly errors—errors that ripple across the supply chain and erode retailer trust.

Scaling with spreadsheets isn’t just inefficient—it’s risky. That’s why mid-market firms are turning to Salesforce Customer Planning & Forecasting (CPF), a solution built for visibility, collaboration, and growth.

What Salesforce CPF Brings to the Table

Unlike static spreadsheets, CPF centralizes planning and forecasting in a single platform. That means:

  • One source of truth across sales, finance, and operations.
  • Predictive forecasting using Salesforce AI to reduce error rates.
  • Real-time visibility into trade spend effectiveness and account-level performance.
  • Scenario planning so teams can model promotions, product launches, or shifts in demand.

For mid-market firms, CPF isn’t just an upgrade—it’s a competitive edge against larger players with deep analytics budgets.

Lessons Learned Across the Board

Working with some of the most successful CPG companies, we’ve learned:

  1. Excel is good until it isn’t—what works for startups eventually breaks at scale.
  2. Collaboration matters—CPF aligns finance, sales, and operations on a shared set of numbers.
  3. Visibility drives ROI—better forecasts and clearer trade spend insights translate to measurable growth.
  4. Scaling doesn’t always require more people—with automation, existing teams can handle more complexity.

The Bottom Line

For mid-market CPG firms, the leap from spreadsheets to Salesforce CPF isn’t just about adopting new software—it’s about adopting a new way of working. Centralized forecasting, AI-driven insights, and cross-team alignment create the foundation for sustainable growth.

Contact us today if you’d like to see how Salesforce CPF can help your organization.

Dreamforce 2025: Complete Guide

Our Dreamforce 2025 Complete Guide covers everything you need: Key Dates, pricing, sessions, parties, and pro tops to make the most of Dreamforce.

If you’ve ever worked in the Salesforce ecosystem, chances are you’ve heard of Dreamforce. Dreamforce is the annual mega technology event that brings together tens of thousands of Salesforce professionals for three days of innovation, inspiration, and connection. Since its launch, Dreamforce has become far more than a business conference; it truly is an experience unlike any other. Here is your go-to guide for Dreamforce 2025.

What is Dreamforce 2025?

Dreamforce 2025, hosted by Salesforce, is more than just a conference — it’s a high-energy gathering of innovators, leaders, and Trailblazers worldwide. Every year, the Salesforce community comes together in San Francisco (and online) to explore new ideas, build lasting connections, and get inspired by the future of AI, CRM, and customer success. This year’s event highlights trusted AI and the latest innovations like Agentforce, empowering attendees to become true Agentblazers and rethink what’s possible with technology.

Here’s what you can expect from Dreamforce 2025:

Learn What’s New (and What’s Next)

From visionary keynotes to interactive product demos and hands-on training sessions, you’ll gain insights into the latest advancements across AI, CRM, data, and automation.

Connect With Fellow Trailblazers

Join thousands of professionals to discover new ideas, share best practices, and collaborate on real-world challenges across industries.

Get Inspired

Hear powerful stories of innovation and impact from thought leaders and Salesforce customers who are transforming the way business gets done.

Give Back

Participate in volunteer activities and charitable opportunities throughout the event, which are a core part of the Dreamforce culture and the Salesforce mission.

Have Fun

From unforgettable after-parties to the epic Dreamfest concert, Dreamforce is also a celebration with plenty of moments to unwind, dance, and make memories.

When and Where is Dreamforce 2025?

Dreamforce 2025 takes place October 14–16 at the Moscone Center in San Francisco, CA. If you can’t make it in person? No worries, Salesforce will also stream the biggest moments live on Salesforce+, their on-demand digital platform.

Who Attends Dreamforce?

Dreamforce is built for everyone in the Salesforce ecosystem, from seasoned pros to curious newcomers. Whether you’re an admin automating workflows, a developer building custom apps, an architect designing scalable solutions, or a trailblazer charting your own path with Salesforce, there’s something here for you.

Attendees span every industry, job, role, and experience level. At Dreamforce 2025, you’ll find:

  • IT Leaders and Decision Makers
  • Sales, Service, and Marketing Professionals
  • Partners and Consultants
  • Nonprofits and Educators
  • First-Time Attendees

No matter your role, Dreamforce is where the entire Salesforce ecosystem comes together to grow, connect, and get inspired.

Agenda for Dreamforce 2025:

Dreamforce 2025 features multiple session types designed to match how you learn best:

Main Keynote

The latest product innovation and major announcements from Salesforce. Experience live demos, listen to key speakers, and be inspired by customer success stories.

Keynotes

Experience the latest product innovations and announcements from Salesforce with live demos, customer success stories, and more for a specific buyer, industry, or topic.

Breakout Sessions

45-minute presentation focusing on a specific product or solution, followed by a Q&A session.

Theater Sessions

20-minute informative session introducing a specific topic.

Roundtables

Small-group discussions to share challenges, best practices, and success stories.

Workshops

Participate in an expert-led 60-minute session to learn a new product or skill.

Hands-On Training

A 60—or 90-minute session that includes guided exercises and hands-on practice in a Salesforce org by a Salesforce expert.

Dreamforce Parties

When the learning ends, the celebrations begin. Dreamforce is known for its electric after-hours scene, from happy hours and rooftop mixers to the can’t-miss Dreamfest, where past headliners have included U2, Metallica, and the Foo Fighters. Expect major musical acts and unforgettable networking experiences.

Check back soon for updates on the parties, performers, and can’t-miss events happening after dark at Dreamforce 2025.

Dreamforce 2025 Pricing

Ticket pricing tiers are:

  • Early Bird Pass: $1,499
  • Last-Chance Access: $1,899
  • Full Conference Pass: $2,299

Prices rise as the event gets closer, so it’s smart to book early.

Click here if you would like to register.

5 Dreamforce 2025 Survival Tips

Bring a Portable Phone Charger

The last thing you want is your phone or tablet dying in crucial parts of the day at Dreamforce. If you have a portable charger, pack one; if you don’t, we suggest you buy one. Your devices will die faster than you think due to the venues and presence of other attendees’ devices. One tip could be to put your phone on Airplane Mode when not using it and stay connected to Wi-Fi as much as possible when you are. With many attendees trying to access cell phone networks, your phone’s battery could drain quickly!

Stay Hydrated and Pack a Snack

Hydration will be key. You will be talking, walking, and networking all day. Pack a good snack for the event, as it’s possible to lose track of time and forget to eat. You do not want to lose energy during Dreamforce, so pack something to keep your energy levels at a high capacity. Dreamforce will have food available for purchase, but lines tend to stay long throughout the day. Remember to eat a big breakfast!

Leave Earlier Than Usual

Whether you’re walking, taking a Lyft/Uber, the Bart, a bicycle, or any mode of transportation, LEAVE EARLY. Traffic will be crazy during Dreamforce, and you don’t want to miss crucial sessions or meetings because you’re late. There will be plenty of exciting things to do on the Dreamforce campus while waiting for sessions to begin.

Wear Comfortable Shoes

The last thing you need is your feet killing you. Do not wear uncomfortable shoes or new shoes you have not worn yet. If you do, your feet will hate you and you will be in pain. Don’t let your feet be the reason you leave early and miss out on important sessions.

Map and Plan Out Your Events!

Do not underestimate the size of Dreamforce. To successfully attend all desired sessions, you will need to map and plan every event on the schedule and map. Review your map each morning and bring it with you to make sure you stay on track.

If you would like to learn more about Dreamforce 2025, please contact us.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

How MyFirst TPM™ Solves CPG’s Biggest Trade Promotion Problems

Most Consumer Goods companies spend millions on trade promotions—but still rely on outdated tools and guesswork to manage them. In this blog, we explore the biggest challenges facing CPG brands today and how MyFirst TPM™, a smarter, scalable implementation of Salesforce Trade Promotion Management (TPM), helps mid-sized and emerging brands gain visibility, cut costs, and drive growth.

Trade promotions are one of the most significant investments for Consumer Packaged Goods (CPG) companies, yet most brands still rely on outdated tools, disconnected systems, and guesswork to manage them. With over $500 billion spent annually on promotions across the industry, the lack of visibility into performance, ROI, and cross-functional collaboration costs companies time, money, and growth. In this blog, we’ll break down the most common pain points CPG brands face when managing trade promotions and how MyFirst TPM™ offers a smarter, faster, and more scalable implementation leveraging Salesforce TPM.

Common Pain Points CPG Companies Face

The Challenge: Why Trade Promotion Management Is Broken for Most CPG Brands

Trade promotions are one of the largest investments for Consumer Goods companies, second only to the cost of goods sold. Despite their critical role in driving purchase behavior, most brands still manage promotions with outdated tools, siloed data, and little visibility into ROI.

Here are some of the challenges CPG companies face today:

1. Trade Promotions Are a Major Investment—But Poorly Tracked

  • 20% of annual revenue is spent on trade promotions, compared to just 7.5% on advertising (repsly).
  • The CPG industry spends $500 billion annually on promotions, but most don’t know if they work (repsly).
  • Without a TPM platform, brands lack visibility into which promotions drive ROI and which lose money.
  • 70% of trade promotions generate no return (Forrester).
  • 61% of CG leaders do not feel strongly that they can get the right data to the right teams (Salesforce).

2. Promotions Often Lose Money Without TPM Software Analysis

  • 72% of companies lose revenue on trade promotions in the U.S (McKinsey).
  • Globally, 59% of promotions fail to break even without TPM software (McKinsey).
  • Promotions become a high-cost guessing game when companies rely on spreadsheets or homegrown tools.

3. Internal Time and Labor Costs Are Too High!

  • 25% of a salesperson’s time and 30% of brand management’s time is spent managing promotions manually (HBR).
  • Account Managers are forced to plan, develop, and implement promotions alone, often without time for ROI analysis.
  • Manual work increases labor costs, reduces strategic focus, and introduces data entry errors.
  • SMBs are at a disadvantage in securing inventory and negotiating with vendors, as they lack the purchasing power and prioritized status of larger companies (Software Advice).
  • Inability to meet minimum order sizes or pay premium prices can result in less favorable terms or even being dropped by vendors (Software Advice).

4. Feedback Loops Are Too Slow

  • Reviewing promotion results can take up to 12 weeks, and by then, it’s too late to course-correct (repsly).
  • Without real-time insight, companies repeat underperforming promotions year after year.
  • 70% of trade promotions are repetitive (Forrester).

5. Legacy Systems and Excel Are Not Enough

  • ERPs + spreadsheets lack the intelligence and user experience required to manage promotions effectively.
  • Homegrown systems are expensive to maintain, prone to breaking, and become obsolete if key personnel leave.
  • Data remains siloed, making it impossible for Sales, Finance, and Field Teams to collaborate or analyze performance.
  • Many Consumer Goods companies still lack the proper data structure and integration needed to leverage AI for intelligent insights, leaving valuable opportunities for optimization and automation untapped.

6. Lack of Visibility = Lack of Growth

  • Without centralized TPM software, teams can’t track deductions, measure execution, or identify best practices.
  • Excel crashes, lacks audit trails, and isn’t built to support cross-functional decision-making or rapid scaling.

7. Barrier to Entry for Modern TPM Solutions

  • Many mid-sized and emerging brands hesitate to move forward due to:
    • High implementation costs
    • Complex deployment processes
    • 12+ month rollout timelines

How MyFirst TPM™ Is The Solution:

1. Poorly Tracked Promotions

The Problem: Brands spend 20% of revenue on promotions but lack visibility into what works.

How MyFirst TPM™ Helps:

MyFirst TPM™ delivers built-in visibility into promotion performance. Through integrated Salesforce reporting and real-time data capture, teams can identify which promotions drive ROI.

2. Promotions That Lose Money

The Problem: 72% of companies lose revenue on trade promotions.

How MyFirst TPM™ Helps:

MyFirst TPM™ equips CPG teams with the insights they need to stop guessing and start optimizing. Instead of relying on static spreadsheets, users get structured workflows that guide strategic planning and post-event evaluation, helping cut losses and maximize promotional impact.

3. High Internal Labor Costs

The Problem: Manual promotion management drains sales and brand teams’ time.

How MyFirst TPM™ Helps:

With MyFirst TPM™, workflows are streamlined so Account Managers and Brand teams can spend more time on strategy. The system automates time-consuming tasks and centralizes collaboration, reducing errors and freeing up valuable resources.

4. Slow Feedback Loops

The Problem: Results can take 12 weeks to review

How MyFirst TPM™ Helps:

MyFirst TPM™ provides real-time visibility into promotion performance. With timely data and integrated post-promotion analytics, teams can act faster, reducing cycle times and improving agility.

5. Legacy Systems and Spreadsheets

The Problem: ERPs and Excel lack the intelligence needed for modern trade planning.

How MyFirst TPM™ Helps:

Leveraging the Salesforce TPM solution, MyFirst TPM™ offers a user-friendly experience with modern tools and insights, eliminating the dependency on homegrown systems. It ensures continuity, scalability, and a better UX across teams.

6. Lack of Cross-Functional Visibility

The Problem: Data silos prevent collaboration and performance tracking.

How MyFirst TPM™ Helps:

MyFirst TPM™ connects Sales, Finance, Field Execution, and more in one centralized platform in Salesforce TPM. Shared access to key data helps ensure alignment, promotes accountability, and supports smarter, cross-functional decisions.

7. Barriers to Entry

The Problem: Traditional Salesforce TPM implementations are too expensive, slow, and complex.

How MyFirst TPM™ Helps:

MyFirst TPM™ was explicitly designed to eliminate these barriers. It brings the core value of Salesforce TPM to emerging and mid-sized brands with a fast-track deployment model and a right-sized approach, without the long timelines or expensive costs.

Empowering Emerging Brands with Smarter, Scalable TPM Solution

Trade Promotion Management doesn’t have to be complicated, costly, or reserved for enterprise giants. MyFirst TPM™ bridges the gap by delivering a modern, cost-effective Salesforce TPM solution that empowers mid-sized and emerging brands to plan, execute, and analyze promotions with confidence. With faster deployments, lower costs, and built-in visibility, CPG teams can finally take control of their promotional spend and drive measurable growth.

If you would like to learn more about MyFirst TPM, please contact us.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources:

Salesforce Summer ’25 Release Notes for Analytics

The Salesforce Summer ’25 Release Notes for Analytics delivers powerful new enhancements, giving users greater flexibility, precision, and control over how data is accessed, visualized, and shared. From refreshing individual dashboard widgets to securely connecting Snowflake data via OAuth, these updates streamline reporting and unlock deeper insights. Users can now build more granular reports with semantic data models, customize dashboard widgets, and deploy reports faster using change sets or managed packages. Learn the latest updates for Analytics below.

Choose Which Dashboard Widgets to Refresh (Generally Available)
Refresh only the dashboard widgets that you need rather than the entire dashboard. For example, a support team member can refresh only the Open Tickets widget to see the most up-to-date list of unresolved issues, without refreshing other widgets on the dashboard.

Designate One Email Address to Send Report Subscription Notifications (Generally Available)
Create consistent email communications and reduce the risk of spoofing by using an organization-wide email address to send report subscriptions from. Previously, emails were sent with the address of the user who created the report subscription.

Designate One Email Address to Send Dashboard Subscription Notifications
Create consistent email communications and reduce the risk of spoofing by using an organization-wide email address to send dashboard subscriptions from. Previously, emails were sent with the address of the user who created the dashboard subscription.

Unlock Trends from Calculated Insights in Semantic Data Model Reports
Get an in-depth analysis of records in a semantic data model by including its calculated insights in a Data Cloud report. When you create a semantic model report, you can apply the multidimensional metrics and segments defined in the calculated insight to your report. The Report Builder also retains the insight’s filters and joins so that you report on the semantic model efficiently and discover data patterns from related records quickly. Leverage the insight’s segments to bucket the report, set conditional formatting rules on the insight’s fields, and use them in advanced formulas.

Build More Granular Summary Reports
To fine-tune your analysis and surface more insights, add up to five row groupings to a semantic model summary report. Simultaneously track detailed metrics with row-level formulas and gain a comprehensive view with aggregate summaries for related data in the same report. For example, focus your marketing efforts with a semantic model report that unifies data from different marketing channels and ranks the sources based on five demographic characteristics: age group, gender, education, income, and family status.

Distribute Reports and Dashboards on Semantic Data Models with Managed Packages
To give your colleagues access to semantic data model reports or dashboards, you can easily package them and their dependent components in a first-generation managed package for distribution. You can deploy semantic model reports and dashboards from a source org to a target org when the semantic model is located in the same dataspace in both orgs.

Deploy Reports and Dashboards on Semantic Data Models Using Change Sets
When you’re ready to migrate a semantic data model report or dashboard from a sandbox to a production environment, speed up the process with a change set. Using a simple point-and-click interface, you can migrate reports and dashboards from a sandbox to any org with an established deployment connection. Previously, you deployed these reports and dashboards programmatically using Metadata API.

Filter and Navigate with the List Widget
You can now configure the list widget to navigate to another page or dashboard. This enhancement removes the need to use a list widget to filter and a link widget for navigation, resulting in a more efficient dashboard building experience.

Add Custom Headers and Sorting in the Repeater Widget
Custom headers can now be added to the repeater widget, removing the need for workarounds such as adding a text widget above it. You can also customize the repeater header to sort your data.

Maximize Data Clarity with Customizable Table Widget Tooltips
You can now add custom tooltips to table widget columns to provide valuable information, such as the method of calculation, definitions of terms, and data sources. With clear and concise explanations, you can help users better understand the data and promote transparency.

Get One-Click Filtering and Navigation with the Toggle Widget
You can now configure the toggle widget to navigate to another page or dashboard. This enhancement removes the need to use a toggle widget to filter and a link widget for navigation, resulting in a more efficient dashboard building experience.

Connect to Your Snowflake Data Using Direct Data for Snowflake with OAuth (Generally Available)
Create a live connection to your Snowflake warehouse and explore your data where it lives without copying it for CRM Analytics. By configuring Snowflake, Salesforce, and CRM Analytics with an external OAuth authorization server, such as Okta, you can achieve a secure integration that protects your data while providing real-time access for your analytics.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Analytics, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources
Salesforce Summer ’25 Release Notes for Analytics

Salesforce Summer ’25 Release Notes for Agentforce

The Salesforce Summer ’25 Release Notes for Agentforce bring significant enhancements, including making AI-driven automation more flexible, secure, and efficient. Flex Credits align costs with value by charging only when actions are performed, while the new Employee Agent streamlines internal workflows using templates and guided setup. Improved agent switching, stricter verification for sensitive tasks, and enhanced case creation boost reliability and support speed. Updates also include better search experiences, richer UI customization with Lightning types, and easier setup for agent actions across the platform. Learn the latest updates for Agentforce below.

Simplify Agentforce Credit Consumption with Flex Credits
Flex Credits are a new, flexible unit of payment for Agentforce. Flex Credits are charged when an agent executes an action, aligning cost directly to value.

Automate Employee Workflows with Agentforce Employee Agent
Improve productivity, user experience, and data security by automating employee interactions and workflows using the Agentforce Employee agent (AEA). The Agent Creator guides you through setup using a natural language interface and provides templates for specific employee workflows. For standard topics and actions, the Employee Agent delivers appropriate role-based responses to reduce manual effort, accelerate task completion, and enhance the employee experience. Agentforce Employee agent supports Flow and Apex class configurations to extend automation.

Use the Right Agent for the Job in Employee Channels
You want the right agent to answer user questions when you have multiple employee agents enabled in an org. Now, users can easily switch between all the agents installed in your org. If an agent can’t answer the user’s question, it tells the user to switch to another agent.

Improve Agentforce Service Agent Security with Updated Verification Actions
To reduce the risk of unauthorized access, Agentforce Service agent interactions now require verification before performing sensitive tasks. The new verification actions now respond to the Contact ID, which represents a verified customer. The previous versions, which will be deprecated on July 13, 2025, responded to the Contact Record, which is unverified. A new Service Customer Verification topic collects the information required to perform the secure actions. The older versions will continue to function in existing agents, but will no longer be available when creating or updating agents.

Improve Support Efficiency with Enriched Case Creation
To streamline case creation, use the Create Case with Enhanced Data action to automatically generate structured cases with summaries. When conditions are met, the most recent case in a messaging session also includes a linked transcript.

Improve User Search Experience by Sharing Data Category Selection with Agentforce Service Agent (Beta)
Resolve user queries faster by passing information about the data categories selected by the user to Agentforce Service Agent. This enables the Agentforce Service Agent to provide relevant solutions to user queries faster.

New and Changed Standard Agent Topics and Actions
Quickly add powerful functionality to an agent with new and changed standard agent actions and topics.

Enhance Agent Action UI with Custom Lightning Types
Improve the Agentforce (Default) agent UI in Lightning Experience with custom Lightning types and LWCs to create a more intuitive and user-friendly agent action input and output. This feature enhances the user interface by making sure that chat responses look exactly as needed. As a result, the interface becomes more intuitive and user-friendly.

Find Lightning Types for Agentforce (Default) More Easily
Now you can easily find and use your org’s Lightning types for the Agentforce (Default) agent in Lightning Experience. The Setup UI now features a list view of all custom and standard Lightning types deployed in your org, so that you can quickly identify and streamline customization for agent actions.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Agentforce, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources
The Salesforce Summer ’25 Release Notes for Agentforce

Salesforce Summer ’25 Release Notes for Service Cloud

The Salesforce Summer ’25 Release Notes for Service Cloud brings major enhancements to Agentforce and employee service tools. From AI-powered email responses and follow-up prompts to visual CSAT normalization and entitlement automation, teams can resolve cases faster and with greater precision. Mobile and UI improvements make it easier for reps and supervisors to manage workloads, monitor real-time conversations, and streamline approvals. Learn the latest updates for Service Cloud below.

Boost Efficiency and Enhance Employee Experience with Agentforce for Self-Service
Use the Agentforce Employee Service template, along with its predefined topics and actions to build an agent that helps resolve common employee support requests. With Agentforce, your employees can easily check their leave balance, generate an employment verification letter, access enablement program details, submit expense claims, request leave, update direct deposit information, and manage their profile details. Always available, Agentforce ensures your employees’ cases are handled quickly and efficiently.

Update Permissions for Agentforce Service Assistant Users (Release Update)
Starting in Winter ’26, access to Service Assistant is provided only through the Service Planner User permission set license. At that time, permissions for Service Assistant will be removed from the Salesforce license, and feature access through that license isn’t available.

Enable Business Hours Age to Track Accurate Case Age Without Raising a Support Case
Include the Business Hours Age field on case reports without raising a support case. Business Hours Age helps you track accurate case age. This helps your support teams work within realistic timelines and provide timely customer service.

Close Cases Faster by Adding the Close Case Button to the Case Details Page in Lightning Experience
After resolving a customer’s case, service reps can close the case directly from the case details page by clicking the Close Case button. This saves time that would be wasted navigating elsewhere to close the case.

Gain Precise Insights with Normalized CSAT Scores
View customer satisfaction (CSAT) scores on a consistent scale of 0 to 5, regardless of the original scale used in the customer survey. This makes it easier to accurately interpret your customer satisfaction levels and identify areas for improvement.

Automate Your Customer Emails With Agentforce (Generally Available)
Agentforce for Service on Email responds autonomously to customer emails. It provides relevant information with an appropriate tone. For example, if a customer emails you asking when their package will arrive, Agentforce Service Agent can provide them the estimated delivery date and tracking number. Email responses are grounded in your Agentforce Data Libraries and topic instructions.

Accelerate Case Resolution and Boost Service Efficiency with Einstein Follow-Up Emails
Create friendly follow-up emails with the Follow-Up Service Email prompt template in Prompt Builder. Service reps can use this template to quickly generate and send follow-up emails to customers who haven’t responded.

Drive Employee Enablement Program Completions with Enhanced Oversight
Your managers can now view information about the employee enablement programs assigned to their team members. The information includes program name and description, due date, and percentage completion. For quicker insights, managers can filter the programs. With better oversight, managers can track the programs and assist their team members in completing the programs.

Boost Rep Efficiency and Minimize Violations by Automatically Mapping Entitlements
Automatically map entitlements to the corresponding cases, work orders, and incidents based on predefined rules. This change boosts rep efficiency, minimizes SLA violations, and simplifies administration by eliminating the need to map entitlements to each case, work order, or incident. If needed, service reps can manually change the entitlement auto-applied to a case.

Get a Visual Representation of Participants’ Survey Progress
Participants can see how much they have progressed in the survey with a visual progress bar indicator that shows the percentage of progress. This update makes it easier for participants to stay on track and to see how much they have left to go.

Gather Feedback to Improve Your Knowledge Base (Generally Available)
Use Knowledge Feedback to capture feedback on your Knowledge articles and assign feedback responses to the appropriate people or teams for action. It’s a great way to see how useful your articles are and to identify areas for improvement. This feature helps keep your articles relevant and up to date, making sure that Agentforce responses are accurate and helpful.

Simplify Service Cloud Feature Discovery and Setup
With Salesforce Go, you can discover, set up, and configure service features, and track feature usage, all from one location in Setup. Learn more about features and get help with configuration by accessing content resources and links. Explore more service products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.

Resolve User Search Queries Faster by Sharing Data Category Selection with Agentforce Service Agent (Beta)
Empower your users who are in mission-critical situations with faster resolution to their search queries by passing information about the data categories selected to Agentforce Service Agent in real time. Agentforce Service Agent automatically suggests answers to users’ search queries by searching the knowledge base.

Use Status-Based Capacity with Voice (Generally Available)
Allocate rep capacity based on the status of a rep’s accepted work. Status-based capacity was previously available for other service channels, but it’s now available for Voice. Thanks to status-based capacity, voice calls are available on Lightning apps with standard navigation. This feature is now generally available.

Declutter Omni Supervisor with Only Relevant AI Agents
Salesforce admins can now configure which AI agents are visible to each supervisor in Omni Supervisor. To enable supervisors to focus on the most important AI Agent conversations to them, modify supervisor configurations. Previously, every supervisor saw all active AI agents, up to 10 Service agents. If there are more agents, the top 10 agents with the most conversations appear in the tab.

Provide Better AI Support with Real-time Monitoring of Email Conversations
To make sure that Agentforce Service Agents are providing quality service via email, supervisors can now monitor the email conversations between Service agents and your customers. Supervisors can now view and manage real-time Service agent email conversations in the AI Agents tab of Omni Supervisor. Previously, supervisors could monitor only messaging conversations.

Respond Quickly to Changes in Service Channel Demand with Agentforce
Streamline your workflows by allowing supervisors to update reps’ presence statuses through a conversational interface. To quickly handle spikes and lulls in a service channel, supervisors can make more reps available for a service channel. To specify which reps are available, supervisors can change the reps’ presence status by using Agentforce. For example, use this feature to make more reps available for a Messaging channel that has work items building up in the backlog.

Show Estimated Wait Times When Routing Work to Skills
To set customer expectations and improve their satisfaction, you can now share estimated wait times when you route work to a required skill or set of skills. To calculate the time, during the calculation, we use only recently answered work that matches the same required skills. The additional skills are ignored. Previously, we supported Estimated Wait Time when work is routed to queues only. Also, to increase the accuracy of Estimated Wait Time, we simplified the calculation to now use a weighted average, where the more recently added work weighs heavier than the older work.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Service Cloud, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources
Salesforce Summer ’25 Release Notes for Service Cloud

Salesforce Summer ’25 Release Notes for Sales Cloud

The Salesforce Summer ’25 Release Notes for Sales Cloud add powerful upgrades, especially around Agentforce SDR and Einstein Conversation Insights. SDR agents can now engage contacts and person accounts—not just leads—while teams can test and track email generation directly in Agent Builder. Additional updates include improved LinkedIn lead syncing, video call insights with ECI, faster route optimization in Maps, and simplified setup for consumption forecasting. Sales ops teams also benefit from easier quota planning and smarter data sharing across companion orgs. Learn the latest updates for Sales Cloud below.

Reach Out to All Kinds of Customers with Agentforce SDR
Sales teams can now automate outreach to contacts and person accounts in addition to leads. If your business uses contacts or person accounts as the initial customer record, your SDR agent can nurture those relationships too. You can also use your SDR agent to initiate cross sales, upgrade, and other sales programs aimed toward your existing customers.

Test Agentforce SDR Email Generation in Agent Builder
In Agent Builder, you can test how your SDR agent generates intro emails, nudges, and replies to prospect emails. The Agent Builder Preview panel lets you enter the details of the scenario you want to test, and then view the email the SDR agent generates.

See Your SDR Agent’s Work at a Glance
Track your SDR agent’s lead outreach and monitor success in Agent Control Center. See how many leads are assigned to the agent, how many have been emailed, replied, requested a meeting, and more.

Review and Update Settings to Capture Leads from LinkedIn (Release Update)
If you’re syncing leads from LinkedIn Lead Forms to Salesforce, you must manually disconnect your LinkedIn account, reconfigure the feature by enabling a new setting, and then reconnect your account. Otherwise, LinkedIn leads will stop syncing when LinkedIn retires their legacy Ads Lead Sync APIs. This update was first available and scheduled to be enforced in Winter ’25, but we postponed the enforcement date to Summer ’25.

Identify Coachable Moments by Uploading Recorded Video Calls
Process important meetings that were recorded on a third-party platform by using Einstein Conversation Insights (ECI). Upload video call recordings under 2 GB in the MP4 format and get insights, see transcripts, and identify coachable moments surfaced from that meeting.

Optimization Enhancements and Changes
Discover the benefits of improved route optimization results, faster processing times, and more frequent updates to road network data in Salesforce Maps.

Navigate Quota Plans Easily
Work with large volumes of data without losing context when you freeze specific columns and headings with Quota Planning. Now when sales operations work on quota plans, Territory and Owner columns and table headings remain in a fixed position.

Manage Prospecting Center Efficiently with Companion Orgs
Multiple companion orgs can now access Prospecting Center by using a single Data Cloud home org. Optimize the usage of Data Cloud licenses with this feature. Companion org users can now easily find their home org, look at shared data spaces, and check the health of their connection right within Setup. Companion org users are now allowed to locate their home org, view shared data spaces, and monitor their connection health. It also personalizes the user experience and ensures that users see only the data that they are authorized to access.

Automate Prerequisite Steps to Configure Consumption Forecasting with One Click
Simplify the consumption forecasting setup by deploying the Forecasting data kit. The data kit automatically creates the required data lake and data model objects for standard objects. As a result, the data import process is streamlined and you no longer need to create objects in Data Cloud manually.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Sales Cloud, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources
Salesforce Summer ’25 Release Notes for Sales Cloud