Brown-Forman Partners with Corrao Group for Salesforce TPM Implementation

SAN DIEGO, Sept. 13, 2024 /PRNewswire/ — Brown-Forman, a global leader in the beverage alcohol industry, is proud to announce a strategic partnership with Corrao Group, a premier Salesforce consulting firm for Retail and Consumer Goods. This collaboration will leverage Corrao Group’s extensive business and technical expertise to implement Salesforce solutions that will drive operational efficiency, enhance customer engagement, and support Brown-Forman’s continued growth.

The partnership will focus on implementing Salesforce TPM to fully align with Brown-Forman’s business objectives, including:

Trade Planning & Budgeting

Trade Promotion Execution

Trade Tracking & Optimization

Adam Paton, Senior Finance Manager at Brown-Forman: “Partnering with Corrao Group will be instrumental in ensuring a successful TPM deployment at Brown-Forman. Their expertise in this area will empower us to optimize our strategies, ensuring greater efficiency and effectiveness in our promotional efforts.”

Carlos Brito, Senior Consumer Goods Architect at Corrao Group: “Pursuing a successful Salesforce TPM implementation, Brown-Forman, a company renowned for its iconic brands and commitment to excellence, has chosen Corrao Group as its implementation partner in this complex ecosystem of solution implementors,” said Carlos Brito, Senior Consumer Goods Architect at Corrao Group. “Our team is dedicated to delivering a Salesforce solution tailored to Brown-Forman’s unique complexities and needs, enabling them to enhance customer engagement, streamline operations, and drive growth. This partnership is a testament to our shared vision of leveraging technology to achieve business success, and we are committed to ensuring a seamless and impactful Salesforce implementation.”

This partnership underscores Brown-Forman’s commitment to innovation and continuous improvement. By implementing Salesforce with the guidance of Corrao Group, Brown-Forman aims to further solidify its position as a leader in the beverage alcohol industry.

About Brown-Forman


Brown-Forman Corporation has been building exceptional spirits brands for more than 150 years, responsibly upholding our founding promise of “Nothing Better in the Market.” Our portfolio of premium brands includes the Jack Daniel’s Family of Brands, Woodford Reserve, Herradura, el Jimador, Korbel, New Mix, Old Forester, The Glendronach, Glenglassaugh, Benriach, Diplomático Rum, Chambord, Gin Mare, Fords Gin, Slane, and Coopers’ Craft. With a team of approximately 5,700 employees worldwide, we proudly share our passion for premium beverages in more than 170 countries. Discover more about us at brown-forman.com and stay connected through LinkedIn, Instagram, and X.

About Corrao Group


Corrao Group is a leading Salesforce consulting firm, specializing in Retail and Consumer Goods, with over 30 years of experience in providing business and technical expertise to organizations across various industries. Specializing in Salesforce implementation, optimization, and integration, Corrao Group helps clients maximize the value of their Salesforce investment and achieve their business goals. Please visit corraogroup.com to learn more. 

Link to the original press release: https://www.prnewswire.com/news-releases/brown-forman-partners-with-corrao-group-for-salesforce-tpm-implementation-302248087.html?tc=eml_cleartime

Top Salesforce Retail & Consumer Goods Dreamforce 2024 Sessions Not to Miss

Dreamforce 2024 is just around the corner, and it’s shaping up to be an incredible event for anyone in the retail and consumer goods sectors. As Salesforce continues to push the boundaries of innovation with AI, data, and cloud technologies, this year’s sessions promise to deliver insights and strategies that will empower businesses to thrive in an ever-evolving marketplace. From enhancing trade promotion management and retail execution to driving growth through AI-powered customer experiences, these top sessions will provide the tools and knowledge to stay ahead of the curve and ensure your business is ready for the future.


Consumer Goods Cloud Roadmap

  • Hear the latest innovations for Consumer Goods Cloud across data, AI, and planning and execution.
    • Objective 1: Learn about the latest innovations from Consumer Goods Cloud.
    • Objective 2: Understand the focused investments driving Consumer Goods Cloud vision and preview the next three releases in our roadmap.
    • Objective 3: Discover how Data Cloud and generative AI create a seamless planning and execution solution for consumer goods companies.
  • When: Tuesday, September 17
  • Time: 3:45 PM – 4:05 PM PDT
  • Where: Intercontinental, L5, Intercontinental Ballroom A

And

  • When: Thursday, September 17
  • Time: 12:45 PM – 1:055 PM PDT
  • Where: Intercontinental, L5, Intercontinental Ballroom A


Consumer Goods: Improve Planning and Execution with Data

  • Intelligent, integrated planning and execution are critical to success. Hear about innovations improving the route to market and how incorporating new data sources makes this even more powerful.
    • Objective 1: Understand how Data Cloud brings B2B and B2C data together in one platform.
    • Objective 2: Hear how RNDC is using data to improve the route-to-market with integrated planning and execution.
    • Objective 3: See how Salesforce’s new innovation makes planning more intelligent and profitable than ever.
  • When: Wednesday, September 18
  • Time: 2:00 PM – 2:45 PM PDT
  • Where: Moscone South, LL, Content Pavilion, Stage 6

And

  • When: Thursday, September 19
  • Time: 9:00 AM – 9:45 AM PDT
  • Where: Intercontinental, L5, Intercontinental Ballroom C


Consumer Goods Keynote: Profitable Growth with #1 AI CRM

  • AI + Data are changing consumer goods (CG) faster than ever. See how leading CG companies partner with Salesforce to deliver profitable growth through integrated, intelligent planning and execution.
    • Objective 1: Understand how consumer goods companies are uniting and activating data as a foundation for AI.
    • Objective 2: Learn how to improve your route-to-market with integrated planning and execution and new innovations.
    • Objective 3: See how embedded AI comes to life in the flow of work across integrated planning and execution.
  • When: Tuesday, September 17
  • Time: 1:45 PM – 2:35 PM PDT
  • Where: Intercontinental, L3, Grand Ballroom ABC


Deliver Perfect Retail Execution

  • Hear how Consumer Goods Cloud Retail Execution is improving productivity and efficiency for field reps, merchandisers, and now direct store delivery and van sales drivers.
    • Objective 1: Hear how the route-to-market is evolving in consumer goods, creating new challenges to perfect retail execution.
    • Objective 2: Hear how Pepsico’s uses Consumer Goods Cloud Retail Execution to deliver the perfect store.
  • When: Wednesday, September 18
  • Time: 12:15 PM – 12:35 PM PDT
  • Where: InterContinental, L5, InterContinental Ballroom A


Future of Data, AI, and Service for Apparel and Beauty

  • See how apparel, footwear, accessories, and beauty companies are using data, AI, and service to create new experiences and increase brand relevance.
    • When: Tuesday, September 17
    • Time: 4:00 PM – 5 PM PDT
    • Where: Intercontinental, L5, Stockton


Empowering the Retail Store of the Future with Salesforce

  • The retail store is not dead and is actually more important than ever. Learn how to harness the full power of Salesforce within the physical store to deliver next-generation omni-channel experiences.
    • Objective 1: Learn how to build long-lasting relationships with your customers and how to boost customer loyalty.
    • Objective 2: Learn how to modernize your loyalty program, optimize member engagement, and transform your program into a value advantage.
    • Objective 3: Learn how to effectively use technology to help modernize your loyalty programs.
  • When: Thursday, September 19
  • Time: 11:00 AM – 12:00 PM PDT
  • Where: Intercontinental, L4, Cathedral Hill


Get Started with AI for Consumer Goods

  • See how you can get started with AI for Consumer Goods to grow customer satisfaction and revenue. Learn how to utilize predictive and generative AI to deliver service excellence to customers at scale.
    • Objective 1: Discover Large Action Models and how LLMs are evolving to take action, driving the future of AI agents and multi-agent systems.
    • Objective 2: Get acquainted with our industry-leading xLAM family, including the acclaimed “Tiny Giant,” as featured in VentureBeat.
    • Objective 3: Watch a demo of multiple xLAM-powered agents working autonomously to solve real customer challenges.
  • When: Wednesday, September 18
  • Time: 3:30 PM – 4:30 PM PDT
  • Where: Intercontinental, L3, Marina


Improve Trade Promotion Effectiveness

  • Trade spend remains one of the largest categories for consumer packaged goods. Hear how you can manage, optimize, and win in trade promotion planning with Consumer Goods Cloud.
    • Objective 1: Understand the main challenges to trade promotion in the consumer goods industry.
    • Objective 2: Hear how McKee Foods is using Consumer Goods Cloud Trade Promotion Management to improve the bottom line of their programs.
  • When: Wednesday, September 18
  • Time: 12:15 PM – 12:35 PM PDT
  • Where: InterContinental, L5, InterContinental Ballroom A


Modernize Productivity for Retail Front-Line Workers

  • Join retail peers for a discussion about the challenges facing retail store managers and associates. Hear how Slack is innovating to keep work flowing from headquarters to the point of sale.
    • Objective 1: How H-E-B uses Slack across hundreds of storefronts.
    • Objective 2: Why Slack is an ideal solution for retail frontline productivity.
    • Objective 3: How we’re innovating to solve unique frontline challenges.
  • When: Wednesday, September 18
  • Time: 3:00 PM – 3:45 PM PDT
  • Where: Intercontinental, L5, Stockton


Plan and Forecast More Effectively with Consumer Goods Cloud

  • Strong relationships with retailers start with strong forecasts and plans. Hear how a leading Trailblazer is leaning into customer planning to improve revenue.
    • When: Thursday, September 19
    • Time: 1:45 PM – 2:05 PM PDT
    • Where: Moscone South, ILL, Content Pavilion, Stage 8


Retail and Service: Preparing for the Future of AI

  • Join us for a discussion on the emerging AI technologies and future trends that will have the biggest impact on customer service in the retail industry.
    • When: Wednesday, September 18
    • Time: 8:30 AM – 9:30 AM PDT
    • Where: Moscone West, L2, Service Lodge Roundtable 3


Retail: Finding Retail Holiday Success in 2024 and Beyond

  • With growing complexities, costs, and evolving expectations, retailing is not easy. Come learn about the top challenges and priorities in modern retailing, and how Salesforce can help.
    • Objective 1: Learn about the top challenges and priorities in modern retailing.
    • Objective 2: Learn how Salesforce can help you succeed during the holiday shopping season.
  • When: Wednesday, September 18
  • Time: 11:00 AM – 12:00 PM PDT
  • Where: Intercontinental, L3, Marina


Retail: Drive Faster Retail Media Revenue Growth

  • Learn how one Trailblazer grew revenue by launching and monetizing retail media experiences.
    • Objective 1: Learn how one Trailblazer grew revenue by launching and monetizing retail media experiences.
    • Objective 2: Learn how to run your retail media network from one connected platform.
  • When: Tuesday, September 17
  • Time: 12:30 PM – 1:15 PM PDT
  • Where: Metreon AMC, L2, Theater 11


Secrets to Digital Customer Service Success in Retail

  • Say goodbye to abandoned carts and hello to growth. Learn how to create personalized end-to-end shopper experiences from discovery to post-purchase with an effective digital channel and AI strategy.
    • When: Wednesday, September 18
    • Time: 12:30 PM – 12:50 PM PDT
    • Where: Moscone West, L3, Cloudy Theater


Slack: Where Work Happens for Retail and Consumer Goods

  • Through industry use cases and customer stories, learn how Slack is helping the world’s top brands and retailers improve customer experiences and deliver new products to market faster than before.
    • Objective 1: Learn what Slack is and why it’s the ideal work operating system.
    • Objective 2: Learn why Slack is a powerful tool for brands and retailers.
    • Objective 3: Discover real-world demos and customer use cases.
  • When: Thursday, September 19
  • Time: 1:30 PM – 1:50 PM PDT
  • Where: Moscone West, L3, Slack Theater


Unlock Efficiencies and New Shopper Experiences with AI

  • The possibilities of generative AI in omni-channel retailing are endless. Join us as we unpack the best practices and use cases of where to start and how Salesforce helps retailers get there faster.
    • When: Thursday, September 19
    • Time: 8:30 AM – 9:30 AM PDT
    • Where: Intercontinental, L4, Twin Peaks

If you would like to learn more about the Dreamforce 2024 Sessions, please contact us.

About Corrao Group

Corrao Group is a top Salesforce consulting partner in the retail, consumer goods, and professional service industries. Since 2002, we have helped organizations of all sizes and industries optimize and streamline their business processes with Salesforce. Our mission is to flawlessly translate your business processes into Salesforce, promoting successful integration and widespread user adoption.

Dreamforce 2024 Survival Guide

Dreamforce 2024 is just around the corner, and it’s time to get ready for the ultimate Salesforce experience! Whether you’re a first-timer or a seasoned veteran, navigating the massive tech conference can be overwhelming. We created a complete survival guide with everything you need to know to conquer Dreamforce 2024. This complete guide includes 5 survival tips, must-see events, and Dreamfest information!

5 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 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.

5 Must SEE Dreamforce 2024 Events

Dreamforce Main Keynote

  • Join Marc Benioff and guests to discover how every business can become an AI enterprise.
    • When: Tuesday, September 17
    • Time: 10:00 AM – 12:00 PM PDT
    • Where: Moscone South, LL, Keynote Room
    • Link to Event

Consumer Goods Keynote: Profitable Growth with #1 AI CRM

  • AI + Data are changing consumer goods (CG) faster than ever. See how leading CG companies partner with Salesforce to deliver profitable growth through integrated, intelligent planning and execution.
    • When: Tuesday, September 17
    • Time: 1:45 PM – 2:35 PM PDT
    • Where: InterContinental, L3, Grand Ballroom ABC
    • Link to Event

Improve Trade Promotion Effectiveness

  • Trade spend remains one of the largest categories for consumer packaged goods. Hear how you can manage, optimize, and win in trade promotion planning with Consumer Goods Cloud.
    • When: Wednesday, September 18
    • Time: 12:15 PM – 12:35 PM PDT
    • Where: InterContinental, L5, InterContinental Ballroom A
    • Link to Event

Plan and Forecast More Effectively with Consumer Goods Cloud

  • Strong relationships with retailers start with strong forecasts and plans. Hear how a leading Trailblazer is leaning into customer planning to improve revenue.
    • When: Thursday, September 19
    • Time: 1:45 PM – 2:05 PM PDT
    • Where: Moscone South, LL, Content Pavilion, Stage 8
    • Link to Event

Consumer Goods: Improve Planning and Execution with Data

  • Intelligent, integrated planning and execution are critical to success. Hear about innovations improving the route to market and how incorporating new data sources makes this even more powerful.
    • When: Wednesday, September 18
    • Time: 2:00 PM – 2:45 PM PDT
    • Where: Moscone South, LL, Content Pavilion, Stage 6
    • Link to Event

AND

  • When: Thursday, September 19
  • Time: 9:00 AM – 9:45 AM PDT
  • Where: Intercontinental, L5, Intercontinental Ballroom C
  • Link to Event

Dreamforce 2024: Dreamfest!

Dreamfest is the official celebration of Dreamforce, an epic live concert benefiting the UCSF Benioff Children’s Hospitals. Join Salesforce and P!nk & Imagine Dragons for an amazing concert and an unbelievable VIP experience. Be there and help Salesforce reach its all-time giving of $120 million in donations for UCSF Benioff Children’s Hospitals.

Time: TBD (check the link below for updates)

Where: Giants Ballpark, SF

Link to Event

If you would like to learn more about Dreamforce 2024, please contact us.

About Corrao Group

Corrao Group is a top Salesforce consulting partner in the retail, consumer goods, and professional service industries. Since 2002, we have helped organizations of all sizes and industries optimize and streamline their business processes with Salesforce. Our mission is to flawlessly translate your business processes into Salesforce, promoting successful integration and widespread user adoption.

Top Events and Happy Hours During Dreamforce 2024

Dreamforce is more than just a conference; it’s an immersive experience that blends innovation, networking, and a vibrant social scene. As the sun sets over San Francisco, Dreamforce comes alive with exciting events, happy hours, and nightlife activities designed to connect, inspire, and entertain. Whether you’re a first-timer or a seasoned attendee, Dreamforce offers a packed schedule that ensures something for everyone. Get ready to explore the best of what Dreamforce has to offer beyond the sessions and keynotes!

Monday, September 16

The CIO For Good Summit

Join Cloud for Good at Shack15 for the inaugural CIO for Good Summit, an exclusive event designed for Chief Information Officers (CIOs) and technology leaders in the nonprofit and higher education sectors.

Details: 1pm – 5pm, Shack15, Ferry Building 1

Registration

Salesforce Sunshine Stroll with Jack McCurdy

New to Dreamforce? Meet other first-timers on this walking tour with Dreamforce veteran Jack McCurdy. Stroll along the vibrant streets of San Francisco and get tips on how to get the most out of your Dreamforce. Enjoy a mouthwatering delight on us inside the famous Ferry Building.

Details: 4pm – 5pm, 149 New Montgomery St.

Registration

Party Blazers’ Blaze Fest

Join us for Blazer Fest at Dreamforce ’24, the ultimate networking and fun event! Connect with fellow trailblazers, enjoy great company, and support charitable causes. This is an event you won’t want to miss!

Details: 4:30pm – 6:30pm, Pink Elephant, 142 Minna St.

Registration

GRAX’s Dreamforce Happy Hour

Come kick-off Dreamforce in style at our exclusive Happy Hour — hosted by GRAX and OutSystems. Join us at the Harlequin — known for its Gatsby-style atmosphere, offering a whimsical, trendy location to foster new connections and strengthen relationships.

Details: 5pm – 7pm, The Harlequin, 68 4th St.

Registration

The Michael J. Fox Foundation’s Charity Poker Night

Please join us for the 10th annual Dreamforce Charity Poker Night

Over the past nine years, over 1,000 attendees have gone all-in for a good cause. Together, we’ve raised more than $300,000 for the Michael J. Fox Foundation. This year, on September 16th @ 5:30, Own Company and Salesforce will host the 10th annual event, and we’re aiming for an even more impactful outcome.

This year, we’re excited to announce that the event will be held at the Hyatt SOMA, a stunning venue steps away from the Dreamforce campus. It’s the perfect setting for a memorable evening of poker and philanthropy.

If you want to join the fun, please donate $150 to reserve your seat. If your company provides a donation match, please send me the confirmation, and you will earn two free rebuys.

Details: 5:30pm – late, Hyatt Soma, 50 3rd St.

Registration

Tuesday, September 17

DF24 Newbie Reunion “Bacon” Breakfast

Come join us for breakfast on the opening day of Dreamforce 2024, and make a few personal connections before the chaos of Dreamforce gets into full swing. You don’t have to be a Dreamforce newbie to attend…that’s just the legacy of how this breakfast got started – anyone attending Dreamforce is welcome!

Your $45 ticket gets you one meal from the breakfast selections on the menu, as well as your choice of coffee, hot or iced tea, and soft drinks. Sales tax and gratuity are included.

Details: 6:30am – 8:30am, Sears Fine Food, 439 Powell St.

Registration

Copado and EPAM’s Networking Happy Hour

Join them Tuesday at Trellis Coworking Space, from 4-6 pm, courtesy of EPAM. Picture this: hand-crafted cocktails, gourmet bites and a backdrop filled with the buzz of DevOps and AI discussions. It’s your perfect segue into a week of innovation. Why just attend when you can connect, learn and unwind?

Details: 4pm – 6pm, Trellis Coworking Space

Registration

Kickoff Dreamforce with Cloud for Good

Kick-off Dreamforce 2024 with Cloud for Good! Join them for drinks and light appetizers as you foster connections with your peers, industry thought leaders, and their experts in a dynamic setting. Take advantage of this chance to connect with like-minded changemakers and work together towards a brighter tomorrow.

Details: 5pm – 8pm, Monarch SF, 101 6th St.

Registration

Dreamforce Dreamboat Sunset Cruise

Join them for an Unforgettable Sunset Cruise on the San Francisco Bay. They are thrilled to invite you to a unique and exclusive opportunity: a sunset cruise on the beautiful San Francisco Bay! This event is designed to bring together Salesforce’s strategic customers for an evening of networking, relaxation, and breathtaking views. Register to nominate yourself to join the event and be part of this exceptional experience!

Details: 6pm – 9pm, Pier 3

Registration

Sercante’s “In The Clouds” After Party

Join them for an epic Dreamforce 2024 party with live music from Mustache Harbor and a DJ. It’s going to be an unforgettable night — be sure to wear your best blue and white outfits and join the fun!

Details: 7pm – 12am, 715 Harrison St.

Registration

Atrium’s Starry Night Soirée

Experience an unforgettable evening at the exclusive Starry Night Soirée, hosted at their show-stopping party space at Temple Nightclub, just blocks from Moscone Center.

Engage in sparkling conversations with industry leaders while enjoying cosmic cocktails and delicious hors d’oeuvres. And if you’re that person who can’t wait to leave it all on the dance floor, then you’ll love the star-studded set their live DJ has planned.

This is the dreamiest Dreamforce party that everyone will be talking about the next day. You won’t want to miss it!

Details: 8pm, Temple Nightclub, 540 Howard St.

Registration

Hustle and Flow Revenue Cloud Dreamforce Party

Join them at the Dreamforce party of the year. Immerse yourself in a night of exhilarating beats, dynamic energy, and an exclusive VIP experience.

Details: 8pm, Hawthorn SF Nightclub and Lounge, 46 Geary St.

Registration

Wednesday, September 18

Dreamforce Community Fun Run

Trailblazers lace up your shoes!

Join them for the annual Community Fun Run/Walk, a beloved Dreamforce event, on the beautiful San Francisco Bay. All participants will receive limited runners swag and prizes. See you there!

Details: 6am, 1 Ferry Building

Registration

Rise & Shine Community Breakfast

Start your day on a high note with the Rise and Shine Community Breakfast! Join them for a morning filled with energizing coffee, a delicious breakfast spread while. mingling with industry innovators. Join them to engage in insightful conversations, gather fresh ideas, and build valuable connections in a welcoming and relaxed atmosphere.

Details: 7:30am, The Grove, 690 Mission St.

Registration

Raise Your Glass: The Pink Pre-Concert Happy Hour

Get ready to rock and roll! Join AdVic for a pre-concert happy hour at Dreamforce. Enjoy complimentary food and beverages before heading to the show.

Details: 4pm – 5pm, The Grove, 690 Mission St.

Registration

The Outreachella Happy Hour

Join Outreachella for a unique Happy Hour experience that blends networking, innovation, and celebration in a boho-chic atmosphere.

Details: 4pm – 6pm, Joyride Pizza, Yerba Buena Gardens

Registration

Copado’s Dreamfest Shuttle Adventure

Ready for a little adventure? Hop on the free shuttle from Trellis to Oracle Park and snap some stunning pics at Twin Peaks along the way. It’s not just a ride — it’s a journey! Lock in your spot now. Why miss out? Mee at Trellis Coworking Space for departure.

Details: 5pm – 6:30pm, Trellis Coworking 981 Mission St.

Registration

Idealist Consulting’s Engagement Party

Part fundraiser, party epic dance party, The Engagement Party is the longest-running nonprofit party at Dreamforce. Join them on September 18th!

Three reasons to snag your ticket today…

1) A truly unique experience: For over 15 years, they’ve been creating a special space for nonprofits to connect and learn from each other. Build relationships, make memories, and bond over a universal shared experience you won’t find anywhere else.

2) Party for a cause: 100% of proceeds go to Amplify, supporting historically excluded voices in technology. Learn more about Amplify’s work here.

3) The ultimate Dreamfest afterparty: Keep the party going post-Dreamfest! Dance the night away with nonprofit friends old and new and close out your Dreamforce experience with one amazing night.

Details: 8pm – late, Monarch Night Club, 101 6th St.

Registration

About Corrao Group

Corrao Group is a top Salesforce consulting partner in the retail, consumer goods, and professional service industries. Since 2002, we have helped organizations of all sizes and industries optimize and streamline their business processes with Salesforce. Our mission is to translate your business processes into Salesforce flawlessly, promoting successful integration and widespread user adoption.

Come See Corrao Group’s Clients at Dreamforce 2024

We are thrilled to announce that our clients — McKee Foods, Dole, and Republic National Distributing Company (RNDC) — will take the stage at Dreamforce 2024 to share their success stories and insights on leveraging Salesforce Consumer Goods Cloud. Each session will showcase how each company is driving innovation in trade promotion effectiveness, planning and forecasting, and retail execution. As valued clients of Corrao Group, they are at the forefront of transforming the consumer goods industry, and we are excited to have Salesforce highlight their achievements. Don’t miss the opportunity to hear from these industry trailblazers and gain strategies to elevate your business!

Improve Trade Promotion Effectiveness: McKee Foods

Trade spend continues to be one of the most significant expenses for consumer packaged goods companies, with managing and optimizing this spend often posing a challenge. At Dreamforce, join our Managing Partner Jack Corrao as he shares how McKee Foods is at the forefront of utilizing Salesforce’s Consumer Goods Cloud Trade Promotion Management to streamline trade promotion planning, ensuring every dollar spent effectively drives growth. Join this session to discover how to enhance your trade promotion strategies and win in a competitive market.

When: Wednesday, September 18

Time: 12:15 PM – 12:35 PM PDT

Where: InterContinental, L5, InterContinental Ballroom A

Link to Event

Plan and Forecast More Effectively with Consumer Goods Cloud: Dole

Building strong relationships with retailers begins with accurate forecasts and well-crafted plans. Dole, a leading Trailblazer, is leveraging Consumer Goods Cloud Customer Planning & Forecasting to enhance their customer planning and forecasting processes, ultimately driving revenue and fostering stronger partnerships. Don’t miss the opportunity to improve your planning and forecasting efforts to stay ahead of the curve/competition.

When: Thursday, September 19

Time: 1:45 PM – 2:05 PM PDT

Where: Moscone South, LL, Content Pavilion, Stage 8

Link to Event

Consumer Goods: Improve Planning and Execution with Data: RNDC

In today’s fast-paced market, intelligent and integrated planning and execution are more crucial than ever. RNDC is pushing the boundaries by incorporating new data sources into their strategies, leading to more powerful and effective routes to market. This session will explore the innovations RNDC is embracing to revolutionize their approach to planning and execution.

When: Wednesday, September 18

Time: 2:00 PM – 2:45 PM PDT

Where: Moscone South, LL, Content Pavilion, Stage 6

And

When: Thursday, September 19

Time: 9:00 AM – 9:45 AM PDT

Where: Intercontinental, L5, Intercontinental Ballroom C

Link to Event

Don’t miss out on the chance to hear directly from industry leaders about the innovative ways they’re using Salesforce Consumer Goods Cloud to transform their business. Whether you’re looking to improve trade promotion effectiveness, enhance customer planning and forecasting, or integrate new data into your strategies, these sessions will produce valuable insights you can apply to your business.

Be sure to add these sessions to your Dreamforce 2024 agenda! We hope to see you there!

If you would like to learn more about how Corrao Group was able to help McKee Foods, Dole, and RNDC, please contact us.

About Corrao Group

Corrao Group is a top Salesforce consulting partner in the retail, consumer goods, and professional service industries. Since 2002, we have helped organizations of all sizes and industries optimize and streamline their business processes with Salesforce. Our mission is to translate your business processes into Salesforce flawlessly, promoting successful integration and widespread user adoption.

Salesforce Winter ’25 Release Notes: Field Service

The Salesforce Winter ’25 Release for Field Service brings powerful enhancements to optimize scheduling, boost efficiency, and improve customer service. With new AI-driven tools like Einstein Copilot for appointment management, enhanced scheduling flexibility, and features like Tap-to-Pay and dynamic Data Capture forms, your team is better equipped to deliver exceptional service. Explore these updates to elevate your field service operations and drive better results.

Get a Daily Summary of Service Appointments that Require Immediate Attention

Elevate dispatcher productivity by using Einstein Copilot Field Service actions. Get a daily overview to highlight service appointments that require immediate attention, such as appointments with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list, so it’s easy for dispatchers to resolve these issues immediately. Customize the summary to include additional categories.

Find Service Appointments Easily by Creating Search Filters in the Appointment List

Boost dispatcher efficiency by using Einstein Copilot Field Service Actions. Dispatchers can quickly find service appointments and take immediate action, whether planning schedules or addressing schedule changes. With the Create Appointment List Filter action, dispatchers can benefit from generative AI to search for appointments by using natural language. Einstein Copilot then converts these searches into filters in the appointment list.

Increase Flexibility and Efficiency When Scheduling Complex Work Chains

Improve resource utilization on the Gantt for Appointment Booking and Schedule operations with additional service appointment sliding capabilities. The Enhanced Scheduling and Optimization engine can now slide multiple appointments in a complex work chain with a start-after-finish dependency between service resources to a later time within the resources’ availability. Previously, the engine could move appointments with this type of dependency only up to the start time of the next appointment in the chain.

Enhance Scheduling Accuracy by Adding Travel Time Buffers per Territory

Adjust your estimated travel time for each territory to account for additional arrival time considerations, such as finding parking. These changes keep your schedule accurate and realistic and increase customer satisfaction by providing customers with more accurate arrival information.

Gain Instant Access to Key Operations and Insights with Field Service Home

Access your apps with one click and get personalized insights that spotlight the most crucial data for your field operations, from performance metrics to service trends. The Operations Home provides a comprehensive solution for managing Field Service operations and eliminates the need to search for apps and metrics.

Boost and Track Team Performance

Effortlessly monitor resource utilization, performance efficiency, and burnout risk with the Resource Management dashboard. Analyze individual metrics against team and company benchmarks that help you identify opportunities for improvement and ensure that your team thrives.

Gain Comprehensive Insights into Your Inventory and Products

Keep your operations running smoothly with the Parts and Inventory dashboard. Track stock levels, consumption rates, demand trends, and request statuses so you’re always informed.

Personalize Service Documents with Company and Worker Details

Provide customers with details about your company and who completed the job by including information, such as your company address and phone, name, and specialty of the mobile worker, in your service documents. Embed fields from User and Organization objects into your service documents with Document Builder.

Reschedule Appointments with Scheduling Dependencies in Appointment Assistant

If you’re using Enhanced Scheduling and Optimization, your customers can reschedule complex work in Appointment Assistant Self-Service Scheduling. Previously, if an appointment had scheduling dependencies, customers couldn’t reschedule it.

Empower Mobile Workers with Data Capture Forms (Beta)

Get the job done faster, online or offline, with smart, dynamic Data Capture forms. Launch Data Capture forms from the new Forms tab on Work Order Overview or directly from a service appointment or work order line item via the related list. Pause, resume, and progress backwards and forwards through Data Capture forms without missing a beat. From collecting data on assets that need maintenance to conducting environmental assessments, the conditional logic of Data Capture gives mobile workers only the questions that they need for the task at hand.

Accept On-Site Payments with Tap-to-Pay

Create a Lightning web component (LWC) that lets your customers use the Tap-to-Pay capability of the Payments plug-in to pay mobile workers directly. The Field Service mobile app then integrates with Pay Now to connect the LWC to a secure payment system that processes the interaction.

Reduce Distractions and Stay Focused with Standby Mode

Now mobile workers can pause notifications, data syncs, and location sharing with just a tap so they remain undisturbed during critical tasks. When they exit Standby mode and return to the app, they can continue right where they left off—no need to download records. Previously, workers had to log out and download records again for offline work when logging back in. Enable Standby Mode for your mobile team in Field Service Settings.

Search for Records Easily in the Field Service Mobile App

Let mobile workers quickly find the records they need to get the job done faster with a simple search view that includes filtering and sorting capabilities.

Improve Your Scheduling and Optimization Proficiency with Revamped Salesforce Help Content

Explore updated documentation that boosts your self-sufficiency, enhances user engagement, and facilitates the adoption of our automated features, maximizing your ROI. We enriched the Salesforce Help content on scheduling and optimization to simplify the implementation process. For example, get insights into feature configurations, more details on tools for scheduling automation and optimization, and scenario-based best practices tailored to various roles and industries. Learn about the differences between the optimization engines and the advantages of transitioning to Enhanced Scheduling and Optimization.

Switch to Lightning Data Service for the Best Mobile Experience

Turn on Lightning Data Service in the Field Service mobile app by using a simple setup to access the latest features. Then, use it with Lightning web components to customize the app for your business needs. See the guide Move to Lightning Data Service posted in the Field Service Mobile Trailblazer Community.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’25 Release Notes: Field Service

Salesforce Winter ’25 Release Notes: Service Cloud

The Salesforce Winter ’25 Release for Service Cloud introduces powerful tools and enhancements designed to elevate your customer service experience. From streamlined case management with Einstein AI to enhanced mobile capabilities, these updates empower service teams to resolve issues faster and more efficiently. Whether customizing work summaries, gaining deeper insights through new data integrations, or automating routine tasks, this release equips your team with the tools to deliver exceptional service. Explore these innovations to see how they can transform your service operations and improve customer satisfaction.

Discover Even More Service Capabilities with My Service Journey (Beta)

Quickly see how to take your Service Cloud implementation from good to great. Explore different Service areas, like the Help Site or Agent Console, and filter capabilities based on your business goals, edition, what’s new, whether it’s an Einstein feature, and more.

Empower Agents to Resolve Customer Issues Faster with Einstein Article Recommendations (Pilot)

Reduce handle time and improve customer satisfaction by providing agents with recommended articles with Einstein Article Recommendations for Conversations.

Gather More Service Support Insights with Additional Channels in Einstein Conversation Mining

Create reports with our newly supported channels, which include third-party messaging apps such as WhatsApp, Facebook Messenger, and Apple Messages for Business.

Customize Your Work Summaries in Copilot (Generally Available)

Now, you can customize how Einstein drafts Work Summaries in Copilot. Get summaries that meet your team’s needs by adding your own formatting rules or restrictions to the prompt template that guides Einstein responses.

Get a Quick Overview of a Case and Ongoing Developments with Case Summaries (Pilot)

Quickly catch-up on cases with AI-generated case summaries. Using Einstein Case Summaries, agents can see the case progression including conversations, updates, and escalations—all from the Case Feed or Case Comments.

Get Faster Insights with Einstein Case Management (Beta)

Improve customer service with near real-time insights that help agents quickly identify and prioritize cases based on urgency, status, customer effort score, and service level agreement (SLA) targets. Einstein Case Management dashboards show minutes-latency metrics that help your team deliver more informed, personalized service. Plus, with the new Flag to Supervisor flow, agents can instantly alert supervisors about case developments.

Automate Knowledge Reviews with Salesforce Flows

Install the Flag for Review flow to help managers quickly set the review date on articles to the current date and publish articles directly from Knowledge Performance dashboards.

Gain Deeper Insights into Knowledge Performance with Data Categories

Evaluate article effectiveness and ensure compliance with a comprehensive view of your Knowledge categories.

Draft Personalized Service Emails with Einstein

With the Service Email Assistant, Einstein uses case data to draft personalized emails to customers. Agents can use preset email prompt instructions or enjoy custom email instructions created by their Salesforce admins. Agents just choose a template and let Einstein craft a response.

Move Emails Easily to the Relevant Case

Let agents reassign emails from one case to another with Email-to-Case. Keep emails correctly sorted when a customer replies to a thread with information about a different case.

Messaging in the Salesforce Mobile App is Generally Available

Let agents message on the go with messaging in the Salesforce Mobile App. While messaging in the Salesforce app was in beta in Summer ‘24, it’s now generally available.

Empower Agents to Resolve Customer Issues Faster with Einstein Article Recommendations for Voice (Pilot)

Reduce handle time and improve customer satisfaction by providing agents with relevant articles in real time during calls.

Integrate Knowledge and Unified Knowledge with Data Cloud

Combine your first and third-party knowledge in Data Cloud to improve generative AI features for Einstein for Service. With the upcoming switch to Data Cloud grounding, use the latest Retrieval-Augmented Generation (RAG) updates for higher-quality replies and answers. Previously, articles were limited to 131,000 characters in rich text fields, but Data Cloud increases this limit to 100 MB. Articles exceeding 25 MB aren’t indexed for search. This integration prepares Knowledge and Zoomin connectors for future enhancements.

Connect Unified Knowledge to More Systems

Enhance your Unified Knowledge integration with three new connectors: Github, ServiceNow, and Madcap Flare. Unify your company’s knowledge across every agent and customer search experience and ground generative AI features for Einstein for Service.

Boost Service Efficiency by Automating Milestone Actions with Flows

Automate standard milestone actions through a flow to reduce the manual work of agents and improve the efficiency of your service operations. Here are some actions that you can auto-trigger by using a flow when the milestone is completed, nearing violation, or violated: send email alerts powered by Einstein, update records for other cases simultaneously, send Slack notifications.

Help Agents Prioritize Cases Effectively by Tracking Milestone Time

Help agents prioritize cases needing attention and maintain high service standards. With Time to Next Milestone in the case list view, they can easily identify cases that are overdue, nearing completion, or paused, based on the remaining time to complete the milestone. Previously, while handling multiple cases simultaneously, agents didn’t have a clear indication of which ones to prioritize.

Simplify Information Access, Service Requests, and Case Creation with Employee Hub

Employees can use Employee Hub to read knowledge articles for solutions to common problems, quickly navigate to important and frequently used resources and pages, submit service requests through Service Catalog, and obtain manager approvals. For further support, employees can create cases or contact human resource (HR) personnel through the email, voice, and messaging channels. Employees can also manage their own profile information. Administrators can customize the Employee Hub template based on organization needs and employee preferences.

Support Customers While on the Go with Omni-Channel for Mobile (Generally Available)

Omni-Channel users can now use their mobile device to complete work from service channels enabled with status-based capacity. With Omni Mobile, they can set their status and handle work requests from all enhanced channels, with the exception of Voice. They also receive notifications on their mobile device about new work, updates to work, and changes to their status. Omni Mobile is part of the Salesforce mobile app. This feature is now generally available. We delivered this feature thanks to your ideas on IdeaExchange.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’25 Release Notes: Service Cloud

Salesforce Winter ’25 Release Notes: Marketing Cloud Account Engagement

The Salesforce Winter ’25 Release Notes for Marketing Cloud Account Engagement (MCAE) introduces various features to enhance your marketing efforts and data management. From the ability to merge duplicate prospect records to expanded content-copying options, these updates streamline your operations and improve accuracy. Explore how these updates can elevate your marketing operations and drive more impactful results.

Find and Merge Duplicate Prospect Records

Keep your database clean and ensure that your marketing team is working with the most accurate information using the duplicate prospect tool in Optimizer.

Copy Forms and Emails to a Salesforce CMS Workspace

New file types for content copying are also supported, including .pdf, .mp4, and .zip.

Gain Insights with Form and Landing Page Engagement Data in Data Cloud

Personalize your marketing efforts, create calculated insights, and build segments through Data Cloud with form, landing page, and tracked web page engagement data. Enable the Account Engagement connector in Data Cloud and then create an engagement data stream.

Create More Data Cloud Segments per Business Unit

You can now have up to 25 Data Cloud segments per business unit when creating dynamic lists in Account Engagement. Previously, only five segments were allotted per business unit.

Open System Email Links in the Lightning App

Improve your workflow in Salesforce and open Account Engagement system email links in the Lightning App instead of pardot.com.

Pause or Cancel Permanent Prospect Deletions

Take control of your prospect deletion bulk action requests by pausing, resuming, or canceling them using the Table Action Manager. This feature is available for deletion requests initiated from the API or UI. Previously, bulk prospect deletions couldn’t be paused or resumed from the UI.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’25 Release Notes: Marketing Cloud Account Engagement

Salesforce Winter ’25 Release Notes: Sales Cloud

The latest Salesforce Winter ’25 Sales Release Notes for Sales Cloud bring powerful enhancements to boost your sales team’s productivity and effectiveness. From expanding the availability of Seller Home across more apps to optimizing strategic planning with Account Plans, these updates offer a range of new features designed to streamline operations and drive success. With improvements in collaboration, forecasting, and prospecting, sales teams can now work more efficiently, leverage data-driven insights, and close deals faster. Explore these innovations and discover how they can transform your sales processes and outcomes.

Show Sales Reps Seller Home in More Places

Give sales users an overview of their opportunities, accounts, leads, and contacts, along with their day’s agenda in any standard or custom Salesforce app. Apply the Seller Home template as the default home page for the app in Lightning App Builder. Sales team members can start their day with a complete view of their business. Previously, Seller Home was only available in a few standard apps.

Increase Sales Team Collaboration by Assigning Opportunity Splits to Territories

To see how territories contribute to overall sales, sales teams can now assign opportunity splits and opportunity product splits to territories. Previously, splits could be associated only with the parent opportunity’s territory. This change allows sales teams to get reports that show territories’ contributions to closing deals using splits data. Teams can also forecast based on splits amounts across territories.

Optimize Your Strategic Planning with Account Plans

Nurture existing relationships and grow key accounts strategically with Account Plans. You can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development, all from one repository within Salesforce.

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 on December 16, 2024. This update is available starting in Winter ’25.

Access All Your Conversation Data with Conversation Hub

Use Conversation Hub to get a comprehensive view of your sales teams’ conversation data in a revamped user interface. The personalized landing page shows relevant metrics, recent conversations, and top signals if you’re using Einstein for Sales. You can also filter for relevant conversations from a new Conversations tab.

Do More with Sales Signals

Sales managers and their teams can access more features from Sales Signals, including more relevant metrics, key themes, and featured mentions. The Signals page is revamped to match the updated ECI interface. Topic details pages also offer more metrics and relevant data.

Find Your Next Customer with Prospecting Center, a new Data Cloud App

To build a healthy revenue pipeline, let Prospecting Center find your next customer by using trusted data and AI. Identify the accounts that are most likely to use the right buyer signals to engage. Use various external and internal signals to calculate Fit, Engagement, and Intent scores, all powered by Data Cloud. Sales reps get powerful insights on time with the Unified Prospecting Center view, so they can spend more time nurturing the prospect and less time navigating.

Capture Forecasts at a Point in Time with Forecast Submissions

Forecast submissions are a sales rep’s or sales manager’s best estimate of the revenue or quantities that they expect to close during the forecast period. Typically required weekly, the submission takes a snapshot of the forecast at the time the submission is made. As management reviews forecast rollups, they can compare the current forecast against the submitted forecast numbers and quota and know that the forecast is up to date. Any differences better inform the forecast for the entire sales team and the business.

Improve Sales Forecast Accuracy with Manager Judgment Enhancements

To guide more accurate forecast assessments, sales leaders now see Manager Judgment values rolled up for all forecast managers beneath them in the forecast hierarchy. Previously, judgment values rolled up only to the immediate manager in the hierarchy. Plus, judgment values are now available in reports and dashboards, allowing sales teams to reconcile forecasts against judgment amounts and to identify opportunities that are at risk.

Close Date Predictions Is Being Retired

Close Date Predictions, a feature of Einstein Deal Insights in Pipeline Inspection, is being retired as of Spring ’25. The best replacement for Close Date Predictions is Einstein Opportunity Scoring, which gives robust predictions of an opportunity’s likelihood of closing. You can continue using all other features of Einstein Deal Insights in Pipeline Inspection, such as insights from calls, emails, and service cases.

Get Timely and Contextual Feedback on Your Terms

Einstein Coach is now available outside of a sales program. In a new tile in the Guidance Center, users can receive feedback on their sales pitches at their convenience and practice as many times as necessary until they feel confident about their pitch. Einstein Coach in the Guidance Center accesses product CRM Data, providing users with even more detailed, actionable, and personalized feedback.

Plan Quotas from Territory Alignments

Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.

Salesforce for Outlook Is Being Retired in December 2027

Full product retirement for Salesforce for Outlook is scheduled for December 2027. For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.

Close Deals Faster with a Seller-Focused Mobile App (Generally Available)

The Seller-Focused Mobile Experience app helps you easily view and update accounts, contacts, leads, and opportunities while on the go. Keep deals on track by quickly finding the information that you need, making calls, sending emails, and seeing and acting on upcoming tasks and events in the activity timeline. And let Einstein Copilot make all of that work even easier.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources:

Salesforce Winter ’25 Release Notes: Sales Cloud

Salesforce Winter ’25 Release Notes: Consumer Goods Cloud

The Winter ’25 Release Notes are here, bringing a wave of innovation and improvements across the Consumer Goods Cloud landscape. This release significantly enhances Trade Promotion Management (TPM) with support for custom months and quarters in reports and KPI exports, along with customized promotion workflows for faster promotion creation. New TPM permission sets simplify user management, while sales data clustering improves prediction accuracy.

On the Retail Execution (RTX) side, features like Van Sales Delivery Execution and Penny Perfect Pricing Batch V2 enhance efficiency. The mobile app now supports Bluetooth keyboards and hybrid mode for real-time data access, boosting field productivity. Discover how these updates can elevate your business operations to new heights.

Trade Promotion Management (TPM)

Do More with Enhanced Support for Custom Months and Quarters

Include data for custom months and quarters in real-time reports and export KPIs for custom months and quarters. Previously, you could include data only for custom weeks in real-time reports or KPI exports. When you copy a promotion to create the new one, save time and effort by transferring any manually adjusted data for custom months and quarters to the new promotion.

Create Promotions Faster with Customized Promotion Workflows

Give your key account managers customized derive and copy promotion workflows to help them create promotions with their business-relevant details faster. Use customizations to add fields to newly created promotions or delete a field from the current derive and copy wizards. Configure a metadata wizard to customize user interface workflows for derive and copy promotions. Use the Business Object APIs to customize the Apex process that derives and copies promotions.

Manage TPM Permission Sets Efficiently

The Consumer Goods managed package now has new permission sets, such as TPM Finance User and TPM RBF User. These permission sets are automatically updated whenever the managed package is upgraded. Assign your users these permission sets to save the hassle of managing permission sets every time you upgrade to the latest version of the Consumer Goods managed package.

Enhance Prediction Accuracy by Clustering Your Sales Data

Segment your sales data based on historical sales patterns to create meaningful data clusters for training prediction models. Use the Scoring Framework to create a CRM Analytics app that effectively clusters accounts and product categories, enhancing the relevance of your data for baseline predictions. This feature streamlines data preparation and eliminates the manual selection of required accounts and products before installing the TPO Baseline app.

Retail Execution (RTX)

Streamline Delivery with Van Sales Delivery Execution

With van sales orders, the tour drivers can place orders and deliver products during each visit with available on-truck inventory. During delivery execution, the tour drivers can initiate a visit and deliver products or collects returns through orders. Tour drivers then finalize the orders, generate cash invoices, print or share invoices, and complete orders. Use van sales orders to optimize the efficiency of truck drivers, streamline the delivery process, and integrate sales, merchandising, and logistics.

Experience Enhanced Performance with Penny Perfect Pricing Batch V2

With Penny Perfect Pricing Batch V2, increase batch performance by increasing the number of pricing conditions processed in a batch run. Run the enhanced batch process to improve logging, support rebuild mode, and provide better scalability of processed pricing conditions. However, you can continue to use the existing version (Batch V1) of Penny Perfect Pricing.

Boost Mobile App Productivity with Bluetooth Keyboards

Connect a Bluetooth keyboard to your mobile device and easily enter single or multiline text (such as notes) when processing orders and during other retail execution activities on the Consumer Goods Cloud offline mobile app.

Manage Tab and User Permissions for Deployed Profiles

If you create profiles through Metadata API version 60 or later, you must assign the new unmanaged permission set CGCloud Retail Standard User to all existing and new retail users. Use the new unmanaged permission to ensure your retail users have the necessary tab access for standard objects and user permissions for retail execution activities. If you clone and manually create profiles, you already have the required permissions and don’t need to assign the new unmanaged permission set to the users.

Ensure Accurate Inventory Reconciliation

Inventory Reconciliation Batch updates product quantities to ensure that the reconciled inventory records are accurate and current. Use this batch process when using the inventory framework in Retail Execution and Direct Store Delivery solutions. Streamline inventory management and ensure product availability using the Inventory Reconciliation Batch.

Increase the Effective Account Manager Sync Batch Performance

Consumer Goods Cloud batch process runs a new, enhanced version of the account manager batch (EffectiveAccountManagerSyncBatch) by default. The new version creates or updates an account team member record only when there are changes in customer managers. This prevents re-creation of account team members with each batch. New customers automatically get the enhanced version; however, existing customers must configure a custom setting to use the new version.

Generate Reports in Non-Latin or Custom Fonts in Consumer Goods Offline Mobile App

Sales reps can now generate and preview reports such as Order Confirmation PDF reports in non-Latin fonts like Korean, Chinese, and Thai, or custom fonts in their Consumer Goods offline mobile app.

Use Consumer Goods Cloud Offline Mobile App in Hybrid Mode With Remote API Calls

Consumer Goods offline mobile app now supports online interactions with Salesforce. This change helps the offline mobile app receive data directly from Salesforce or from external endpoints set up via Salesforce using remote API calls. For example, sales reps can make informed order decisions by referring to real-time data in Salesforce. You can implement workflows that require online data by integrating the offline mobile app with Salesforce endpoints (Apex-based REST API calls).

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources:

Salesforce Winter ’25 Release Notes: Consumer Goods Cloud