The Salesforce Summer ’25 Release Notes for Consumer Goods Cloud delivers powerful new enhancements, focusing strongly on Trade Promotion Management (TPM) and Retail Execution. The TPM updates empower brands to plan smarter, execute faster, and adapt to real-world sales behaviors, ike capturing data for discontinued products and factoring forward buys into uplift predictions. On the Retail Execution side, mobile capabilities are more flexible than ever, with Bluetooth printing, hybrid delivery visit support, and app customization via Lightning Web Components. Together, these features enable consumer goods companies to optimize operations across the entire sales and delivery lifecycle. Learn the latest updates for Consumer Goods Cloud below.
Trade Promotion Management
Get More Accurate Account Plans and Customer Business Plans
A discontinued product can still generate sales through leftover inventory. Get a more accurate view of your profit and loss (P&L) and plan better by making sure that the actuals, such as sales, revenue, and spend, are still captured for the discontinued products in your customer business plan (CBP) and account plan.
Ingest Key Performance Indicator (KPI) Data from Processing Services to Data Cloud (Pilot)
Use the Trade Promotion Management (TPM) data connector to sync KPI data directly from Consumer Goods Processing Services. Get KPI data from objects for daily measure integer and daily measure real, promotions, and payment tactics. Use the Data Explorer to view the data or the Query Editor to run SQL-like queries for performing advanced analyses.
Improve Sales Uplift Predictions with Forward Buy
Enhance trade promotion strategies by considering the forward buy effect in sales uplift predictions. Estimate the forward buy, adjust the uplift value, and train the model on this adjusted data to achieve more precise uplift predictions and optimize ROI on trade promotion spending.
Simplify Adding Tactics to Promotions
Choose the order in which tactic templates appear when you add them to a promotion. View the most relevant tactic templates first.
New and Changed Objects in Trade Promotion Management
Do more with the new and updated Trade Promotion Management objects.
Indicate whether discontinued products are included in the account plan and customer business plan (CBP). After you’ve included discontinued products, you can’t exclude them
Use the new cgcloud__Should_Include_Discontinued_Products__c field on the cgcloud__Sales_Organization__c object.
Specify a lookback period to include discontinued products whose end dates fall within that period. A single lookback period spans 380 days. The lookback period goes back from the start of the customer business plan or account plan. It goes back by 380 days for a 1-year period and 760 days for a 2-year period
Use the 1 and 2 picklist values in the cgcloud__Lookback_Period_In Years__c field on the cgcloud__Sales_Organization__c object.
Set the order you want your tactic templates to show in the dropdown menu when you add a tactic to a promotion
Use the new Sort__c field on the cgcloud__Promotion_Template_Tactic_Template__c object.
New and Changed APIs in Trade Promotion Management
Do more with the new and changed APIs in v64.
When you retrieve a list of products using the GetProductsCallout APEX request
Use the new DISCONTINUEDPRODUCTSFILTER process step in ProductResolutionConfiguration to include discontinued products in the results.
Get a List of Transactions for a Time Period
This API includes enhancements in this release. The enhancement is that the list of transactions retrieved from this API request includes all the transactions available in the organization. Earlier, only the transactions associated with the logged-in user were returned.
Retail Execution
Receive and Process Data from External Apps in Consumer Goods Cloud Mobile App
Receive and send data to third-party apps through mobile linking. Tailor the handling of incoming data and app behavior by customizing the app flows and business logic. For example, let’s say your merchandisers conduct planogram check tasks, such as price, distribution, and availability, on an external app during store visits. When the Consumer Goods (CG) Cloud mobile app and external app communicate through mobile linking, the customization passes the product-related KPIs to the product survey page in the CG Cloud mobile app.
Customize Consumer Goods Cloud Mobile App Faster with LWC Quick Actions (Beta)
Make customizations for online scenarios faster and easier using Lightning Web Components (LWCs) and integrate them with quick actions on iOS devices. Implement custom mobile processes, such as contract management and case handling, without modeling the app offline or synchronizing data.
Enable Quantity Adjustments and Cash Collection During Deliveries
Give tour drivers the flexibility to adjust preordered product quantities during deliveries. After the driver adds or scans products from the stock available in the vehicle, they can also collect cash or partial payment for deliveries.
Drive Retail Execution During Delivery Visits
Use the hybrid user persona to perform retail visit tasks in addition to the tour driver tasks. Hybrid users can perform and streamline store or shelf compliance checks, track assets, and create retail orders during deliveries.
Print Paper Invoices and Reports On the Go with a Bluetooth Thermal Printer
Connect mobile devices to a Bluetooth thermal printer and print documents on the go on 3-inch endless paper from the Consumer Goods mobile app. During store visits, sales reps can quickly produce hard copies of invoices, documents, and reports to provide to customers.
Complete Audits with Optimized Layout
Help users easily finish store and Point Of Sale (POS) audits with the new layout on the Consumer Goods Cloud mobile app by improving readability and adding visual cues to highlight conditional questions.
Find Records Faster in Consumer Goods Cloud
Use global search to find specific records within searchable objects in Salesforce org and quickly locate the information you need to make smart, informed decisions.
Visualize Relevant Customers on the Map
Hide planned customer visit locations and view only the customers matching the search criteria on the map. Eliminate the tedious zooming and panning, and quickly identify relevant customers on the map.
Improve Data Cloud Insights with New Data Streams and Mappings
Retail Enhanced data kit now consists of new mappings for Data Lake Object (DLO) that connect to preconfigured Data Model Objects (DMOs) in Data Cloud. Benefit from the updated and the new mappings for entities such as Order Item, Account Extension, Promotion Store, Account Receivables, Job Definition Template, and Assortment Product.
Authenticate to Consumer Goods Mobile App on iOS Devices with Native Mobile SDK (Beta)
Use all features of the Consumer Goods Cloud mobile app for iOS, whether you’re online or offline, with the new unified authentication. The native Salesforce Mobile SDK helps the app run smoother and more reliably.
Use Flexible Approval Processes for Consumer Goods Cloud
Enable users other than the creator to submit an order or task for approval. All Direct Store Delivery and Van Sales orders are now set to Ready status after drivers complete their orders and the order’s approval processes are done. Review the approval processes and if necessary, tailor them based on business needs. We recommend keeping the Initial Submitters field as Group: All Internal Users for the approval processes.
Penny Perfect Pricing V1 Is Being Retired
The Penny Perfect Pricing V1 batch process is scheduled for retirement in Winter ’26. After upgrading to Winter ’26, you can’t schedule or run the Penny Perfect Pricing V1 batch process through an Apex class in Consumer Goods Cloud managed package. To process pricing conditions, use the enhanced Penny Perfect Pricing V2 batch process. The V2 process improves logging, supports rebuild mode, and provides better scalability for the processed pricing conditions.
Get Updated Permission Sets for Direct Store Delivery
If you’re upgrading to Summer ’25 and use managed permission sets, field permissions for newly introduced fields for the Direct Store Delivery feature are automatically added to your existing managed permission sets and profiles when you upgrade. If you’re using the CGCloud Analytics User unmanaged permission set and want to use the newly introduced fields, remember to manually provide fields permissions for the fields.
Other Improvements in Retail Execution
A minor change to Retail Execution includes use of the sales org to decide the calculation schema and arrive at accurate calculations for an order in Summer ’25.
Changed Objects for Retail Execution
Collect cash or partial payments, update purchase number, create hybrid users and more with the changed Retail Execution objects. Changes span across areas such as fields, page layouts, custom permissions, picklist values, and validation rules across features such as Direct Store Delivery and hybrid users.
Field Changes
To use the new fields, add them to page layouts and make sure your users have edit access to them.
Collect partial payment for a cash delivery
Use the new cgcloud__Is_Partial_Payment_Allowed__c field on the existing cgcloud__Order_Template__c object.
Update purchase number while reviewing a delivery
Use the new cgcloud__Can_Purchase_Number_Update_Allowed__c field on the existing cgcloud__Order_Template__c object.
If you would like to learn more about the Salesforce Summer ’25 Release Notes for Consumer Goods 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.
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