Category: Updates

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.

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:

Driving Sales Growth With Salesforce Consumer Goods Cloud for Sales

With Salesforce Consumer Goods Cloud for Sales, companies can optimize their sales processes, reduce costs, and increase revenue through AI-driven insights and automation.

Driving sales growth is an essential part of success for all retail and consumer goods companies. With an ever-growing competitive market, brands need a powerful tool/technology to accelerate account growth, enhance productivity, and improve collaboration. With Salesforce Consumer Goods Cloud for Sales, companies can optimize their sales processes, reduce costs, and increase revenue through AI-driven insights and automation. Here’s how Salesforce Consumer Goods Cloud for Sales can enable brands to drive sales growth.

Key Focus Areas for Sales Growth

Grow Accounts

Salesforce Consumer Goods Cloud for Sales empowers brands to manage accounts and opportunities more effectively by giving sales teams a complete 360 view of customer interactions and performance. This makes it easier to identify new opportunities and build stronger established relationships with retailers.

Account and Opportunity Management: Salesforce provides a unified platform for tracking and managing all aspects of customer accounts. From initial contact to deal closure, teams can stay on top of each opportunity to improve response times and boost win rates.

Case Management: With robust case management tools, businesses can deliver exceptional customer service by resolving issues quickly and efficiently. Salesforce automates the routing of customer inquiries to the right team members, ensuring faster resolutions and improved customer satisfaction.

Reports & Dashboards: Salesforce’s real-time customizable reports and dashboards offer deep insights into account performance, helping sales teams track key KPIs and adjust their strategies.

Collaborate Efficiently

Salesforce Consumer Goods Cloud enhances team collaboration by providing tools that streamline communication, forecasting, and activity tracking. With everything integrated into one platform, teams can collaborate more effectively to close deals faster.

Collaborative Forecasting: Salesforce enables teams to collaborate on forecasts, ensuring that sales can improve forecast accuracy and align resources to meet sales goals.

Omni-Channel Case Routing: This feature ensures that every customer inquiry or issue is routed to the right team or individual based on availability, expertise, or priority. This reduces response times and enhances the customer experience, leading to stronger client relationships.

Einstein Activity Capture: By automatically syncing emails, calendar events, and other interactions, Einstein Activity Capture ensures no communications are missed. Sales reps can focus on building relationships, while Salesforce keeps track of all activities in the background, reducing time-consuming administrative tasks.

Reduce Costs

Salesforce Consumer Goods Cloud offers several automation and data processing tools that allow businesses to reduce operational costs while maintaining or improving efficiency. This helps companies maximize profits and allocate resources more effectively.

Workflow and Process Automation: Salesforce’s automation tools reduce the need for manual data entry and repetitive tasks to focus on high-value selling activities.

Data Processing Engine: Salesforce provides a powerful data processing engine that quickly handles large volumes of data, allowing sales teams to analyze trends, segment customers, and more.

Actionable Segmentation: With Salesforce’s segmentation tools, sales teams can categorize customers based on behaviors, demographics, and preferences for more targeted marketing and sales efforts.

Save Time

Salesforce Consumer Goods Cloud includes a variety of features designed to save time and improve efficiency. Salesforce helps teams hit the ground running by simplifying workflows and providing industry-specific templates.

Consumer Goods Cloud Data Model: Explicitly built for the consumer goods industry, this data model comes with pre-configured workflows, templates, and processes that reflect best practices. Additionally, the Salesforce Consumer Goods Cloud Data Model features the ability to configure Trade Promotion Management, Retail Execution, and more if needed in the future.

Sales Console: Salesforce’s Sales Console combines all the tools sales teams need into a single, centralized view that allows reps to manage their accounts, opportunities, and tasks.

Omni-Studio: Omni-Studio enables the rapid creation of task-based components and services, delivering seamless, digital-first experiences tailored to industry needs across multiple devices and channels.

Drive Growth Today With Salesforce Consumer Goods Cloud for Sales

Salesforce Consumer Goods Cloud for Sales helps consumer goods companies drive sales growth by offering tools that improve account management, collaboration, time savings, and more. By leveraging the power of AI, automation, and real-time insights, businesses can stay ahead of the competition, increase revenue, and build stronger customer relationships. Salesforce Consumer Goods Cloud for Sales is the ultimate solution for brands looking to boost sales productivity and achieve lasting success.

About Corrao Group

For over two decades, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, pharmaceutical, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Trade Promotion Management (TPM), Customer Planning & Forecasting (CPF), Retail Execution (REx), 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.

Revolutionizing Retail Execution with Salesforce Consumer Goods Cloud

With the ability to manage and execute in-store tasks online or offline, field reps can perform their tasks efficiently, ensuring accurate inventory checks, seamless planogram compliance, and optimized store visits, even in areas with limited connectivity.

In today’s fast-paced retail environment, thriving in a competitive market takes more than offering an exceptional product. Success hinges on flawless execution at the store level. Salesforce Consumer Goods Cloud for Retail Execution is helping consumer goods companies rise to meet these challenges head-on.

Retail Execution Challenges Today

Consumer goods companies are under pressure to deliver seamless, efficient operations while keeping up with shifting customer expectations. Ongoing challenges such as disjointed data, inefficient processes, and inconsistent execution hinder growth and profitability. These obstacles disrupt daily operations and weaken a brand’s competitive edge. Here are some of the most pressing challenges that consumer goods companies face today:

Lack of real-time visibility into store-level data

Inefficient store visit planning and execution

Difficulty in maintaining consistent brand presence across multiple outlets

Struggles with accurate inventory management and stock replenishment

Inability to quickly respond to market trends and consumer preferences

Addressing these pain points is critical. Companies risk losing sales opportunities, wasting resources, and acknowledging market share without effective solutions. Numerous brands are shifting to Salesforce Consumer Goods Cloud for Retail Execution to overcome these issues and transform their operations.

Transforming Retail Execution With Salesforce Consumer Goods Cloud

Salesforce Consumer Goods Cloud for Retail Execution is a powerful technology that gives retail and consumer goods companies a single source of truth. With the ability to manage and execute in-store tasks online or offline, field reps can perform their tasks efficiently, ensuring accurate inventory checks, seamless planogram compliance, and optimized store visits, even in areas with limited connectivity. Here’s how Salesforce Consumer Goods Cloud for Retail Execution helps brands:

Enhanced Visit Planning and Optimization

The platform helps prioritize store visits and create efficient routes for field reps, ensuring they visit the right stores at the right time.

Mobile Friendly Capabilities

Field reps can access retail execution tools and insights through offline mobile apps, enabling them to work efficiently without internet connectivity.

AI-Driven Recommendations

The system provides AI-recommended visits based on retail execution data, helping optimize account growth and prioritize high-impact store visits.

Advanced Order Capture

Reps can build carts and complete orders with features that account for promotions, discounts, and various units of measure, maximizing in-store sales.

Real-time Analytics and Reporting

The platform offers embedded reports and analytics, allowing reps and managers to review store performance, quotas, and other key metrics to make data-driven decisions.

Inventory and Planogram Management

AI-assisted auditing helps ensure accuracy in inventory checks and planogram compliance, freeing up reps’ time to focus on building customer relationships.

Customizable In-Store Activities

Companies can tailor in-store activities based on specific customer requirements, streamlining tasks such as inventory audits and return order processing.

If you would like to learn more about Consumer Goods Cloud for Retail Execution and how it can help your brand, please contact us.

About Corrao Group

For over two decades, Corrao Group has been a trusted Salesforce global implementation partner, specializing in Trade Promotion Management (TPM), Customer Planning and Forecasting (CPF), and Retail Execution (REx) solutions for B2B organizations of all sizes. Leveraging Salesforce’s Consumer Goods Cloud (CG Cloud) and Data Cloud, we optimize business processes through seamless integration and a detailed understanding of our client’s business. As everyday Salesforce power users ourselves, our 23 years of experience have honed our expertise in translating complex business processes into powerhouses fueled by the Salesforce platform. Let us empower your organization with our deep knowledge and commitment to excellence with Salesforce.

Salesforce Spring ’25 Release Notes for Consumer Goods Cloud

The Spring ’25 Release for Consumer Goods Cloud is here! Enhance Retail Execution with streamlined delivery tools, geofencing for accurate visits, and improved usability. Trade Promotion Management now features quicker workflows, simplified permissions, and smarter data retrieval. See the latest features to drive efficiency and maximize results!

Retail Execution

Streamline Delivery Execution and Efficiently Complete Tours

With convenient access to delivery documents, tour drivers can swiftly deliver preordered products, obtain signatures, generate invoices, and handle returns. After deliveries are done, tour drivers can complete end-of-tour tasks by easily checking in the remaining products and recording the vehicle’s mileage or status. After finishing the end-of-tour activities, drivers can complete the tour and track the time spent.

Ensure Visit Integrity with Geofencing and Time Tracking

Implement explicit start visit to make sure sales reps and tour drivers begin a visit before its execution in the Consumer Goods Cloud offline mobile app. By using geofencing and time tracking, oversee visits, reduce the risk of fraudulent visits, and make visit execution accurate and reliable. Make sure the sales reps or tour drivers are physically at the stores during the visit by letting them start or finish a visit only within the defined radius and by limiting the number of in-progress visits to one.

Boost Brand Visibility by Adding Your Company Logo on Consumer Goods Cloud Offline Mobile App

Make your brand more visible and meet the different needs of different markets, places, and business groups with company logos in the Consumer Goods Cloud offline mobile app. Showcase a unique logo for each sales organization on the Summary card of the Your Day page.

Share Visits Is Retired

Starting Spring ’25, you can no longer enable the Share visits setting under Retail Execution Settings and only the owner of the visit has access to the visit. For your users to share visits and access related records, implement custom sharing using any of Salesforce platform sharing capabilities. If you’re an existing customer and haven’t turned off the Share visits setting, you ‌must first implement platform-based visit sharing and then manually turn off the setting before upgrading to Consumer Goods Cloud Spring ’25. Complete this step to prevent unexpected results while sharing visits on the Consumer Goods Cloud Managed package.

Usability Improvements for Desktop Orders

Learn about the layout changes for desktop orders in Spring ’25.

  • Configurable default tab for Orders: By default, the All Items tab is shown as the default tab. Configure the default tab as Basket with the defaultTab attribute in Custom JSON for Order Items.
  • Easy management of product quantities: Starting Spring ’25
    • On the Add products page in Advanced Orders, you can now directly add products with quantities.
    • To add multiple products with the same quantities, change the quantity for a product. Use the context menu of the Quantity field to update the quantity for all products that are filtered and selected.
    • You can further modify the product quantities in the Basket or the Order Items tab.
    • The quantity is added to Custom JSON for Add Items by default. In existing projects and templates, for Quantity to be shown on the Product List grid, you must add the Quantity field to Custom JSON for Add Items on Order Template.
  • Layout improvements for the desktop order Lightning Web Component: Font size and padding for the product grids have been enhanced for readability. The tables now align with the Salesforce Lightning Design System.
  • Search bar for simplified search: Search for an assessment task definition by using the search bar in the Assessment Task Definitions list view.

Other Improvements in Retail Execution

Delete completed visits, add more promotions, customize the signature area, and ensure system compatibility with Consumer Goods Cloud.

  • Deletion of completed visits: Use the new Delete_Completed_Visit and Age_of_Visit custom system settings to turn on the deletion on the Consumer Goods Cloud desktop app or through the API. By default, the app prevents the deletion of completed visits.
  • Increased promotion limit: Add up to 49,000 accounts per promotion.
  • Consumer Goods Cloud batch process changes: Starting Spring ’25
    • In Progress visits are marked with Distribution Relevant as False when the start date isn’t between the current date (Today) and Distribution Relevant CutOff Date.
    • AggregatePromotionBatch considers only the promotions that are of the Sellable Promotion record type. To consider all types of promotions, use the PromotionAggregationForAllPromotions custom system setting.
  • Direct Store Delivery Sync Rule Change: Extension of sync rule to include assortments not only for customers whose orders are linked to tours but also for customers whose orders or visits are linked to tours.
  • Sharing for Substitution: Starting Spring ’25, if the OvrideSharingForSubstTeamMbr setting is enabled, a user can activate account substitution for a period, which is valid for the current date without sufficient privileges to add team members to the substituted account. Until Spring ’25, the activation of account substitution for a period which is valid for the current date fails if the user didn’t have sufficient privileges to add team members to the substituted account.
  • Granular versioning details for troubleshooting: Find your installed app version and Salesforce build number on the Consumer Goods Cloud offline mobile app. Use this information when you contact Salesforce to report an issue. This information is available on the Device Status Overview page in the Sync Management app.
  • Enhanced signing experience: Customize your signature area with the new buttons and labels that align with the Salesforce theme. To style the signature area, configure the default Salesforce mobile theme or implement a custom theme.
  • Package compatibility validation: Ensure compatibility of Consumer Goods Cloud with version validation checks for these components:
    • Consumer Goods Cloud offline mobile app, during the installation of deployment package
    • Consumer Goods Cloud managed package in Salesforce, during the assignment of deployment package
    • Deployment package, during the addition of a deployment package in the deployment package assignment process
    • Visual Studio Code based Modeler simulator app, during the implementation of a customization project

Trade Promotion Management

Reduce Time and Effort by Copying Manual Inputs for Tactics

Give key account managers (KAMs) the option to copy the manual inputs of a tactic when they copy a tactic. Previously, when KAMs copied a tactic, they couldn’t copy the tactic’s manual inputs.

Retrieve and Audit Account Plan Manual Inputs

With the new Get Manual Inputs integration API, you can now retrieve the manual inputs for an account plan recorded as session data in Consumer Goods Processing Services. If multiple changes are made to the account plan, the changes made at different times and by different users are recorded as separate sessions. Use the Get Comparison integration API to retrieve the manual inputs recorded in two separate sessions.

Manage TPM Permission Sets Efficiently

The Consumer Goods managed package now has new permission sets, such as TPM Standard Object Admin and TPM Master Data Admin. 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.

Preview Your Processing Service

Verify that a new version of the processing service is working seamlessly with the existing managed package. Test the new processing service version in your Sandbox early on to ensure that you don’t face any hiccups when your production org uses the latest processing service. The new processing service version is automatically available in Sandbox and Production org when the new version of Salesforce core is available per the release timelines.

New and Changed Objects for Trade Promotion Management

Do more with the new and updated Trade Promotion Management objects.

Copy manual inputs of a tactic when you copy the tactic

Use the new Duplicate_manual_inputs field on the tactic_template object.

If you would like to learn more about the Salesforce Spring ’25 Release Notes for Consumer Goods Cloud, please contact us.

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 1,250+ customers, implementing, customizing, and optimizing over 2,500+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Spring ’25 Release Notes for Sales Cloud

The Spring ’25 Release for Sales Cloud is packed with new features to boost team performance and drive revenue growth. Empower reps with personalized coaching through Agentforce Sales Coach, streamline lead qualification with Agentforce SDR, and track account plan progress with enhanced transparency and automation. From improved forecasting to powerful prospecting tools, these updates are designed to help you close more deals faster. See the latest features below!

Coach Sales Reps at Scale with Agentforce Sales Coach

Provide personalized coaching at scale to enhance sales rep’s ability to handle challenging conversations, improve performance, and increase ROI. Sales Coach agent, an Agentforce agent, analyzes sales pitches and role play sessions. It then delivers tailored feedback by using AI and CRM data to help sales reps advance deals more effectively.

Enhance Agentforce Sales Coach Responses with a Data Library

Give Agentforce Sales Coach access to a collection of files, knowledge articles, and other information via a Data Library. Data Libraries allow Agentforce Sales Coach to generate more personalized and reliable responses based on trusted data when conducting role play sessions and generating feedback for sales reps.

Scale Your Sales Funnel with Agentforce SDR

Agentforce SDR (Sales Development Rep) helps sales teams expand their top-of-funnel efforts with an AI agent, qualifying more leads and giving sales reps more time to nurture relationships. The SDR agent sends initial emails, nudges, and responses to interested replies by answering questions, connecting leads to sales reps, and offering to book a meeting.

Monitor Agentforce Sales Coach and SDR Usage with Digital Wallet

You can now monitor your Sales Coach Agent and Agentforce SDR (Sales Development Rep) usage in Digital Wallet, an account management tool for consumption-based features. On the Digital Wallet homepage, the Conversations consumption card summarizes the combined usage of Sales Coach Agent and Agentforce SDR along with ASA Messaging (formerly Agentforce Service Agent – Inbound). Additionally, Digital Wallet’s Consumption Insights page offers a breakdown of your combined Agentforce usage by time period to help you detect trends over time.

View and Assign Permission Sets and Monitor Usage in Sales Cloud Go

With Sales Cloud Go, we show you the exact permission sets and permission set groups for your Sales Cloud feature. Assign access to your users in Sales Cloud Go while setting up a feature. Previously, you searched through long lists to find the permission sets and permission set groups that you needed. You can easily monitor permission set licenses for each feature, tracking both assigned and actively used licenses. You also get options for customizing Lightning pages and email panes.

Track Progress Toward Sales Account Plan Objectives More Easily

Gain immediate insight into the progress your teams make toward achieving your sales account plan’s measurable objectives. Define the objects, fields, and specific conditions that satisfy your goals for long-term account growth, and select the specific records that you want to track activity on. For example, set a goal for your team to achieve a certain dollar amount from closing a specific set of opportunities. Progress is calculated and updated automatically. Standardize account plan tracking across your enterprise by reusing calculation definitions across all your accounts, specifying different target values for different objectives.

Coordinate Your Sales Team’s Activities with More Transparency

Provide accountability and alignment on your sales account team members’ activities. Create sales action plans that specify the tasks and events that you want users to achieve. Associate sales action plans with accounts, cases, campaigns, contacts, contracts, leads, and opportunities. If you use sales account plans, collaborate on the work needed to achieve your measurable goals for long-term account growth by adding sales action plans to each account plan objective’s Strategic Tracker. We delivered this feature thanks to your ideas on IdeaExchange.

Identify Coachable Moments from Recorded Video Calls with Einstein Conversation Insights

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

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.

Improve Pipeline Forecast Visibility with Manager Judgments on Opportunity Splits

Forecast managers can now apply their judgment to a direct subordinate’s opportunity that’s split across multiple owners. Each manager’s judgment on their portion of the opportunity rolls up through their forecast hierarchy, allowing sales and specialist leaders insight into their own forecasts for their areas of the business. Previously, front-line managers could apply judgments only to opportunities that had a single owner. This change applies to opportunity split-based forecast types in user role and territory forecast hierarchies, and it doesn’t include opportunity product splits.

Plan Accurate Quotas That Account for Ramp and Seasonality

Reflect anticipated ramp-up time for new reps and consider the tenure of experienced ones when you plan quotas. And account for seasonal sales patterns and other realities that affect your business in Quota Planning. Then publish ramp- and season-adjusted quotas to active territory-based forecasts in Pipeline Forecasting.

Simplify Activity Tracking and Reimburse for Qualified Travel Distances

Maximize your reps’ time in the field when you simplify activity and distance tracking in Salesforce Maps. Specify distance parameters that qualify for reimbursements and establish an approval process for timesheets.

Use Agentforce with Your Gmail Integration

When your Gmail integration is in the Chrome side panel, you can use Agentforce while working on emails and events.

Prepare for Meetings Without Opening Your Laptop

Seller-Focused Mobile Experience is the latest and best way to turn every lead into a sale from your phone or tablet. In Winter ’24, the Seller-Focused Mobile Experience app became generally available. Now, we’ve redesigned the Events detail page to make your meetings more meaningful. Also, the Ask Einstein field is now the Ask Agentforce field.

Discover Untapped Selling Opportunities

Sales teams can use the Account Plan Whitespace Map component to identify potential upsell or cross-sell opportunities more easily. Strategically plan for your next deal by reviewing top-selling products from closed-won opportunities, filtering by amount, count, or quantity, and comparing with related accounts in the account hierarchy.

Enhance Your Sales Strategy by Researching Accounts

Give your sales reps the ability to do external research on companies by using generative AI. Add the Record Research component to an Account or Account Plan page to uncover valuable company insights such as competitive strengths and weaknesses, strategic initiatives, and key performance indicators, all without leaving the Salesforce app. Use this information to develop personalized sales strategies and drive business growth.

If you would like to learn more about the Salesforce Spring ’25 Release Notes for Sales Cloud, please contact us.

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 1,250+ customers, implementing, customizing, and optimizing over 2,500+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Spring ’25 Release Notes for Field Service

The Spring ’25 Release for Field Service delivers powerful updates to improve productivity and enhance mobile worker experiences. Fill schedule gaps with Agentforce, streamline workflows with Data Capture forms, and empower workers with tools like Siri integration and image-based AI assistance. These updates can help you operate more efficiently, keep your team safe, and deliver exceptional service to your customers. Learn the latest features for field service below!

Boost Productivity and Resource Utilization by Easily Filling Schedule Gaps with Agentforce

Let dispatchers focus on strategic tasks by using Agentforce Field Service Actions to fill schedule gaps. Agentforce uses your business rules and objectives to recommend appointments for the gaps, and then schedules the appointment selected by the dispatcher.

Listen Safely to Pre-Work Briefs with a Tap of a Button

Take care of your mobile workers’ safety by keeping their eyes away from their phones. In the Einstein generative AI Pre-Work Brief, mobile workers can now get the brief read aloud to them. For example, if a worker is at a busy job site and they want to prepare for the job while remaining aware of what’s going on around them, they can listen to the brief.

Get Solutions Easily from Agentforce by Including Images

Mobile workers can now add images to their conversation with their AI agent in the Field Service mobile app. Agentforce analyzes the images to assist the mobile worker. Workers can add images from their gallery or take a picture directly with their camera. For example, instead of workers explaining an error code on an oven, they can add an image that shows the information.

Work Smarter by Using Siri to Communicate with Agentforce

Mobile workers can talk to Siri and have her request Agentforce to do something for them in the Field Service mobile app. When a mobile worker says to Siri, “Ask Field Service,” followed by their request, the AI agent starts working its magic in the app. The AI agent can quickly complete any request it’s been set up to do. For example, mobile workers can ask to draft a post-work summary, get information from knowledge articles, or schedule a follow-up appointment.

Increase Coverage with 24-Hour Availability for All Service Resources

Enable continuous round-the-clock availability for individual service resources to allow assigning appointments in specific scenarios, such as emergencies during on-call shifts. This enhancement supports scheduling across standard and extended working hours for a period that spans beyond 24 hours without breaking or requiring artificial gaps. Previously, only capacity-based resources were always available.

Enhance Scheduling Flexibility by Assigning Service Appointments to Individuals or Crews

Get more options when scheduling service appointments that require a crew size of one by assigning them to either an individual service resource or a crew. Previously, this functionality was available by default only when you’re not using Enhanced Scheduling and Optimization. Now, with Enhanced Scheduling and Optimization, you can turn this functionality on or off with the Assign Service Appointments to Individuals and Crews checkbox.

Gain Visibility into the Scheduling History of Service Appointments

Track information on changes made to a service appointment and quickly resolve any related issues. Service Appointment Lifecycle captures changes to key service appointment properties related to scheduling, such as service resource, duration, and scheduled start and end times. This information shows on the service appointment record page, where dispatchers and Salesforce admins can easily spot and review issues. Each change is also saved to the new Field Service object change record page. From the object list view, Salesforce admins can identify and analyze patterns and trends and create reports to better manage the scheduling process. Previously, only the current scheduling information for service appointments was available.

Monitor Field Service Operations with New Dashboards (Beta)

Determine if you’re meeting your field service goals with the new Field Service Intelligence dashboards. The new dashboards help your field service team improve operations and reduce costs with customer data, easy-to-understand visualizations, and key performance indicators enhanced with Einstein. This app includes Work Order dashboards to help you understand where your orders come from, and Service Appointment dashboards that help you understand trends, such as appointment duration and the first-time fix rate.

Promote Your Brand During Visual Remote Assistant Sessions

Create a personalized customer experience by customizing the mobile web browser screens shown before, during, and after each Visual Remote Assistant session. Upload and integrate your brand assets to align each customer interaction with your brand identity for enhanced recognition, trust, and engagement.

Find Available Slots More Efficiently When Booking Appointments with Appointment Assistant

Booking appointments is easier than ever with the simplified Appointment Assistant experience. Customers can now see a more focused single-day view of available appointment slots, making it easier to find a time that works for them. No more sifting through a list of the full-week’s schedule. If no slots are available for the selected week, customers can tap the option to move to the next week and continue their search.

Simplify Mobile Forms with Data Capture Flow (Generally Available)

Create dynamic, responsive forms in Flow Builder with the Data Capture flow type. Data Capture is the Salesforce Field Service solution for forms for everything from pre-work tasks like safety protocol to environmental assessments. With Data Capture, build forms that use conditional logic to simplify the mobile experience, respond to mobile users’ input, and reduce task completion time. Previously, you had to integrate external apps to create forms that launch from the mobile app. With the Data Capture flow, forms are seamlessly integrated with the Salesforce platform and are tailored to the task.

Empower Mobile Workers with Data Capture Forms (Generally Available)

Get the job done faster, online or offline, with smart, dynamic Data Capture forms. Launch Data Capture forms from the Forms tab on Work Order Overview or directly from a service appointment or work order line item from the Forms related list. Navigate freely throughout Data Capture forms without missing a beat. Data Capture flows are auto-saved, so you don’t have to worry about losing your work. From asset maintenance to environmental assessment, the conditional logic of Data Capture tailors data collection to the task at hand, freeing mobile workers to focus on what matters and complete work faster.

Manage Service Records Automatically On the Go

Manage service records offline when mobile workers arrive or leave an area. Geolocation-based actions with mobile screen flows run in the background as workers engage with the app. ‌Previously, mobile workers had to go back online for the action’s data to be synced and for the record-triggered flow to launch.

Get Notified When Mobile Workers Arrive at the Office or Pass by a Work Facility

To monitor mobile worker safety and automate check-ins, use geolocation-based actions with new support for service territory and service territory members. You can trigger actions when mobile workers come in, out, or through the area. These enhancements lead to streamlined operations, better resource management, and ultimately, higher customer satisfaction by making sure that services are delivered more efficiently and safely. Previously, only service appointments were supported, not the service territory and service territory members.

If you would like to learn more about the Salesforce Spring ’25 Release Notes for Field Service, please contact us.

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 1,250+ customers, implementing, customizing, and optimizing over 2,500+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!