Category: Updates

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.

Salesforce Winter ’24 Release Notes: Service Cloud

The Salesforce Winter ’24 Release Notes for Service Cloud is here! From harnessing AI to answer FAQs using Article Answers, to optimizing agent responses with Einstein Service Replies, the Service Cloud enhancements are poised to reshape how your organization delivers customer support. Learn the latest features that will allow your company to drive customer loyalty, empower agents, and elevate your customer experience.

Answer FAQs with Article Answers AI (Generally Available)

Article Answers is now generally available in English, French, German, Italian, Portuguese, and Spanish. Article Answers combines machine learning and traditional search to process your customers’ free text inputs and serve up relevant fields from your knowledge articles directly in the bot conversation. Set up Article Answers to quickly build an FAQ bot, or connect a bot to your knowledge base with one bot dialog. Tailor your bot’s responses to your customer segments with knowledge data categories. Easily view customer feedback on Article Answers responses with included feedback collection dialogs, event logging, and standard reports.

Optimize Agent Productivity and Response Quality with Einstein Service Replies (Generally Available)

Get real-time response recommendations for your agents. Now generally available, Einstein Generative AI follows a chat conversation as it unfolds, then drafts and recommends fluent, courteous, and relevant, replies for your agents to review, edit and post.

Monitor Your Service Operations with Case Dashboards

Get a comprehensive view of your service team’s caseload. Spot high-level stats, such as total escalated cases, average time to close, percentage of first contact resolution, customer satisfaction scores (CSAT) by channel, and more.

Improve Agent Performance with Omni-Channel Dashboards

Quickly identify the routing efficiency and agent performance across Omni-Channel routing and queues. Check on work volumes, accepted or declined work, average handle times, average speed to answer, percentage of service levels met, and more.

See Top Customer Requests with Einstein Conversation Mining Dashboards

Review key reasons why your customers reach out for help with Einstein AI. See top topics or contact reasons by volume, duration of conversations, times conversations pass from a bot to an agent, average cost per interaction, and more.

Capture Feedback as Records with Survey Invitation Field Data

Create or update records with survey invitation field values by using data maps. Define the target object field values by passing the survey invitation field values on submission of a response.

Stay on Top of Survey Responses by Receiving Custom Notifications

Get custom notifications based on invitation and merge field data for timely actions. Specify notification recipients using invitation data, participant data, or other data in a data map.

View and Manage Your Catalog Easily in a Central Hub

Use the Service Management Setup page to view and manage all your catalog items and categories in one place. This page makes your catalog management easy because you can assign items as featured or assign them to a category. You can also view the indexing of all your catalog items, categories, and their hierarchies as they appear to customers. Previously, Service Catalog was managed through the catalog item builder.

Open Your Service Catalog to Partners and Customers

Create a Service Catalog site using the Lightning Web Runtime (LWR) framework from Experience Cloud. With the Service Catalog site, you provide an intuitive self-service experience for your customers to browse and request catalog items in your Service Catalog. Build, style, and launch your site effortlessly with point-and-click LWR components built for Service Catalog. Previously, Service Catalog supported only Aura.

Share Incident Updates Based on a Product

Send targeted broadcast emails for product incidents to impacted customers. Incident teams can send proactive emails to customers, even before they experience an issue, to deflect new cases and increase customer trust. Previously, broadcast emails were available only for predefined contact lists and case-related contacts.

Send Automated Notifications with the Send Conversation Messages Action

Send important updates to customers with messaging components and a new invocable action. This feature is now available in enhanced WhatsApp channels and Messaging for In-App and Web. Previously, you could send automated notifications only in standard Messaging channels.

Improve Customer Service and Agent Training with Conversation Sentiment Analysis

To evaluate agent performance and identify coaching opportunities, supervisors can view the sentiments of a phone conversation between an agent and a customer inside the recording player. The supervisor can easily spot moments when the customer or agent isn’t happy, listen to the corresponding recorded call segments, and then provide training. In addition to Sentiment Journey, we added Agent Sentiment Score and Supervisor Sentiment Score fields to the VoiceCall entity for easy reporting. Post-call Sentiment Journey is available for contact centers in North America only.

Listen In to an Amazon Connect Voice Call through Salesforce

To support an agent, supervisors can listen in to a call directly from Salesforce through Omni Supervisor. Previously, supervisors had to listen in from Amazon Connect.

Check Voice Channel Performance with More Metrics (Generally Available)

To help you identify anomalies in your contact center, and fix them on your own with documentation, Voice performance metrics is generally available. Add two new Voice objects to your custom report types to spot trends on disconnected calls, missed calls by agents, call error rates, and other call actions. This feature includes a sample package with prebuilt reports and dashboards so you can see trends easily. Some metrics are only available for Service Cloud Voice with Amazon Connect. All data for the new Voice objects is deleted after 30 days.

Send Calls to the Most Qualified Agents with Skills-Routing (Pilot)

To route a call to an agent with the right skill set, use Omni-Channel skills-based routing. This feature is available if your telephony provider supports skills-based routing.

Speed Through Work with the Omni-Channel Enhanced Agent Experience

Omni-Channel boasts a newly designed UI for agents that shows information in a more useful way and easily integrates various work modes. Instead of the old console tabs, Omni-Channel features an inbox-style view for work. In the widget, see which work items are open, which are paused, which were updated, and so on. Click an item in the Omni-Channel widget to work on it.

Structure Your Help Site with Data Categories (Beta)

Help your customers discover self-serve solutions with Data Categories in LWR sites. Structure your internal knowledge and catalog items, which help you efficiently classify, discover, and show the most relevant article, question, or idea to your users. Previously, internal knowledge articles were mapped to topics instead of data categories, and catalog items couldn’t be linked to LWR sites.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Service Cloud, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Service Cloud

Salesforce Winter ’24 Release Notes: Einstein Generative AI

Experience the future of Generative AI-powered interactions with the arrival of the Salesforce Winter ’24 Release Notes. From enriching product fields in commerce stores to providing AI-generated briefs for mobile workers, Einstein Generative AI ushers in a range of enhancements designed to revolutionize the way you do business. Learn more as we explore the transformative release of Einstein Generative AI.

Enhance Product Fields in Commerce Stores with Einstein Generative AI

Generate product text fields for multiple products in one step with Einstein Generative AI. Einstein uses your instructions and any linked reference fields to generate revised product text for the selected products. Product fields generated by Einstein support instructions in English only. You can generate product fields in languages in your B2B or B2C store Then, review the generated text and accept or discard the changes. You need the Einstein Generative AI license to use Einstein Generative AI. Contact your account executive for more information.

Show Frequently Bought Items to Customers

Increase average order value by recommending frequently bought items to customers. Add the Einstein Frequently Bought component to the product detail page to market similar items. Recommendations are generated based on shopper interactions with the storefront.

Get Your Mobile Workers Up to Speed with Mobile Work Briefing

Show mobile workers an AI-generated brief that tells them everything they need to know about their upcoming work orders. Previously, workers had to switch between the work order’s tabs to find the relevant information.

Create Call Summaries Powered by Einstein GPT

Want to harness the power of generative AI to create a snapshot of everything your teams need to know about a customer call? Einstein Conversation Insights users can create generative call summaries on voice and video calls. Powered by Einstein GPT, the new Summary tab on call records allows users to create editable summaries that include next steps and customer feedback, and share summaries for easier team collaborations in the flow of work.

Personalize Sales Emails with Einstein GPT for Sales

Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein GPT uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invite, by choosing from the preset email prompt types.

Optimize Agent Productivity and Response Quality with Einstein Service Replies (Generally Available)

Get real-time response recommendations for your agents. Now generally available, Einstein Generative AI follows a chat conversation as it unfolds, then drafts and recommends fluent, courteous, and relevant, replies for your agents to review, edit and post.

Close Cases Faster with Einstein Generative AI Work Summaries (Generally Available)

Save agents time with AI-generated case summaries, now generally available. Based on a Chat conversation between an agent and customer, Einstein predicts and fills a summary, issue, and resolution. Agents can then review, edit, and save these summaries.

Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)

Use Einstein Conversation Mining, now generally available, to transform conversation data into service insights and build bot intents. Einstein Conversation Mining replaces time-consuming transcript analysis that otherwise takes weeks.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Einstein GPT, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Einstein Generative AI

Salesforce Winter ’24 Release Notes: Sales Cloud

The Salesforce Winter ’24 Release Notes for Sales Cloud gives sales teams a wave of innovation and improvements. From visualizing customers and prospects on a map for more efficient planning to harnessing AI-powered call summaries for enhanced customer interactions, the Sales Cloud release is full of features designed to empower your sales team. Learn the exciting new features below that can unlock Sales productivity and efficiency.

Visualize Customers and Prospects on a Map

Keep reps focused on meeting and exceeding sales targets as they plan for in-person and virtual visits with accounts, contacts, and leads in key geographic areas with Salesforce Maps Lite. Identifying customers and prospects on a map helps your reps better plan their routes with fewer miles and set up appointments with fewer gaps in their schedules.

Create Call Summaries Powered by Einstein GPT

Want to harness the power of generative AI to create a snapshot of everything your teams need to know about a customer call? Einstein Conversation Insights users can create generative call summaries on voice and video calls. Powered by Einstein GPT, the new Summary tab on call records allows users to create editable summaries that include next steps and customer feedback, and share summaries for easier team collaborations in the flow of work.

Review Calls with Ease

Sales managers and other Einstein Conversation Insights (ECI) users can quickly scan through a call list, viewing call details without needing to switch back-and-forth between a list view and a record detail view.

Monitor the Health of your Sales Engine

Track changes in your sales forecast in the Forecast Insights dashboard. Monitor velocity, pipe coverage, and other KPIs with period-over-period analysis.

Explore Sales Scenarios with the Commit Calculator

Use the Commit Calculator to test different scenarios and understand how changes to your pipeline can affect your bottom line.

Understand How your Products Sell in Different Segments

Optimize your sales strategy using the Product Insights dashboard. Track customer purchases, opportunities to position products in new segments, and market trends. Quickly see how well your sales teams deliver new offerings to the market.

Keep Deals Moving by Involving the Right People

Sales managers and their sales reps want to understand deal health and risk, so they can increase their confidence that deals close on time and sales forecasts are accurate. Now you can tell at a glance who’s part of a deal. Learn whether the right stakeholders are involved for deals in your pipeline and how engaged they are.

Speed Through Your Opportunities with a Revamped Pipeline Inspection Page

Get an improved experience with a refreshed Pipeline Inspection UI. A modern look makes Pipeline Inspection more intuitive and easier to navigate. Pipeline Inspection is automatically updated to the new version.

Improve Sales Forecast Accuracy with Manager Judgments

As part of forecast reviews and assessments, forecast managers can now apply their judgment to the opportunities in their forecasts to help them make more accurate and informed forecast adjustments. By applying judgment at the opportunity level, managers increase their visibility into which deals they have the highest confidence of closing. Previously, managers could adjust the committed forecast number only, and could see how their judgment influenced the adjusted forecast.

Get More Insight About Opportunities in Sales Forecasts

Gain a deeper understanding about the opportunities that make up your sales forecasts with enhanced details available when reviewing forecast rollup values. When viewing the grid view in the forecasts page, the opportunity list now includes the same information and the same edit capabilities that are available in Pipeline Inspection, without having to switch to the Pipeline Inspection page. Previously, forecast owners and sales managers opened Pipeline Inspection to dive deep into details about opportunities, such as activity updates and deal insights.

See Your Data Your Way in Workspace

Users can create and manage up to 10 personal workspace tabs to see data in a grid-like layout. In the list, users can sort, filter, and query the data, as well as update it. They have a choice of what type of data to show and how to show it in their workspace. After creating a tab, they can modify the workspace to show related data.

Salesforce for Outlook Is Retiring in June 2024

Full product retirement for Salesforce for Outlook is scheduled for June 2024. 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.

Meeting Studio Is Being Retired

Meeting Studio is being retired with Spring ’24.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Sales Cloud, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Sales Cloud

Salesforce Winter ’24 Release Notes: Analytics

The Salesforce Winter ’24 Release Notes for Analytics brings exciting new features to improve data-driven decision-making. From the seamless integration of Tableau views in CRM Analytics dashboards with custom filters, to the improved navigation experience, these features empower your team to navigate complex data sets easily. Learn more as we explore the release of Salesforce Analytics, and Reports & Dashboards.

Explore Tableau Views in CRM Analytics Dashboards With Custom Filters (Beta)

You can now add custom filters to explore Tableau views within dashboard components and unlock additional insights. Instead of generating multiple component views to support different data scenarios, add a filter parameter to interact with static values or a filter in a CRM Analytics dashboard. Maintain a single Tableau view without creating and switching between different views.

View Report and Dashboard Asset Details From the Analytics Tab

Use Asset Details to view metadata for your reports and dashboards, such as create date and owner. Asset Details also include data sources to help you differentiate between reports created with Salesforce and Data Cloud.

Refine Your Search Results with Sort

Find what you need faster by sorting the column headers in your search results. You no longer have to scroll through pages of reports, dashboards, and CRM Analytics assets to find what you want. We delivered this feature thanks to your ideas on IdeaExchange.

Experience the Improved Home Tab in CRM Analytics for Slack

Get reduced clutter and boosted Home tab performance with the new way to access subscriptions and notifications in Slack. In the reorganized Home tab, your lists of subscriptions and notifications are now available in separate windows. Previously, these lists filled the app’s Home tab.

Experience Improved Table Performance with Pagination

Your dashboard tables are now more responsive and load faster. Pagination of table results limits the amount of data loaded up front. As users page through the table results, more data loads as needed.

Reset Dashboard Navigation with the Clear Selections Interaction

Let dashboard users quickly return to the start of a curated journey with a single click. When you build a navigation flow, you can now add the Clear Selections action. After drilling deep into a navigation flow, users can easily return to the initial state. Clear Selections is only available for text widgets.

Optimize Quote to Order Process by Using Process Visualizations

Get a comprehensive view of your quote process and analyze each step to identify missing data and streamline task completion. The process visualization dashboard is seamlessly integrated into the Quote to Order guided setup and helps you identify areas that need attention.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Analytics, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

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Salesforce Winter ’24 Release Notes Analytics

Retail & Consumer Goods Roundtable

Join us for an exclusive webinar in collaboration with Salesforce, where we delve into the pressing pain points of the planning and forecasting process for RCG companies. In this insightful 45-minute session, we will take a look at the challenges businesses face and the significant impact these obstacles have on overall performance.

One of the pain points discussed during the webinar will be the ongoing struggles when planning and forecasting within Excel. Many organizations heavily rely on spreadsheets, but this approach often leads to major inefficiencies and errors. We will explore the limitations of Excel and offer alternatives that can streamline processes and improve accuracy.

Accurate forecasting is a critical aspect of effective planning, and we will address the challenges associated with achieving precise forecasts. From unpredictable market trends to changing consumer demands, businesses encounter obstacles that impede their ability to generate reliable predictions. Our webinar will provide insights into how Salesforce Customer Planning and Forecasting can help overcome these obstacles, enabling businesses to make data-driven decisions with confidence.

Another prevalent pain point is the lack of visibility across various departments and functions within an organization. Outdated processes and siloed technology often obstruct seamless collaboration and hinder decision-making. We will discuss strategies to break down these obstacles and demonstrate how Salesforce’s solutions can provide instant visibility, fostering a cohesive and collaborative environment.

Additionally, the webinar will shed light on the importance of adaptability to market changes. In today’s dynamic business landscape, organizations must be prepared to respond swiftly and adjust their strategies to meet evolving customer needs. We will showcase how Salesforce’s technology equips businesses with the agility to adapt to market shifts efficiently.

By participating in this webinar, you will gain invaluable knowledge about the pain points faced by the retail and consumer goods industries and the corresponding solutions offered by Salesforce. Equipped with accurate forecasting, enhanced visibility, and state-of-the-art technology, you will be empowered to stay ahead of the competition.

Don’t miss out on this extraordinary opportunity to transform your company. Register now and embark on a journey toward unlocking the full potential of your business with Salesforce.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Summer ’23 Release: Analytics

The Salesforce Summer ’23 Release notes have arrived! The latest update for Analytics introduces many new features and improvements. From unifying all your analytics in the updated Analytics home to improving recommendations with Decision Optimization, these features will take your analytics to the next level. Keep reading to learn more about the top updates for Salesforce Analytics in the Summer ’23 Release.

Unify All Your Analytics in the Analytics Home (Generally Available)

Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home. This personalized environment for CRM Analytics and reports and dashboards organizes all your content in a cohesive and intelligent experience. Go to See Also to learn more about the reimagined Analytics home for CRM Analytics and reports and dashboards.

Post Lightning Dashboards with CRM Analytics for Slack

Share analytics with colleagues across your Slack workspaces and channels. Recipients can view dashboard details, share, subscribe, view a real-time snapshot of the dashboard, and quickly open the dashboard in Salesforce.

Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgets

Explain Lightning dashboard charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Components are now called widgets in Unlimited Edition. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2 images, and 25 rich text widgets. The previous limit was 20 in total.

Focus Your View with More Dashboard Filters

Save time and effort and reduce dashboard redundancy. No more cloning dashboards for different teams and business units. Refine and target your dashboard data with up to five filters on Lightning dashboards. The previous limit was three filters.

Improve Recommendations with Decision Optimization (Beta)

Control Einstein’s suggested improvements by incorporating your business rules, objectives, and constraints to ensure that the recommendations are relevant, feasible, and aligned with the big picture. For example, send field service reps to improve customer satisfaction while limiting the number of appointments. Or, focus your sales reps on maximizing revenue and not just their win rate by optimizing for opportunity amount and suggesting actions within time limits and budget constraints.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Analytics, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce Summer ’23 Release: Analytics

 

Salesforce Summer ’23 Release: Marketing Cloud Account Engagement

The Salesforce Summer ’23 Release is packed with new features and updates, and we’re here to highlight the key updates for Marketing Cloud Account Engagement. One exciting addition is the ability to trigger external actions after a prospect engagement, allowing for even more personalized and targeted marketing efforts. Plus, the Optimizer feature is now generally available and includes new tools to help keep your business units running smoothly. Keep reading to learn about additional updates, including the Prospect Change Monitor, the ability to convert dynamic lists to static, and more.

Trigger an External Action After a Prospect Engagement

Now you can trigger an external action on any Account Engagement asset that has a completion action. For example, after a prospect completes a sign-up form, you can register the prospect for a webinar. You can send a text message after a prospect clicks a custom redirect link or send an alert to your sales team when a prospect visits a pricing page.

Keep Your Account Engagement Business Unit Running Smoothly with Optimizer (Generally Available)

Get performance information, recommendations, and required steps on the Optimizer page when you need them. The Optimizer feature, now generally available, also includes some changes since the last release. Diagnose and treat setup problems that are blocking your access to features with the Configuration Issues table. The Performance Improvement Measures table now includes good measures so that you can see what’s working well in your business unit. Plus, the new Prospect Change Monitor helps you understand which features result in the most prospect changes for your business unit.

Monitor the Source of Prospect Changes

Find out which features are creating or updating prospect records in your business unit with the Prospect Change Monitor. Use the monitor to help you adjust your API integrations and automations that could be eating up processing power in your business unit. Access the Prospect Change Monitor from the Optimizer page in Account Engagement.

Convert Unused Dynamic Lists to Static Lists

Save processing power in your business unit by converting your old or unused dynamic lists to static lists. After you convert a dynamic list, you must manually add and remove prospects because the list no longer updates based on rule criteria. Select inactive or unused dynamic lists and use the table action dropdown menu to convert them to static. You can also convert individual lists from the record home.

Use a New Opted Out Field Status

Based on customer feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field. You also choose either Salesforce or Account Engagement to use as the system of record instead. Previously in the Spring ’23 release, selecting a system of record was required. Business units created after October 18, 2023 use the Account Engagement value by default.

Get First-Touch Attribution When Visitors Consent to Tracking

Tracking cookies are now added retroactively after a prospect confirms consent. Previously, tracking cookies were added before a prospect clicked the consent banner and then deleted if they didn’t consent.

Enhanced Builder Columns Are Evenly Spaced

The Enhanced Email Builder now aligns images evenly. Previously, the content in the far right column was wider and taller than the columns to the left. Check to see if images in email templates published before this update need to be adjusted.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Marketing Cloud Account Engagement, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce Summer ’23 Release: Marketing Cloud Account Engagement

Salesforce Summer ’23 Release: Consumer Goods Cloud

Exciting news for Consumer Goods Cloud users! The Salesforce Summer ’23 Release has arrived, bringing some great features specifically designed for Consumer Goods Cloud TPM and Retail Execution. With improved customer service, enhanced analytics, and new tools to boost productivity, this release will surely improve the overall user experience for Consumer Goods Cloud users. Let’s dive into some of the key highlights of this release!

Improve Customer Satisfaction with Consumer Goods Cloud for Service

Give your service agents easy access to accounts, visits, orders, and engagement history records so that they have all the information necessary to plan and provide personalized customer service. Service agents can also drive revenue growth by placing orders over calls using Order Management and Penny Perfect Pricing.

Trade Promotion Management

Get Started with Trade Promotion Effectiveness

Use the new Trade Promotion Effectiveness (TPE) Analytics app to measure and monitor the effectiveness of your trade promotions. TPE dashboards help you make better business decisions, which leads to increased sales and revenue and improved customer satisfaction. Use standard CRMA dashboards to analyze data for volumes, assortments, spending, and tactics. Embed customized dashboards or widgets in specific Lightning Experience pages in TPM to provide in-context insights.

View Interactive Dashboards in Promotions

Use the TPM Promotion Analytics Dashboard component to embed dashboards and dashboard components in promotion pages. In edit mode, see interactive visualizations of your data and apply filters to the promotion’s displayed values and related records. Use JSON strings to specify types of filters or dashboard selections that you can’t create using the Filter Builder.

Make Quicker Decisions While Planning

When you modify promotions and manually adjust editable KPIs in a customer business plan (CBP), you can now quickly save and calculate your CBP. The CBP calculates data for the account and related promotions and displays the latest KPI metrics with the impact of your changes.

Plan Better By Evaluating Customer Business Plan Scenarios (Pilot)

Evaluate different customer business plan (CBP) scenarios to maximize revenue and sales while planning for current and future financial years. Use the active CBP to create multiple scenarios for evaluation. Exclude promotions from a scenario in the CBP to simulate different strategies.

Export More KPI Reports Simultaneously

Now you can export up to 10 KPI reports simultaneously instead of 5. The reports can be exported with KPIs in either columns or rows.

Get Started with Consumer Goods Cloud Faster with MuleSoft Direct

Integrate data seamlessly and connect accounts, products, and their hierarchies from third-party systems to the Consumer Goods Cloud without leaving the Salesforce platform. Use the pre-built APIs to quickly connect to Enterprise Resource Planning (ERP) systems and get started with Consumer Goods Cloud with just a few clicks.

Retail Execution

Get Accurate Order Prices Online with Penny Perfect Pricing

Penny Perfect Pricing helps sales reps calculate order prices online based on the same pricing conditions and configuration that they use in the Offline Mobile app. Reps can calculate prices for orders with different scales, units of measure, and conditions such as discounts, amount per unit, and flat rates.

Maintain Store Operating Hours Efficiently in Consumer Goods Cloud Offline Mobile App

Your reps can now update a store’s open hours and plan store visits efficiently using the Consumer Goods Cloud Offline Mobile App. Reps can edit and maintain Operating Hour records only if operating hours aren’t reused across multiple accounts. To avoid overriding operating hours across linked accounts, enable editing only for operating hours that aren’t used across multiple accounts.

Improved User Experience with the Enhanced Product Filter

By using the enhanced product filters in Consumer Goods Cloud Desktop app, users now see only the products associated with their sales org, which saves time and effort. Previously, product searches returned results from other sales orgs too.

Boost Productivity with the New Order Lightning Web Component

Give your sales reps an advanced order creation and management experience by using the new Order Lightning Web Component (Order LWC). Reps can quickly navigate through the editable order fields, such as quantity, discount, and special price. The Order LWC experience is the default setting and supports both Simple Pricing and Penny Perfect Pricing.

Analyze and Track Product Performance Easily

Use the new Analytics for Consumer Goods—Advanced Data Model app to analyze your account performance and make informed decisions to increase revenue and compliance. Sales managers can gain insights into revenue by territory, assess sales executive performance, identify product whitespace opportunities in high-potential stores, and analyze the correlation between store visits, compliance, and revenue. Sales representatives get a quick view of their performance based on sales revenue, team average, most sold product categories, store visits, and compliance to identify areas that need attention.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Consumer Goods Cloud, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce Summer ’23 Release: Consumer Goods Cloud