Salesforce Summer ’25 Release Notes for Sales Cloud

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

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

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

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

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

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

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

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

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

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

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

About Corrao Group

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

Sources
Salesforce Summer ’25 Release Notes for Sales Cloud

Salesforce Summer ’25 Release Notes for Consumer Goods Cloud

The Salesforce Summer ’25 Release Notes for Consumer Goods Cloud delivers powerful new enhancements, focusing strongly on Trade Promotion Management (TPM) and Retail Execution. The TPM updates empower brands to plan smarter, execute faster, and adapt to real-world sales behaviors, ike capturing data for discontinued products and factoring forward buys into uplift predictions. On the Retail Execution side, mobile capabilities are more flexible than ever, with Bluetooth printing, hybrid delivery visit support, and app customization via Lightning Web Components. Together, these features enable consumer goods companies to optimize operations across the entire sales and delivery lifecycle. Learn the latest updates for Consumer Goods Cloud below.

Trade Promotion Management

Get More Accurate Account Plans and Customer Business Plans
A discontinued product can still generate sales through leftover inventory. Get a more accurate view of your profit and loss (P&L) and plan better by making sure that the actuals, such as sales, revenue, and spend, are still captured for the discontinued products in your customer business plan (CBP) and account plan.

Ingest Key Performance Indicator (KPI) Data from Processing Services to Data Cloud (Pilot)
Use the Trade Promotion Management (TPM) data connector to sync KPI data directly from Consumer Goods Processing Services. Get KPI data from objects for daily measure integer and daily measure real, promotions, and payment tactics. Use the Data Explorer to view the data or the Query Editor to run SQL-like queries for performing advanced analyses.

Improve Sales Uplift Predictions with Forward Buy
Enhance trade promotion strategies by considering the forward buy effect in sales uplift predictions. Estimate the forward buy, adjust the uplift value, and train the model on this adjusted data to achieve more precise uplift predictions and optimize ROI on trade promotion spending.

Simplify Adding Tactics to Promotions
Choose the order in which tactic templates appear when you add them to a promotion. View the most relevant tactic templates first.

New and Changed Objects in Trade Promotion Management
Do more with the new and updated Trade Promotion Management objects.

Indicate whether discontinued products are included in the account plan and customer business plan (CBP). After you’ve included ‌discontinued products, you can’t exclude them
Use the new cgcloud__Should_Include_Discontinued_Products__c field on the cgcloud__Sales_Organization__c object.

Specify a lookback period to include discontinued products whose end dates fall within that period. A single lookback period spans 380 days. The lookback period goes back from the start of the customer business plan or account plan. It goes back by 380 days for a 1-year period and 760 days for a 2-year period
Use the 1 and 2 picklist values in the cgcloud__Lookback_Period_In Years__c field on the cgcloud__Sales_Organization__c object.

Set the order you want your tactic templates to show in the dropdown menu when you add a tactic to a promotion
Use the new Sort__c field on the cgcloud__Promotion_Template_Tactic_Template__c object.

New and Changed APIs in Trade Promotion Management

Do more with the new and changed APIs in v64.

When you retrieve a list of products using the GetProductsCallout APEX request
Use the new DISCONTINUEDPRODUCTSFILTER process step in ProductResolutionConfiguration to include discontinued products in the results.

Get a List of Transactions for a Time Period
This API includes enhancements in this release. The enhancement is that the list of transactions retrieved from this API request includes all the transactions available in the organization. Earlier, only the transactions associated with the logged-in user were returned.

Retail Execution

Receive and Process Data from External Apps in Consumer Goods Cloud Mobile App
Receive and send data to third-party apps through mobile linking. Tailor the handling of incoming data and app behavior by customizing the app flows and business logic. For example, let’s say your merchandisers conduct planogram check tasks, such as price, distribution, and availability, on an external app during store visits. When the Consumer Goods (CG) Cloud mobile app and external app communicate through mobile linking, the customization passes the product-related KPIs to the product survey page in the CG Cloud mobile app.

Customize Consumer Goods Cloud Mobile App Faster with LWC Quick Actions (Beta)
Make customizations for online scenarios faster and easier using Lightning Web Components (LWCs) and integrate them with quick actions on iOS devices. Implement custom mobile processes, such as contract management and case handling, without modeling the app offline or synchronizing data.

Enable Quantity Adjustments and Cash Collection During Deliveries
Give tour drivers the flexibility to adjust preordered product quantities during deliveries. After the driver adds or scans products from the stock available in the vehicle, they can also collect cash or partial payment for deliveries.

Drive Retail Execution During Delivery Visits
Use the hybrid user persona to perform retail visit tasks in addition to the tour driver tasks. Hybrid users can perform and streamline store or shelf compliance checks, track assets, and create retail orders during deliveries.

Print Paper Invoices and Reports On the Go with a Bluetooth Thermal Printer
Connect mobile devices to a Bluetooth thermal printer and print documents on the go on 3-inch endless paper from the Consumer Goods mobile app. During store visits, sales reps can quickly produce hard copies of invoices, documents, and reports to provide to customers.

Complete Audits with Optimized Layout
Help users easily finish store and Point Of Sale (POS) audits with the new layout on the Consumer Goods Cloud mobile app by improving readability and adding visual cues to highlight conditional questions.

Find Records Faster in Consumer Goods Cloud
Use global search to find specific records within searchable objects in Salesforce org and quickly locate the information you need to make smart, informed decisions.

Visualize Relevant Customers on the Map
Hide planned customer visit locations and view only the ‌customers matching the search criteria on the map. Eliminate the tedious zooming and panning, and quickly identify relevant customers on the map.

Improve Data Cloud Insights with New Data Streams and Mappings
Retail Enhanced data kit now consists of new mappings for Data Lake Object (DLO) that connect to preconfigured Data Model Objects (DMOs) in Data Cloud. Benefit from the updated and the new mappings for entities such as Order Item, Account Extension, Promotion Store, Account Receivables, Job Definition Template, and Assortment Product.

Authenticate to Consumer Goods Mobile App on iOS Devices with Native Mobile SDK (Beta)
Use all features of the Consumer Goods Cloud mobile app for iOS, whether you’re online or offline, with the new unified authentication. The native Salesforce Mobile SDK helps the app run smoother and more reliably.

Use Flexible Approval Processes for Consumer Goods Cloud
Enable users other than the creator to submit an order or task for approval. All Direct Store Delivery and Van Sales orders are now set to Ready status after drivers complete their orders and the order’s approval processes are done. Review the approval processes and if necessary, tailor them based on business needs. We recommend keeping the Initial Submitters field as Group: All Internal Users for the approval processes.

Penny Perfect Pricing V1 Is Being Retired
The Penny Perfect Pricing V1 batch process is scheduled for retirement in Winter ’26. After upgrading to Winter ’26, you can’t schedule or run the Penny Perfect Pricing V1 batch process through an Apex class in Consumer Goods Cloud managed package. To process pricing conditions, use the enhanced Penny Perfect Pricing V2 batch process. The V2 process improves logging, supports rebuild mode, and provides better scalability for the processed pricing conditions.

Get Updated Permission Sets for Direct Store Delivery
If you’re upgrading to Summer ’25 and use managed permission sets, field permissions for newly introduced fields for the Direct Store Delivery feature are automatically added to your existing managed permission sets and profiles when you upgrade. If you’re using the CGCloud Analytics User unmanaged permission set and want to use the newly introduced fields, remember to manually provide fields permissions for the fields.

Other Improvements in Retail Execution
A minor change to Retail Execution includes use of the sales org to decide the calculation schema and arrive at accurate calculations for an order in Summer ’25.

Changed Objects for Retail Execution
Collect cash or partial payments, update purchase number, create hybrid users and more with the changed Retail Execution objects. Changes span across areas such as fields, page layouts, custom permissions, picklist values, and validation rules across features such as Direct Store Delivery and hybrid users.

Field Changes

To use the new fields, add them to page layouts and make sure your users have edit access to them.

Collect partial payment for a cash delivery
Use the new cgcloud__Is_Partial_Payment_Allowed__c field on the existing cgcloud__Order_Template__c object.

Update purchase number while reviewing a delivery
Use the new cgcloud__Can_Purchase_Number_Update_Allowed__c field on the existing cgcloud__Order_Template__c object.

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

About Corrao Group

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

Sources:

Salesforce Summer ’25 Release for Consumer Goods Cloud

Introducing MyFirst TPM™

Emerging CPG Trade Promotion Challenges

For decades, Trade Promotion Management (TPM) systems have catered almost exclusively to large enterprise brands—those with the large budgets, long timelines, and internal expertise to manage complex software deployments. But what about the emerging and mid-sized consumer goods companies that face the same challenges of aggressive trade strategies, retailer demands, and tight margins, without the same resources?

Introducing MyFirst TPM™

Corrao Group is proud to officially launch MyFirst TPM™, a cost-effective implementation leveraging Salesforce Trade Promotion Management (TPM) on Consumer Goods Cloud. Designed with speed and scalability, MyFirst TPM™ delivers the power of Salesforce TPM without the high implementation price tag or 12+ month rollout traditionally associated with it.

Why MyFirst TPM™ Matters

We’ve worked with the Consumer Goods industry customers across the globe—from high-growth brands to industry veterans—and the pattern has been clear:

“We know we need Salesforce TPM, but the implementation cost and complexity are too high for where we are today.”

That’s the gap MyFirst TPM™ was designed to close.

What Makes MyFirst TPM™ Different?

Unlike traditional Salesforce TPM implementations, MyFirst TPM™ is right-sized and ready to deploy in just five months. Here’s what sets it apart:

Affordable Entry Point

Core Salesforce TPM capabilities at a fraction of the typical implementation cost, lowering the barrier for brands early in their TPM journey.

Future-Ready Architecture

Leveraging the Salesforce TPM solution, MyFirst TPM™ is a solid foundational beginning and is ready to scale as your business and strategy evolve. It’s not a one-off solution, it’s the first step in your Salesforce TPM maturity model.

Post-Promotion Intelligence

Salesforce’s Agentforce AI powers post-promotion analysis and insights to help your team learn, iterate, and optimize every dollar spent.

Built by Experts in Consumer Goods

MyFirst TPM™ was designed by Corrao Group, a global leader in Salesforce Consumer Goods implementations. With more than 2,500+ successful projects across 1,200+ clients, we understand what works and what doesn’t regarding trade promotion transformation. Trade promotion spending is too important and expensive to manage through spreadsheets and guesswork. MyFirst TPM™ gives brands a clear, affordable path to better planning, smarter spending, and measurable ROI.

If you would like to learn more about MyFirst TPM™, please visit our website.

About Corrao Group

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

Corrao Group Launches MyFirst TPM™

Affordable, Scalable, and Faster-To-Deploy Salesforce Trade Promotion Management Solution

Corrao Group, a global leader in Salesforce Consumer Goods Cloud implementations, today announced the official launch of MyFirst TPM™. MyFirst TPM™ is an entry-point implementation exclusively leveraging Salesforce TPM and designed for fast-growing CPG brands that need structure, speed, and scalability—without a 12-month build or a massive price tag.

Why MyFirst TPM™ Matters

For years, consumer goods and retail customers have encountered a similar challenge: they want a TPM tool but quickly turn away from traditional deployments’ price, timeline, and complexity. MyFirst TPM™ solves this by offering:

  • Affordable Entry Point: Core Salesforce TPM capabilities at a fraction of the cost.
  • Accelerated Deployment: Delivered in just five months.
  • Right-Sized Functionality: Standardized features designed to meet common CPG planning needs.
  • Future-Ready Architecture: Built to scale as customers grow into more advanced trade promotion strategies.
  • AI-Enabled Insights: Post-promotion analysis and insights powered by Salesforce, helping brands make smarter, faster decisions.

“Corrao Group is pleased to announce the official launch of MyFirst TPM™, the inaugural solution in our new MyFirst™ Family of offerings. MyFirst TPM™ empowers emerging consumer goods brands with a rapid, cost-effective, and scalable path to adopt Salesforce’s comprehensive trade promotion management application. This solution is built to meet companies at their current stage and seamlessly support their growth into the future. With MyFirst TPM™, we are opening a new chapter in how we help fast-growing brands accelerate their digital transformation and achieve operational excellence,” said Jack Corrao II, Managing Partner of Corrao Group.

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), 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. Please visit corraogroup.com to learn more.

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!

Salesforce Spring ’25 Release Notes for Marketing Cloud Account Engagement

The Spring ’25 Release for Marketing Cloud Account Engagement introduces new features to streamline content creation and enhance data integration. Automate data stream creation with Data Cloud, copy assets seamlessly to CMS, and generate AI-driven content in multiple languages. Learn more about the latest features below. Learn the latest features for field service below!

Get Helpful Resources for Enabling Marketing Cloud

A new Optimizer page called Enable Marketing Cloud is available to guide you and your business units as you access new marketing functionality in Salesforce Marketing Cloud. Review curated resources, prerequisites, and tasks to help you take advantage of the power of Salesforce Data Cloud and new Marketing Cloud campaign innovations like Agentforce and SMS. To view these resources, navigate to the Optimizer, and click Enable Marketing Cloud in the Optimizer welcome banner.

Automate Account Engagement Data Stream Creation in Data Cloud

Automatically create data streams in Data Cloud with the Account Engagement CRM Data data bundle. Previously, you had to create the landing page, list email, and marketing form data streams manually and individually map the fields of each object. The new data bundle includes all three streams and their field mappings.

Expedite Content Creation by Copying Assets to CMS via API

Copy email, file, form, and landing page objects from your Account Engagement business unit to a Salesforce CMS workspace by using Version 5 of the Account Engagement API.

Streamline Content Creation by Copying Additional Asset Types to CMS

For more consistent and efficient content creation, you can now copy existing landing pages to a Salesforce CMS workspace for use in new marketing campaigns. You can also copy inline CSS when copying a form to a CMS workspace.

Get More Visibility into Email Send Issues

List email reporting includes more reasons for prospect email send failures, such as invalid or banned email addresses. And when an email fails to send, the configuration issue now appears in the Account Engagement Optimizer. The issue description links to the Failed Email Sends table, which lists the emails that failed with the prospect’s name, company, failure reason, and other related details.

Generate Account Engagement Content in More Languages

Use generative AI to streamline your content creation process in French, German, Japanese, Portuguese (Brazil), and Spanish. Quickly create forms, landing pages, email subject lines, and email body copy with Content Creation for Account Engagement, powered by Einstein.

Enhanced Email Experience Is Being Retired

Support for Enhanced Email Experience in Account Engagement ends beginning Winter ’25, with full retirement planned for Summer ’25. To create emails with the same functionality, use the Classic Email Builder.

If you would like to learn more about the Salesforce Spring ’25 Release Notes for Marketing Cloud Account Engagement, 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!