Salesforce Winter ’25 Release Notes: Consumer Goods Cloud

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

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

Trade Promotion Management (TPM)

Do More with Enhanced Support for Custom Months and Quarters

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

Create Promotions Faster with Customized Promotion Workflows

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

Manage TPM Permission Sets Efficiently

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

Enhance Prediction Accuracy by Clustering Your Sales Data

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

Retail Execution (RTX)

Streamline Delivery with Van Sales Delivery Execution

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

Experience Enhanced Performance with Penny Perfect Pricing Batch V2

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

Boost Mobile App Productivity with Bluetooth Keyboards

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

Manage Tab and User Permissions for Deployed Profiles

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

Ensure Accurate Inventory Reconciliation

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

Increase the Effective Account Manager Sync Batch Performance

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

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

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

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

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

About Corrao Group

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

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Salesforce Winter ’25 Release Notes: Consumer Goods Cloud

Salesforce Summer ’24 Release Notes: Consumer Goods Cloud

It’s that exciting time again as we reveal the much anticipated Salesforce Summer ’24 Release Notes, bringing a wave of innovation and improvements across the Consumer Goods Cloud landscape. This release is packed with features designed to empower your teams, streamline operations, and elevate performance. From Retail Execution enhancements enabling seamless delivery management to Trade Promotion Management tools strengthening promotional effectiveness, each update is crafted to meet the evolving needs of the industry.

Retail Execution

Plan and Start Tours Activities Efficiently

With Direct Store Delivery and Van Sales, deliver consumer goods products directly to retail customers and manage deliveries seamlessly. Set up tours and routes for specific markets by using the Direct Store Delivery data model. Direct store delivery drivers can load their vehicles and start the delivery process by following the tour schedule.

Capture Store-Related Data Easily

Enable your sales reps or supervisors to choose a picklist option during a store visit for comparison with the target value. Configure the picklist values for a visit assessment task to help your users measure store performance with more flexibility.

New and Changed Objects in Retail Execution

Do more with the new and updated Retail Execution objects. Use these tour and route custom objects in Retail Execution to support the Direct Store Delivery and Van Sales feature. Link to see new and changed objects in REX.

Trade Promotion Management

Retain Manually Entered KPI Values for Periods
With the new Rounding feature within the Period rounding type, retain the KPI values manually entered for a period. This rounding type adjusts the KPI values only within the period where the value is manually entered, and you don’t lose the changes you made in the previous period.

Download and Share Promotion Data Easily

Key account managers can download data from the promotion P&L grid to a CSV file, and easily share the data with other stakeholders or use it in third-party systems. To ensure that they download only the required data, they can filter the promotion P&L grid data before starting to download.

Share Claim Data With Third-Party Systems

Use the Payment API to extract KPI values, such as Payout Amount, for each product and product level for every claim tactic that you want to use in third-party systems. You can extract up to 60 KPIs per claim.

Execute Push Promotions Faster

Configure system settings to change how batch processes are orchestrated. As a result, the Push Promotions process is completed faster.

Improve Promotion Effectiveness with Analytics Dashboards

Analyze account participation during promotional periods by using the new analytics dashboards for Trade Promotion Management. Use the data on sales volume, value, and product placement compliance to assess the impact of promotions. Gain insights into your brand and product performance. Compare the insights with competitor categories, brands, or products to measure and monitor the effectiveness of your products.

Upgrade Your CG Managed Package Seamlessly

Test a new version of CG Managed Package (CGPS) in your sandbox environment to verify that your business workflows are working seamlessly with the updated CGPS. Test the new CGPS version in the sandbox early on to ensure you don’t face any hiccups when upgrading your production org to use the latest Trade Promotion Management features.

Manage Permission Sets Efficiently

Assign new permission sets, such as TPM Funds Calculation Worker and CG Cloud Retail Supervisor User, to users and save yourself the hassle of managing permission sets every time you upgrade to the latest version of the Consumer Goods Cloud managed package. The new permission sets are now shipped with the managed package and are automatically updated whenever the managed package is upgraded.

Sync Management

Centrally Administer Your Sync Experience

Get a consolidated view of the most relevant sync features and manage the feature settings on the Sync Settings page. Determine the usage of those sync features for your users. Optimize your sync experience by downloading only relevant incremental data and setting a threshold on the maximum number of users who can sync simultaneously. Trace sync logs using unique IDs and resolve sync configuration issues by sending sync-related KPIs to Salesforce.

Expedite Sync Using Optimized Named Fetch Trees

Save on data volume and the time taken to download data as well as avoid redundant data transfers by downloading incremental REST-based named fetch trees updates.

Identify Sync Records in Logs Easily with Sync IDs

Use the unique ID assigned to each synchronization operation to improve your debugging and troubleshooting experience. With the sync ID appended to the logs, you can easily filter and trace sync transactions and plan necessary actions.

Process Simultaneous Sync Request Load Efficiently

Configure the maximum number of concurrent users on the Sync Configuration tab. Prevent overloading the system and maintain optimal performance when the number of sales reps initiating sync simultaneously from their mobile devices exceeds the configured limit.

Improve Support for Solving Sync Issues by Logging Extended Sync KPIs

Get better support and assistance to analyze and resolve your sync configuration issues by sending sync-related KPIs to Salesforce. Sync admins can review the KPIs collected for a sync process and take actions to optimize sync performance. Improve support for solving sync issues by logging extended sync KPIs

Include CPU Calculation Time in APEX Calculation

Protect your system from reaching potential Apex CPU governance limit exceptions by incorporating a buffer in the calculation of sync execution time.

New and Changed Objects in Consumer Goods Cloud Sync

Do more with the new and updated objects in Consumer Goods Cloud Sync Management.

Visual Studio Code-Based Modeler

Simplify Contract Customization with Keyword Suggestions

Use the auto-completion capability in your VS Code-based Modeler to create or customize a well-formed and accurate actionType keyword in the process flow contract and the pagePattern and bindingMode keywords in the UI contract.

Add Validation Methods in A Few Quick Steps

Avoid the manual creation of validation functions during customization. The sf modeler workspace add CLI command now supports the creation of the validation method type of business logic contract.

Deep Link Additional Apps in Your Consumer Goods Cloud Offline Mobile App

Your sales reps can collaborate, manage data efficiently, and streamline their field operations by using these third-party apps – Facebook, Workplace from Meta, GoSpotCheck, Star PassPRNT, and MicroStrategy Library.

Misc.

Consolidate Your Customer Data with Data Cloud for Consumer Goods

Install Data Cloud for Consumer Goods Data Kit to deploy data streams and connect to pre-configured data model objects (DMOs) in Data Cloud. Use the data streams to ingest data from Consumer Goods Cloud to Data Cloud, and use the integrated data to segment retail customers and strategize planning activities.

About Corrao Group

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

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Salesforce Consumer Goods Cloud Release Notes

Salesforce Winter ’24 Release Notes: Marketing Cloud Account Engagement

Welcome to the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement (MCAE), formerly known as Pardot. This update brings pivotal changes to MCAE, changing how you interact with prospects and optimize engagement strategies. Learn more about the latest features and enhancements for MCAE below.

Restrict Which Domains Can Display Account Engagement Assets

To help protect the security of your data, you can now restrict or limit iframing for your Account Engagement assets, such as forms and landing pages. From your Business Unit Settings, you can restrict iframing completely, allow iframing only for specific domains, or have no restrictions. Business units created after the Winter ’24 release have iframing restricted by default. Business units created before the Winter ’24 have iframing unrestricted by default.

Chart Historical Prospect Changes by Feature

Review prospect changes at a glance using the new Prospect Change Monitor histogram in the Account Engagement Optimizer. Easily focus on specific feature areas or view all changes across your business unit.

Restore a Paused Prospect by Deleting Their Visitor Records

Prospects are paused when their activity levels are high enough to impact Account Engagement’s performance. If you have a paused prospect who is important to your business, you can restore the prospect by deleting their visitor activity records. Choose a date in the past and Account Engagement removes the prospect’s activity records before that date. When you remove enough activity records, Account Engagement restores tracking for that prospect. If the prospect exceeds the activity threshold in the future, they’re paused again.

Design Engagement Programs with More Precise Wait Times

Prospects can now wait in Engagement Studio Program steps from 2 to 8 hours. Previously, wait times were limited to increments of days.

Update Email Templates with Invalid Senders

As part of the domain validation requirement from Spring ’23, Account Engagement doesn’t send email templates with a sender address that includes an unverified domain. You can now review templates with invalid senders on the Email Templates page. To continue using the template, change the sender or validate the sending domain.

Remove Unconverted Visitor Activity Records

Free up system bandwidth by removing old visitor records that didn’t convert to prospects. Use the new Stale Unconverted Visitors option in your Business Unit Settings to automatically remove unconverted records older than 365 days.

Account Engagement API: New and Changed Items

Access more of your data with new and updated objects for Account Engagement API version 5. Copy marketing assets from sandbox to production business units using Salesforce Flow.

Updated Objects in Version 5

New Dynamic Content Endpoint
Added support for Dynamic Content endpoint.

Optimized Exports
Improved large export processing speeds.

Query by ID Array
Added support for querying by ID array.

Other API Changes

Copy Marketing Assets Using API Version 5 for Flow
Now you can copy marketing assets between business units or from sandbox to production business units using Salesforce Flow.

New Account Engagement Sandbox to Production Flow
An example flow is included to help you model your own custom copy flows.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement, 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 Marketing Cloud Account Engagement

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: Retail Execution

The Salesforce Winter ’24 Release Notes are here, as they bring a host of innovations and enhancements! Among these updates, Consumer Goods Cloud Retail Execution introduces many transformative features set to streamline your retail operations. Explore the exciting possibilities the Retail Execution release notes hold for optimizing your retail and consumer goods processes.

Place Orders Efficiently

Use a prepopulated product list to select products easily from the Order Items window while placing a New Advanced Order. Products are prepopulated based on the authorization list of the relevant trade org nodes in the account hierarchy. Enter the quantities for the listed products directly without manual search and add products from the product master.

Use the new filters and customer attributes in customer lookup to perform an advanced search for customers and to select the right customer on the New Order window. Narrow down the search for products on the Add Items window by using the Description, Product Code, GTIN, Category, Brand, Promoted, and Listed filters. You can further search for products on the Order Items window by using Category, Brand, and Order Template.

Add Custom Attributes in Penny Perfect Pricing Calculation

Use the new object, Pricing Context Definition, to add custom attributes to the pricing context. Use the custom attributes to search for pricing conditions and in user exits.

Enhance Promotion Planning and Execution

Leverage advanced analytics to implement a promotional dashboard by using the additional metadata in the Job Definition Template object. Use the updated picklist values in the Primary Survey Policy field to analyze store participation, placement, and quality of the display of assets. Also, use the new Competitor Relevant field to analyze competitor situations (promotions, price, or placement of assets).

Easily Share Attachments in Consumer Goods Cloud Offline Mobile App

Use the app’s sharing feature to share attached files (with file types such as PDF, XLS and DOCX) from various tiles such as Customer, Sales Folder, Promotion, and Products.

Analyze the Trend and Effectiveness of Promotions

Customize the Related list to view the approval history of a promotion. You can effectively streamline, track, and manage the approval process for standard promotions.

Preview Signatures in the Print Layout

Use signature templates to configure the signature flow for an object and to include the signatures of multiple roles in the Print Layout. As an out-of-the-box solution, Order Confirmation PDF now includes the Store Manager’s signatures confirming the order. You can even create custom print layouts for other processes such as customer contracts and daily reports. We delivered this feature thanks to your ideas on IdeaExchange.

Additional Permissions for Sales Org

Using the additional metadata, get create and edit permissions on the Sales Org object. Starting with Winter ‘24, you’re no longer required to add these permissions manually.

Optimize the Settings of Your Mobile Synchronization

Experience the speed and reliability of the synchronization processes for large datasets between Salesforce and the Consumer Goods Cloud offline mobile app. Admins can set the increased default response time limit for the execution of batch SOQL and named fetch trees (NFT).

Allow Bluetooth Permissions for Consumer Goods Cloud Offline Mobile App in Android Devices

Make sure that you allow bluetooth permission after you upgrade to the Winter ’24 version of the Consumer Goods Cloud offline mobile app on your Android devices.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Retail Execution, 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 Retail Execution

Salesforce Winter ’24 Release Notes: Trade Promotion Management

It’s that exciting time again as we reveal the much-anticipated Salesforce Winter ’24 Release Notes, bringing a ripple of innovation and improvements. Amidst all of the features and cloud enhancements, there’s one area that’s catching our attention: Trade Promotion Management. The spotlight is on Trade Promotion Optimization (TPO), a game-changing feature that can help consumer goods companies improve the effectiveness of their trade promotion strategies. Let’s dive into the latest enhancements and features for Salesforce Trade Promotion Management.

Improve Performance of Promotions By Predicting the Sales Uplift Volume

Improve the effectiveness of trade promotion strategies by predicting the sales uplift volume for each promotion. Use these predictions to understand the impact of a particular combination of promotional tactics and attributes, improve the uplift volume by changing the promotional tactics for products, and maximize your investments in trade promotions.

Easily Identify Custom Periods by Using Custom Labels

Enable custom labels in your Sales org to use a custom period’s short description as a label. See the custom labels in various views in Trade Promotion Management, including Trade Calendar, promotion P&L views, volume planning cards, spend planning cards, account plans, customer business plans, and real-time reports.

Choose the Best Scenario for Your Customer Business Plan

Create scenarios in your customer business plan (CBP) while planning for current and future financial years. Easily exclude promotions from a scenario and manually adjust key performance indicators (KPIs) to simulate different strategies. Compare KPIs from different scenarios and activate a suitable scenario to maximize your revenue and sales.

Understand the Calculations Behind Your Promotion’s Profit and Loss

Use APIs to analyze information related to your promotion’s Profit and Loss calculations, including both raw data and calculated key performance indicators (KPIs). Review the source KPIs, calculation variables, and formulas used in the calculated KPIs. See how weekly values are distributed into daily values.

Export Key Performance Indicator Grids Using APIs

Use APIs to export Key Performance Indicator (KPI) grids in Trade Promotion Management. The APIs can trigger calculation events and retrieve KPI information based on product levels, subsets, periods, and period types. Retrieve data for a specific period in JSON, serialized JSON, or CSV format.

Gain Valuable Insights with Better Visibility into Bill of Material Products and Components

Export component level key performance indicators (KPIs) with their associated components in a CSV file. The exported CSV file contains information about promotions and their associated bill of material components, along with a field that indicates whether a product is a bill of material or not.

Add Product Attributes in Real-Time Reports

Define the product attributes that are available in a real-time report based on your specific requirements. Show additional product attributes, such as Product ID, Product Code, or global trade item number (GTIN), in a real-time report. Previously, real-time reports used only the product dimension, and you couldn’t define multiple product levels in the product hierarchy.

Use Real-Time Reports More Intuitively

Real-time reports in Trade Promotion Management now show totals at the top of the details section of a Key Performance Indicator (KPI) report, instead of at the bottom. If a promotion or tactic falls within the selected report time frame by at least one day, it’s included in the KPI report.

Get Intelligent Document Reader with Trade Promotion Management

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Use the extracted information to create or update record fields, or to verify data that’s already in Salesforce.

Updates for Permission Sets

Improvements have been made to the permissions that are assigned to CGCloud Finance Admin, CGCloud Business Admin, CGCloud Finance User, and CGCloud Finance Manager permission sets to provide better access control. The CGCloud Refresh Update Activation Service permission set is no longer available in Trade Promotion Management.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Trade Promotion Management, 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 Trade Promotion Management

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.

Sources

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!