Salesforce Consumer Goods Cloud Conditional Surveys

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Conditional Surveys 

In today’s market, consumer goods brands need a way to provide store and promotional compliance with real-time feedback. With Salesforce Consumer Goods Cloud Conditional Surveys, brands can conduct store audits with dynamic questions, capture activity-related picture taking, and conduct conditional audits and promotional compliance checks while offline.

Conditional Surveys ensure store and promotion compliance with real-time feedback by:

    • Executing conditional audits with dynamic questions
    • Taking pictures for selected questions
    • Groups all questions by activity/promotion
    • Perform audits at store or POS (secondary location) level
    • Using gamification concepts for performance progress

Additionally, Conditional Surveys ensure product compliance at the store level in an efficient way by:

    • Supporting exception reporting based on targets or historical values
    • Matrix view for efficient data capture
    • Search & filter options
    • Barcode scanning

If you would like to learn more about Conditional Surveys or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources

Salesforce

Salesforce Consumer Goods Cloud Offline Penny Perfect Pricing

As the consumer goods industry continues to face complicated challenges, it’s becoming essential for brands to shift to a digital and consolidated platform to maximize revenue growth. Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Offline Penny Perfect Pricing

Consumer Goods sales reps need access to critical selling information when they are in the field or without wifi connectivity. With the new offline penny perfect pricing app, reps can execute their visit objectives and take orders anywhere with a solution that calculates the exact price based on customer-specific discounts, available promotions, and other pricing conditions. Additionally, sales reps can take orders while having a 360-degree view into potential promotion-driven orders to help them up-sell additional products. They can also execute inventory tasks for their list of products and review options to reschedule visits to retail locations and then sync their mobile device with Salesforce when back online. Salesforce penny perfect pricing allows sales reps to achieve retail execution excellence from anywhere in the world.

How Does Offline Penny Perfect Pricing Work?

Penny perfect pricing uses a pricing engine for comprehensive price calculation. The pricing engine considers customer and product pricing conditions, such as prices, discounts, and surcharges, to determine prices in various scenarios such as when recalculating delivery documents, creating an invoice for an on-demand sales order, and calculating pre-sales order or a return. Penny perfect pricing is integrated with the ERP system to provide the same pricing behavior, to reuse condition data, and to handle complete calculated documents.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources:

Salesforce for Consumer Goods Expands Capabilities to Help Drive …. https://www.salesforce.com/news/stories/salesforce-consumer-goods-cloud-news/

Salesforce for Consumer Goods Announces New Innovations

Salesforce has announced new innovations for the consumer goods industry that allows them to increase automation, expand selling opportunities, drive profitable growth, and more. As the consumer goods industry faces difficult challenges, it’s becoming critical for brands to shift to a digital and consolidated platform for business growth. Salesforce for consumer goods has announced the following innovations: Trade Promotion Management (TPM), Offline Penny Perfect Pricing, B2B Commerce & Marketplace, and MuleSoft Accelerator for Consumer Goods.

Trade Promotion Management

Salesforce Trade Promotion Management allows you to optimize retail pricing and promotions in real-time to maximize trading effectiveness. Manage reconciliation of claims and deductions against promotions and funds while streamlining settlements. Track the effectiveness of your promotions with real-time reporting. Learn more about how Salesforce TPM can optimize trade activity to drive revenue growth on a connected platform.

We had the honor of being one of seven global consulting partners exclusively chosen to participate in Salesforce’s Trade Promotion Management Pilot program this year. We partnered with a leading sports drink company to set up, run, and manage their promotions. Learn more about the pilot here.

Offline Penny-Perfect Pricing

Offline Penny-Perfect Pricing allows Sales representatives to take/place orders fully offline or anywhere with offline ordering— while promotion-driven orders help sales teams up-sell. Seamlessly calculate the penny-perfect price based on available promotions, flexible rules, and pricing conditions. Penny-perfect pricing ensures the price is consistent regardless of device, location, or internet connectivity.

B2B Commerce Wholesale Retail App

The new B2B Commerce Wholesale Retail App maximizes wholesale buying efficiency for consumer goods companies with sales collaboration, large cart ordering, and new virtual showrooms. The new Commerce Marketplace unites the fragmented buyer and seller landscape to create new revenue streams, giving brands and distributors the ability to expand reach by adding inventory to retail partners quickly.

MuleSoft Accelerator for Consumer Goods

Connecting critical data, systems, and applications like trade promotion management, product information management systems, and more will help you innovate faster. Mulsesoft Accelerator for Consumer Goods, companies can have a single source of truth for data and can quickly deploy trade and retail execution capabilities leveraging existing master data in traditional back-end systems.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources:

Salesforce

Launch Partner for Consumer Goods Cloud TPM Pilot

We are excited to announce that we’ve been selected as the exclusive US launch partner supporting Customer 360 for Consumer Goods with Trade Promotion Management (TPM)! Over the past two months, we have been working with Salesforce and a top American Sports Drink Company on their extensive trade promotion program. We learned first-hand that Salesforce TPM can optimize trade planning, track effectiveness with real-time reporting, manage funds and budgets, and streamline claims management. Throughout the engagement, we have found key insights into Salesforce’s latest product:

Business Validation of Salesforce TPM

    • Current disconnected systems don’t allow for ROI monitoring of Trade Promotion Funding, i.e. to time and resource-intensive.
    • Large teams of resources are involved in the Promotion Funding reconciliation.
    • Few companies actually have accurate, if any, ROI reporting!
    • Having a centralized system that supports integrations with ERP, POS, and other data sources will be critical to accelerate monitoring key metrics and improving ROI and forecasting.

Salesforce TPM Pilot

    • The solution provides scalability to managing large TPM programs with reduced resources.
    • The ability to easy clone Trade Promotions for future years will be a game-changer in the reduction of resources.
    • UI supports the Promotion KPI performance while also allowing for granular details with a few clicks.
    • KPI setup process provides real-time visibility for planning and active promotion.
    • The Scenario Planning feature is a game-changer for analyzing Year-to-Date results with projected promotions. This feature is also available for updating the balance of the year to optimal ROI.

If you would like to learn more about Consumer Goods Cloud TPM or the TPM pilot, please visit our website or email us at tkeil@corraogroup.com.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Announces Customer 360 for Consumer Goods with Trade Promotion Management

Salesforce has announced Customer 360 for Consumer Goods with Trade Promotion Management. Customer 360 for Consumer Goods delivers profitable growth as companies can increase profitability, win at the shelf, build brand relevance, and work efficiently from anywhere. With one single source of truth, Customer 360 for Consumer Goods gives you an intelligent and robust solution to help manage key accounts, deliver profitable growth, and accelerate time to value across your entire organization.

Salesforce Trade Promotion Management allows you to optimize retail pricing and promotions in real-time to maximize trading effectiveness. Salesforce TPM gives your team the resources they need to plan, manage, and execute relationships with distributors, customers, and end-consumer marketing on a consolidated and integrated platform. With Trade Promotion Management digitized, your brand can optimize trade planning, track effectiveness with real-time reporting, manage funds and budgets, and streamline claims management. To learn more about Salesforce Trade Promotion Management, visit our blog: Digitize, Unify, and Integrate Your Trade Promotion Management with Salesforce

We are excited to announce that we’ve been selected as the exclusive US launch partner supporting Customer 360 for Consumer Goods with Trade Promotion Management! Over the past two months, we have been working with Salesforce and a top American Sports Drink Company on their extensive trade promotion program. To learn more about the TPM pilot, please visit our blog: Launch Partner for Consumer Goods Cloud TPM Pilot.

Salesforce TPM Features

To learn more about Salesforce TPM, please visit our website.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Digitize, Unify, and Integrate Your Trade Promotion Management with Salesforce

Grow Revenue With Salesforce TPM

Consumer Goods companies have been starting to transform a critical aspect of their business, Trade Promotion Management (TPM). According to Salesforce, 60% of companies rely on spreadsheet-driven processes that don’t use real-time data, don’t connect with AI-driven analysis, and are difficult to manipulate at the account level.

In today’s competitive market, brands need a modern way to manage their trade spending related to planning and ultimately ROI. Account managers need the tools to thoroughly plan their trade spending, assess their performance in real-time, and collaborate with cross-functional teams to identify the best ongoing approach and strategy.

Salesforce TPM allows you to take complete control over your trade promotions, allowing you to analyze promotion performance across customers, within customers, SKU, on-brand, and more to fully understand your performance and make crucial changes for maximum ROI.

Why Companies are Moving to a Unified Platform

With cross-departmental planning, consumer goods companies and retailers can target investments at the store and channel level. Omni-channel selling has made the route to market more complex as companies are now engaging with multiple partners across in-person and virtual teams.

Traditional CG models utilize spreadsheets or homegrown systems to track, report, and analyze all promotions across multiple partners. Using a spreadsheet to track promotions does not support real-time collaboration and accurate ROI. Manual processes take away from selling and analyzing, making it impossible to identify what’s working and what isn’t in real-time. Here are four reasons why CG companies are shifting to a consolidated TPM platform.

Route to Market is Getting Complicated

    • Companies today need to be able to target and create different promotions with multiple omnichannel retailers based on channel, region, and store buy-level. It becomes impossible to track and manage various promotions in spreadsheets or homegrown systems without real-time TPM data.

Manual Tracking

    • Utilizing Spreadsheets and homegrown systems to track promotions is hurting your company. Working on spreadsheets is cumbersome, inhibits collaboration with file permissions, and is prone to be inaccurate.

Accruals and delays in reporting can result in P&L issues

    • According to Salesforce, 60% of trade promotions go unevaluated due to a lack of analytical rigor and staffing. CG companies utilizing spreadsheets deal with P&L issues as they fail to learn which promotions bring in the best revenue vs which don’t. Analyzing trade spend efficiency becomes difficult to manage without real-time data, as reconciliation occurs in the following quarters. You need the ability to pivot or quickly scale based on promotion performance.

No Ability to Clone/Replicate Successful Promotions

    • After completing a successful promotion, wouldn’t it be nice to clone or replicate the same promotion in less than 2 minutes? Account Managers are spending way too many hours reinventing the wheel of successful promotions when they could be focused more on developing strategies and relationships for more profit growth.

Salesforce Trade Promotion Management (TPM)

58% of business users do not have the real-time data and analytical tools to thoroughly evaluate the effectiveness of their trade fund programs (Salesforce). Salesforce TPM can help you improve revenue growth by optimizing trade activity on a consolidated and integrated platform. Investigate promotion performance across customers, within customers, on-brand, SKU, the event level, and overall performance.

With one single source of truth, Salesforce TPM gives your team the resources they need to plan, manage, and execute relationships with distributors, customers, and end-consumer marketing. Here are the ways Salesforce is helping businesses create a digitized, unified, and integrated TPM platform.

Maximize Trade Spend Effectiveness

    • Plan the customer account with a simplified interface that minimizes data entry.
    • View essential aspects of your account plan with adaptable views by user persona.
    • Identify holes in your trade plan with a comprehensive trade calendar.
    • View performance of KPIs with enterprise visibility and live spreadsheet-like P&L.

Deepen Trade Promotion Analytics

    • Increase trade spend efficiency with post-event analytics and visualization of performance metrics.
    • Identify and effortlessly clone successful promotions.
    • Compare planned uplift vs actuals with sell-in and consumption data.

Manage Funds and Claims

    • Deposit, transfer, or adjust funds and monitor budgets to evade overspends.
    • Review budgets within a single or consolidated checkbook view.
    • Manage reconciliation of claims and deductions against promotions and funds while streamlining settlements.

Strengthen Cross-Functional Alignment

    • Collaborate with marketing, field sales, and finance on a single platform to better manage 360-degree support plans.
    • Find optimal account or promotional plans with scenario planning and real-time performance comparison.
    • Share promotion details to gain alignment from internal stakeholders and retail partners.

If you would like to learn more about Salesforce’s Trade Promotion Management (TPM), please contact us!

Salesforce Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Salesforce Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the TPM Salesforce Pilot.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources 

Salesforce Trade Promotion Management Images

Salesforce Trade Promotion Management

Keeping Up With the Rapidly Changing Retail and Consumer Goods Industries

The consumer goods and retail industry has been undergoing a massive digital transformation these last few years. Both industries have faced rapidly evolving technology, economic instability, changing consumer behaviors, and consumer demographic shifts. Add on the effects of COVID-19, and the retail and consumer goods industries have accelerated by a decade. Redefining your business model is not an easy task to deal with. Left unaddressed, these changes can destabilize and render traditional consumer goods business models. Businesses must innovate and adapt to succeed in today’s digitally accelerated world.

Dominant Consumer Goods Business Models

Deloitte University Press recently studied 97 Consumer Goods companies to analyze and find what business model delivers exceptional performance. Based on the report, Deloitte found outstanding winners in the ecosystem who focused on three dominant business models: Operational Excellence, Brand Leadership, and Customer Solutions. Each business model focuses differently on key strategies, operations, and KPIs (See Figure 1 via Deloitte). Exceptional winners clearly understand how they create and deliver value, a clear business strategy, and deliver exceptional customer solutions. They have figured out what they’re really good at and have configured their model accordingly.

There are four themes that set Exceptional Winners apart from their peers:

    • They focus on what they do best by constructing a coherent business and operating model— Deloitte calls this the Business Model Coherence Premium.
    • They drive value from one of three business model types—Operational Excellence, Product/Brand Leadership, or Customer Solutions.
    • They develop a set of essential and specific capabilities that work together as part of a self-reinforcing business model.
    • They drive greater maturity into the distinctive capabilities than their peers.

Digital Transformation With Salesforce

Innovating your business model to remain competitive in today’s market is required to stay in business. Redefining your model involves finding solutions to help your company digitally transform to unite your teams around the customer with customized solutions. Companies are starting to ask the right questions like, “Can we change processes in a way that will result in more productivity, better decision-making, and a more profitable customer experience with personalization”? Another question is, “How much faster can we do the tasks we are currently doing with the help of automation”?

Enter Salesforce. Moving your business processes onto the #1 CRM platform allows you to better connect with your internal staff, partners, customers, and potential customers from anywhere in the world. With a 360-degree view of your crucial data, you are in total control to have more connectivity and accessibility, increased collaboration, and improved efficiency.

Salesforce created Consumer Goods Cloud to help the industry digitally transform their business to accel in today’s world. A move to Salesforce Consumer Goods Cloud gives you an intelligent and strong solution to help you manage key accounts, deliver intelligent growth, optimize field execution, TPM management, and accelerate time to value across your entire organization. Learn more about how Consumer Goods Cloud is helping the industry digitally transform.

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 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Connect with Corrao Group
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Sources

Deloitte University Press
Salesforce

Most Valuable Salesforce Summer ’22 Release Features

Salesforce has just released its Summer ’22 release notes and we’ve compiled some of our favorites below. Keep scrolling to see when these features will become available to you.

Sales Cloud

    • Close cases quicker with Einstein search – Help case agents find solutions and knowledge articles quicker through an optimized search manager.
    • Estimate your ROI for Lead Scoring – The Einstein Readiness Assessor estimates the value of Einstein Lead Scoring for your custom instance. It’s based on your lead acquisition and conversion numbers.
    • Create Custom Address Fields – You are now able to create custom fields that mimic the same behavior as standard address fields. This comes at an extremely fortunate time when many people work from home, but can also be used to track multiple warehouses and other offices.
    • Clean up inactive picklist values – Users are able to bulk delete inactive unused picklist values rather than having to do so one at a time. You can also activate, deactivate, or replace multiple custom picklist values at once.
    • Find the best report type for new reports – Have you ever created a Salesforce report only for it not to display the specific data and objects you were expecting? A newly enhanced report type selector allows users to quickly access recently used report types and view the objects and fields that are available.

Consumer Goods Clouds

    • Schedule Visits to the Right Stores at the Right Time – Use Einstein Visit Recommendation to keep your products front and center. Sales managers can select a group of stores to receive recommendations on which ones to visit, and when.
    • Ensure Timely Deliveries to Stores – Managers can prioritize orders that the highest selling stores to make sure they’re restocked first. Delivery tasks can be assigned to drivers, who receive instant notifications on their mobile devices.

Service Cloud

    • Deflect cases with Einstein Article Recommendations for Flows – Enable smart email auto-responses to quickly answer customer questions, providing knowledge articles within minutes. Accessible from within Flow Builder.
    • Make Smarter Routing Decisions – Designate a queue or skill-based information about your agents’ capacity to automatically designate new work requests more efficiently. For example, if an agent has more than 3 cases in their queue, the system can automatically route the new case to someone else.
    • Save Agents time with Einstein Article Recommendations – Use AI to recommend relevant knowledge articles to agents as live conversations happen. Reduce the time agents spend on each case while increasing customer satisfaction.

 

Marketing Cloud Account Engagement (Pardot)

    • Send Slack notifications with Completion Actions – Marketers can now use a completion action to notify a Slack channel to speed up your pipeline. Beat out your competition by responding to leads first and adding this action to your most important assets and forms.
    • Automate More with Completion Action Enhancements – You can apply completion actions to subsets of prospects who meet certain criteria. For example, you can assign prospects who live in Washington to your sales team located within Washington.

 

Pre-Release Org Feature Testing

A pre-release org is the safest way to test the new features before it comes available in your Sandbox. Please click here to sign-up. Remember that pre-release orgs will not have the customizations that your current live system has.

Sandbox Feature Testing

On May 7th, users will be able to test the new Summer ’22 features within their own Sandbox. This allows users to test out how the new features will work with their fully customized system and processes. Most Sandboxes will be automatically updated on Mayth 7th.

Salesforce Summer ’22 Feature Release Dates

Salesforce plans to release the Summer ’22 features across all live instances on the following dates:

    • May 21st, 2022
    • June 4th, 2022
    • June 11th, 2022

Features will be released in your Salesforce depending on your instance. Visit Salesforce Trust, select your instance name, and visit the “Maintenance” tab to see the date your org will be updated. To find your instance, visit the company information tab within setup in your Salesforce.

Full Summer ’22 Release Timeline

salesfore summer 22 release timeline

Pardot Renamed to Marketing Cloud Account Engagement

On April 6th, Salesforce changed the name of their B2B marketing automation tool, Pardot, to Marketing Cloud Account Engagement. You may be familiar with Marketing Cloud, Salesforce’s B2C digital marketing automation and analytics software. We’ll take a look at the “why” behind the big name change, and look at a few other new name changes as well.

All Name Changes

    • Salesforce CDP → Customer Data Platform
    • Interaction Studio → Personalization
    • Email, Mobile, Ad, Journey Studios → Engagement
    • Pardot → Account Engagement
    • Datorama → Intelligence

The “Why”

With these name changes, Salesforce is making Marketing Cloud more consistent and more understandable to marketers looking at the entire platform. It’s not just name changes either, Salesforce is continuing to integrate with these best-of-breed technologies, making their CRM even more powerful than before.

    • Aligning with the marketer’s language – Salesforce has aligned its Marketing Cloud products with terms that marketers use in their day-to-day activities to help make their values easier to understand. For example, “many marketers are looking for the capability and value of real-time Personalization, not an ‘Interaction Studio’” (Salesforce). Marketing Cloud’s previous naming convention came from add-ons that have been acquired by Salesforce and kept their original name.
    • Continued unification – Salesforce’s unified platform is one reason it’s the #1 CRM.  This renaming further shows users that Salesforce continues to integrate best-of-breed technology within their system. Products are continuing to receive advanced integrations within each other, giving users access to quality data and technology they’ve never had before.
    • Future enhancements –  These changes create new pathways down Salesforce’s product roadmap. Recently, Marketing Cloud added WhatsApp and Snapchat for advertising, targeting, messaging, and more. Integrations like these continue to be made, as the marketer’s strategy changes frequently.

Takeaways

    • Blending B2B and B2C – Pardot has always been labeled as the B2B marketing automation tool, whereas Marketing Cloud is for B2C marketing. Recently, B2B and B2C marketing have never been closer than before, overlapping in many buying qualities and strategies. With the recent trend of B2B and B2C blending, this takes another step in the right direction.
    • No Account Access – One of the most frequently asked questions since the name change has been “does Account Engagement (Pardot) now have more than read-only access to Account objects”? Currently, Account Engagement still only has bi-directional updates with the Lead and Contact objects within Salesforce. Nothing in Salesforce’s current roadmaps state otherwise, but this could be the beginning of that process!
    • Some things stay the same – Most things are staying the same, especially underneath the Account Engagement hood:
      • Pricing and packages
      • SKU names on your Salesforce contract
      • Features and functionality

Pardot’s name change to Marketing Cloud Account Engagement is a big deal, but don’t forget all of the other name changes listed earlier. As Salesforce continues to integrate its products even more than before, these names should stay. For now, how do we best say the new name after knowing it as Pardot since 2007? Marketing Cloud Account Engagement Engagement Studios doesn’t exactly roll off the tongue as Pardot Engagement Studios does. Account Engagement? MCAE? That’s for us to decide and have fun with. The new “Pardashian” term is just around the corner!

Salesforce’s full article on Marketing Cloud’s name changes.

Salesforce Summer ’22 Sandbox Preview

The Salesforce Summer ’22 sandbox preview is arriving in late April! Below are the key dates for the Summer ’22 release so that you can mark your calendars and prepare.

Key Dates for the Salesforce Summer '22 Release
Image by Salesforce

Depending on your instance, the major release dates for the Spring ’22 features are:

    • May 20: First release
    • June 3: Second release
    • June 10/11: Final release

Other key dates through the Spring ‘22 Release include:

April 21: Sign up for the pre-release environment

In this test environment, you can try new features to figure out which features are right for your organization.

April 27: Preview release notes are available

All release notes become available. Head to Salesforce Help to scan and review the new release notes.

May 5: Sandbox cut-off date

Utilizing a sandbox environment can help you get early access to new features before your scheduled production upgrade. You must have an active sandbox environment before May 5, 2022.

May 6: Salesforce Summer ’22 release site is live

The release site becomes live! Trailhead modules are also available to quickly learn new features.

May 20: First release weekend

Salesforce and a small number of customers will be upgraded.

May 20 to May 27: Release readiness live broadcast

Salesforce admins and developers kick off the Summer ’22 release with their favorite features from the release. The Salesforce team will discuss and demo new features around this time.

June 3: Second release weekend

Another wave of Salesforce instances gets upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

June 10-11: Final release weekend

All remaining Salesforce instances will be upgraded on these dates.

To show the date of the Salesforce Summer ’22 release reaching your org, visit Salesforce Trust and click on your instance name and click “Maintenance”. If you don’t know your instance, go to your company information within setup in your Salesforce org.

About Corrao Group 

For over 20 years 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, we understand how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects.

If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Sources:

Don’t Miss These Key Dates: Summer ’22 Sandbox Preview