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
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