Use generative AI capabilities for comprehensive account performance evaluations, or inventory deviations. You can view the summary, insights, or recommendations through the Einstein Quick Insights component added to the object.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the required add-ons. |
Important: This tool uses generative AI, which can produce inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization. For more information, see About Einstein Generative AI.
Health Assessment for Managed Accounts with Einstein
Health assessment gives you:
- Highest- or lowest-performing products, brands, or categories of an account.
- Total revenue from orders within a particular time duration.
- Challenges faced by underperforming accounts based on visit feedback, customer reported tasks, and customer asset audits.
Account performance can help you with performance analysis of accounts.
Inventory Deviations with Einstein
Inventory deviations give you:
- Discrepancies during inventory reconciliation (for example, expected product checkout quantity versus actual checkout quantity).
- List of products on a truck that aren’t part of the check-in document.
Inventory deviations can help you identify the most common reasons for inventory deviations.
Prompts Templates for Consumer Goods Cloud
A prompt is the set of detailed instructions that you give an Large Language Model (LLM). A great prompt is like a recipe. It gives specific information about the situation, data, instructions, and limits that help the model make accurate and personalized results. The output that the LLM generates is called a response.
In Consumer Goods Cloud, prompts use the invocable actions in Apex classes to return data from objects and generate a response. You can even create a customizable invocable action to retrieve data as needed. To know more about prompts, See Get to Know Prompt Builder.
- Required Licenses for Einstein Generative AI in Consumer Goods Cloud
To prepare your Salesforce org for the generative AI capabilities available in Consumer Goods Cloud, make sure you have the required licenses for your Salesforce org. - Enable Einstein Generative AI in Consumer Goods Cloud
Before you get started with generative AI, enable Einstein in Consumer Goods Cloud from the Setup page. - Assign Permission Sets to Consumer Goods Cloud’s Einstein Generative AI Users
Provide users with the required permission sets to access and use the Einstein generative AI features in Consumer Goods Cloud. - Configure Consumer Goods Cloud Generative AI Invocable Actions
Configure the custom system settings for Apex variables in the out-of-the-box Apex classes shipped with the Consumer Goods Cloud managed package. These settings determine the number of records fetched from the objects and are used by the prompts. Perform this task only if you want to modify the default configurations for the variables in the invocable actions. - Create a Health Assessment Prompt for Consumer Goods Cloud Managed Accounts
With the prompt template, create a prompt that provides the health assessment of an account as a response. You can customize the prompt to show the highest-selling, lowest-selling products or the total revenue from all products. Activate the prompt that generates the performance summary on the Account page. - Create a Prompt for Inventory Deviations in Consumer Goods
With the prompt template, create a prompt that shows the inventory deviations for an account. You can customize the prompt to show a summary, analytics, or both. You must activate the prompt that generates the inventory deviations on the Warehouse page. - Configure the Einstein Quick Insights for Account and Warehouse Objects in Consumer Goods Cloud
Add Quick Insights to the Account and Warehouse object record pages so that your users can generate summaries and provide information to customers. You can determine which prompts appear in the summary component for users to choose. - Get Health Assessment for a Managed Account in Consumer Goods Cloud
Users can get a performance analysis of an account in the Quick Insights section. - Get Inventory Deviations for a Warehouse
Users can view and identify inventory deviations post inventory reconciliation based on the chosen prompt in the Quick Insights section for a warehouse.