Collaborate with agents during a customer visit in the Consumer Goods Cloud mobile app. Easily switch between dynamic and fixed product planning, and aggregate BOM components on standard products within your business plans. Deploy Retail Execution Tableau Next dashboards by using Salesforce Go. Troubleshoot sync issues faster by using default sync settings and trace mode KPIs.
- Interact with Agents as You Work
Collaborate with and derive insights from your agents in a sidebar without leaving the page in the Consumer Goods Cloud mobile app on tablet devices. Execute customer visits and simultaneously refer to your agent interaction history to stay informed. - Deploy Tableau Next Dashboards with Salesforce Go
Initiate Tableau Next for Consumer Goods through Salesforce Go to monitor and drive Retail Execution from a centralized interface. This unified view eliminates navigation through Retail Execution settings page, streamlining setup and ongoing management. - Other Improvements in Sync Management
Analyze and resolve sync issues more easily with new default sync settings. Sync KPIs are now in trace mode logs, making it easier to analyze and resolve sync issues quickly. - Trade Promotion Management
Switch between dynamic and fixed product planning and start over by using the Clear All button to remove existing filter and product selections. Aggregate Bill of Materials (BOM) component values directly on standard products within a customer business plan to highlight their impact on P&Ls. The promotion and tactic volume APIs now support both Salesforce IDs and external IDs for the promotion and tactic fields. Compare planned versus actual KPIs with the new Promotion Analysis and Tactic Analysis dashboards to identify top and least-performing promotions, tactics, and products.