Industries

Learn about new features and enhancements across the Industries clouds.

• Asset Management
  Manage, configure, and expand Asset Service Lifecycle Management features from a single location in Setup, by using Salesforce Go.
• Automotive
  Transform the Automotive business lifecycle by integrating conversational AI and automated workflows to streamline product sales and manage warranty claims for sales and service reps, dealers, and original equipment manufacturers. Optimize service delivery through prebuilt templates and screen flows that simplify goodwill repairs, and Automotive finance service processes such as lease extensions and transaction disputes. Centralize operations using Salesforce GO bundles and unified consoles to manage telemetry, fleet data, connected vehicles, and remote actions from a single location. Harness Tableau-powered analytics and Data Cloud to gain a 360-degree view of dealer performance, vehicle portfolios, and lead intelligence for deeper strategic insights and simplified data ingestion. Deploy autonomous agents and AI-assisted KYC document validation to streamline automotive loan and lease servicing. Quickly upload and map large volumes of vehicle, asset, and product data from CSV files using predefined DPE templates. Enhance business operations with new cross-cloud capabilities across purchase order management, inventory tracking, and sample fulfillment.
• Channel Revenue Management
  Optimize incentive scalability, financial precision, and system performance with Data 360 powered Rebate and Accruals Management Advanced capabilities. Improve financial predictability by decoupling accrual tracking from payout schedules for liability insights. The Channel Revenue Management data kit enables unified reporting by mapping program definitions to Standard Data Model Objects (DMOs), while Data Processing Engines (DPEs) on Data 360 support high-volume processing at scale. Salesforce Go is extended to include Rebate and Accruals Management Advanced, providing a faster, more streamlined guided setup experience.
• Communications
  Learn more about the latest features from Agentforce Communications that improve operational efficiency. In Enterprise Sales Management, use cart templates, automate cloning, and process sub-orders simultaneously. In Revenue Cloud for Communications, manage complex transactions with the Sales Transaction Line Editor on a quote or order. Create and manage subscriber-based quotes and orders. Boost your customer acquisition and revenue in Consumer Sales by applying customizable promotions to carts and orders.
• Education
  Learn about the latest features from Agentforce Education (formerly Education Cloud) that boost productivity throughout your organization. Support recruitment, admissions, academic operations, student success, advancement, and alumni engagement with the latest CRM and student information system (SIS) capabilities.
• Consumer Goods
  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.
• Energy & Utilities
  Equip guest users and existing customers with personalized energy plan comparisons and self-service enrollment. Get Slack notifications when data sync operations are completed for multisite quotes and auto quotes. Manage new grid connection requests with milestone-based tracking and service-level agreement compliance monitoring. Improve timesheet accuracy for field technicians with enhanced summary views, automatic idle time entries, the ability to edit and resubmit rejected timesheets, and mobile refresh gestures.
• Financial Services
  Discover the power of Financial Services Cloud, which uses AI to unify customer data from banking, wealth, and insurance platforms. Financial Services Cloud enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success.
• Health
  Expedite your Agentforce Health setup with Salesforce Go. Leverage Agentforce to generate assessment suggestions, extract specific page data, and summarize prior authorization and provider network status details. Use Health Engagement to manage outreach campaigns and empower members with self-service capabilities. Compare health insurance plans with Digital Health Insurance and gain pricing transparency for atheahealth API operations with Digital Wallet. Streamline administrative workflows by automating the home healthcare billing process and converting unstructured fax referrals into new records.
• Insurance
  Innovate, deploy, and adapt insurance products quickly to capture market opportunities with Digital Insurance. Manage the entire policy and claims lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce. Design seamless experiences for producers and account managers on the flexible Insurance Brokerage platform. Consolidate data across geographies and lines of business for a 360-degree client view, automate routine processes, and create AI-assisted workflows with Agentforce.
• Life Sciences
  Enhance field agility and clinical efficiency with AI-powered tools and streamlined data management. Get started quickly by using a prebuilt Customer Engagement setup solution to install predefined objects and sample data. Field reps can now log visits by using voice commands and access intelligent, audio-based account briefings to prepare for engagements. Manage home health visits and maintain regulatory compliance through Microsoft Teams remote sessions, dynamic signature disclaimers, and automated communication cycles for Japanese market requirements.
• Manufacturing
  Enhance manufacturing operations with expanded capabilities across purchase order and sample management. Advanced analytics with Tableau Next and AI-powered Agentforce templates for warranty claims and sales assistance help partners and manufacturers make faster, data-driven decisions while improving customer experience and operational efficiency. Salesforce Go for Manufacturing now extends to include Tableau Next Analytics and the Distributor Management System, delivering a more streamlined, guided setup experience that accelerates time to value.
• Media
  Run integrated media campaigns faster by managing television, radio, and digital placements within a single interface. Boost sales productivity with AI agents that create ad proposals, and generate proposal pitch decks. Standardize campaign reach with bulk targeting and frequency caps. Capture subscription market share with configurable promotions for your B2B and B2C markets and new B2C cart-based features. Streamline data management and system observability by using built-in definitions for the Data Processing Engine and dynamic named credentials.
• Net Zero
  Reduce manual effort by using automated data filling rules to proactively estimate energy use for stationary assets. Better align your carbon accounting with global greenhouse gas (GHG) protocols by applying market mechanisms directly to total CO2e values. Discover and set up Disclosure and Compliance Hub and discover other Net Zero features from a single location in Setup with Salesforce Go.
• Nonprofits
  Learn about the latest features from Agentforce Nonprofit that boost productivity throughout your organization. Support fundraising, programs, grantmaking, outcomes, and volunteers with the latest CRM capabilities.
• Agentforce Public Sector
  Build and deploy agents to support Compliance Management, Licensing and Permitting, and Talent Recruitment Management. Integrate Inbound Payments for a seamless constituent checkout experience, and use Outbound Payments to track payments made from external finance systems. Unified Constituent Profile brings constituent data together in one place, and Tableau Next dashboards provide operational tracking and insight.
• Industries Common Features
  Learn about enhancements to features used across Industries products, Revenue Management, and other apps.