Industries Common Features

Learn about enhancements to features used across Industries products, Revenue Management, and other apps.

• Actionable List with Data 360
  Create actionable lists directly on unified data from Data 360 data model objects (DMOs) to find and act on new opportunities.
• Action Plans
  Scale and track complex business processes with action plans.
• Asset Management
  Manage assets end-to-end — from inventory and reservations through depreciation and disposal — with real-time visibility and audit-ready traceability at every stage. Close revenue opportunities faster with real-time quote updates that let agents add multiple products and apply discounts in one pass for quicker, more consistent upsell and cross-sell conversions.
• Discovery Framework
  Use Generative AI to validate uploaded documents and prefill linked fields in Discovery Framework assessment forms.
• Channel Revenue Management
  Optimize rebate processing with automated accrual and payout management, powered by Data Processing Engine (DPE) on Data 360. Rebate and Accruals Management Advanced now supports more real-world rebate structures out of the box, reduces manual rework when rates or benefits change mid-period, and gives Finance a clear, at-a-glance view of accruals. Run your own DPE definitions on demand across ChRM add-ons, and get more exact calculations with decimal precision up to four places.
• Advanced Pricing and Orders
  Calculate precise prices for sales orders with enterprise-grade pricing that mirrors your ERP logic, and capture complex orders through guided workflows with integrated pricing and discount support.
• Criteria-Based Search and Filter
  Faster setup tools, prebuilt templates, seamless Screen Flow integration, bulk selection capabilities, and support for Experience Cloud search actions lets you deploy search experiences quickly and give users an easy way to execute large-scale business actions.
• Fundraising
  Eliminate manual household name maintenance with formula-based naming that recalculates automatically as household composition changes.
• Grantmaking
  Standardize multi-stage grant reviews and restrict reviewers to only the sections relevant to their expertise.
• Industries Configure, Price, Quote (CPQ)
  Improve performance, flexibility, and reliability across Industries CPQ Cart and Pricing APIs. The primary benefits include mass discount support for up to 50,000 line items, faster GetCartItems responses with attribute filtering, strict validation mode for MultiEdit API, enhanced cart template eligibility checks, and a cleaner configuration experience with correctly hidden attributes.
• Omnistudio for Industries
  Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs.
• Outbound Engagement
  Create flexible outbound campaigns with custom templates and maintain brand consistency with custom branding across all your communications. Keep working while engagement resources generate in the background, and send common messages with an all-purpose template.
• Program and Case Management
  Give program participants a self-service way to track applications, enrollments, benefits, disbursements, and referrals by using a preconfigured Experience Cloud portal template, cutting staff inquiries.
• Stage Management
  Run eligible tasks on demand to meet regulatory and customer deadlines or handle work outside the standard process flow.
• Supplier Engagement
  Engage your suppliers directly in sustainability reporting with a self-service portal to submit data, complete scorecards, and track spend, emissions, and risk in support of your Scope 3 target-setting goals.
• Unified Catalog
  Configure intake forms with the Create Service Catalog Request invocable action and deploy them consistently across all your orgs without manual rework. Requestors and fulfillers can update intake form field values after submission with admin-controlled permissions that keep changes within defined boundaries. See parent and child attributes on a single page so that your team makes faster decisions without switching between records. Add the Unified Catalog component to LWR sites so that requestors can submit requests on high-performance portals.