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Set Up and Maintain Retail Execution
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            Additional Agentforce Features in Consumer Goods Cloud

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            Additional Agentforce Features in Consumer Goods Cloud

            Streamline sales agreements by answering questions, summarizing performance, setting up appointments, writing emails, and creating to-do lists with the help of AI. Get AI-generated asset summaries and reviews of service and telematics data. Handle asset service actions such as generating quotes and drafting customer emails.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            To identify the licenses in your Salesforce org, contact support or your Account Executive.

            Agentforce Features

            Leverage these actions and topics for ‌your routine sales agreements, asset service, and inventory management tasks.

            Agent Topics Actions
            Sales Planning Sales Agreement Management Summarize Sales Agreement Performance
            Sales Agreements Bulk Update Get Attribute Details
            Perform Bulk Update for Sales Agreement Metrics
            Asset Service Management Asset Service Estimation Summarize Asset Telematics and Services Data
            Get Price Books
            Create Service Quote
            Get Products
            Get Asset Warranties
            Asset Service Work Order Management Create Service Work Order
            Get Service Quote
            Inventory Management Inventory Management Get Search Criteria And Results

            For more information, see Agent Templates in Manufacturing Cloud.

            Einstein Generative AI Features

            Use these prompts to get quick insights on various asset and sales agreement use cases with the help of Einstein generative AI.

            Prompt Usage
            Analyze Sales Agreement Deviations Find proposal solutions with a summary comparing planned to actual sales. Use agreement performance analysis to identify and discuss underperforming products with partners and customers.
            Summarize Asset Services Understand an asset's service history and condition with a summary. Find issues and make troubleshooting easier. Additionally, efficiently manage cases and work orders based on priority.
            Summarize Asset Telematics and Services Data Get a summary of your asset's performance, service, and telematics data. Analyze an asset's real-time health, optimize maintenance schedules, and identify issues.

            For more information, see Prompt Templates for Manufacturing.

             
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