Loading
Set Up and Maintain Retail Execution
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Additional Features in Consumer Goods Cloud

          Additional Features in Consumer Goods Cloud

          Use these additional features to get a comprehensive view of sales volumes, pricing, and revenue tracking; perform accurate forecasting; manage assets; and handle warranties for your Consumer Goods Cloud business.

          Required Editions

          Available in: Lightning Experience

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

          Integrating these features provides a unified overview of agreements, precise forecasting, efficient planning, and operations driving consistent business performance.

          Capability Usage User Licenses (Permission Set Licenses)
          Sales Agreement Gain visibility into key price, revenue, and quantity metrics for different products or categories across various schedules of the agreement. Track customer compliance for committed orders, and gain better visibility into your run-rate business. Manufacturing Sales Agreements Psl
          Asset Management Trace all the activities related to an asset. Manage asset service operations, orchestrate onsite services, provision service entitlements, and improve service team productivity. Link assets with related accounts and contacts to get visibility into the operations of your asset fleets.
          • Service Part Return : ServicePartReturnMgmt
          • Work Order Estimation : WorkOrderEstimationPsl
          • Book Service Appointment : BookServiceAppointmentPsl
          • Product Service Campaign :ProductServiceCampaignPsl
          Warranty Management Set up warranty eligibility rules, define service standards, capture claims, and adjudicate claims. Warranty Lifecycle Management Psl
          Advanced Account Based Forecasting Create sales forecasts across regions, products, product categories, or any other custom dimensions. Generate forecasts for multiple horizons, such as weekly or monthly, and use a rolling forecast based on your business needs. Manufacturing Advanced Account Forecast Psl

          To know the licenses in your Salesforce org, contact Support or your Account Executive.

          Trailhead icon.

          For more details on the capabilities, complete the following badges on Trailhead. Though these badges are written for Manufacturing organizations, the same principles apply to any organization.

          • Advanced Account Forecasting in Consumer Goods Cloud
            Provide sales and operations teams with demand forecasts based on opportunities, orders, sales agreements, historical orders, and other custom measures for individual accounts. Through data-driven insights, gain visibility into customer demand and align the supply chain accordingly. Define a forecast algorithm based on the metrics and inputs that reflect your business with Formula Builder.
          • Management of Sales Agreements in Consumer Goods Cloud
            Use Sales Agreements to plan your sales and operations effectively, making your business transactions, profits, and revenue margins more predictable.
           
          Loading
          Salesforce Help | Article