Set Up and Maintain Retail Execution
With Retail Execution, transform the way you collaborate with your retail chain partners. Empower your sales managers to drive business growth and deliver on their brand promise to the end consumers. Help them to plan visits for the right stores at the right time and give optimized routes to their field reps. Customize pages to make only the relevant information available on mobile devices, just the way field reps need.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
- Getting Started with Retail Execution
Learn about Retail Execution, including key implementation considerations, its objects and fields, and limitations. - Set Up Your Org for Base Model
To prepare your org and set up Retail Execution for Base model, follow these steps in order. Complete these steps before you can start working with Retail Execution. - Set Up Your Org for Enhanced Model
With the Consumer Goods managed package, you can use advanced features of retail execution, such as manage territories, maintain master data, use advanced business process, and use the Consumer Goods offline mobile app. - Consumer Goods Cloud for Service
Consumer Goods Cloud for Service enables your service agents to engage with customers to sell new products and address customer complaints or inquiries. Consumer Goods Cloud for Service gives your service agents a 360-degree view of the customer. Using the app, your service agents can quickly resolve customer cases, proactively address issues, and place regular orders. - Sales Excellence in the Consumer Goods Cloud
Your users can use Consumer Goods Cloud for Sales app to proactively engage with a list of stores for a followup on regular orders, open invoices, promotions, product introduction, or other important communication. A supervisor or sales manager creates a list of retailers or stores to contact and defines a script for guidance for the sales agents (OmniScripts). Sales agents contact the customers on the list, read the script, and perform the prescribed actions. - Common Features in Consumer Goods Cloud for Sales and Service
Make the most of the Consumer Goods Cloud for Sales and Service app with these additional capabilities available for use from multiple Industries clouds. - Agentforce for Retail Execution
Improve customer service and boost productivity by collaborating with platform and custom agents on the Consumer Goods Cloud mobile and desktop apps. Agents streamline Retail Execution by automating key tasks, such as generating account and visit insights, suggesting products and promotions, and creating visits. - 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. - Einstein Generative AI for Consumer Goods Cloud
Use generative AI capabilities for comprehensive account performance evaluations, or inventory deviations. You can view the summary, insights, or recommendations through the Einstein Quick Insights component added to the object. - Data Cloud for Consumer Goods Cloud
Integrate Consumer Goods Cloud with Data Cloud to facilitate account segmentation and to empower sales reps with consumer insights and store-level product performance. - Sync Management
To ensure retail data and process consistency between your Salesforce org and the Consumer Goods Cloud Offline mobile app, use the synchronization (sync) process that is configured on the Sync Management app. During the sync process, the Sync Management app checks for updates to the Consumer Goods Offline mobile app (business and workflow-specific data, Runtime Artifacts, and metadata that is modified on Salesforce) and transfers these updates to the mobile app. - Consumer Goods Cloud Mobile App Customization
Model the design contracts in Visual Studio (VS) Code Based Modeler (available from Winter ’24) to configure and customize the Consumer Goods Cloud mobile app on your Windows or Mac computer. Design contracts are XML files that specify the code for the mobile app user interface, processes, objects, data sources, labels, and other parts of the model. - Deploy and Use Analytics for Consumer Goods
Analytics for Consumer Goods gives your sales team actionable insights into your retail business performance. Sales managers can use the app to increase sales, improve store compliance, identify stores at risk, and maximize sales rep effectiveness. Sales reps get store-level insights on visits, sales, compliance, and top-selling products. - Deploy and Use Analytics for Consumer Goods - Advanced Data Model
Analytics for Consumer Goods - Advanced Data Model gives your sales team actionable insights into your account-level business performance. Sales managers can use the app to increase sales, improve account compliance, identify accounts at risk, and maximize sales rep effectiveness. Sales reps get account-level insights on visits, sales, compliance, and top-selling products. - Einstein Visit Recommendations
Einstein visit recommendations assist sales managers and field representatives in identifying stores for field visits, enhancing efficiency, and maximizing sales opportunities. - Frequently Asked Questions
Get answers to the most frequently asked questions about Retail Execution.
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