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Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to make the sales planning process more agile.
- Describe how to split deal revenue by product with a single opportunity record.
- Describe the best way to get a holistic view of your forecasts and eliminate the need for multiple forecasting platforms.
- Describe how to use prebuilt catalog items for common business processes in a storefront experience.
- Explain how to create consistent, personalized experiences across the customer journey.
Sales Planning
Sales Cloud
Bring agility to the sales planning process with a native, end-to-end solution that transforms planning from clunky to intuitive. Intelligently allocate targets, budget, headcount, and more with auto-allocation and seamless in-app collaboration.
Learn more about Sales Planning.
Product Splits
Sales Cloud
Now, easily split deal revenue by product using a single opportunity record to improve forecast visibility, increase collaboration, and simplify your deal management.
Learn more about Product Splits.
Partner Relationship Management for Slack
Sales Cloud
Collaborate with partners directly in Slack, pulling your partner relationship management (PRM) information right into channels. Drive partner engagement on deals in real time, share updates, and automate approvals to close faster.
Learn more about Partner Relationship Management for Slack.
Forecasting Enhancements
Sales Cloud
Customers can now integrate external data with Salesforce data for a holistic view of their forecasts. Customize your forecasts to drive accuracy, and eliminate the need for multiple forecasting platforms.
Learn more about Forecasting Enhancements.
Einstein Conversation Insights Enhancements
Sales Cloud
Einstein Conversation Insights now integrates with Microsoft Teams for video conferencing and is optimized for 16 languages. It also features new out-of-the-box reports and a dashboard to help you understand deal risks and identify coaching opportunities.
Learn more about Einstein Conversation Insights Enhancements.
Automated Program Assignment
Sales Cloud
Deliver the right enablement at the right time. Automatically assign programs to reps based on specific needs and the business results you want to drive. Use the Salesforce flows your team is already using. Maximize seller productivity with personalized programs quickly and at scale.
Learn more about Automated Program Assignment.
Service Catalog
Service Cloud
Quickly unlock the power of automation with prebuilt catalog items that seamlessly expose common business processes in a storefront-like experience. Create a workflow once and deploy it anywhere to improve agent productivity and customer success.
Learn more about Service Catalog.
Enhanced Messaging for WhatsApp
Service Cloud
Connect with your customers on their preferred channel while creating consistent, personalized experiences across the customer journey with the new Service Cloud integration on the WhatsApp Business Platform.
Learn more about Enhanced Messaging for WhatsApp.
Field Service: iOS and Android Tablet Enhancements
Service Cloud
Supercharge workflows in the field with the reimagined tablet experience. Reduce time-to-task with optimizations focused on completing work on the go, with a new navigation experience and split-screen support allowing for side-by-side work.
Learn more about Field Service: iOS and Android Tablet Enhancements.
Article Recommendations in Flow
Service Cloud
Help agents resolve cases faster and improve self-service by incorporating relevant article recommendations directly into your internal service console or Experience Cloud.
Messaging for In-App and Web Enhancements
Service Cloud
Deliver more efficient resolutions with dropdown menus that collect information upfront and route customers to the right agent. Ensure agents are available to support customers in real-time by entering business hours to control when chat is visible.
