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Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to focus on agents that need more attention with prebuilt dashboards.
  • Explain how to create and update patient and member care plans faster with new care plan templates.
  • Describe how to create and develop advanced custom metrics to ensure your forecasts accurately reflect your business.
  • Describe how to transform data into meaningful insights to better inform planning and execution of store visits.
  • Discuss how to calculate, analyze, and report on your corporate greenhouse gas emissions inventory with Sustainability Cloud.

Distributor Performance Management for Insurance

Empower insurance carriers to better align goals with their distributors using prebuilt reports and dashboards to track distribution channel performance.

Learn more about Distributor Performance Management for Insurance.

Care Plan Enhancements in Health Cloud

Create and update patient and member care plans faster and more efficiently with an all-new care plan design. Flexible templates let you create Problems, Goals, and Tasks in any order to support your workflows. 

New patient care plan

Learn more about enhancements to care plans.

Account-Based Forecasting Enhancements in Manufacturing Cloud

Create and develop advanced custom metrics, like seasonal patterns or account-specific KPIs, to ensure your forecasts accurately reflect your business.

Creating custom forecasts

Learn more about account-based forecasting enhancements.

Einstein Analytics for Consumer Goods

Help your sales managers increase sales, improve store compliance, identify stores at risk, and support sales reps with Einstein Analytics for Consumer Goods.

Example analytics for Consumer Goods

Learn more about Einstein Analytics for Consumer Goods.

Salesforce Sustainability Cloud

Calculate, analyze, and report on your company's corporate greenhouse gas emissions inventory with an app built on the Salesforce Lightning Platform. The Sustainability Cloud app is built for sustainability managers, company executives, and third-party auditors to collaborate on producing an accurate and insightful emissions inventory.

Annual Carbon Inventory Details

Learn more about Salesforce Sustainability Cloud.