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Learning Objectives

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

  • Explain how to easily capture meeting notes and attendees all in one place.
  • Describe how to extend the value of your electronic health record and seamlessly integrate data from external systems.
  • Discuss how to use our API for enhanced agreement management.
  • Explain how to weave intelligence into the route to market to streamline everything from visit planning to execution.
  • Describe how to provide a streamlined approach for calculating regulatory fees.
  • Describe how to give communications service providers the ability to handle complex, large transaction quoting.
  • Describe how to grow video and over-the-top (OTT) subscription and transaction revenue with a comprehensive AI-powered subscriber management solution.
  • Describe how to extend the Energy & Utilities Contact Center Console for agents.

Financial Services Cloud: Interaction Summaries

Easily capture meeting notes and attendees all in one place. Share notes with confidential information only with relevant stakeholders to maintain compliance, and associate notes with accounts and opportunities to surface customer insights.

Learn more about Interaction Summaries.

Health Cloud: FHIR R4 Support

Extend the value of your electronic health record (EHR) and seamlessly integrate data from external systems with the new FHIR R4 aligned data model. Equip care teams with real-time clinical, diagnostic, medication, and administrative data—all from within Health Cloud. 

An example patient record in Health Cloud showing details of a clinical encounter

Learn more about FHIR R4 Support.

Manufacturing Cloud: Sales Agreement Enhancements

Improve sales agreement accuracy with usability improvements. Edit sales agreements based on agreement status, and use our API for enhanced agreement management.

Dialog asking the user if they are sure they want to delete a sales agreement

Learn more about Sales Agreement enhancements.

Consumer Goods Cloud: Einstein for Consumer Goods Enhancements

Weave intelligence into the route to market to streamline everything from visit planning to execution. With Einstein Analytics for Consumer Goods, you can analyze your business, discover areas of growth and opportunity, and ensure audit accuracy and productivity during store visits. Plan the right tasks for a visit using the newest feature: Einstein Visit Task Recommendation.

Learn more about Einstein for Consumer Goods enhancements.

Public Sector Solutions: Regulatory Fee Management

Provide a streamlined approach for calculating regulatory fees associated with licenses and permits, inspections, and enforcement actions with constituent self-service. Help constituents determine the right fee amount with support for rules-based, calculation-based, and flat fee processes.

Learn more about Regulatory Fee Management.

Communications Cloud: Enterprise Sales Management

Redefine the selling experience by giving communications service providers the ability to handle complex, large transaction quoting. Configure and estimate different solutions, and benefit from bulk upload, group management, and bulk configuration.

Media Cloud: Subscriber Lifecycle Management

Grow video and over-the-top (OTT) subscription and transaction revenue with a comprehensive AI-powered subscriber management solution. Quickly launch differentiated products, packages, and promotions with agility.

Energy & Utilities Cloud: Contact Center Console Enhancements

Now you can easily serve both B2C and B2B customers from a single unified contact center console. The Energy & Utilities Cloud Contact Center Console supports hierarchical structures with multiple accounts and sites.

Resources

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