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See What’s New with Industries, Salesforce.org, and Sustainability Cloud

Learning Objectives

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

  • Describe how to visualize the customer and their relationships with related businesses, people, and financial accounts in one place.
  • Explain how to empower sales reps with new visit and inventory planning tools.
  • Describe how to meet performance goals based on product volume, revenue, or custom metrics.
  • Explain how to prepare your fundraising information for your accounting system.
  • Describe how to sign up for volunteering events and sync them with your mobile calendar.
  • Describe how to improve the visit planning process with embeddable maps.
  • Discuss how to get deeper insights into your organization's carbon footprint data.

Financial Services Cloud: Actionable Relationship Center

Visualize your customers and their relationships with related businesses, people, and financial accounts in one place. Model multilevel relationship hierarchies and surface key financial information in the hierarchy to get a holistic view of each customer and their relationships. Identify centers of influence and white space opportunities to drive contextual action.

Learn more about Actionable Relationship Center.

Health Cloud: Sales Visit and Inventory Management

Empower sales teams with new visit and inventory planning tools to ensure they have the right products and resources at every visit. Create and manage sales visits and add associated medical devices, attendees, and internal resources. Close product gaps with order and inventory insights, and proactively request transfers and replenishment orders.

Learn more about Sales Visit and Inventory Management.

Manufacturing Cloud: Account Manager Targets

Create targets for your organization to meet performance goals based on revenue or custom metrics. Edit the targets, assign them to your team members, and distribute them by account, product, and time period.

Setting up Account Manager Targets

Learn more about Account Manager Targets.

Consumer Goods Cloud: Visit Planning Enhancements

Improve the visit planning process with embeddable maps to visualize and plan store visits within Consumer Goods Cloud (desktop only) and filter on various store information within maps. With an enhanced task framework, define your own flow-based tasks and create custom logic for KPIs, objectives, and more, to meet unique business needs.

Embedded map on an Account record page

Learn more about Visit Planning enhancements.

Salesforce.org: Accounting Subledger

Accounting Subledger prepares your fundraising information for your accounting system. It saves fundraising and finance significant budget and time on reconciliation tasks by connecting systems to ensure a single source of truth for revenue and payment data.

Learn more about Accounting Subledger.

Salesforce.org: Volunteering for Philanthropy Cloud on iOS

Volunteering is now supported in the Salesforce.org Philanthropy Cloud mobile app on iOS. In addition to finding and donating to your favorite causes, you can now sign up for volunteering events and sync them with your mobile calendar. 

Learn more about Volunteering for Philanthropy Cloud on iOS.

Einstein Analytics for Salesforce Sustainability Cloud

Get deeper insights into your organization's carbon footprint data with three new detailed Einstein Analytics dashboards.

Climate Action Dashboard

Learn more about Einstein Analytics for Salesforce Sustainability Cloud.