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See What’s New: Consumer Goods, Education, and Energy & Utilities

Learning Objectives

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

  • Describe the latest features and enhancements for Consumer Goods, Education, and Energy & Utilities.

Optimize essential operations and deepen stakeholder trust with tailored tools for Consumer Goods, Education, and Energy & Utilities. The latest enhancements, including voice-enabled field execution, automated transfer credit evaluations, emergency crew mobilization, and tariff modeling, empower your teams to streamline service delivery, maintain audit compliance, and act with data-driven precision across every touchpoint.

Consumer Goods

Merchandiser Mobile Experience

Help merchandisers execute visits faster, capture better data, and improve execution consistency with built-in Agentforce, voice controls, offline access, and embedded analytics.

New User Interface of the Consumer Goods Mobile app displaying the Merchandiser Mobile Experience.

Unusable Inventory Management

Track, segregate, and audit unusable inventory (damaged, expired, lost, or custom-defined) across the distributor lifecycle, from receipt to transfer and counts. Ensure available stock and accrual calculations are accurate.

Liability Accruals Enhancements

Keep trade spend accruals accurate and audit-compliant through every claim adjustment and reversal, with historical data preserved and no manual reconciliation required.

Education

Delegated Access Management

Deliver secure, flexible, and transparent student-driven access control, and meet FERPA and GLBA requirements with a governed, auditable framework, no custom development required. Enable students to delegate specific academic and administrative access to trusted individuals with full revocation control. Students define exactly who can access what and for how long.

Transfer Credit Enhancements

Automate transfer credit evaluation and posting with policy validation, a best-fit matching algorithm, and real-time degree progress updates, cutting processing time from hours to minutes. Students see accurate degree progress the moment credits are posted, and staff spend less time on repetitive lookups and more time on high-judgment exceptions.

Student Refunds and Payment Plans

Give students flexible payment plans and automated refund management with self-service portals, configurable installment schedules, and a tamper-proof audit trail. Students gain self-service control over large balances through flexible installment options. And automated refund processing with real-time status tracking reduces financial stress and supports retention.

Energy & Utilities

New Connection Management

Meet regulatory timelines, reduce customer churn, and eliminate manual tracking with configurable milestone templates, SLA management, and clear ownership across every new connection project.

Emergency Compliance Management

Mobilize union-compliant repair crews faster during grid outages with a purpose-built dispatcher workspace that provides priority-sorted rosters and mobile push notifications. Make manual phone trees a thing of the past.

Tariff Comparison Enhancement

Increase upsell conversion and retention with real-world consumption modeling. Sales and service representatives can model scenarios (EV chargers, LED upgrades, solar) with data-backed tariff recommendations.

Tariff plan selection screen showing three energy options for a customer’s annual usage, each with rate breakdowns.

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