Skip to main content

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.

Read up on the new features in Consumer Goods, Education, and Energy & Utilities to modernize your operations and deepen stakeholder relationships. Whether you’re optimizing retail execution, supporting student success, or leading the energy transition, these updates help you deliver essential services with greater efficiency and data-driven precision.

Agentforce Consumer Goods

Retail Execution Dashboards for Tableau Next

Consolidate store-level data to protect margins and shelf share. Audit performance and trigger corrective actions for sales directly from your dashboard. Close the gap between spotting compliance issues and fixing them in one native, unified workflow.

Purchase Order for Distributor Management

Verify primary sales by pairing digital purchase orders (POs) with goods received notes (GRNs) across your distributor network. Accelerate fulfillment and replenishment with verified channel data.

Salesforce Go for Agentforce Consumer Goods

Launch Retail Execution and TPM with one-click setup. Browse feature libraries by business goals to bypass hours of manual configuration, with safe, guided workflows. Monitor adoption to ensure every feature delivers ROI.

Agentforce Education

Student Financials Enhancements

Empower students to manage costs with a unified dashboard for real-time billing, secure payments, and an AI agent for aid insights. Enable staff to save time with automated account reconciliation that offers granular control and visibility.

Transfer Credit Faculty Review

Scale transfer programs with a unified workflow that captures academic decisions as permanent rules for faster, more accurate credit matching across every student record.

Slack for Education

Accelerate student success by connecting faculty and staff with student insights and AI-driven alerts in Slack. Enable teams to identify risks early and deliver proactive, coordinated support.

Agentforce Energy & Utilities

Multi-Site Quoting Enhancement

Increase quoting efficiency, particularly for Commercial and Industrial proposals, with enhanced scale in multi-site quoting. Native automation decomposes bulk configurations into individual orders automatically, eliminating the labor-intensive overhead typically required to service large-scale energy customers.

B2B External Pricing

Accelerate the delivery of complex B2B bids by fetching real-time spot market rates directly from proprietary risk engines. Eliminate application switching to ensure sales reps present precise, risk-adjusted pricing to industrial clients.

Self-Service Enrollment

Allow an anonymous sales journey. Modernize the enrollment journey for not-logged-in customers so users can verify service availability and activate contracts in minutes, meeting the high expectations of today’s digital-native consumers.

在 Salesforce 帮助中分享 Trailhead 反馈

我们很想听听您使用 Trailhead 的经验——您现在可以随时从 Salesforce 帮助网站访问新的反馈表单。

了解更多 继续分享反馈