Consumer Goods Cloud: Retail Execution | Ecosystem Pocket Guide

Consumer Goods Cloud: Retail Execution | Ecosystem Pocket Guide | External

The Consumer Goods Cloud (Retail Execution) Pocket Guide has moved. Please bookmark the new location: https://cloud.mail.salesforce.com/cgcloudretailexecutionpartnerpocketguide

Welcome to the Consumer Goods Cloud: Retail Execution Partner Pocket Guide!

Purpose: This Partner Pocket Guide is your one-stop-shop for all your content and tools to help you successfully sell and implement the Consumer Goods Cloud: Retail Execution product. Review this document to understand the purpose and positioning of Consumer Goods Cloud: Retail Execution, what innovation is being delivered to address customer needs, answers to FAQs, and quick links to key partner enablement resources for a deeper dive.

We will be regularly updating this guide so be sure to check back in the Table of Contents below to find out what’s new for Consumer Goods Cloud: Retail Execution!

Table of Contents

I only have 10 minutes in my day. Where should I start?

Review What is Consumer Goods Cloud?
Understand the Sales Positioning Message
Explore the Consumer Goods Cloud (REX) Experts group in the Partner Community for additional information

What is Consumer Goods Cloud?

Consumer Goods Cloud is part of the Salesforce Customer 360 Platform for all segments of consumer goods, including food and beverage, personal care, health and beauty, and more. It enables brands to modernize the route to market by providing a seamless, intelligent B2B CRM platform that allows brands to align with channel partners more effectively on one platform. It equips sales managers with insights and analytics to understand the opportunities for their account and it empowers reps to execute in field. Built on a platform proven for industry innovation, Consumer Goods Cloud accelerates growth from planning to execution.

Sales Positioning Message

Why do we have Consumer Goods Cloud?

For the consumer goods industry, over 90% of sales happen in the traditional retail channel. This process has historically required in-person interactions to plan and fuel alignment and to optimize field execution. However, brands are increasingly digitizing the way they engage their B2B channel partners and it’s only accelerated in 2020 with the onset of the pandemic. According to a recent McKinsey report, in-person interactions have decreased by 52%. To drive sales in these channels, brands are now investing in technology that allows them to have one unified view to better understand what their channels need, when to send field reps to execute in person, and to deliver personalized customer service to each account. All this, in order to deliver on their business objectives and brand promise to consumers.

Key Capabilities & Value

How can this help me with my client opportunity?

With Consumer Goods Cloud, brands can accelerate growth from planning to execution. The main differentiators are:

World’s #1 CRM for Consumer Goods. Consumer Goods Cloud extends the world’s most trusted CRM to support B2B mission critical processes.
Fast Time to Value. Accelerate results with purpose-built industry apps, data models, integrations, and pre-built processes for Key Account Management, Direct Store Delivery, and Field Execution.
Flexible and Scalable. Reimagine Consumer Goods with core omnichannel, digital, AI and analytics capabilities to connect with channel partners from anywhere.
Single Source of Truth. Unify teams to collaborate around a 360 view of customers to deliver personalized engagement in the right channel at the right time.
Proven Customer Success. Drive rapid adoption with an unrivaled partner ecosystem of leading SIs & ISVs, trainings on Trailhead, implementation experts, and a robust community of Consumer Goods peers.

How does Consumer Goods Cloud Work?

Consumer Goods Cloud is a seamless, intelligent B2B CRM built for the industry to:

Manage key accounts by empowering sales managers to focus on relationships and orchestrate sales activities, fueling alignment and sales growth.
Deep dive in account information and surface insights and analytics that provide an in-depth view of account health, track sales metrics, surface growth opportunities, and deliver visibility into the effectiveness of field execution of your plans.
Coordinate your field teams and maximize their time by sending them to the account locations that require the most attention first.
Optimize field execution by driving efficiency for field reps and drivers with optimized route plans, task management, and mobile order capture capabilities.
Those in the field can stay organized and know exactly what needs to be done when they arrive for their visit whether it’s inventory checks, planogram compliance audits, delivering inventory, or simply selling in new innovation.
Deliver intelligent growth with Einstein for Consumer Goods infused in every part of the planning and execution process.
Tableau CRM powers all the insight and analytics you need to build relationships with your channel partners. *Please note that Einstein Analytics has been rebranded to Tableau CRM. All other Einstein products will continue with the same product name.
Einstein Visit Recommendations will help you send your field team to the right locations at the right time based on your business goals.
Finally, Einstein Vision for Consumer Goods increases audit accuracy with a simple snap of a photo to ensure your planogram is merchandised correctly and you get the share of shelf that you have fought hard for.
Accelerate results with OOB industry capabilities. Maximize time to value with seamless B2B industry platform solution and data model

FAQs

If I am a Salesforce consulting partner interested in Consumer Goods Cloud, what do I do?

Partners interested in learning more about Consumer Goods Cloud should work with their Salesforce partner contacts. Partners can leverage the Partner Community Chatter Groups for REX and TPM to ask questions of product experts and to access important Consumer Goods Cloud partner enablement resources. To request access to the Partner Community, please follow this link and click “Join Now.”

If I am interested in getting trained on Consumer Goods Cloud: Retail Execution, where do I go?

Partners interested in getting trained on Consumer Goods Cloud: Retail Execution can explore the Get to Know Consumer Goods Cloud curriculum in Partner Learning Camp (“PLC”). This curriculum includes a series of courses that teach you the basics of Consumer Goods Cloud: Retail Execution to help you complete successful implementations. Additionally, in June of 2023, we launched a maintenance course for this credential. *Please Note: You must first log into the Partner Community in order to access the Partner Learning Camp curriculum. If you need further assistance on accessing the Partner Learning Camp curriculum, please see this post.

In addition, you can see the End to End Technical Learning Journey HERE.

Where do I get access to a demo org?

Free Trial Org: If you wish to do a demo of Consumer Goods Cloud: Retail Execution, please refer to this link.

Org will expire in 30 days
Data included
Org is pre-configured
Intended for demo and training purposes
If you wish to extend this org, please log a ticket here

Industry Demo Org (IDO):

Industry Demo Orgs (IDO) are solely intended for demonstrating Salesforce industry solutions to customers and are not intended for Customers to use. The IDO includes configuration and additional data, apps & communities, and demo scripts with a click path, talk track and screenshots. The Industry Demo Org is the same powerful environment that Salesforce Solution Engineers use on a daily basis to showcase our industry solutions.

Access to Industry Demo Orgs is exclusive to the Salesforce Partner Readiness Program - you must participate in SDO training to activate this benefit and hold a current Salesforce Service Cloud Consultant or Sales Cloud Consultant Certification to be eligible for IDO use. You will be asked to provide evidence of your certifications via the Whitelisting process.

To Get Access to the IDO:

Complete the Simple Demo Org Fundamentals course in Partner Learning Camp.
*Please Note: You must first log into the Partner Community in order to access the Partner Learning Camp curriculum. If you need further assistance on accessing the Partner Learning Camp curriculum, please see this post.
Unlock the provisioning tool exclusively in Partner Learning Camp via a tab called “Demo Orgs”.
*Please Note: This “Demo Orgs” tab is conditional on the passing of the PLC course titled Simple Demo Org (SDO) Fundamentals.
Select the “Retail & Consumer Goods (RCG) IDO” from the “Demo Type” field
Note as of October 24, 2022 the demo org includes Consumer Goods Offline Capabilities
Check the box for the Master Subscription Agreement and click “Submit”
*Please Note: You will receive an email with a link to access the provisioned Demo Org approximately 1 hour after submitting the form.

For additional instructions on accessing the IDO, please review this deck and for further questions, please see the SDO Chatter group on the Partner Community Site. This is a Partner Community supported org, and all support questions will be handled in the Chatter group.

Where do I get access to a dev org for Partner use?

To access a Consumer Goods Cloud: Retail Execution Partner Dev Org, partners can follow these steps:

I already have a Partner Developer Edition org:
You already have the appropriate licenses. Please follow the admin guide for setup of Retail Execution.
I need a Partner Developer Edition org:
Log a case and request the following in the Environment Hub:
LightningRetailExecutionPlus
ActionPlans
Note: To log or manage a case in Salesforce Help, you will need to have a Trailblazer.me account established.
I have a production or active org:
You will have to purchase a CG Cloud license.

Where do I get access to a Base Org or Learning Org for Partner use?

You can find a link to the Base & Learning orgs for Consumer Goods Cloud:Retail Execution here.

How do I install Salesforce Maps?

To install Salesforce Maps, open the following link in an incognito browser window: https://sfdc.co/SFMapsInstall. When prompted, log into the org where you would like the package installed.

Complete the Discover Salesforce Maps Trail on Trailhead!

How do I know what events are coming up?

Partners who wish to be invited to future Consumer Goods Cloud partner webinars and events should complete this form. We will share our registration links via email and the Partner Community.

How do upgrade from R234 to future releases.

We have created a FAQ document to help the users who run into some known errors while upgrading the “Retail Execution & Consumer Goods” packages post 234 release to unblock themselves.

Additional Consumer Goods Cloud Resources

Content Details

Last Updated: January 2024

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