Consumer Goods Cloud

Enhanced Data
Model Overview:
Retail Execution
Forward-Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry
prospects, environmental, social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s
results could differ materially from the results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors
discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: the impact of, and actions we may take in
response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service
performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance
degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our
reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of
services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; current and
potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or
settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product
features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions,
strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and
technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a
leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and
remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer
attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth
in our customer base and operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current
and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office
facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the
accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; the
impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies
within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and
interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in
the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in
connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property;
uncertainties regarding the effect of general economic and market conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and
other equity awards; the sufficiency of our capital resources; our ability to comply with our debt covenants and lease obligations; and the impact of climate change, natural
disasters and actual or threatened public health emergencies, including the ongoing COVID-19 pandemic.

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Enhanced Visit Execution
Activity Management Configuration

1. Create Job Template: Define the type of job template—whether Survey or Question
2. Create Job Definition Template: Define the job using a job template
3. Create Activity Template: Group multiple job definition templates
4. Create Activity: Create activities from the activity template. The activity is specific to the product and customer set or the visit
template and management type. There are two types of activities: standard activity and event-driven activity.
5. Generate Job List: In CG Cloud, job lists are generated only for event-driven activities using a batch process.
6. Execute Activity: Sales reps execute activities during store visits. Standard activities get assigned to the reps based on the visit
template.
Job Management
Enhanced Data Model

Visit Tasks in the Enhanced Data Model are

referred to as Job Management.

CG Cloud comes with two out-of-the-box

job templates:

● Survey (product specific)

● Question (general/store audits)
Activity Template
Grouping multiple job definition templates

Two types of activity templates are available in CG Cloud:

Add Job Definition Templates to an Activity
Template
Create an Activity

● Create activities from the activity template

● The activity is specific to the product and customer set or the visit template and
management type

● Standard activities are applicable to ALL visits

● Add customers and products to an activity so sales reps can complete product surveys
during store visits
Determine Products for Surveys

Planned Products
● Products that Salesforce Admins manually add to an activity
○ Consider Products Checkbox on Activity
Listed Products
● Products that Salesforce Admins include in the product assortment
○ Consider Listing Checkbox on Activity
Historical Products
● Products that sales reps had surveyed in previous visits
○ Consider History Checkbox on Activity

Customize Product Offerings with Assortments

Configure Users
1. Set Up User Profiles
2. Set Field Permissions for a User Profile
3. Create a User Accountable Record
4. Map a Sales Organization to a User
a. Sales orgs are business segments that allow you to structure your data, products,
customers, and business processes according to your organizational unit.
5. Map a Mobility Sales Org to a User (sync data between the orgs)
6. Create a User Setting Record (personalize the app for a user)
7. Assign a User to an Org Unit
8. Run a Batch Process (manual option - this does happen automatically also)
Key Resources
Accelerate your path to success

TRAILBLAZER EXPERT COACHING ADDITIONAL

TRAILHEAD COMMUNITY SESSIONS RESOURCES
Learn new skills from Learn, connect, have Industry: Optimize Learn new features and
anywhere. fun, and give back Consumer Goods Cloud stay up to date on the
together. Get the most from your latest releases.
Advanced Activity Salesforce products! During
Management Basics in this individual session, an
Consumer Goods Cloud Customer 360 Guide
expert will:
Consumer Goods Cloud Trailblazer Community Get started with
Optimize field activities to Ask questions and stay up Consumer Goods.
• Facilitate a discussion on
achieve sales targets to date on events, your specific use case and
features, and releases. industry best practices Set Up and Maintain
Advanced Activity • Review Salesforce Retail Execution
Management Setup in features and functionality for Implementation guide.
Consumer Goods Cloud your specific use case
Configure activities, • Provide personalized Release Notes
products, and users to recommendations and Explore product
streamline store audits resources tailored towards enhancements and new
and product surveys your goals features.

Learn on Trailhead Join the Community See Upcoming Sessions