Increase productivity with all-new features for Financial Services Cloud, Manufacturing Cloud, Consumer Goods Cloud, and Health Cloud.

 

Financial Services Cloud

 
 

Business User

Mortgage Innovation for Financial Services Cloud

Capture and share borrower information across lines of business. Sample templates provide a guided UI flow for borrowers and loan officers to complete mortgage applications.
 

Business User

Document Tracking and Approvals

Streamline customer engagements by tracking documents and approvals for use cases like mortgage applications. Enable your customers to upload files and see the status of each document.
 

Business User

Community Cloud for Financial Services

Use the Portal for Independent Insurance Agents, which includes a prebuilt template, components, and flows, to help users access their most important KPIs and metrics.
 

Business User

Lightning Scheduler: Multi-Resource Scheduling

Improve customer engagement with precision scheduling that allows you to assemble multiple resources for a customer appointment, based on each resource’s skills and availability.
 

Business User

Einstein Analytics for Financial Services Enhancements: Insurance

The complete intelligence platform for financial services extends into insurance. Provide agents and sales managers with best-practice analytics to grow their book of business.
 

Health Cloud

 
 

Business User

Provider Relationship Management

Strengthen provider relationships and gain a full view of your provider network from one place. Improve provider-centered processes like physician search, onboarding, and management.
 

Business User

Life Sciences Program Management Enhancements

Maximize the impact of your life sciences care programs and patient services. Capture eSignatures to stay compliant, and easily manage authorization and consent forms.
 

Business User

Einstein Analytics for Healthcare

Get AI-powered insights with a complete intelligence platform for providers and payers. Use pre-built templates to get predictions and recommendations faster.
 

Business User

Lightning Scheduler: Asset Scheduling

Easily book and manage internal healthcare assets like rooms and equipment with Asset Scheduling. Reserve assets like MRI machines or dialysis chairs within existing workflows.
 

Business User

Account Based Forecasting

Improve medical device sales forecasting and gain a clearer picture of your business. Create account and product specific forecasts and efficiently manage approvals.
 

Manufacturing Cloud

 
 

Business User

Manufacturing Cloud

Deliver predictability and transparency across your ecosystem. Now, manufacturers have a tailor-made CRM solution to align sales and operations, unify account planning and forecasts, and deliver greater transparency and collaboration — all on a single platform.
 

Business User

Sales Agreements

Drive transparency across run-rate business with sales agreements. With Sales Agreements, you can create a consolidated view of all the terms of an agreement, including duration, products, prices, and planned quantities, and combine this with actual quantities from your back office.
 

Business User

Account-Based Forecasting

Surface insights across your entire business with account-based forecasts. Now your internal stakeholders gain a central platform to collaborate and easily develop revenue and volume forecasts for a complete view of both your net new and run-rate business.
 

Business User

Community Cloud for Manufacturing

Accelerate planning with transparent partner collaboration. Create more accurate production and revenue forecasts with real-time feedback from channel partners.
 

Business User

Einstein Analytics for Manufacturing

Surface actionable business insights and bring AI-powered intelligence to your day to day operations. Empower your teams with deep insights around Customer, Product, and Pricing performance and enable data driven decision-making to drive predictable business results.
 

Consumer Goods Cloud

 
 

Business User

Consumer Goods Cloud

Create closer connections across the entire value chain. Transform how you collaborate with retail partners to drive growth and deliver on your brand promise.
 

Business User

Retail Execution

Help field reps turn every store into the perfect store, delivering stocked shelves with the right prices and promos. Spend less time on operations and more time building relationships.
 

Business User

Retail Execution: Einstein Vision for Consumer Goods Cloud

Accelerate inventory, planogram, and merchandising compliance checks with AI to increase productivity and audit accuracy. 
 

Business User

Retail Execution: Visit Planning

Optimize store visits and drive efficiency by providing field reps with essential data, including store name, location, visit time, and previous visit details.
 

Business User

Retail Execution: Visit Execution

Customize templates based on individual store or store segment types. Ensure onsite task completion, from inventory and planogram checks to return order processing and surveys.
 

Business User

Retail Execution: Mobile Order Capture

Make in-store order capture easier than ever. Access and input important data such as category, product, quantity, pricing, discounts, and promotions — all from a mobile device.
 

Want to learn more about the Winter '20 Release?

Visit Winter '20 resources for the latest in training, documentation, and more.