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

 

Financial Services Cloud

 
 

Business User

Distributor Performance Management for Insurance

Empower insurance carriers to better align goals with their distributors using prebuilt reports and dashboards to track distribution channel performance.
 

Business User

Einstein Referral Scoring

Prioritize your referral pipeline in retail banking based on predictive scoring models to increase your conversion rates and grow your business.
 

Developer

Mortgage Business APIs

Create or update the 1003 residential loan application as one transaction to reduce development time and seamlessly connect to third-party mortgage point-of-sale systems and loan origination systems.
 

Business User

Action Plans Enhancements

Collect required documents in Action Plan templates to deliver consistent and compliant customer experiences. Also new in this release, you can package and clone templates to help you get up and running more quickly.
 

Health Cloud

 
 

Business User

Care Plan Enhancements

Create patient and member care plans more efficiently with an all-new care plan design. Use flexible templates to create problems, goals, and tasks in any order to support your workflows.
 

Admin

Provider Relationship Management Enhancements

Tailor the Provider Search with configurable fields to find the right provider, faster. Customize the Provider Relationship Page, for a complete view of each provider.
 

Manufacturing Cloud

 
 

Business User

Account-Based Forecasting Enhancements

Ensure your forecasts accurately reflect your business with advanced custom metrics, like seasonal patterns or account-specific KPIs.
 

Admin

Sales Agreement Enhancements

Improve the sophistication of your sales agreements, and work more efficiently with bulk editing. Now you can filter, search, and add products to your agreements with ease.
 

Consumer Goods Cloud

 
 

Business User

Sales Agreements for Consumer Goods Cloud

Simplify retail execution. Make transactions, profits, and revenue margins more predictable and accurate with a consolidated and real-time view of your business.
 

Business User

Einstein Analytics for Consumer Goods

Transform data into meaningful insights with store performance and visit analytics to better inform planning and execution of store visits.
 

Business User

Visit Planning Enhancements

Improve your territory planning and daily route optimization. Schedule field rep routes more effectively when you integrate and visualize customer data.
 

Business User

Visit Execution Enhancements

Make sure your shelves aren’t sitting empty so customers can get what they want. Build KPIs and custom workflows into your retail execution, including out-of-stock measures.
 

Want to learn more about the Spring ’20 Release?

Visit Spring ’20 resources for the latest in training, documentation, and more. Take the trail to learn more.