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Salesforce Consumer Goods Cloud
Overview
Salesforce Consumer Goods Cloud is a specialized CRM platform designed to help companies in the consumer goods industry manage their operations more efficiently. It provides tools to optimize route-to-market strategies, increase sales performance, and enhance field execution. This cloud-based solution leverages Salesforce’s robust capabilities to deliver data-driven insights, streamline inventory and order management, and foster closer relationships with retailers and customers.
Key Features:
- Retail Execution: Manage store visits, ensure product availability, and optimize shelf placement.
- Sales Planning and Operations: Create and manage sales plans that align with company goals.
- Trade Promotion Management: Plan, execute, and analyze promotional activities to maximize ROI.
- Field Team Management: Enable field reps with tools and data to improve productivity and effectiveness.
Connector Configuration and Credential Retrieval Guide
Prerequisite Requirements
When setting up an integration between Salesforce Consumer Goods Cloud and Multiwoven, certain credentials are required to authenticate and establish a secure connection. Below is a brief description of each credential needed:
- Username: The Salesforce username used to log in.
- Password: The password associated with the Salesforce username.
- Host: The URL of your Salesforce instance (e.g., https://login.salesforce.com).
- Security Token: An additional security key that is appended to your password for API access from untrusted networks.
- Client ID and Client Secret: These are part of the OAuth credentials required for authenticating an application with Salesforce. They are obtained when you set up a new “Connected App” in Salesforce for integrating with external applications. You may refer our Salesforce CRM docs for further details.
Setting Up Security Token in Salesforce
Mode | Supported (Yes/No/Coming soon) |
---|---|
Incremental sync | Yes |
Full refresh | Coming soon |
Stream | Supported (Yes/No/Coming soon) |
---|---|
Account | Yes |
User | Yes |
Visit | Yes |
RetailStore | Yes |
RecordType | Yes |
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