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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.

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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.

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Connector Configuration and Credential Retrieval Guide

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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.

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Setting Up Security Token in Salesforce