Consumer Goods
Personalized Customer Service
Service teams need to meet growing customer expectations with every touch point. Einstein AI makes it easier for reps to serve customers faster and sell more while they serve.
Account Summary
Deliver comprehensive account snapshots for service reps. Reps receive crucial consumer goods data including store performance, compliance, advanced orders and advanced visits so they can give personalized responses to customer inquiries.
Objects Referenced
Account, Advanced Order, Visit, Asset, Customer Task
Data Sources
CRM, Consumer Goods Cloud, Flow
Template Type
Record Summary
How to use
Open the service console to a customer account. In the Einstein object, select the "Account Summary" prompt template.
Availability
Coming soon*
Upsell Recommendations
Offer service reps selling guidance with frequently ordered product recommendations. Use order history of the customer or account to identify upsell opportunities.
Objects Referenced
Account, Advanced Order, Visit
Data Sources
CRM, Consumer Goods Cloud
Template Type
Record Summary
How to use
Open the service console to a customer account. In the Einstein object, select "Product Upsell Recommendation".
Availability
Coming soon*
Disclaimer: *Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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