CG Cloud

Key Implementation Considerations -

Existing & New Model
(Summer ‘22)
Forward-Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry
prospects, environmental, social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s
results could differ materially from the results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors
discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: the impact of, and actions we may take in
response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service
performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate
performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data
center capacity; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those
related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export
controls; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc.,
and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new
services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint
ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits
from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired
businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including
our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow
unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles;
our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure
resulting from significant growth in our customer base and operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of
our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of
the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the
variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through
our strategic investment portfolio; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may
affect the publicly traded companies within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact
of foreign currency exchange rate and interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the
potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and
the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact of geopolitical events; uncertainties
regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; our ability to comply with our debt covenants and lease
obligations; and the impact of climate change, natural disasters and actual or threatened public health emergencies, including the ongoing COVID-19 pandemic.
092821
Key Implementation
Considerations - Existing & New
Model
CG Cloud offline App - 2 Approaches
Existing CG Cloud Implementations

Original Approach - Basic Data Model New Approach - Enhanced Data

● Online app supports full scope of the original model
Model
● Offline app supports execution of pre-planned ● Offline app supports full scope** of the new
visits with inventory & custom assessment tasks* model with
● Based on original CG Cloud objects (e. G. Retail ○ Offline visit planning and ad-hoc visit creation
Store, Action Plan, Retail Visit KPI, Promotion) - ○ Visit execution with advanced capabilities such as
objects will continue to support the existing sales folders & offline orders
○ Penny-perfect pricing (pilot in Spring ‘22)
processes ○ Multi-market enabled
● Enhanced data model with harmonized master
● Advanced features such as data is required
Sales Folders or offline ● Existing CG Cloud objects (Retail Store, Action
orders can be activated by Plan, …) are not used
implementing objects from ● Only the new
the enhanced data model model does utilize
(e. g. account roles, sales advanced
org) capabilities out of
the box

*Introduced with CG Cloud Winter ‘22 **For the complete list of features, see
Salesforce Spring ’22 Release Notes:
Consumer Goods Cloud
CG Cloud online vs. offline App

Online App Offline App

● Full offline support for your field users with high
● Based on Salesforce1 mobile app scalable background synchronization
● Leverages Rex data model focused on basic ● Responsive UI enables all kind of form factors
merchandising activities like inventory audits including tablets
● Supports platform technologies ● Process driven UI based on Cockpits
○ Flows
● Key market features e. g.
○ Multi-market
○ Lightning App Builders (LAB) / Lightning Web ○ Enhanced Order management
Components (LWC) / No-code configurations ○ Penny Perfect Pricing*
○ Smart Selling - Visit and Task Recommendation ○ Conditional store audits**
○ Authorization lists with listing modules
● Embedded in-app TCRM Analytics ○ GPS tracking
● Virtual Rex on Desktop ○ Bluetooth scanner support**
● Based on an enhanced data model
● Powerful Enhancement framework
Choose if Choose if
● Always Connected. No plan to adopt ● Robust offline needs
Offline ● Advanced Retail Execution incl. Enhanced
● Light roll-out w/ basic merchandising like Order + Penny Perfect Pricing
inventory audits. No future need for ● Advanced OOB User Flows and
Offline app specific capabilities Experiences (Cockpits, Persona based UI
● No OOB Rex Persona optimized User flows, Tablet optimized)
Flows and Experiences ● Mobile app specific capabilities e. G. GPS,
● Simple Custom flows laser barcode scanning

*Pilot
**Summer ‘22
Salesforce Mobile & CG Mobile Offline Comparison (Summer ‘22)
Capability Salesforce Mobile - Online RE CG Mobile Offline

Data Model Support (OOB) Basic Basic (Master Data & Visit) + Enhanced

Offline

Order Management Basic Enhanced

Penny Perfect Pricing

TPM integration (with integration)

On Roadmap - Foundation already available to enable custom builds: Truck & Cash
DSD Deliver Shipments without adjustments
Inventory, Orders, Pricing, signatures, barcode scanning, printing

Extensibility Lightning App Builder CG Cloud Modeler

Analytics Embedded TCRM In-App + Linked TCRM App

Google Maps embedded in Offline App

Maps SF Maps embedded in online App
(SF Maps can be integrated for route optimization of planned visits)

Flows Supported with Assessment Tasks Long Term Roadmap (Hybrid App)

Visit, Task Recommendation Visit, Task, Order Recommendation (Roadmap)

Smart Selling
Planogram Compliance - Partner Integration Planogram Compliance - Partner Integration

Multi-market, Conditional audits, Authorization lists with modules, GPS

Extended features N/A
tracking, Bluetooth scanner support, PDF printing, Sales Folder

Roadmap Current functionality supported Investment area for the next releases
 CGC Summer ‘22 - Enhanced Data Model (Conceptual View)
Harmonized Areas Side-by-Side Objects New Objects
Product Master Promotion Enhanced Master Data
Promotion Account
Product Product Product Promotion Promotion Sales Org User Account
Product 2 Promotion Product Sales Org Set
Template Hierarchy Part Product Category Channel User Setting Set
Customer
Promo & Organization
Product Unit Adv. Tactic Account Organization Organization
of Measure
Tactic Tactic
Unit Unit User
Unit POS
Promotion Template Product Set User Hierarchy

Customer Master Order POS

Trip List
Template
Account Account Account
Account Order Order Item Price Book Adv. Order
Extensions Hierarchy Relationship Promotional Conditions
Account Promotion Promotion
Account Account Account Order & Item Order Item Signature Promotion Promotion Promotion
Visit Template
Signature Reward Reward
Template Manager Org Unit Template Template Hurdle Reward Expression Group Product
Setting
Pricing
Account System Inventory Inventory
Inventory Condition
Sales Data Number Transaction Template Template

Order Order Paym. Pricing Configuration & Conditions Customer Segmentation

Product Assortment Payment Template Calculation
Calculation Calculation Schema
Segmentation Segmentation
Product
Assortment Store Schema Schema Step Determination Rule Rule Definition
Assortment Assortment Activities / Jobs / Surveys
Product Assortment
Template
Assortment Retail Visit Advanced Search Pricing
Listing Assessment Activities
Key Types
Order KPIs Activities Strategy Condition
Modules Tasks
Template
Job
Job Substitution / User
Visit Asset Visit Job Job List Definition Sales Folder
Template Template
Visit Asset Sales Daily
Visit Asset Adv. Activity Activity Adv. Activity Sell Sheets Substitution
Template Template Folder Report
Template Product Customer
Sales Folder Customer
Picture Asset Audit Template Task
Picture

New Objects New Objects

Core Objects
Spring ‘22 Summer ‘22
Enhanced Data Model
Existing & new CG Cloud Implementations

Project Scenario / Requirement

Client / partner is not aware of all implementation implications between the existing & the enhanced objects

Current Positioning
● To support the new features and
● Salesforce acquired in May 2021 the IP of Accenture
enhancements, we made significant updates in
Cloud to enhance CG Cloud offering in key market
relevant areas such as Offline, penny perfect pricing the Consumer Goods cloud data model. We
and trade promotion management added new fields in several existing objects
● We introduced in Winter ‘22 the new CG Cloud (harmonized objects), created advanced
offline app based on CG Cloud existing data model versions of several existing objects (side-by-side
with support of Retail Store, Action Plan, Retail Visit objects), and added several new objects.
KPI etc. This mobile app can be used to execute ● Only the new model is utilizing the advanced
pre-planned visits with inventory & custom data model (with the advanced versions of
assessment tasks offline. side-by-side objects e. g. Promotion and new
● With the Spring ’22 release, Consumer Goods cloud objects such as unit of measures) out of the box
released a host of new features and enhancements to control processes such as offline order taking
as a new model. For the complete list of features, see ● The existing objects promotion, order, retail
Salesforce Spring ’22 Release Notes: Consumer store etc. will continue to support the existing
model
Goods Cloud
Preferred Mobile App
Existing & new CG Cloud Implementations

Project Scenario / Requirement

Partner needs guidance if CG Cloud offline or online app is the preferred implementation choice

Current Positioning Roadmap

● CG Cloud supports both Online + Offline app. ● Although both apps will be supported
There are differentiated capabilities supported by
each app. The selection of the app should be moving forward, our recommendation to
based on current + future customer needs and customers is to evaluate the offline app first
use cases e.g. Online app supports Flows, LWC. (considering its capabilities and rich
The offline app supports fully Offline capabilities, roadmap), and only deploy online in
enhanced Order Management, Penny Perfect
Pricing, fully responsive mobile + tablet exceptional scenarios.
experiences, robust Extensibility modeler,
granular features like Bluetooth Scanner support,
PDF printing, GPS tracking, Dynamic
Questions/Surveys etc. Those and other
differences will be highlighted as part of the
product documentation.

*Summer ‘22