阿里云上的Salesforce Winter'25冬季增强版 - 新产品介绍

Analytics - 5 Additional Dynamic Dashboards(正式发布)

  • 描述:包含额外的 5 个动态仪表板。允许客户增加对动态仪表板的使用,并推广一套共享的关键绩效指标 (KPI)。每个额外的动态仪表板都允许客户以最小的管理负担衡量和管理其业务的另一个领域。

  • 用途:Salesforce 的不同版本都带有相同数量的动态仪表板。此 SKU增加了 5 个动态仪表板配额(将限制提高了 5 个)。

Lightning Platform Custom Object Pack(正式发布)

  • 描述:适用于企业版 (CN EE),为 CN EE Org 增加了平台自定义对象的限额。

  • 用途:主要面向只需要在 Org 中支持最多 2000 个自定义对象的 EE Org User。

Loyalty Management Advanced CN无限版(Pilot 发布)

简介

Salesforce Loyalty Management 借助 Salesforce Platform的强大功能,让您可以创建统一的跨行业B2BB2C忠诚度计划,从而提高客户参与度与终身价值。通过等级、积分等多种会员权益方案,打造会员计划基础,有效管理会员并创造独特的会员体验。image.png

会员管理

管理会员包括注册会员到忠诚度计划、保持他们的详细信息最新以及其他任务。您可以将个人和企业会员注册到您的忠诚度计划,还可以创建一个组、将会员添加到该组,以便他们可以将积分汇总到一个账户。最后,您可以在交易日志中记录会员活动详情以及这些活动获得或消耗的积分。

程序设置

设计、组织和定制忠诚度计划的不同方面。创建一个包含等级组、等级、货币、属性和小部件的忠诚度计划。通过将合作伙伴纳入您的忠诚度计划生态系统,为客户提供更多选择。借助合作伙伴,客户可以在购买合作伙伴的产品或服务时赚取或兑换积分。

忠诚体验

将会员权益与会员等级制度关联起来,以保持客户对忠诚度计划的粘性。当会员达到特定等级时,相应的权益会自动赋予该会员。

通过提供产品或服务折扣券,或赠送产品或服务来奖励顾客的活跃度。

授予会员徽章以表彰会员达到里程碑或完成其他特定活动。

技术准备

以下 Trailhead 模块提供了对 Salesforce 上 Loyalty Management 的基本理解

Scheduler(Pilot 发布)

简介

Scheduler 有两个 SKU:

  • Salesforce Scheduler - CN

  • Salesforce Scheduler - Additional Appointments (1000/month) - CN

Lightning Scheduler 提供了精准的日程安排体验,简化客户会议预约流程,并通过安排与合适人员在特定时间和地点的会议,帮助用户充分利用每一个表达的意向。

1) 安排客户与合适的资源在合适的时间和地点进行预约,以利用每一个表达出的意向并提供个性化的客户体验。

2) 将日程安排嵌入到标准 Salesforce 工作流程(例如线索和推荐、商机和个案管理)中,从而简化流程。

3) 通过报告、分析和智能洞察来获取预约的可见性,使我们的客户能够更有效地分配资源并更好地满足客户的需求。

Salesforce Scheduler - Additional Appointments 许可证每月为每个组织额外提供 1,000 个服务预约。

1) 此附加组件适用于使用 Life Sciences Cloud 和 Health Cloud 的组织,这两个云都为每个组织每年提供 12,000 个服务预约,以及每年为每个用户提供 300 个服务预约。Health Cloud 已在 Salesforce on Alibaba Cloud 上提供,Life Sciences Cloud 即将推出。

2) 此许可证适用于需要比标准分配更多服务预约的组织。

技术准备

  • 8 小时的 Trailhead trail 课程,其中包含多个模块:使用 Salesforce Scheduler 预约,可帮助您了解如何设置和使用 Salesforce Scheduler 进行客户预约。

  • 另一个同样有用的 trail 课程:规划 Salesforce Scheduler 实施,可帮助您了解各个行业如何使用 Salesforce Scheduler,并探索其对象如何协同工作。

Analytics - 5 Additional Dynamic Dashboards (General Available)

  • Description: Includes an additional 5 Dynamic Dashboards. It allows customers to increase their use of dynamic dashboards and roll out a shared set of key performance indicators (KPI). Each additional Dynamic Dashboard supports a customer measure and manage an additional area of its business with minimal administrative burden.

  • Purpose: Salesforce editions come with a fixed number of dynamic dashboards. This SKU adds an additional 5 dynamic dashboards to the allocation (it raises the limit by 5). 

Lightning Platform Custom Object Pack (General Available)

  • Description: Available with CN Enterprise Edition(CN EE). This product provides CN UE custom object platform limits to CN EE Orgs.

  • Purpose: Mainly, for customers in EE orgs that only need to support up to 2000 custom objects in the org.

Loyalty Management Advanced CN Unlimited Edition (Pilot)

Description

Salesforce Loyalty Management enables you to use the power of the Salesforce Platform to create unified, cross-industry B2B and B2C loyalty programs that increase customer engagement and lifetime value. Lay the program foundation using tiers, currencies, and more while managing membership and creating unique member experiences.image.png

Member Management

Managing members involves enrolling them in loyalty programs, keeping their details up to date, and other tasks. You can enroll individual and corporate members in your loyalty programs. You can also create a group and add members to the group so that they can pool their points to one account. Finally, you can record details of a member’s activities and the points earned or burned from those activities in transaction journals.

Program Setup

Design, organize, and customize different aspects of the loyalty programs. Create a loyalty program with tier groups, tiers, currencies, attributes, and widgets. Give customers more choice by incorporating partners in your loyalty program ecosystem. With partners, customers can earn or redeem points when they purchase a partner’s products or services.

Loyalty Experiences

Associate member benefits with a loyalty program tier to keep customers hooked to your program. When a loyalty program member reaches the tier, the benefits are automatically assigned to the member.

Reward customers for their activities with vouchers that offer discounts on a product or service or a free product or service.

Assign member badges to recognize member milestones or other specific activities.

Technical Readiness

These Trailhead modules provide a basic understanding of Loyalty Management on Salesforce:

Scheduler (Pilot)

Description

There are two SKUs for Scheduler:

  • Salesforce Scheduler - CN

  • Salesforce Scheduler - Additional Appointments (1000/month) - CN

Lightning Scheduler provides a precision scheduling experience that streamlines customer appointment booking and helps users capitalize on every expressed interest by booking appointments with the right person, at a specific time and place.

1) Book customer appointments with the right resource at the right time and at the right location to capitalize on every expressed interest and personalize customer experiences.

2) Streamline processes with scheduling embedded into standard Salesforce workflows such as leads and referrals, opportunities, and case management.

3) Gain visibility into appointments through reporting, analytics, and intelligent insights, enabling our customers to assign resources more efficiently and better address their customers' needs.

The Salesforce Scheduler - Additional Appointments license provides 1,000 additional service appointments per organization per month.

1) This add-on is intended for organizations using Life Sciences Cloud and Health Cloud, which both offer 12,000 service appointments per organization per annum and 300 service appointments per user per annum. Health Cloud is available here in Salesforce on Alibaba Cloud, and Life Science will be coming later.

2) This license is suitable for organizations that require more service appointments than the standard allocation.

Technical Readiness