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Advanced master data capabilities in the enhanced model

Key Takeaway

One authorization list can serve several store formats. Listing modules each hold a subset of its products, and a listing classification assigns a module to an account for each product category.

Master data is the foundation of retail business processes in Agentforce Consumer Goods. Order taking, visit management, and activity execution all require it. Master data covers accounts and their hierarchies, products, units of measure, assortments, users, sales orgs, and org units. Starting Spring '22, the enhanced data model added advanced master data capabilities. These capabilities control the enhanced data model's business processes, such as order taking, out of the box.

Advanced master data capabilities

Master data collects, aggregates, and distributes retail process data consistently. The enhanced data model has five advanced master data capabilities:

  • Account roles and relationships
  • Time-dependent account and product hierarchies
  • Flexible product units of measure
  • Authorization lists with listing modules
  • Advanced promotions
Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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