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.
Note: It has been used to enable Platform users who were contractually limited to 10 or 110 custom objects to access 2000 custom objects.
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.
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:
Learn how loyalty programs keep customers coming back: Loyalty Programs and Loyalty Management
Create and manage a loyalty program to reward your customers: Set Up a Loyalty Program
Learn how loyalty processes improve member experience and engagement: Promotion Setup Basics
Create targeted customer experiences to boost revenue and engagement: Loyalty Marketing Campaigns
Boost member engagement with automated loyalty processes: Loyalty Rules Management and Processing
Set up and manage the accrual process: Set Up Rules for Accrual Processing
Note: This uses DPE, which is not yet part of the Salesforce on Alibaba Cloud Platform
Create and manage the redemption process for your loyalty program: Set Up a Redemption Process
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 10,000 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.
FAQs
How will Scheduler be licensed? Who Needs the License?
Lightning Scheduler will be available in Enterprise and Unlimited editions only as an 'add-on' feature SKU to the following products (note that pricing is fixed across editions). Lightning Scheduler licenses (PSLs) are needed only for Users that need to be scheduled for appointments. The user must, as a pre-requisite, have one of the following user licenses:
Sales Cloud
Service Cloud
Sales & Service Cloud
Health Cloud
Communities (Customer Community, Login and Plus; Partner Community, Login and Plus)
Lightning Scheduler PSL can be assigned to a Communities user. This will allow communities users to be scheduled using Lightning Scheduler. In other words: A Community user can be scheduled as a schedule-able resource, HOWEVER a Community user can not schedule an appointment via a Community.
NOTE: Lightning Scheduler PSL will NOT be available as an add-on for Salesforce Platform license users.
Who needs the Lightning Scheduler license?
Lightning Scheduler licenses (PSLs) are needed only for Users that need to be scheduled for appointments. Users, who schedule on behalf of others, but do not need to be scheduled themselves (e.g. Call Center Agents, etc.), do not require any additional licenses to use Lightning Scheduler.
What use cases does Lightning Scheduler serve?
Lightning Scheduler supports use cases in which the customer aligns a professional, typically at the professional's location; examples include a loan officer at a bank, a hair stylist at the salon, a doctor at a medical practice, and many others. Additionally, virtual/remote meetings are also a great fit for Lightning Scheduler's capabilities.
Technical Readiness
An 8-hour Trailhead trail with multiple modules is available at Appointment Booking with Salesforce Scheduler for you to find out how you can set up and use Salesforce Scheduler for customer appointments
Another trail which is also useful: Plan Salesforce Scheduler Implementation for you to learn how various industries use Salesforce Scheduler and explore how its objects work together.