Where financial services meet the real world. Tracks branch units, business members, customer assignments, distributor authorizations, and broker-of-record relationships.
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Energy efficiency programs, budget management, case programs, and customer application processing.
Sales transaction shapes, contracts, invoices, quotes, finance snapshots, revenue operations, proration policies, and commission schedules for quote-to-cash processes.
Opportunity lifecycle tracking from pipeline to close, including scoring, field history, revenue forecasting predictions, and pipeline inspection tools for sales performance visibility.
Lightning platform telemetry, Aura component metadata, Visualforce access metrics, app definitions, UI performance monitoring, and conditional formatting for the user interface layer.
Sales and employee enablement programs, learning items, skill proficiency tracking, practice exercises, and task-based measure progress for guided development.
Lead capture, scoring, and intelligence objects that fuel the top of the sales funnel, including IQ configuration and external record sharing for leads.
Machine learning models, AI insights, discovery predictions, natural language processing, recommendation engines, and generative AI capabilities powered by Salesforce Einstein.
Core account records and their enrichment data, including partner relationships, brand associations, clean info, and hierarchical structures that form the foundation of B2B customer management.
Product master data management including product hierarchy, category shares, product parts, templates, and historical product snapshots.
Trade fund management and payment processing covering fund allocation, rate-based funding, payment tactics, and external payment references.
Physical asset tracking covering asset audit trails and template-driven asset configuration for in-store equipment and fixtures.
Customer account hierarchy, territory org-unit structures, segmentation rules, sales organization assignments, and account-level planning.
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Indexed OSI package from GitHub: open-semantic-interchange/OSI