Salesforce made several announcements this month, regarding the Growing Family of Einstein Copilots. By unveiling AI-powered Einstein Copilots for marketing and merchants. These new Copilots build on the previously announced Copilots for retailers and shoppers and are integrated into the Einstein 1 platform. They can communicate with each other, effectively bridging marketing and commerce, and
Analytics Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release. Summer 24 Analytics Release Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at
Supporting the development of AI design patterns that demonstrate trustworthiness not only enhances user experiences but also serves as an enabling tool for informing more effective policy and compliance measures. Patterns for AI Security. By prototyping patterns, teams can effectively communicate complex policies, illustrating how they could function within industries and for users. This approach
Obsidian Security recently discussed the complexity of enforcing Single Sign-On (SSO) within Salesforce and frequently encountering misconfigurations. Notably, 60% of Obsidian’s customers initially have local access without Multi-Factor Authentication (MFA) configured for Salesforce, highlighting a significant security gap that Obsidian diligently works to secure. Securing SaaS. The Hidden Vulnerability Application owners who manage Salesforce daily
Embedding Copilot for Service in Salesforce Desktop You can embed Copilot for Service directly into the Salesforce desktop with contextual awareness of the underlying platform. This integration helps Copilot for Service provide better responses and streamlines the workflow for your agents. Integrate Copilot for Service in Salesforce. Prerequisites Before you begin, ensure you have the
Automating Prospect Grading with Automation Rules Instead of manually qualifying prospects by evaluating each profile criterion, you can build Automating Prospect Grading with Automation Rules on prospect field data. How Grading with Automation Rules Works Grading Condition Impact on Grade Matches Positive: Increases Grade Does Not Match Negative: Decreases Grade Not Known Neutral: No Impact
How and When Do Features Become Available? Some features in Spring ’24 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality. Salesforce Summer 24 Release Schedule. Salesforce
Einstein Content Testing Overview Einstein Content Testing allows you to optimize engagement by testing images quickly. For more advanced targeting and personalized content, consider using Einstein Content Selection, which includes features like fatigue rules and user preference-based content targeting. Availability This feature is available in Professional, Corporate, and Enterprise Editions of Marketing Cloud Engagement. Usage
Salesforce Unveils New AI-Powered Features for Education Cloud Salesforce recently announced a suite of new features for its Education Cloud platform designed to simplify tasks for educators and students. AI Powered Education Cloud is here. These features range from student-focused tools, such as helping students stay on track with their degree requirements, to admin-focused capabilities
IBM and Salesforce Expand Partnership to Advance Open, Trusted AI and Data Ecosystems PR Newswire-IBM Salesforce AI Partnership ARMONK, N.Y. and SAN FRANCISCO, May 21, 2024 – IBM (NYSE: IBM) and Salesforce (NYSE: CRM) today announced an expanded strategic partnership designed to bring together IBM’s watsonx AI and Data Platform with the Salesforce Einstein 1
Shopping with distributors offers a distinct advantage in the form of personalized guidance throughout the purchasing journey, nurturing enduring relationships and encouraging repeat business. While distributors excel in delivering tailored service, digital-native rivals such as Amazon leverage operational efficiency to vie in today’s marketplace. As B2B preferences veer towards remote transactions and omnichannel experiences, distributors
Salesforce to Enhance Service Cloud with New AI Tools and Broaden Automated Customer Conversations Salesforce is set to roll out more Einstein 1 generative AI tools for Service Cloud users in June and October. But the big news? More places to deploy automated customer conversations are on the way. Unified Conversations for WhatsApp and Line
A Leap Forward in Merchandising Merchants face the ongoing challenge of enhancing loyalty, conversion rates, and shopper lifetime value. Enter Einstein Copilot, ushering in automation to boost productivity and inject intelligence for an elevated customer experience in unprecedented ways. Salesforce asserts that early AI adopters are saving an average of 6.4 hours per week. Copilot
Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a
Salesforce Enhances Service Cloud Digital Engagement for Unified Customer Interactions Salesforce has unveiled new enhancements to Service Cloud Digital Engagement, aimed at unifying unstructured conversational data from various digital channels, departments, and devices within a single platform. Built on the Einstein 1 Platform, these enhancements enable service leaders to gain a more holistic view of
