Salesforce launched a suite of new generative AI products at Connections in Chicago, including new Einstein Copilots for marketers and merchants, and Einstein Personalization. Einstein Personalization and Copilots To gain insights into these products and Salesforce’s evolving architecture, Bobby Jania, CMO of Marketing Cloud was interviewed. Salesforce’s Evolving Architecture Salesforce has a knack for introducing
Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need
The Einstein Engagement Frequency Dashboard The Einstein Engagement Frequency Dashboard provides a comprehensive overview of your contacts’ email saturation levels. By analyzing this data, you can understand how your email sending frequency influences engagement metrics like opens, clicks, and unsubscribes over time. The What-If analyzer is a handy tool within the dashboard, allowing you to
Businesses need robust solutions to enhance their digital experiences and streamline operations. Digital Experience Enhancement Via Commerce and Content can be addressed in multiple ways. When considering different systems, the approach to implementation and integration is crucial, especially with incumbent commerce platforms like Salesforce Commerce Cloud or Shopify Plus. The choice of integration method can
Revenue Lifecycle Management (RLM) with Revenue Cloud empowers businesses to drive profitable growth by automating the entire product-to-cash process. From managing product catalogs and pricing to order fulfillment and billing, RLM streamlines operations and accelerates revenue generation. Salesforce Revenue Lifecycle. Here’s how businesses can leverage RLM for efficient revenue lifecycle management: Additionally, RLM is available
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
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
